Analysis Center
13
May
Strategic Insight: The start of a new uptrend
Despite the VN-Index approaching its all-time high, the Vietnamese stock market remains undervalued relative to corporate earnings growth and macroeconomic expansion. We therefore believe the market will sustain the upward...
13
May
Market commentary: Green returns
The market closed higher, although liquidity showed some decline and volatility remained present as the index advanced toward new higher price zones. Nevertheless, the current uptrend remains intact, indicating that...
13
May
Derivatives: Demand at lower price levels
Despite the recovery, the prior correction may not yet be complete, and the pullback can still be viewed as part of a broader consolidation phase. Traders are therefore advised to...
12
May
Market traders: Proprietary trading recorded slight net buying
By investor group, both domestic individuals and domestic institutions both increased, rising by 4.6% and 9.8%, respectively, compared to the previous week.
12
May
Covered warrant: Maintaining caution
During the past week, liquidity in the covered warrant market continued to decline, while the number of declining covered warrants still outnumbered gainers, despite the underlying market maintaining a positive...
12
May
Derivatives: Profit-taking pressure
A short-term consolidation phase may be underway. Traders are advised to exercise caution and wait for clear reversal signals before reopening long positions.
12
May
Market commentary: Late-session selling pressure
The market faced profit-taking pressure as the index moved toward new higher price levels, resulting in increased intraday volatility. Nevertheless, the overall market trend remains tilted to the upside as...
11
May
BAF – Brief – [NONRATED] – 1Q26 NPAT grew, but operating expenses also increased rapidly
In 1Q26, BAF recorded revenue of VND1,762bn (+56.8% YoY), NPAT reached VND206bn, up +54.4% YoY.
11
May
SBV continues net liquidity injection and interbank rates cool down
In 19W26, the SBV continues its net liquidity injection for a third consecutive week at a moderate level to maintain system stability. Additionally, interbank rates have cooled down following recent...
Featured Analysis
SBV ramps up repo injections
Derivatives: A reversal pattern?
Market commentary: Divergent movements
Chart of the day: Short-term sell signal?
SIP – Brief – [NONRATED] – Surging expenses dragged the 1Q26 net profit
Derivatives: Mounting selling pressure
Market commentary: Selling pressure persists
