Analysis Center
07
March
Strategic Insight: Wait for signals from global markets
We believe the upward trend will quickly resume, driven by expectations that the conflict in the Middle East will come to a swift conclusion. Additionally, the sharp correction seen during...
06
March
HDB – Brief – [NONRATED] – Ambitious growth
4Q25 PBT surged sharply by +60.0%yoy to VND6,519bn thanks to robust growth in net interest incomes (18.9%yoy) and non-interest income (+106%yoy), and manageable expenses on operation and risks provision. The...
06
March
Seasonal lull amid mounting geopolitical risks
The latest socio-economic report indicates that economic activity in Vietnam slowed noticeably in February, largely due to the Lunar New Year holiday. Industrial production and trade volumes softened during this...
06
March
Power – In-depth – [NEUTRAL] – 2026 Outlook: Thermal power cycle returns
In 2026, nationwide power demand is projected to grow by 8.5% yoy under EVN’s base-case scenario, with thermal power emerging as a key bright spot for the sector. The main...
06
March
Derivatives: Supported around the MA50
Despite support around the MA50, the downward trend has been confirmed in the short term. Therefore, traders may consider opening short positions and capitalizing on recovery bounces to maximize profits.
06
March
Market commentary: Market reversal
The market continued to face selling pressure despite the emergence of proactive buying demand, while liquidity declined. This suggests that the short-term trend has not yet recovered. Therefore, investors should...
05
March
Derivatives: Bottom-fishing demand
The bearish trend remains confirmed in the short term, supported by sell signals and rising volume. Traders are advised to exercise caution and may consider opening short positions in upcoming...
05
March
Market commentary: Late-session demand
The market recorded a rebound session, partly improving investor sentiment after previous sharp corrections. However, macro-related risks, particularly escalating tensions in the Middle East, remain present and could weigh on...
04
March
Derivatives: Bearish trend
The bearish trend is now confirmed in the short term, supported by sell signals and rising volume. Traders are advised to exercise caution and may consider opening short positions in...
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
