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14

February

Strategic Insight: Attractive market valuation

After a correction period in late January 2026, market valuations became attractive, with approximately 63% of valued stocks trading at undervaluations. Therefore, we believe the market will quickly recover in...

Report (65)

13

February

Jan 2026: The lowest issuances

- In Jan 2025, the total value of bond issuance dropped to VND3,711bn (Fig.1), -33% yoy and -96% mom. - The Banking issued VND2,221bn with -58% yoy and accounting for...

Report (30)

13

February

PHR – Brief – [NONRATED] – NP slides on weak IP and no VSIP III payment

In 4Q25, PHR reported VND499bn net revenue (-19% QoQ, -21% YoY, figure 1). In particular: Rubber: revenue lowered to VND468bn (94% of total revenue, -22% QoQ, -19% YoY) due to...

Report (2)

13

February

Banking – Note – [NEUTRAL] – On target

Aggregated 4Q25 PBT (27 listed banks) surged +19.2% yoy and +11.3% qoq. This strong performance was driven by 1) robust credit growth, 2) recovery of service activities, 3) strong growth...

Report (0)

13

February

Derivatives: Declining liquidity

The signals lack consistency and the Lunar New Year holiday approaches; therefore, caution remains necessary with the current trend. Traders should exercise caution, observe the market, and wait until after...

Report (56)

13

February

Market commentary: Sustained demand

The market marked two consecutive gaining sessions, partially improving short-term technical conditions and trading sentiment. However, with only one trading session remaining before the long Lunar New Year holiday, capital...

Report (50)

12

February

Derivatives: Reversal signal?

Reversal signals appear; however, given the approaching Lunar New Year holiday, caution remains necessary with the current trend. Traders should exercise caution, observe the market, and wait until after the...

Report (56)

12

February

Market commentary: Broad-based gains

The market rebounded after five consecutive sessions under heavy selling pressure. However, this upswing is likely to represent a technical rebound rather than a confirmed trend reversal. With only two...

Report (50)

11

February

Derivatives: Increased volatility

The downward trend receives confirmation in the short term. Therefore, traders may consider opening short positions and taking advantage of recovery waves to maximize profits.

Report (54)