Analysis Center
26
August
Market commentary: Selling pressure intensifies
The market experienced two consecutive sharp declines, signaling a short-term reversal toward a negative trend. Furthermore, the index closed below its 10-day moving average, suggesting that the correction phase may...
25
August
Dovish Fed, decisive SBV amid USDVND movement
This week, USDVND spiked early before easing by week’s end, driven by both external and domestic factors. On the global front, the dollar softened after Chair Powell signaled openness to...
25
August
Covered warrant: Liquidity cooled down
During the week, the covered warrant market showed signs of stagnation as trading inflows softened. Nevertheless, a positive signal remained as the number of rising warrants continued to outnumber the...
25
August
Derivatives: Profit-taking session
The long-term uptrend may temporarily pause following last week’s sharp correction. As such, investors should closely observe market developments and take advantage of the traders pullback to re-establish long positions,...
25
August
Market commentary: Selling pressure at the end of the week
The sharp correction at the end of the week delivered a negative signal for the market. This suggests the index may enter a short-term downside phase. However, such a move...
25
August
Chart of the day: Caution with the trend
A downward move may occur, but this would represent a consolidation phase within a long-term uptrend. Investors may consider deploying capital once there are signals of a bottom formation during...
22
August
Seafood – Note – [NEUTRAL] – A clearer picture emerges
Pangasius: Exports in 2Q25 rose 11.5% yoy to USD559mn, led by the US (+12.5%) and Brazil (+10%), while China (-0.5%) and EU (-3%) weakened. Industry profits improved, with VHC's NPAT-MI...
22
August
Vietnam’s IFC: What to know? (P.1)
Vietnam is entering a decisive stage in establishing International Financial Centers (IFCs) in Ho Chi Minh City and Da Nang, with the goal of mobilizing global capital and advancing long-term...
22
August
Retail – Notes – [NON-RATED] – Minimarts drive the growth
In 2Q25, we see the consumer demand generally stayed flat compared to 1Q25. In 2H25F, we think minimarts would continue to be the spotlight that drive the growth of the...
Featured Analysis
Market commentary: Foreign investors turned net buyers again
GDA – Brief – [NONRATED] – 3Q25 – Domestic market supported earnings
Market commentary: Selling pressure returned
Derivatives: Awaiting the next signal
VJC – Earnings Review – [HOLD] – 3Q25: Inefficient expansion
Derivatives: Uptrend confirmation?
Market commentary: Sustained demand
