Analysis Center
27
December
Oil & Gas sector – In-depth – [NEUTRAL] – 2025 Outlook: LNG gains the spotlight
We strongly believe that LNG segment could be bright spot for Oil & Gas sector in 2025F. LNG consumption, led by the official run of Nhon Trach 3&4 LNG-fired power...
24
December
Derivatives: Low liquidity
The contract has formed a consolidation phase around the 1,326–1,323 range. This phase will require a clear signal to confirm the next trend. Based on this signal, traders can consider...
24
December
Market commentary: Waiting for confirmation from liquidity
The market continued its positive development as demand prevailed throughout the session. However, liquidity remains unstable, with trading volume fluctuating at a relatively low level, reflecting caution among investors. Therefore,...
23
December
SBV strengthens liquidity withdrawal amid amplified USDVND pressure
This week, the SBV strengthened liquidity withdrawal as exchange rate pressures intensified. As a result, the interbank rate curve shifted upward across most tenors following the SBV’s actions. On the...
23
December
Covered warrant: Cautious market
During the past week, although trading activity remained sluggish, the number of CWs that increased in price showed significant improvement. However, we believe that now is not the optimal time...
23
December
Market Trader: Foreign investors sold heavily
Foreign investors continued to net sell for the third consecutive week, with a net selling value of VND1.3tn. Overall, they have net sold in 43 out of 51 weeks of...
23
December
Derivative: Waiting for a breakout signal
The contract has formed an accumulation phase around the range of 1,315-1,322 pts. This is an accumulation phase and will require a signal to confirm the next trend. Based on...
23
December
Market commentary: Demand returns
The market saw a positive development as demand returned actively after a previous session of fluctuations. However, liquidity remains unstable, which prevents confirming a clear trend. Therefore, investors should observe...
23
December
Chart of the day: Continuing Caution
Although selling pressure increased last Thursday, the index has not yet confirmed a corrective phase. Thus, additional signals are needed to confirm the upcoming trend.
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
