Analysis Center
19
November
Market commentary: Sustained demand
The market recorded three consecutive gaining sessions together with improving liquidity, signaling that buying interest is gradually returning and investor sentiment is noticeably improving. This development suggests that capital is...
18
November
Market traders: Proprietary trading returned to net buying
By investor group, both domestic individuals and domestic simultaneously declined, with declines of 16.5% and 14.3%, respectively, from the prior week.
18
November
POW – Earning Review – [HOLD] – 3Q25 – Gross margin widens, profits advance
In 3Q25, revenue recorded VND7,855bn (+30% yoy, -16% qoq) with total electricity production rising 30% yoy, with key drivers coming from the gas-fired and hydropower segments. As a result, gross...
18
November
Derivatives: Breakout session
The market shows signs of short-term improvement, but the move lacks confirmation due to subdued liquidity. Traders should remain cautious and wait for clearer validating signals before reopening long positions.
18
November
Market commentary: Green start to the week
The market successfully retested the 20-day moving average, reinforcing the potential formation of a short-term recovery trend. However, liquidity remained low, indicating that buying power has yet to fully return...
17
November
SBV maintains net injection
This week, the SBV continued its net liquidity injection to support the banking system as year-end demand pressure intensified. Specifically, the interbank yield curve steepened, with short-term rates cooling while...
17
November
BSR – Brief – [NONRATED] – 3Q25: Higher volume and margins as expected
3Q25: Higher volume and margins as expected BSR recorded 3Q25 revenue of VND35.3tn (+10% yoy, 99% of KIS forecast), despite lower oil prices, thanks to a solid 13% yoy increase...
17
November
Covered warrant: Liquidity slightly increased
During the week, market liquidity in the covered-warrant segment improved slightly and the number of gaining warrants outpaced decliners, suggesting better trading sentiment. However, overall trading value fell, likely due...
17
November
Derivatives: Declining liquidity
Although the market has shown signs of recovery, short-term correction risks remain due to declining liquidity during the rebound. Traders should remain cautious, monitor additional confirmation signals, and wait for...
Featured Analysis
Market commentary: Late-session selling pressure
Derivatives: Sustained upward momentum
Market commentary: Extending the upward momentum
Derivatives: Uptrend confirmation
Market commentary: Maintaining the upward momentum
The Dawn of National Rise
Market traders: Liquidity declines due to the holiday
