Analysis Center
19
May
Market commentary: Supply pressure dominates
Although the index remains above most key moving averages, the strong intraday selling pressure is a noteworthy signal, suggesting potential downside risk. Hence, investors are advised to remain cautious and...
19
May
Chart of the day: Profit-taking pressure
Despite facing profit-taking pressure at the end of last week, the VN-Index has maintained its uptrend after breaking the 1,300-point threshold. Therefore, investors may consider holding a high proportion of...
16
May
FMC – Earnings Review – [HOLD] – 1Q25: Mounting difficulties due to high input costs
In 1Q25, FMC released a revenue of VND1,990bn (+36.3% yoy/ +45.9% qoq), including shrimp products revenue: +37.6% yoy. Shrimp volumes soared to 6,119 tonnes (+43.2% yoy), while average selling prices...
16
May
Retail – Note – [NONRATED] – Better or worsen depends on macro conditions
In 1Q25, consumer demand showed signs of recovery supported by strong macroeconomic growth, benefiting ICT-CE retailers like MWG and FRT; however, outlook for the rest of 2025 remains cautious amid...
16
May
Derivatives: Breaks through the 1,400-point zone
The uptrend remains confirmed following the fourth consecutive gaining session. Therefore, traders may consider maintaining long positions.
16
May
Market commentary: Market volatility
Although selling pressure appeared during the session, active demand still showed good absorption capacity, helping the general index maintain its upward momentum. Therefore, investors may consider opening partial buying positions...
15
May
PVD – Earnings Review – [HOLD] – 1Q25: Dark clouds still loom
PVD’s 1Q25 revenue retreated by 14% yoy to VND1.5tn (90% of KIS forecast), with gross profit plunging 40% yoy to VND270bn (113% of KIS forecast). Nonetheless, NPAT-MI remained almost flat...
15
May
Market commentary: Strong foreign net buying
The market marked a streak of three consecutive positive sessions, accompanied by a clear improvement in liquidity, indicating increasingly positive synchronicity of participating cash flow. Therefore, investors may consider opening...
15
May
Derivatives: Testing the 1,400-point resistance
The uptrend remains confirmed with the third consecutive gaining session accompanied by rising volume. Therefore, traders may consider maintaining long positions.
Featured Analysis
STK – Brief – [NONRATED] – 1Q25: Earnings rebound from the low base
VOS – Brief – [NONRATED] – Unfavorable time
Derivatives: Retesting the 1,400 zone
Market commentary: Correction pressure
VCB – Earnings review – [BUY] – Subdued profit performance
Derivatives: Uptrend maintained
Market commentary: Continued momentum
