Analysis Center
15
November
Market commentary: Confirmation of the downtrend
The index continues to signal a negative downtrend with a sharp decline, forming a new low below the Sep 2024 level. This implies that downside risks remain. Therefore, investors should...
15
November
Retail – Note – [NONRATED] – A run-up for the peak sales season
Despite the Yagi Typhoon impacts, we saw a continuing recovery of listed retailers/distributors in 3Q24. In 4Q24F, we believe that consumer spending would be stronger because of (1) the recovery...
15
November
Quant Note – 3Q24 wrap-up: On right track
NPAT-MI growth reached up to 27.9% yoy in 3Q24, and the positive growth chain continued expanding. Even though NPAT-MI growth in 3Q24 was higher than 2Q24's 15.6% yoy, it is...
14
November
HDG – Brief – [NONRATED] – Energy supported growth trend while awaiting Charm Villas phase 3
HDG’s 3Q24 revenue amounted to VND567bn, up 23% yoy, driven by growth in both the energy and leasing & hotel services segments. Besides, the GP rose by 33% yoy to...
14
November
Derivatives: Volume increase
With the failure of the Tweezer Bottom pattern on the hourly chart, the downtrend is expected to continue in the coming sessions. Traders should cautiously monitor the next trend developments...
14
November
Market commentary: Recovery effort
Although the market closed in positive territory, however, liquidity remained weak. Additionally, the VNIndex continued to close below most major moving averages, indicating that downside risk has persisted. Hence, investors...
13
November
PVS – Brief – [NONRATED] – FX loss pressured earnings
3Q24 revenue grew to VND4.82tn (+15% yoy) thanks to the top-line growth from almost all segments. Company gross profit rose 85% yoy with gross margin expanded by 2.6%p, to 6.9%....
13
November
Derivatives: Short-term downtrend
Although a Tweezer Bottom pattern has formed on the hourly chart, the contract has not yet confirmed this reversal signal. Therefore, traders should carefully monitor the next trend to make...
13
November
Market commentary: Selling pressure dominated
Selling pressure persisted among large-cap stocks, dragging the overall market downward. Besides that, VNIndex continued to close below major moving averages. Although liquidity remained low, downside risks began to rise...
Featured Analysis
Derivatives: Waiting for confirmation signals
Market commentary: Broad-based gains
Market commentary: Widespread demand momentum
Derivatives: Green session
Derivatives: Pull-back confirmation
Market commentary: Cautious sentiment
Fund flow: Vietnam leads fund flows in SEA
