Analysis Center
13
February
SBV calibrates FX quotation amid global uncertainties
On 11 February, 2025, SBV revised its methodology for determining USD selling and buying prices, shifting to a daily adjustment mechanism based on central rate fluctuations instead of maintaining fixed...
13
February
DGW – Brief – [NONRATED] – 4Q24: Unsurprisingly Good
In 4Q24, DGW reported a net revenue of VND5,859bn (+20.8% yoy), showing a continuing recovery from the 2023 bottom, while NPAT surged to VND146bn (+62.2% yoy) due to a lower...
13
February
Textile & Garment – Sector Note – [Nonrated] – On a growth track
In 4Q24, textile and garment sector continued a growth stance in both manufacturing and export activity. Particularly, clothing, fabric and yarn domestic production soared by a double-digit in 4Q24. Notably,...
13
February
Derivatives: Low liquidity
The contract displayed multiple bearish signals in the short term, closing with a sharp decline. Therefore, investors should closely monitor market movements in the upcoming session before making any trading...
13
February
Market commentary: Low liquidity
The downside remains as the index closed the session in the red territory with low liquidity. This implies a cautious sentiment among investors. Therefore, investors should consider gradually reducing the...
12
February
BSR – Brief – [NONRATED] – 4Q24: Difficulties remain
4Q24 volume inched up 4% yoy per our estimates, at 2.1mn tonnes. Yet, revenue declined 14% yoy to VND36tn. 4Q24 gross profit turned positive but still poorly performed due to...
12
February
Market commentary: Market recovery
Although the market rebounded following previous correction pressures, liquidity remained low, suggesting that the recovery signal may not be strong enough to negate the existing downside risks. Hence, investors should...
11
February
Fund flow: Capital outflow in Vietnam
Vietnam saw negative capital flows last week, particularly in active funds and ETFs. However, we maintain that fund flows could turn positive in the 1H25. The anticipated market recovery is...
11
February
Derivatives: A selling signal appears?
The contract presented reversal signals, declining sharply with increased volume. This suggested a potential downside risk in the upcoming sessions. Therefore, traders should cautiously observe a breakout signal from the...
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
