Analysis Center

13
January
Market Trader: Foreign investors continue to be net sellers
Foreign investors recorded their second consecutive net selling week with a net selling value of VND1.087tn. As a result, foreign investors have been net sellers in the first two weeks...

12
January
Banking – In-depth – [NEUTRAL] – The bumpy road to recovery
In 2025F, improving business conditions and consumption could continue and drive the credit demand. 2025F credit growth could be higher than the 2024 rate. Other integrated banking services could also...

10
January
Market commentary: Low liquidity
Pessimism dominated the market as most sectors closed in the red territory. However, the decline was kept within a narrow range, and liquidity remained low, reflecting cautious sentiment among investors....

10
January
Aviation – In-depth – [NONRATED] – 2025 Outlook: Await the return of domestic demand
In 2025F, we expect that (a) airfares could decline as new supply enters the market and stored aircraft gradually returns, and (b) consumers could spend more on leisure and travel...

10
January
Derivatives: Testing the 1,310-point zone
The contract continued to confirm the downtrend, with increasing liquidity in the previous session. Therefore, investors may maintain short positions while taking advantage of intraday rebounds to maximize profits.

09
January
Derivatives: Positive signals appear
The contract presented reversal signals in the previous session, accompanied by increasing volume. However, these signals are still insufficient to confirm that the uptrend has returned. Therefore, investors should wait...

09
January
Market commentary: Intraday rebound
Despite the market’s recovery efforts and a return to positive territory, this rebound remains temporary, as intraday liquidity stayed at a low level. This indicates that downside risks have not...

08
January
Market commentary: Selling pressure dominates market
The market ended the session in a near-flat state. Additionally, liquidity remained high, indicating that downside risks have materialized. In this context, investors may consider gradually reducing the allocation in...

08
January
Derivatives: Downtrend continues
The contract has confirmed a correction trend, with continuous selling pressure observed over the past three sessions. Therefore, traders may consider waiting for a intraday rebound to open short positions.