Analysis Center
10
November
GAS – Earnings Review – [BUY] – 3Q25: Net profit is on par with forecast
Facts: revenue widened but profit flatted GAS posted 3Q25 revenue of VND35.7tn (+41% yoy, +19% qoq), exceeding our forecast by 29%, mainly thanks to stronger LPG international trading activities and...
10
November
Derivatives: Sell signals
The contract has confirmed a short-term correction trend after forming a new low. Therefore, traders may consider reopening short positions and taking advantage of intraday rebound opportunities to optimize profits.
10
November
Market commentary: Selling pressure persists
The downside risk remains present, as the index experienced sharp volatility along with a rise in liquidity. This trend indicates that investor sentiment remains cautious, as short-term capital has yet...
10
November
Chart of the day: Short-term downtrend
The market confirmed a short-term correction trend. Investors need to remain cautious and maintain a safe equity weighting.
07
November
Derivatives: Awaiting confirmation signals
Although negative signals have emerged, additional technical indicators are needed to confirm the current trend. Therefore, traders should remain cautious, monitor the market closely, and wait for clear confirmation signals...
07
November
Market commentary: Liquidity continued to decline
The market continued to decline amid persistently low liquidity, indicating that investors remain cautious and reluctant to return to risk assets. In the short term, supportive signals remain insufficiently clear;...
06
November
National growth target clouded by climatic disruptions
Vietnam’s economic landscape entering the final quarter of 2025 is crucial, as it will determine whether the government’s ambitious growth target can be achieved. Following a robust third quarter, the...
06
November
BAF – Brief – [NONRATED] – 3Q25: The pressure from selling price
- In 3Q25, BAF recorded the revenue of VND1,136bn, -13.5% yoy. The decline in growth was mainly due to BAF no longer recording the revenue and profit in the animal...
06
November
Derivatives: Awaiting trend confirmation
Market signals remain inconsistent, and trading volume has yet to confirm a clear trend. Traders should stay cautious, monitor the market closely, and wait for clearer confirmation signals before reopening...
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
