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22

January

TCB – Earnings review – [HOLD] – Unattractive earnings growth in 4Q24

4Q24 PBT was down -18.7%yoy to VND4,696bn due to (1) lower non-interest incomes (-72.1% yoy) and (2) significantly higher operating expenses (+31%yoy). Meanwhile, stronger net interest incomes (+13.2%yoy) and lower...

Report (0)

21

January

FMC – Earnings review – [HOLD] – Led by KAF…

In 4Q24, FMC posted a revenue of VND1,364bn (+8.9% yoy) and a NPAT-MI of VND110bn (+33.7% yoy). This result beat our forecasts due to FMC recorded (1) An exponential growth...

Report (0)

21

January

Trump’s inauguration: What to expect?

President Donald Trump began his term with sweeping executive actions, focusing on energy and immigration. He declared a national energy emergency to boost domestic production and withdrew from the Paris...

Report (5)

20

January

Chart of the day: A short-term uptrend?

The VN-Index achieved the target price of the double-top pattern and showed multiple signals of a short-term reversal. However, investors should remain cautious and observe the market before resuming investments...

Report (57)

20

January

SBV resumes liquidity injection ahead of Trump’s inauguration

This week, the SBV resumed liquidity injection after significant withdrawals in the previous week as exchange rate pressures eased. The interbank yield curve declined, with sharper drops in shorter tenors....

Report (3)

20

January

Market Trader: Foreign investors net sold year-to-dates

Foreign investors recorded their third consecutive week of net selling, with a value of VND4.687tn. This brought the total net selling value in the first three weeks of 2025 to...

Report (56)

20

January

Market traders: Khối ngoại bán ròng từ đầu năm

Khối ngoại có tuần bán ròng thứ 3 liên tiếp với giá trị 4,687 tỷ đồng. Như vậy, khối ngoại đã bán ròng trong 3 tuần đầu của năm 2025...

Report (43)

20

January

Covered warrant: Demand dominates in the CWs market

Over the last week, demand has outweighed selling, helping the CWs market end the week with a significant increase in the number of warrants with rising prices. However, trading activity...

Report (60)

20

January

Derivatives: Breakout signals

Report (43)