Analysis Center
29
July
ACB – Brief – [NONRATED] – Strengthened asset quality
2Q25 PBT rose by +8.8%yoy to VND6,093bn thanks to higher non–interest incomes from FX activities, investment, and bad-debt collection and lower risk provision expenses (-21.3%yoy). 1H25 PBT reached VND10,690bn, up...
29
July
Market traders: Liquidity surged
By investor group, trading activity among domestic individuals and institutions continued to grow, with weekly increases of 25.8% and 13.9%, respectively.
29
July
Derivatives: New high of the year
The uptrend has been confirmed, allowing investors to maintain long positions. However, as the risk of a trend reversal increases, traders should be prepared to quickly exit positions if negative...
29
July
Market commentary: Liquidity surged
The market maintained its upward momentum with a notable surge in liquidity, indicating that new capital continued to flow in. This reflects investor optimism and broad agreement with the current...
28
July
SBV boosts liquidity injection as system demand climbs
This week, the SBV continued its strong net liquidity injection into the banking system as funding demand rose, while USDVND cooled down. Interbank rates increased across all tenors, with sharp...
28
July
Covered warrant: Liquidity cooled down
After several weeks of strong gains, trading activity in the covered warrant market cooled somewhat last week, as liquidity saw a mild correction. Nevertheless, the number of gainers continued to...
28
July
Derivatives: New high formed
With the uptrend confirmed, traders may consider maintaining their long positions. However, as the risk of a trend reversal increases, traders should be ready to exit positions quickly if negative...
28
July
Market commentary: Heading toward the new peak
The market closed in positive territory once again, and the index is now approaching the historic high set in 2022. In this context, some volatility may emerge as the index...
28
July
Chart of the day: Rising liquidity
The uptrend remains intact in the short term as the VN-Index sets a new high with sustained high liquidity. Therefore, investors may continue to maintain a high equity allocation in...
Featured Analysis
Market commentary: Liquidity declines
Derivatives: Consolidation phase
Market commentary: Maintaining the uptrend
Derivatives: Finding a bottom
Market commentary: Green returned
Market traders: Extend the liquidity uptrend
Derivatives: Downside phase
