Analysis Center

05

May

Market commentary: Intraday divergence

The index continued to fluctuate within a narrow range, closing nearly unchanged with liquidity remaining low. This development reflects investors' cautious sentiment ahead of the long holiday period. In the...
Report (63)

29

April

QTP – Earnings review – [BUY] – 1Q25: Profit shrinks as fuel price pressure

In 1Q25, QTP recorded revenue of VND2,912bn (-3% yoy) due to flat production, and FMP dropped 13% yoy to VND1,307/kWh. Additionally, (a) depreciation expenses decreased by 10% yoy but were...
Report (10)

29

April

GMD – Brief – [NONRATED] – Strong throughput growth, solid results

In 1Q25, GMD announced a total revenue of VND1,277bn (+27% YoY), in which, port operation generating VND1.14tn revenue thanks to solid throughput volume and fee increases. Gains from associates in...
Report (3)

29

April

Covered warrant: Cautious liquidity

The CWs market in the week recorded a slight decrease in liquidity, indicating somewhat more cautious capital flows compared to the previous week. However, a positive point is that the...
Report (53)

29

April

TNG – Brief – [Non-rated] – Solid earnings amid tariff uncertainties

In 1Q25, TNG’s revenue posted to VND1,511bn (+11.6% yoy) thanks to the brighter textile & garment (T&G) export orders to key markets. However, 1Q25’s gross margin sat at 15.3%, edging...
Report (0)

29

April

Derivatives: Declining liquidity

The contract remains volatile within a narrow range. Therefore, traders should remain cautious and carefully consider the timing of opening new positions.
Report (62)

29

April

Market commentary: Liquidity declines

The market reversed its trend with a significant decrease in liquidity, largely attributed to increased short-term profit-taking pressure ahead of the long holiday. This development indicates cautious investor sentiment in...
Report (49)

28

April

Market traders: Foreign net buying

After 11 consecutive weeks of net selling, foreign investors turned to net buying, with a value of VND581bn. Since the beginning of the year, foreign investors have recorded net selling...
Report (53)

28

April

ANV – Earnings review – [HOLD] – 1Q25: Earnings beat our forecasts

In 1Q25, ANV released revenue of VND1,106bn (+8.9% yoy/ -18.7% qoq). Pangasius segment (ANV’s core business) contributed VND1,071bn (+8.8% yoy/ -19.4% qoq). Gross margin strongly rebounded to 20.2% (+10.3%p yoy/...
Report (0)
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