Analysis Center
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01
November
Vietnam’s FDI: Some statistics
The global economy is increasingly bolstered by the movement of FDI across countries, especially as recent years have seen a significant shift toward developing countries as prime destinations for growth...
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01
November
Market commentary: Demand in blue chips stocks
The market recorded a positive recovery, however, liquidity remained low. Moreover, the current trend remains unclear due to inconsistent signals. Demand has not been sufficient to confirm an uptrend, while...
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01
November
Derivatives: The uptrend confirms?
Although the uptrend has been confirmed on the hourly chart, it has yet to be confirmed on the daily chart. This indicates inconsistent signals, suggesting it is still too early...
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31
October
PVD – Earnings Review – [BUY] – Keep up the momentum
PVD’s 3Q24 revenue grew by 77% yoy (VND2,438bn, 104% of KIS forecast), attributed to high workload. NPAT-MI, accordingly, rose by 21% yoy to VND182bn, fulfilling 110% of our forecast.
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31
October
Derivatives: High demand at afternoon session
The signals are currently inconsistent, so it is still too early to conclude that an uptrend will return. Therefore, investors should wait for additional signals before opening long or short...
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31
October
Market commentary: Liquidity vanishes
Although the market closed with a decrease point, the current trend remains ambiguous as signals lack consistency. Selling pressure was not strong enough to invalidate the early-week reversal pattern, while...
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30
October
QTP – Earnings Review – [BUY] – Waiting for new cycle
In 3Q24, QTP recorded revenue of VND2,386bn (-5% yoy,). The main reason comes from the output’s QTP in 3Q24, which is reported to decrease slightly compared to the same period...
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30
October
Market commentary: Foreign divestment from VIB
Increased liquidity alongside a recovery session, indicating a potential reversal signal. However, the VNIndex still closed below the major moving averages. In this context, investors are advised to observe upcoming...
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30
October
Derivatives: Reversal signals?
The downtrend may reverse following yesterday's increase. However, it is still too early to assume that an uptrend will return in the near term, as technical indicators continue to imply...