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15

August

VCB – Earnings review – [BUY] – Gradual improvement

2Q25 PBT rose by +9.1%yoy to VND11.03tn due to lower risk provision expenses (-46.5%yoy) and higher other incomes. Accumulated 1H25 PBT climbed by +5.1%yoy to VND21.9tn, completing 50% of the...

Report (2)

15

August

Derivatives: Breakout session

The uptrend is confirmed by the breakout session accompanied by sustained high volume. Therefore, traders may consider maintaining long positions in their portfolios.

Report (50)

15

August

Market commentary: Continuing the uptrend

The uptrend persisted as the index continued to form higher bases. Meanwhile, liquidity remained high, signaling strong support for the current upward momentum. Therefore, investors may consider maintaining a high...

Report (48)

14

August

Derivatives: Bottom-fishing flows

While liquidity improved, risks persist as volatility increases. Therefore, traders should remain cautious and close long positions if bearish signals appear in the next session.

Report (75)

14

August

Market commentary: Late-session demand support

Although selling pressure emerged as the index reached a new high range - at times pulling the market below the 1,600-point mark - proactive buying demand returned, allowing the index...

Report (61)

13

August

Banking – Note – [NEUTRAL] – Moving towards sustainable growth

Aggregated 2Q25 PBT (27 listed banks) surged +17.6%yoy. The business results resulted from 1) robust credit growth, 2) a surge in investment activities, 3) higher other incomes, and 4) controllable...

Report (14)

13

August

Aviation – Note – [NONRATED] – Airlines took spotlight

Vietnam’s aviation sector saw strong 2Q25 growth across airports, airlines, and aviation services, driven by domestic recovery, surging China-related travel, and lower fuel costs. With expanded visa exemptions, government events,...

Report (5)

13

August

Derivatives: Uptrend maintained

The continued drop in liquidity suggests a potential technical correction. Therefore, traders should exercise caution and consider closing long positions if negative signals emerge in the upcoming session.

Report (48)

13

August

Market commentary: Above 1,600 points

The market continued to form a new high base, indicating that the uptrend remains dominant. In addition, capital inflows spread widely across sectors, and market breadth stayed positive, suggesting stable...

Report (50)