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28

April

ANV – Earnings review – [HOLD] – 1Q25: Earnings beat our forecasts

In 1Q25, ANV released revenue of VND1,106bn (+8.9% yoy/ -18.7% qoq). Pangasius segment (ANV’s core business) contributed VND1,071bn (+8.8% yoy/ -19.4% qoq). Gross margin strongly rebounded to 20.2% (+10.3%p yoy/...

Report (0)

28

April

Exchange rate pressure prevails

This week, SBV returned to net liquidity withdrawal at a substantial level as a large volume of repo contracts matured. This move signaled that liquidity in the banking system had...

Report (0)

28

April

Market commentary: Market caution

Although the positive gaining momentum was maintained, liquidity continued to register a decrease compared to previous sessions, indicating cautious investor sentiment in the face of unpredictable fluctuations during the current...

Report (60)

28

April

Chart of the day: Consolidation phase?

The VNIndex consolidated in a narrow range after a strong gain the week before. However, risks remained elevated, so investors should stay cautious and continue watching for further signals.

Report (58)

28

April

Derivatives: Cautious market sentiment?

Despite the third straight recovery session, market risk remains elevated. Therefore, traders should remain cautious, closely monitor market developments, and time their position entries carefully.

Report (59)

25

April

NT2 – Earnings review – [HOLD] – 1Q25: Profit recovery from low base

In 1Q25, NT2's revenue was recorded at VND1,426bn, up 444% yoy. Due to the production record of 628mn kWh, which skyrocketed by 483x yoy. Additionally, the average gas price in...

Report (11)

25

April

Market commentary: “VIC” hits ceiling price

Although the upward short-trend was maintained, liquidity recorded a significant decrease, reflecting cautious investor sentiment in the current period. Therefore, investors should observe and develop a suitable strategy for their...

Report (69)

25

April

Derivatives: Waiting for a breakout signal

Despite the recovery, volatility has increased recently. As a result, traders should stay cautious, monitor the market closely, and time their position openings carefully.

Report (56)

24

April

CNG – Earnings review – [HOLD] – 1Q25: Recovery is hitting a rough patch

1Q25 volume and revenue upped 35% yoy from the low base, fulfilling 88% and 83% of our forecast. Gross profit grew 69% yoy, fulfilling 68% of our forecast. NPAT was...

Report (31)