Analysis Center
14
August
Market commentary: Late-session demand support
Although selling pressure emerged as the index reached a new high range - at times pulling the market below the 1,600-point mark - proactive buying demand returned, allowing the index...
13
August
Banking – Note – [NEUTRAL] – Moving towards sustainable growth
Aggregated 2Q25 PBT (27 listed banks) surged +17.6%yoy. The business results resulted from 1) robust credit growth, 2) a surge in investment activities, 3) higher other incomes, and 4) controllable...
13
August
Aviation – Note – [NONRATED] – Airlines took spotlight
Vietnam’s aviation sector saw strong 2Q25 growth across airports, airlines, and aviation services, driven by domestic recovery, surging China-related travel, and lower fuel costs. With expanded visa exemptions, government events,...
13
August
Derivatives: Uptrend maintained
The continued drop in liquidity suggests a potential technical correction. Therefore, traders should exercise caution and consider closing long positions if negative signals emerge in the upcoming session.
13
August
Market commentary: Above 1,600 points
The market continued to form a new high base, indicating that the uptrend remains dominant. In addition, capital inflows spread widely across sectors, and market breadth stayed positive, suggesting stable...
12
August
Market traders: Strong capital outflows from proprietary and foreign
By investor group, both domestic individuals and domestic institutions continued to surge, rising 47.1% and 52.4% respectively compared to the prior week.
12
August
Derivatives: Declining liquidity
Low liquidity reflects a cautious market sentiment. Therefore, traders should closely monitor market movements and wait for an appropriate entry point.
12
August
Market commentary: Green returns
The market maintained its upward pace with the sixth consecutive gaining session. Furthermore, although liquidity cooled slightly, the uptrend remains intact as the index continues to set new highs. Therefore,...
11
August
VNM – Brief – [HOLD] – Gradually improved
In 2Q25, VNM’s revenue rose to VND16.7tn (+0.4% yoy) and NPAT decreased to VND2.5tn (-7.6% yoy). In 2H25m we expect VNM business results to be better than 1H25 with (1)...
Featured Analysis
Market commentary: Liquidity declines
Derivatives: Consolidation phase
Market commentary: Maintaining the uptrend
Derivatives: Finding a bottom
Market commentary: Green returned
Market traders: Extend the liquidity uptrend
Derivatives: Downside phase
