Analysis Center
07
November
Market commentary: KBC became the highlight
Although VNIndex recorded gains, however, liquidity remained low. Additionally, the index stayed below major key moving averages. Hence, investors should observe and wait for clearer signals before making decisions.
06
November
Vietnam economic activities decelerate on Yagi Typhoon aftermath
GSO’s October report shows that Vietnam's economy has slowed down in several aspects due to the lingering impact of natural disasters in the previous month. The export value grows softer,...
06
November
Vietnam economy under Trump era
Trump leads with 277 electoral votes, widening the gap against his opponent, Kamala Harris, who holds 224 votes. Republican’s victory and implications to Vietnam include 1) Vietnam's export sector would...
06
November
Derivatives: Caution ahead of the U.S. Election
The contract demonstrates short-term caution as the price fluctuates within a narrow range and volume declines significantly. Therefore, traders should be cautious and await further signals to confirm the trend.
06
November
Market commentary: Liquidity Disappeared
The market returned to positive territory ahead of the U.S. presidential election results. However, the VNIndex just recorded a slight increase, remaining nearly flat, followed by liquidity hitting a record...
05
November
Fund flow: Outflow pressure in Vietnam
Domestic fund flows showed a negative development, especially among active funds. However, based on the positive economy and the exchange rate situation, we expect that inflows will continue to persist...
05
November
VOS – Brief – [NONRATED] – 3Q24: Loss yet improved
In 3Q24, VOS reported a VND1.27tn revenue (-32% QoQ, +77% YoY). In particular: Commercial revenue soared to VND778bn (-38% QoQ, +218% YoY), Shipping revenue inched up to VND492bn (-20% QoQ,...
05
November
BSR – Brief – [NONRATED] – Unfavorable crack spread landscape
3Q24 revenue came in at VND31.9tn (-16% qoq, +14% yoy) regardless of a 17% yoy volume increase sourced from a steep pullback of crack spread of -46% yoy and oil...
05
November
Market commentary: Awaiting the U.S. presidential election
Recently, the market has experienced significant volatility due to the portfolio rebalancing activities of investment funds for 4Q24, along with the upcoming U.S. Presidential Election and FOMC meeting. In this...
Featured Analysis
Market commentary: Uptrend signal?
Aviation – Note – [NONRATED] – Competition arises in the international market
Derivatives: Piercing line pattern
Market commentary: Broad-based gains
Derivatives: Downtrend returns
Market commentary: Low liquidity
VCB – Earnings review – [BUY] – Maintaining asset quality
