Analysis Center
31
July
Market commentary: Foreigners reversed strongly to net buying
Although the index rebounded, the risk of short-term corrections remains as profit-taking pressure increases and investor sentiment stays cautious. Hence, investors are advised to observe closely and wait for further...
30
July
Derivatives: Downtrend ahead?
Although the contract experienced a significant drop, the long-term uptrend remains intact. As such, investors are advised to monitor the market closely and wait for appropriate opportunities to initiate long...
30
July
Market commentary: Liquidity hits record high
The market experienced a sharp correction amid record-high liquidity. This development suggests a significant increase in selling pressure, reflecting investor caution and short-term downside risk. Hence, investors are advised to...
29
July
ACB – Brief – [NONRATED] – Strengthened asset quality
2Q25 PBT rose by +8.8%yoy to VND6,093bn thanks to higher non–interest incomes from FX activities, investment, and bad-debt collection and lower risk provision expenses (-21.3%yoy). 1H25 PBT reached VND10,690bn, up...
29
July
Market traders: Liquidity surged
By investor group, trading activity among domestic individuals and institutions continued to grow, with weekly increases of 25.8% and 13.9%, respectively.
29
July
Derivatives: New high of the year
The uptrend has been confirmed, allowing investors to maintain long positions. However, as the risk of a trend reversal increases, traders should be prepared to quickly exit positions if negative...
29
July
Market commentary: Liquidity surged
The market maintained its upward momentum with a notable surge in liquidity, indicating that new capital continued to flow in. This reflects investor optimism and broad agreement with the current...
28
July
SBV boosts liquidity injection as system demand climbs
This week, the SBV continued its strong net liquidity injection into the banking system as funding demand rose, while USDVND cooled down. Interbank rates increased across all tenors, with sharp...
28
July
Covered warrant: Liquidity cooled down
After several weeks of strong gains, trading activity in the covered warrant market cooled somewhat last week, as liquidity saw a mild correction. Nevertheless, the number of gainers continued to...
Featured Analysis
Derivatives: Uptrend maintained
Market commentary: Diverging movements
Securities – Note – [NONRATED] – Strong 2Q25 earnings driven by a robust market
Jul 2025: Lower issuances, higher maturity pressure
PLX – Earnings review – [BUY] – 2Q25: Foreign trading saved the day
Derivatives: New high formed
Market commentary: Forming a new peak
