Analysis Center

12

May

Derivatives: Accumulation phase

Despite the corrective session, the short-term uptrend has been confirmed. Therefore, traders may consider maintaining or opening long positions.
Report (72)

09

May

Securities – Note – [NONRATED] – Waiting for “Upgrading” theme

In 1Q25, aggregated NPAT was flat yoy at VND6.2tn (-1.9% yoy, +20.9% qoq). Margin loan balance hit the new record to VND267tn (+37.42 yoy). The margin lending rate in domestic-owned...
Report (17)

09

May

HAH – Brief – [NONRATED] – Right size at the right time

Revenue rose 66% YoY to VND1,169bn, led by vessel operation thanks to increased intra-Asia transshipment demand. Net profit jumped 294% YoY to VND233bn on higher container rates and lower SG&A,...
Report (4)

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 (14)
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