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11

August

Covered warrant: Liquidity hit a record high

Over the past week, market liquidity continued to surge, setting a new peak. Additionally, the dominance of rising covered warrants reflects investor optimism toward the underlying market’s upward potential. According...

Report (51)

11

August

USDVND moves sideways in an information-light week

This week, the SBV injected liquidity into the banking system, albeit at a modest level, while interbank rates stayed elevated and USDVND was broadly flat. On the interbank market, rates...

Report (0)

11

August

Derivatives: Signs of caution

Given current signals, the risk of a pullback is rising again. Investors are advised to remain cautious, closely monitor market movements, and wait for appropriate entry points.

Report (49)

11

August

Market commentary: The market continued to move sideways

The market recorded its fifth consecutive gaining session, accompanied by improved liquidity, suggesting that the short-term uptrend remains intact. Therefore, investors may consider opening partial positions in fundamentally strong stocks...

Report (47)

11

August

Chart of the day: New highs

The short-term uptrend has been reaffirmed as the VN-Index forms a new high range. Therefore, investors may consider maintaining their current equity holdings in portfolios.

Report (50)

09

August

Strategic Insight: Uptrend remains intact

Vietnam faces near-term export pressure from the U.S.’s 20% retaliatory tariff but retains a long-term advantage over India and China, potentially boosting market share and FDI. Domestically, strong liquidity sustains...

Report (58)

08

August

PVD – Earnings Review – [BUY] – 2Q25: Recovery comes early

2Q25 revenue upped 8% yoy to VND2.4tn, with gross profit (GP) growing 11% yoy to VND520bn. Gross margin (GPM) saw a solid recovery to 21.4% (+3.4%p qoq, +0.2%p yoy). 2Q25...

Report (30)

08

August

Derivatives: Uptrend maintained

Given the current signals, the contract remains in an uptrend. Therefore, traders may consider reopening long positions.

Report (52)

08

August

Market commentary: Diverging movements

The market continued its upward momentum with the fourth consecutive gaining session, reflecting ongoing proactive buying demand. Furthermore, the consistent formation of higher price bases by the index further reinforces...

Report (50)