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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....

Report (28)

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...

Report (58)

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,...

Report (69)

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...

Report (2)

13

February

DGW – Brief – [NONRATED] – 4Q24: Unsurprisingly Good

In 4Q24, DGW reported a net revenue of VND5,859bn (+20.8% yoy), showing a continuing recovery from the 2023 bottom, while NPAT surged to VND146bn (+62.2% yoy) due to a lower...

Report (4)

13

February

Textile & Garment – Sector Note – [Nonrated] – On a growth track

In 4Q24, textile and garment sector continued a growth stance in both manufacturing and export activity. Particularly, clothing, fabric and yarn domestic production soared by a double-digit in 4Q24. Notably,...

Report (6)

13

February

Derivatives: Low liquidity

The contract displayed multiple bearish signals in the short term, closing with a sharp decline. Therefore, investors should closely monitor market movements in the upcoming session before making any trading...

Report (61)

13

February

Market commentary: Low liquidity

The downside remains as the index closed the session in the red territory with low liquidity. This implies a cautious sentiment among investors. Therefore, investors should consider gradually reducing the...

Report (53)

12

February

BSR – Brief – [NONRATED] – 4Q24: Difficulties remain

4Q24 volume inched up 4% yoy per our estimates, at 2.1mn tonnes. Yet, revenue declined 14% yoy to VND36tn. 4Q24 gross profit turned positive but still poorly performed due to...

Report (37)