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04

August

Derivatives: Downtrend slowing

The late-week rebound provides a positive signal for the market outlook. As such, investors should closely monitor the market and wait for appropriate opportunities to initiate long positions.

Report (63)

04

August

Market commentary: Accumulation phase?

The market has seen three consecutive sessions of sideways trading alongside declining liquidity, suggesting that a short-term accumulation phase may be underway. This pattern also reflects cautious investor sentiment. Therefore,...

Report (52)

04

August

Chart of the day: Consolidation phase

The short-term downtrend has been confirmed, but it is seen as a correction within a broader upward trend. Therefore, investors may consider maintaining current equity allocations and restructuring portfolios toward...

Report (58)

01

August

PVS – Earnings Review – [BUY] – 2Q25: Full steam ahead

PVS’s 2Q25 revenue continue to witness a solid growth of 33% yoy (+28% qoq) to VND7.38tn, which fulfilled 91% of our 2Q25 forecast. 2Q25 gross profit was recorded at VND441bn,...

Report (30)

01

August

GAS – Earnings Review – [BUY] – 2Q25: One-off provision reversal boosted bottom line

GAS’s 2Q25 revenue flatted at VND30.1tn, fulfilling 96% of KIS’s forecast. Gross profit (GP) reached VND4.95tn (-14% yoy), reaching 99% our forecast. Gross profit margin (GPM) remained stable at 16.5%...

Report (30)

01

August

REE – Earnings review – [HOLD] – 2Q25: Steady surge in utilities

REE recorded a revenue of VND2,516bn (+15% yoy,). The main reason comes from an improvement in utilities and real estate segments. The gross margin record increased to 33.9% (+2.7% yoy),...

Report (16)

01

August

Derivatives: Testing the 20-day moving average

Although the market remains in a corrective phase, the downtrend could soon come to an end if high liquidity is sustained. Traders are therefore advised to monitor market movements closely...

Report (58)

01

August

Market commentary: Divergent market performance

Although the market faced intraday corrections, the overall uptrend remains intact, as the index continues to hold above most key moving averages. This indicates that the broader trend has not...

Report (59)

31

July

Derivatives: Waiting for the next signal

While investor sentiment remains cautious, the downtrend may soon come to an end as liquidity improved in the previous session. As such, traders are advised to closely monitor the market...

Report (57)