Analysis Center
30
October
QTP – Earnings Review – [BUY] – Waiting for new cycle
In 3Q24, QTP recorded revenue of VND2,386bn (-5% yoy,). The main reason comes from the output’s QTP in 3Q24, which is reported to decrease slightly compared to the same period...
30
October
Market commentary: Foreign divestment from VIB
Increased liquidity alongside a recovery session, indicating a potential reversal signal. However, the VNIndex still closed below the major moving averages. In this context, investors are advised to observe upcoming...
30
October
Derivatives: Reversal signals?
The downtrend may reverse following yesterday's increase. However, it is still too early to assume that an uptrend will return in the near term, as technical indicators continue to imply...
29
October
Fund flow: Demand remained intact in Vietnam
Domestic fund flows were still positive, especially among active funds, which continued to attract strong demand. Besides that, based on the positive economy and the exchange rate situation, we expect...
29
October
Market commentary: Short-term rebound?
Demand came back in the afternoon session, dragging the stock market to increase again with low liquidity. However, downside risks were persisting as the VNIndex was continuing to close below...
29
October
Derivatives: Harami candlestick
The downtrend paused as the contract formed a Harami pattern. However, it remains too early to assume an uptrend will return in the near term, as technical signals still imply...
28
October
Covered warrant: Negative impact from the underlying market
For the CWs market, the number of CWs with price declines remained in the majority. We believe that now is not the optimal time for investors to allocate cash to...
28
October
ETF Review: Local ETFs buy MWG the most
Based on data as of 25 Oct 2024, we expect local ETFs to buy MWG the most, with a volume of 49.2 million shares. On the sell side, VRE, OCB,...
28
October
ANV – Earnings Review – [BUY] – NPAT has gradually improved qoq
In 3Q24, ANV released revenue of VND1,341bn (+22% yoy/ +12.4% qoq). Pangasius segment (ANV’s core business) contributed VND1,310bn (+22.1% yoy/ +14.5% qoq). Gross margin was at 12.9% (+5.2%p yoy/ +0.05%p...
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
