Analysis Center
08
November
PLX – Brief – [NONRATED] – Higher Brent volatility undermined earnings
In 3Q24, PLX’s revenue plummeted by 11% yoy (to VND64.3tn) owing to the contraction of both selling price and volume. In 3Q24, gross margin reached 5.3% (-1.0%p qoq and +0.1%p...
08
November
Strategic Insight: A challenging phase
We believe the Vietnamese stock market will maintain an uptrend in the medium and long term based on (1) the shift in global manufacturing away from China due to high...
08
November
Derivatives: Unexpected end-of-session adjustment
The contract still shows positive signals regarding the upward trend. Therefore, traders might wait for a breakout signal from the flag pattern to open a long position in the upcoming...
08
November
Market commentary: Selling pressure on large-cap stocks
The stock market continues to experience alternating sessions of gains and losses. Moreover, cash flow remains weak as liquidity remains low. This suggests that current signals are insufficient to confirm...
07
November
REE – Brief – [NONRATED] – Waiting for the Real Estate story
3Q24 revenue persisted a 5% yoy to VND2,061bn, fulfilling 63% of KIS forecast, as the occupancy rate of the Etown 6 fell short of our expectations. Meanwhile, NPAT surged by...
07
November
Derivatives: Bullish signals
The contract confirms an uptrend with a breakout session accompanied by increased volume. Hence, investors may consider opening long positions in the coming sessions.
07
November
Market commentary: KBC became the highlight
Although VNIndex recorded gains, however, liquidity remained low. Additionally, the index stayed below major key moving averages. Hence, investors should observe and wait for clearer signals before making decisions.
06
November
Vietnam economic activities decelerate on Yagi Typhoon aftermath
GSO’s October report shows that Vietnam's economy has slowed down in several aspects due to the lingering impact of natural disasters in the previous month. The export value grows softer,...
06
November
Vietnam economy under Trump era
Trump leads with 277 electoral votes, widening the gap against his opponent, Kamala Harris, who holds 224 votes. Republican’s victory and implications to Vietnam include 1) Vietnam's export sector would...
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
