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14

January

Fund flow: Vietnam leads fund flows in SEA

Over the past week, Vietnam stood out as an attractive destination for fund flows, driven by strong demand and significant improvements. Therefore, we maintain our optimistic view that fund flows...

Report (65)

14

January

Market commentary: Demand dominates in the afternoon session

The stock market ended the session on a positive note, with gains across key indices. However, investor sentiment remained cautious as liquidity levels were insufficient to confirm a clear trend....

Report (58)

14

January

Derivatives: Pull-back phenomenon?

Although the contract posted a recovery session, the signals have not yet confirmed an uptrend. Therefore, this may only be a pull-back. Traders should monitor the next session closely before...

Report (35)

13

January

1Q25 Strategic Insight : Wait breakout signals

We believe that the stock market will continue its upward trend in 1Q25 and will soon surpass the 1,300-point zone, supported by (1) the recovery of the economy, and (2)...

Report (14)

13

January

SBV back to withdrawal as DXY surged

This week, the SBV significantly withdrew liquidity after injections in previous weeks, as the USD strengthened further. As a result, the interbank yield curve experienced a notable increase in short...

Report (0)

13

January

Covered warrant: Trading activity improved

The CWs market last week was vibrant, with a significant increase in trading volume and value. However, the number of increasing CWs showed no improvement, reflecting cautious sentiment among investors....

Report (66)

13

January

Market Trader: Foreign investors continue to be net sellers

Foreign investors recorded their second consecutive net selling week with a net selling value of VND1.087tn. As a result, foreign investors have been net sellers in the first two weeks...

Report (42)

12

January

Banking – In-depth – [NEUTRAL] – The bumpy road to recovery

In 2025F, improving business conditions and consumption could continue and drive the credit demand. 2025F credit growth could be higher than the 2024 rate. Other integrated banking services could also...

Report (4)

10

January

Market commentary: Low liquidity

Pessimism dominated the market as most sectors closed in the red territory. However, the decline was kept within a narrow range, and liquidity remained low, reflecting cautious sentiment among investors....

Report (56)