Analysis Center
29
October
Fund flow: Demand remained intact in Vietnam
Domestic fund flows were still positive, especially among active funds, which continued to attract strong demand. Besides that, based on the positive economy and the exchange rate situation, we expect...
29
October
Market commentary: Short-term rebound?
Demand came back in the afternoon session, dragging the stock market to increase again with low liquidity. However, downside risks were persisting as the VNIndex was continuing to close below...
29
October
Derivatives: Harami candlestick
The downtrend paused as the contract formed a Harami pattern. However, it remains too early to assume an uptrend will return in the near term, as technical signals still imply...
28
October
Covered warrant: Negative impact from the underlying market
For the CWs market, the number of CWs with price declines remained in the majority. We believe that now is not the optimal time for investors to allocate cash to...
28
October
ETF Review: Local ETFs buy MWG the most
Based on data as of 25 Oct 2024, we expect local ETFs to buy MWG the most, with a volume of 49.2 million shares. On the sell side, VRE, OCB,...
28
October
ANV – Earnings Review – [BUY] – NPAT has gradually improved qoq
In 3Q24, ANV released revenue of VND1,341bn (+22% yoy/ +12.4% qoq). Pangasius segment (ANV’s core business) contributed VND1,310bn (+22.1% yoy/ +14.5% qoq). Gross margin was at 12.9% (+5.2%p yoy/ +0.05%p...
28
October
SBV enlarges liquidity withdrawal to cool down USDVND
This week, in response to the rapid increase in the exchange rate, the SBV implemented various measures, including intensifying liquidity withdrawals from the banking system, raising the selling price of...
28
October
ACB – Brief – [NONRATED] – A muted earnings season
3Q24 PBT only grew -4%yoy (to VND4,844bn) due to a significant decrease in non-interest incomes (-43%yoy) despite a moderate growth of net interest incomes (+11%yoy). Non-interest incomes dropped by -43%yoy...
28
October
Market Traders 43rd Week: Proprietary trading fourth week net buy
Proprietary trading saw a four-week streak of net buying, amounting to VND678bn. Although this figure is down by 5.84% compared to the previous week, the ongoing net buying remains a...
Featured Analysis
Derivatives: Breakout Signal?
Market commentary: Maintaining the green territory
Market commentary: Positive performance
Market commentary: Positive performance
Derivatives: Dominated by green
REE – Brief – [NONRATED] – Profit gains through cost reduction
PNJ – Brief – [Non-rated] – Challenges still ahead
