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25

July

NT2 – Earnings review – [HOLD] – 2Q25: Strong bottom-line expansion

In 2Q25, NT2's revenue was recorded at VND2,081bn, down 5% yoy. The key growth drivers were: (1) A significant improvement in output, And (2) the average electricity price in 2Q25...

Report (18)

25

July

Derivatives: A return to the uptrend?

The risk of a short-term correction remains present, as the contract has yet to show a clear breakout. Therefore, traders should remain cautious, closely monitor the market, and wait for...

Report (56)

25

July

Market commentary: Extended uptrend

The market continued to establish new highs, reflecting a sustained uptrend, supported by strong capital inflows and positive investor sentiment. Therefore, investors may consider maintaining a high equity weighting in...

Report (50)

24

July

Derivatives: Signs of caution?

Despite the recent pullback, the uptrend remains intact, supported by the previous Bullish Engulfing pattern. Therefore, traders may consider reopening long positions in the upcoming sessions.

Report (52)

24

July

Market commentary: Selling pressure on large-cap stocks

The market’s uptrend remained intact as the index continued to post new highs for the year. Additionally, high liquidity levels reflect investor confidence and broad-based support for the market’s outlook....

Report (46)

23

July

Market commentary: Green returns to the market

The market extended its upward momentum and closed above the key 1,500-point mark, supported by strong capital inflows. This reinforces the existing bullish trend. Therefore, investors may consider maintaining a...

Report (46)

23

July

Derivatives: Bullish Engulfing candlestick

The uptrend has been confirmed with the appearance of a Bullish Engulfing pattern. Therefore, traders may consider reopening long positions in upcoming sessions.

Report (50)

22

July

QTP – Earnings review – [BUY] – 2Q25: NPAT boosted as operational efficiency

In 2Q25, QTP posted revenue of VND2,863bn, down 21% yoy. This decline was mainly attributable to: The average electricity price is estimated to fall 23% yoy to 1,366 VND/kWh. Although...

Report (20)

22

July

PVB – Brief – [NONRATED] – 2Q25: Full speed ahead

PVB’s revenue stood at VND232bn in 2Q25 (+262% yoy, +119% qoq), as PVB is operating at full capacity. Thus, 6M25 revenue fulfilled 62% of BOD’s 2025 plan. Gross profit came...

Report (32)