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...
Report (42)

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...
Report (4)

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....
Report (56)

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...
Report (2)

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.
Report (36)

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...
Report (24)

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...
Report (35)

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...
Report (68)

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.
Report (35)
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