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14

October

Banking – Preview – [NEUTRAL] – 3Q25F Preview: Credit acceleration

Combined NP in 3Q25F could grow 15%yoy, based on our coverage. The results could be driven by both net interest incomes with high credit growth and non-interest incomes. 3Q25F Net...

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14

October

Banking – Note – [NEUTRAL] – Circular 14 on capital adequacy ratio

The State Bank of Vietnam (SBV) has issued Circular 14/2025, which takes effect on September 15, 2025, and will officially replace Circular 41/2016 on January 1, 2030, though banks that...

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14

October

Market traders: Liquidity improved

By investor group, both domestic individuals and domestic institutions both increased, rising 24.7% and 23.0%, respectively, compared to the prior week.

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14

October

Derivatives: Uptrend

The market continues to confirm a short-term uptrend. Therefore, traders may consider reopening long positions and taking advantage of intra-day pullbacks to optimize profits.

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14

October

Market commentary: Bright spot in the Real Estate sector

The market has been consistently forming new high bases, reflecting a strong and sustained uptrend. Moreover, new cash inflows were observed as liquidity continued to improve. Therefore, investors may consider...

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13

October

Sep 2025: Lower issuances, higher maturity pressure

In Sep 2025, the total value of bond issuance sharply decreased to VND49,569bn (Fig.1), - 15% yoy and -18% mom. The Banking issued VND33,880bn with -29% yoy and accounting for...

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13

October

The greenback cooled amid reignited trade war risks

This week, both USDVND and the dollar index edged lower as President Trump threatened to impose 100% tariffs on Chinese goods, while Beijing maintained a firm stance. Recent trade talks...

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13

October

Covered warrant: Liquidity continues to rise

The covered warrant market continued its positive momentum last week as liquidity extended its upward trend, indicating a strong return of capital inflows. At the same time, the number of...

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13

October

Derivatives: Positive market sentiment

The market maintained its short-term uptrend. Therefore, traders may consider reopening long positions and taking advantage of intraday pullbacks to optimize profits.

Report (50)