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14

November

Market commentary: Market divergence

The market showed a positive technical signal as the index successfully tested the 10-day moving average, suggesting that a short-term recovery trend is gradually forming. However, liquidity showed signs of...

Report (56)

13

November

NKG – Brief – [NONRATED] – 3Q25 – Domestic market supported earnings

In 3Q25, NKG recorded the revenue of VND3,773bn, -27.3% yoy. Total sales volume reached 195,102 tonnes, -22% yoy. While selling prices were somewhat less favorable than the previous quarter and...

Report (31)

13

November

Derivatives: A buying signal?

The contract showed positive momentum after closing above the 10-period moving average. Still, further technical confirmation is required to validate this uptrend, as volume has not confirmed the signal. Traders...

Report (55)

13

November

Market commentary: Green return

The market’s strong rebound, accompanied by improved liquidity, indicates that capital inflows are gradually returning, signaling a positive recovery after the recent correction phase. However, the index has yet to...

Report (54)

12

November

REE – Earnings review – [HOLD] – 3Q25: M&E segment drives solid profit expansion

In 3Q25, REE recorded revenue of VND2,552bn (+26% yoy and +2% qoq), mainly driven by the M&E and power segments. Besides, gross profit (GP) reached VND932bn (+36% yoy), equivalent to...

Report (21)

12

November

Derivatives: Bullish Engulfing pattern

Despite the rebound, signals remain inconsistent, and trading volume has yet to confirm a clear trend. Traders should stay cautious, monitor the market closely, and wait for stronger confirmation signals...

Report (50)

12

November

Market commentary: Market recovery

The emergence of active buying helped the market close in positive territory. However, liquidity remained low, indicating that cash flow has yet to return strongly and the current uptrend appears...

Report (54)

11

November

HAH – Brief – [NONRATED] – Strong 3Q25, growth to moderate in 4Q25F

Revenue rose 19% YoY to VND1,348bn, led by vessel operation thanks to higher rates and increased capacity. Net profit up 53% YoY to VND304bn. We expect 4Q25F earnings growth to...

Report (4)

11

November

Banking – Note – [NEUTRAL] – Right on track

Aggregated 3Q25 PBT (27 listed banks) surged +24.6%yoy from a low base in 3Q24 and -1.8%qoq. The business results resulted from 1) robust credit growth, 2) a strong growth in...

Report (7)