Analysis Center
17
February
Market commentary: Broad-based gains
The market began with robust upward momentum, supported by improving liquidity. Although gains moderated toward the end of the session, the index maintained a positive trajectory, effectively negating the downside...
17
February
Chart of the day: Breakout signal?
The 1,300-point level will serve as strong resistance for the index’s recovery in the medium and long term. Therefore, investors should wait for a breakout signal before initiating new positions,...
15
February
Quant Note – 4Q24 wrap-up: better but will be slow down
NPAT-MI growth continues to record a very high earnings growth number, with 29.2% yoy. Even though the financial group, especially real estate, made the number go up a lot, we...
14
February
POW – Earning Review – [HOLD] – Gross margin encountered many challenges
POW’s 4Q24 revenue grew to VND8,493bn, up 32% yoy. Increasing revenue driven by total the output recorded 4,556mn kWh (+22% yoy). However, GP recorded VND540bn (-26% yoy). The main reasons...
14
February
Aviation – Note – [Nonrated] – 4Q24: Aviation up on international travel
The overall air traffic grew 7% YoY in 4Q24 thanks to rising international travel, passenger numbers declined slightly by 1% YoY, international arrivals reached 4.88mn pax (+31% YoY). Airlines give...
14
February
Derivatives: Improved liquidity
The contract formed an accumulation phase within the 1,327–1,340 point range. Investors should wait for a breakout signal above or below this range to confirm either an uptrend or downtrend....
14
February
Market commentary: Market divergence
Although the market showed a positive session, liquidity remained low. This suggests that the current uptrend may not be robust enough to sustain the market’s momentum. Therefore, investors should closely...
13
February
Strategy Monthly: Expectation of a breakout signal
Global trade tensions could significantly impact Vietnam's economy. However, the upward trend of the stock market may continue, as the proportion of export-oriented companies on the exchange is not substantial,...
13
February
SBV calibrates FX quotation amid global uncertainties
On 11 February, 2025, SBV revised its methodology for determining USD selling and buying prices, shifting to a daily adjustment mechanism based on central rate fluctuations instead of maintaining fixed...
Featured Analysis
Derivatives: Bearish sentiment
Market commentary: Macroeconomic shock hits the market
Reciprocal tariffs: A painful blow
Derivatives: Divergence during the session
Market commentary: Cautious gains
Fund flow: Capital outflows intensify across SEA
Market commentary: Market recovery
