Analysis Center
11
September
Market commentary: Strong selling pressure from foreign
The market recorded a mild gain; however, liquidity remained subdued, reflecting cautious investor sentiment. This indicates the market may be entering a short-term accumulation phase. Therefore, investors should remain observant...
10
September
Strategic Insight: Wait for a new entry point?
The strong uptrend since April 2025 has made market valuations less attractive. Therefore, we believe the market may face a correction over the next one to two months before entering...
10
September
BSR – Brief – [NONRATED] – Reactivating the ethanol plant and finding strategic investors for divesting
We believe that BSR-BF has strong potential to quickly maximize its capacity after the official policy about E10 gasoline is implemented thanks to exponential growth in ethanol demand, yet we...
10
September
Fund flow: SEA faces record capital outflows
Regarding fund activity in the final week of the month, the strongest outflows came from CTBC Vietnam Equity Fund (-USD36.4mn), Fubon FTSE Vietnam ETF (-USD21.5mn), and DCVFMVN Diamond ETF (-USD7.6mn)....
10
September
Derivatives: Bull trap?
The uptrend may resume as the contract closed above the 20-day moving average with higher volume. Traders may observe the market and wait for new entry points in the coming...
10
September
Market commentary: Green returns
Although the index rebounded after a series of sharp declines, this could potentially be only a technical recovery session as liquidity dropped sharply. Therefore, investors are advised to stay cautious...
09
September
Market traders: Liquidity keeps falling
By investor group, both domestic individuals and domestic institutions continued to follow a downward trend, falling by 39.1% and 38.3% week-on-week, respectively.
09
September
SBV withdraws liquidity after the holiday
This week, the SBV maintained a sizable net liquidity withdrawal as repo maturities outpaced new issuance, signaling eased system liquidity. Interbank rates fell across most tenors, with higher trading volumes...
09
September
Derivatives: A downtrend
A downtrend has been established with rising volume. Investors may consider opening short positions in the next session.
Featured Analysis
Covered warrant: Liquidity rebounded
Market commentary: Downside risk remain?
Chart of the day: Growth momentum slows
Derivatives: A Downward Trend?
Derivatives: Selling pressure emerges
Market commentary: Late-session selling pressure
Derivatives: Sustained upward momentum
