Analysis Center
08
July
Jun 2025: New issuance hit a record high in June
In Jun 2025 the total bond issuance increased to VND115,575bn (Fig. 1), (+36% yoy and +56% mom). The Banking led the Jun 2025 surge with VND94,168bn (+30% yoy) and accounted...
08
July
USDVND rebounds as reciprocal tariffs unveiled
This week, USDVND came under renewed pressure following Trump’s announcement of the outcome of tariff negotiations with Vietnam. Although the final rates were lower than the initially proposed 46%, they...
08
July
Covered warrant: Liquidity continues to improve
The continued increase in CW market liquidity signals a positive return of capital flows. Additionally, the dominance of gaining CWs reflects growing investor optimism as the uptrend remains intact. According...
08
July
Market commentary: Liquidity increases
The VNIndex confirmed a breakout session, rising over 1% with increased trading volume. This indicates a positive short-term uptrend, suggesting that investors may consider increasing equity exposure in their portfolios.
08
July
Derivatives: Breakout session
With yesterday’s breakout session confirming the short-term uptrend, traders may consider opening new long positions in the upcoming sessions.
07
July
Growth navigates new uncertainties
Vietnam's macro picture in June presented a nuanced story. On the external front, IIP persisted, but PMI softened from fewer new orders. This divergence suggests IIP's strength was largely due...
07
July
Market commentary: Late-session demand momentum
The strong demand toward the end of the session supported the index's upward movement. Furthermore, the prevailing uptrend remains intact as the index continues to break through resistance levels, heading...
07
July
Derivatives: Continued consolidation
The contract requires additional confirmation signals to validate a short-term uptrend as it remains in a consolidation phase. Investors may continue to monitor the market and wait for appropriate signals...
07
July
Chart of the day: New high formed
The breakout signal from last week had low reliability as trading volume did not show a clear surge. Therefore, investors should wait for a confirmed breakout before increasing equity exposure.
Featured Analysis
Market traders: Liquidity rebounded after the holiday period
Derivatives: Wait for confirmation signals
Market commentary: Early-week gains
SBV returns to net withdrawal as demand eases
Covered warrant: Liquidity rebounded
Market commentary: Downside risk remain?
Chart of the day: Growth momentum slows
