Analysis Center
16
October
Market commentary: Divergent movements
The market recorded its second consecutive correction session, reflecting a cooling phase as profit-taking pressure persisted. However, the current decline may be viewed as a mild consolidation rather than a...
16
October
Derivatives: Continued consolidation
The market continues to confirm its short-term uptrend, despite recent cautious sentiment. Therefore, traders may consider reopening long positions and taking advantage of intraday pullbacks to optimize profits.
15
October
Derivatives: Momentum slowing
Although the upward momentum slowed in the previous session, the market still confirmed its short-term uptrend. Therefore, traders may consider reopening long positions and taking advantage of intraday pullbacks to...
15
October
Market commentary: Market volatility
After several consecutive sessions of gains, the market showed signs of cooling off, leading to intraday volatility. However, this fluctuation is not yet strong enough to reverse the prevailing uptrend,...
14
October
Banking – Preview – [NEUTRAL] – 3Q25F Preview: Credit acceleration
Combined NP in 3Q25F could grow 15%yoy, based on our coverage. The results could be driven by both net interest incomes with high credit growth and non-interest incomes. 3Q25F Net...
14
October
Banking – Note – [NEUTRAL] – Circular 14 on capital adequacy ratio
The State Bank of Vietnam (SBV) has issued Circular 14/2025, which takes effect on September 15, 2025, and will officially replace Circular 41/2016 on January 1, 2030, though banks that...
14
October
Market traders: Liquidity improved
By investor group, both domestic individuals and domestic institutions both increased, rising 24.7% and 23.0%, respectively, compared to the prior week.
14
October
Derivatives: Uptrend
The market continues to confirm a short-term uptrend. Therefore, traders may consider reopening long positions and taking advantage of intra-day pullbacks to optimize profits.
14
October
Market commentary: Bright spot in the Real Estate sector
The market has been consistently forming new high bases, reflecting a strong and sustained uptrend. Moreover, new cash inflows were observed as liquidity continued to improve. Therefore, investors may consider...




