Analysis Center

18
April
Market commentary: Foreigners net sell “VIC”
Although the market recorded a recovery, liquidity continued to decrease, indicating that cautious sentiment still prevails among investors. Furthermore, demand during the session was not strong enough to signal a...

17
April
Derivatives: Continued correction
Although the contract recorded a second straight correction, elevated volatility still indicates ongoing short-term risks. Therefore, traders should remain cautious, closely monitor market movements, and carefully time any new positions.

17
April
Market commentary: Cautious developments
The market continues to face widespread capital withdrawal pressure, and this development indicates that cautious sentiment still prevails. Furthermore, liquidity recorded a decrease, implying that cash flow has not yet...

16
April
March 2025: Muted sound of real estate issuance
-In March 2024, total corporate bond issuance rose to VND17,199bn (+832% mom, -16% yoy). The Banking and Securities sectors accounted for 68%/32% of the total bond issuance (-0.37%p/+0.89%p compared to...

16
April
Market commentary: Wide-spread selling pressure
The market experienced a decline with high liquidity as profit-taking pressure grew significantly during the session. This development implies a return of cautious sentiment, particularly given that the market has...

16
April
Derivatives: Profit-taking pressure
Volatility remains elevated, suggesting short-term risks persist. Hence, traders should remain cautious, closely monitor market developments, and carefully time their entry into new positions.

15
April
Sector Note – 1Q25F forecast: Recovery but slowdown
Projected growth of NPAT for 44 firms in KISVN's coverage portfolio is 9.8% yoy, reflecting a decline from 54.3% yoy in 4Q24 and 21.7% yoy in 3Q24. • Four sub-industries...

15
April
Market commentary: Market recovery continues
The market has now posted three consecutive sessions of robust recovery, suggesting a return of positive investor sentiment. Moreover, liquidity remained high, indicating a propensity for proactive market support from...

15
April
Derivatives: Momentum slowed?
Despite three consecutive recovery sessions, volatility remains elevated. As a result, traders should stay cautious, closely monitor market developments, and carefully assess the timing for entering new positions.