Analysis Center
01
June
IDC – Brief – [NONRATED] – Slower IP Handovers Weigh on Core Earnings
In 1Q26, IDC reported VND2,165bn revenue (-6% qoq, +12% yoy) with a GP landing at VND389bn (-45% qoq, -29% yoy). The contraction in high-margin segments (IP) led to a blended...
01
June
SBV ramps up repo injections
In 22W26, the SBV actively steps up its supportive stance by recording a significant net liquidity injection into the banking system to alleviate temporary tight conditions. This intervention follows a...
01
June
Derivatives: A reversal pattern?
A confirmation signal for the current trend is needed in today's session. Traders are therefore advised to remain cautious and only re-enter positions once that signal materializes.
01
June
Market commentary: Divergent movements
The market continued to edge lower while liquidity remained weak, indicating that cash flows are still quite cautious. Moreover, the index gradually losing key moving averages signals that the short-term...
01
June
Chart of the day: Short-term sell signal?
The short-term downtrend received confirmation as the VNIndex corrected below the 10-period and 20-period moving averages. Investors should therefore exercise caution and watch closely for reversal signals before opening new...
29
May
SIP – Brief – [NONRATED] – Surging expenses dragged the 1Q26 net profit
In 1Q26, SIP reported VND2,165bn revenue (-6% qoq, +12% yoy) with a GP landing at VND357bn (-2% qoq, +11% yoy). GPM of 16.5% (+0.5%p qoq, flat yoy). Net profit came...
29
May
Derivatives: Mounting selling pressure
The market confirmed a short-term downtrend. Traders may therefore consider re-entering short positions in the near term. Technical rebounds can be used strategically to optimize entry points and maximize returns.
29
May
Market commentary: Selling pressure persists
The market recorded a third consecutive losing session, reflecting rising investor caution in the short term. This suggests that the index may need more time to consolidate and absorb selling...
28
May
MWG – Brief – [NONRATED] – Convenient electronics, expanding grocery
In 1Q26, MWG recorded revenue of VND46,462bn, up 28.6% YoY. Robust growth was registered across all three core business chains. NPAT was recorded at VND2,758bn (+78% YoY, +32% QoQ). Notably,...
Featured Analysis
SBV ramps up repo injections
Derivatives: A reversal pattern?
Market commentary: Divergent movements
Chart of the day: Short-term sell signal?
SIP – Brief – [NONRATED] – Surging expenses dragged the 1Q26 net profit
Derivatives: Mounting selling pressure
Market commentary: Selling pressure persists
