Analysis Center
09
May
Market commentary: Continued growth momentum
Continued positive buying demand actively supported the significant increase in the index along with the rise in cash flow, implying that the short-term upward trend remains sustainable. Therefore, investors may...
08
May
VSC – Brief – [NONRATED] – Non-core boosted 1Q25 under cautious outlook
VSC's 1Q25 revenue rose 16% YoY to VND682bn thanks to stronger port contributions and higher service fees. Financial income significantly increased due to a provision reversal, while expenses fell due...
08
May
April 2025: The return of real estate issuance
In April 2025, the total bond issuance increased to VND31,917bn (+61% yoy, +86% mom). The Real estate issued VND10,000bn (+12% yoy) and made up 31% of the total April issuance,...
08
May
Market commentary: Real Estate leads the market
Stable demand was maintained, continuing to play a supportive role and building momentum for the market's advance. Furthermore, the index held firm above its 20-period moving average, with liquidity remaining...
08
May
Derivatives: Breakout session?
In this context, the short-term upward trend is confirmed. Traders can therefore reopen long positions.
07
May
Derivatives: Late-session selling pressure
In this scenario, the contract stays in a tight range between 1,285 and 1,320 points. Traders should stay cautious, monitor the market closely, and wait for a breakout session to...
07
May
Market commentary: Caution remains
Selling pressure late in the session implied that risks remain, especially given liquidity staying at low levels. Investors, therefore, should remain cautious and await clearer market signals.
06
May
Tariff clouds loom over solid performance
Vietnam’s macroeconomic picture in April remains broadly positive, with industrial production and trade indicators continuing to perform well. However, this may represent only a calm before the storm, as early...
06
May
GAS – Earnings Review – [BUY] – 1Q25: Bad debt eased
GAS’s 1Q25 revenue rose 10% yoy to VND25.7tn, fulfilling 95% of KIS’s forecast. Gross profit reached VND4.09tn, slightly exceeding expectations at 103% of our forecast. Notably, GAS made no further...
Featured Analysis
Market traders: Domestic institutional trading activity surged
Derivatives: Unusual movement
Market commentary: Cash inflows return
SBV modestly withdraws liquidity
Covered warrant: A cautious sentiment emerged
Derivatives: Liquidity declined
Market commentary: Retracement phase?
