Analysis Center
24
November
Derivatives: Buying interest at lower price levels
The market remains in an accumulation phase with no breakout session to confirm the trend. Therefore, traders should exercise caution and observe additional signals before reopening positions.
24
November
Market commentary: Absorbing supply pressure
The market recorded a mild decline, but liquidity showed an upward trend. This development suggests that downside risks still linger, as buying demand is not yet strong enough to fully...
21
November
Derivatives: Awaiting next signals
The market undergoes consolidation with low liquidity. Consequently, traders should exercise caution and observe further signals before re-opening positions.
21
November
Market commentary: Foreign investors turned net buyers again
The market reversed to recover and closed in positive territory; however, liquidity remained at a low level, indicating that cash flow has yet to return strongly and investor sentiment remains...
20
November
GDA – Brief – [NONRATED] – 3Q25 – Domestic market supported earnings
- In 3Q25, GDA recorded the revenue of VND3,680bn, -28.7% yoy. Total sales volume reached 188,848 tonnes, -6% yoy. While selling prices were somewhat less favorable than the previous quarter...
20
November
Market commentary: Selling pressure returned
The market experienced a corrective session accompanied by slightly higher liquidity, indicating stronger selling momentum and heightened investor caution as the index approaches the 50-day moving average. This development also...
20
November
Derivatives: Awaiting the next signal
Despite the correction, the upward trend may continue if liquidity improves in upcoming sessions. Therefore, investors need to exercise caution and observe additional signals before reopening positions.
19
November
VJC – Earnings Review – [HOLD] – 3Q25: Inefficient expansion
3Q25 revenue rose 8% YoY to VND16.9tn, while gross profit (GP) fell 5% YoY to VND2.1tn. Transportation revenue reached VND16.5tn (+9% YoY, table 2). However, GPM narrowed to 10.1% due...
19
November
Derivatives: Uptrend confirmation?
The market confirmed a short-term uptrend, but this signal may reverse soon as trading volume remains at low levels. Therefore, traders should exercise caution and observe additional signals before reopening...



