Analysis Center
20
January
SBV resumes liquidity injection ahead of Trump’s inauguration
This week, the SBV resumed liquidity injection after significant withdrawals in the previous week as exchange rate pressures eased. The interbank yield curve declined, with sharper drops in shorter tenors....
20
January
Market Trader: Foreign investors net sold year-to-dates
Foreign investors recorded their third consecutive week of net selling, with a value of VND4.687tn. This brought the total net selling value in the first three weeks of 2025 to...
20
January
Market traders: Khối ngoại bán ròng từ đầu năm
Khối ngoại có tuần bán ròng thứ 3 liên tiếp với giá trị 4,687 tỷ đồng. Như vậy, khối ngoại đã bán ròng trong 3 tuần đầu của năm 2025...
20
January
Covered warrant: Demand dominates in the CWs market
Over the last week, demand has outweighed selling, helping the CWs market end the week with a significant increase in the number of warrants with rising prices. However, trading activity...
20
January
20
January
Market commentary: Positive signals?
The market has now posted three consecutive gaining sessions. However, investors should remain cautious and keep an eye on significant upcoming events. First, Donald Trump’s official inauguration as President of...
19
January
Power sector – In-depth – [NEUTRAL] – 2025 Outlook: Opportune moment
In 2025, nationwide electricity consumption is expected to maintain an 11% yoy growth, with hydropower and gas-fired power being the highlights of the sector. This is attributed to the anticipated...
17
January
BSR – Brief – [NONRATED] – Analyst meeting
On 16 Jan, we attended the event “Journey to listing and sustainability” of BSR, that will officially be listed on HSX the following day.
17
January
Derivatives: Waiting for confirmation signals
Investors should remain cautious and closely monitor the market today, as confirmation signals for the downtrend are not yet clear.
Featured Analysis
Derivatives: Breakout Signal?
Market commentary: Maintaining the green territory
Market commentary: Positive performance
Market commentary: Positive performance
Derivatives: Dominated by green
REE – Brief – [NONRATED] – Profit gains through cost reduction
PNJ – Brief – [Non-rated] – Challenges still ahead
