Analysis Center
29
April
CNG – Earnings review – [HOLD] – 1Q26: Sacrificing profit for market expansion
1Q26 revenue reached VND1,192bn (+40% yoy, ~101% of KIS forecast). Gas volume (CNG/LNG/LPG) came in at 90.4mn Sm³ (+42% yoy, 109% of KIS forecast). In particular, revenue from trading activities...
29
April
Covered warrant: Cautious ahead of the holiday period
During the past week, the covered warrant market recorded a slight recovery in liquidity; however, the number of declining warrants still outnumbered gainers. This development indicates that investor sentiment remains...
29
April
Derivatives: Liquidity remains subdued
Traders sentiment remains cautious, as trading volume stays low. Accordingly, traders are advised to exercise prudence at this stage and wait for clear trend confirmation signals before re-entering positions.
29
April
Market commentary: Green at the start of the week
The market recorded a strong rebound; however, liquidity declined notably due to cautious investor sentiment ahead of the upcoming holiday. Nevertheless, the short-term uptrend remains intact, indicating that the market’s...
28
April
Market traders: Cautious cash flow ahead of the holiday period
By investor group, trading activity among domestic retail investors and domestic institutional investors has both decreased, falling by 11.0% and 2.8% week-on-week, respectively.
28
April
SBV returns to liquidity injection ahead of the holiday
This week, the SBV returned to net liquidity injection after two consecutive weeks of strong withdrawal. On the money market, the interbank curve steepened further as short term rates, particularly...
28
April
Derivatives: Caution Ahead of the Holiday
The market adopted a cautious stance ahead of the holiday period. Traders are therefore advised to exercise caution at this stage and wait for trend confirmation signals before re-entering positions.
28
April
Market commentary: Caution ahead of the holiday
The market posted a declining session alongside a sharp drop in liquidity due to the upcoming long holiday, reflecting cautious investor sentiment. However, the current uptrend remains intact, suggesting that...
28
April
Chart of the day: Pre-Holiday caution
The uptrend remained intact, but upward momentum may slow as the extended holiday period draws near. Investors are therefore advised to monitor the market closely and wait for post-holiday confirmation...
Featured Analysis
Derivatives: Continue to observe
Market commentary: Low liquidity
DCM – Brief – [NONRATED] – 1Q26: Robust ASPs growth boosted earning
Market commentary: Market reversal
Derivatives: Signal Observation
GDA – Brief – [NONRATED] – 1Q26 – Difficulties remain
Derivatives: A Sell Signal?
