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15

October

Derivatives: Momentum slowing

Although the upward momentum slowed in the previous session, the market still confirmed its short-term uptrend. Therefore, traders may consider reopening long positions and taking advantage of intraday pullbacks to...

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15

October

Market commentary: Market volatility

After several consecutive sessions of gains, the market showed signs of cooling off, leading to intraday volatility. However, this fluctuation is not yet strong enough to reverse the prevailing uptrend,...

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14

October

Banking – Preview – [NEUTRAL] – 3Q25F Preview: Credit acceleration

Combined NP in 3Q25F could grow 15%yoy, based on our coverage. The results could be driven by both net interest incomes with high credit growth and non-interest incomes. 3Q25F Net...

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14

October

Banking – Note – [NEUTRAL] – Circular 14 on capital adequacy ratio

The State Bank of Vietnam (SBV) has issued Circular 14/2025, which takes effect on September 15, 2025, and will officially replace Circular 41/2016 on January 1, 2030, though banks that...

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14

October

Market traders: Liquidity improved

By investor group, both domestic individuals and domestic institutions both increased, rising 24.7% and 23.0%, respectively, compared to the prior week.

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14

October

Derivatives: Uptrend

The market continues to confirm a short-term uptrend. Therefore, traders may consider reopening long positions and taking advantage of intra-day pullbacks to optimize profits.

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14

October

Market commentary: Bright spot in the Real Estate sector

The market has been consistently forming new high bases, reflecting a strong and sustained uptrend. Moreover, new cash inflows were observed as liquidity continued to improve. Therefore, investors may consider...

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13

October

Sep 2025: Lower issuances, higher maturity pressure

In Sep 2025, the total value of bond issuance sharply decreased to VND49,569bn (Fig.1), - 15% yoy and -18% mom. The Banking issued VND33,880bn with -29% yoy and accounting for...

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13

October

The greenback cooled amid reignited trade war risks

This week, both USDVND and the dollar index edged lower as President Trump threatened to impose 100% tariffs on Chinese goods, while Beijing maintained a firm stance. Recent trade talks...

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