Analysis Center
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...
22
August
Market commentary: New record high
Overall, the market reaffirmed its upward trend with new highs being established, reflecting investors’ optimistic sentiment. Accordingly, investors may consider maintaining a high allocation to equities in their portfolios.
22
August
Derivatives: Closing at the day’s high
The uptrend remains intact. Therefore, traders may consider using short-term pullbacks as opportunities to re-establish long positions.
21
August
Market commentary: Absorbing selling pressure
The market showed a solid ability to absorb selling pressure, supported by increased liquidity and late-session demand. This suggests that the upward trend remains intact. Therefore, investors may maintain a...
21
August
Derivatives: Bottom-fishing demand
The uptrend remains intact. Therefore, traders may take advantage of short-term pullbacks to re-establish long positions.
20
August
BID – Earnings review – [BUY] – Enhancing bad debt recovery
2Q25 profit before tax rose by +5.7%yoy to VND8,626bn mainly thanks to other incomes (+181%yoy) from bad debt collection. Accumulated 1H25 PBT rose by +3.1%yoy to VND16,039bn, completing 50% of...
20
August
Derivatives: Momentum returns
The uptrend remains firmly intact. Therefore, traders may take advantage of short-term corrections to reopen long positions.
Featured Analysis
Market commentary: Sustained demand
Derivatives: A bull trap?
Market commentary: Demand returns
Covered warrant: Cautious sentiment
Derivatives: Bearish sentiment
Market commentary: A red start to the week
USDVND under pressure amid prolonged Middle East tensions
