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09

May

Strategy Monthly: Bottom of the 8th 3-year cycle?

The outcome of the ongoing U.S.-Vietnam tariff negotiations is poised to significantly influence Vietnam's future economic growth. Despite this uncertainty, we believe the Vietnamese stock market maintains a medium- to...

Report (69)

09

May

PLX – Earnings review – [BUY] – 1Q25: Oil turbulence hit hard

PLX’s 1Q25 consolidated revenue declined by 10% yoy to VND67.9tn (97% of our forecast). Gross profit fell 21% yoy to VND3.7tn (97% of our forecast), with gross margin narrowing to...

Report (32)

09

May

Derivatives: Uptrend confirmed

The short-term uptrend has been confirmed alongside rising volume. Therefore, traders may consider maintaining or opening new long positions.

Report (67)

09

May

Market commentary: Continued growth momentum

Continued positive buying demand actively supported the significant increase in the index along with the rise in cash flow, implying that the short-term upward trend remains sustainable. Therefore, investors may...

Report (61)

08

May

VSC – Brief – [NONRATED] – Non-core boosted 1Q25 under cautious outlook

VSC's 1Q25 revenue rose 16% YoY to VND682bn thanks to stronger port contributions and higher service fees. Financial income significantly increased due to a provision reversal, while expenses fell due...

Report (4)

08

May

April 2025: The return of real estate issuance

In April 2025, the total bond issuance increased to VND31,917bn (+61% yoy, +86% mom). The Real estate issued VND10,000bn (+12% yoy) and made up 31% of the total April issuance,...

Report (13)

08

May

Market commentary: Real Estate leads the market

Stable demand was maintained, continuing to play a supportive role and building momentum for the market's advance. Furthermore, the index held firm above its 20-period moving average, with liquidity remaining...

Report (53)

08

May

Derivatives: Breakout session?

In this context, the short-term upward trend is confirmed. Traders can therefore reopen long positions.

Report (64)

07

May

Derivatives: Late-session selling pressure

In this scenario, the contract stays in a tight range between 1,285 and 1,320 points. Traders should stay cautious, monitor the market closely, and wait for a breakout session to...

Report (64)