Analysis Center

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...
Report (59)

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.
Report (60)

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...
Report (56)

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...
Report (32)

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...
Report (48)

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.
Report (54)

14

May

Derivatives: Buying momentum sustained

With the second consecutive gain, the uptrend has been confirmed alongside sustained trading volume. Therefore, traders may consider maintaining or initiating long positions.
Report (52)

14

May

Market commentary: Liquidity supporting the uptrend

The short-term uptrend has been further reinforced as the index continues to advance alongside rising liquidity, signaling improving investor appetite. Therefore, investors may consider opening partial buying positions in stocks...
Report (48)

13

May

PVS – Earnings Review – [BUY] – 1Q25: Full steam ahead

PVS’s 1Q25 revenue grew sharply by 62% yoy (-38% qoq) to VND6.01tn, fulfilled 92% of our 1Q25 forecast and fulfilled 17.6% of our full-year forecast. Yet, 1Q25 NPAT slightly retreated...
Report (32)
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