Analysis Center
11
May
Banking – Note – [NEUTRAL] – Resilient growth amid volatility
Aggregated 1Q26 PBT (27 listed banks) surged +14.2% yoy and -3.1% qoq. This strong performance was driven by 1) robust credit growth, 2) recovery of service activities, 3) strong growth...
11
May
Derivatives: Caution at the all-time high
The uptrend remains intact, supported by confirmation from the rectangle pattern. Investors may consider reopening long positions and taking advantage of pullbacks to maximize returns.
11
May
Chart of the day: Testing historical peaks
The uptrend remains intact. However, fluctuations likely occur while the VN-Index tests historical resistance. Therefore, investors may reopen stock positions in their portfolios.
11
May
Market commentary: Afternoon buying demand
The market recorded its fourth consecutive gaining session, indicating that buying demand remained positive. This development also implied that the short-term uptrend continued to strengthen as the index steadily extended...
08
May
Derivatives: Testing the all-time high
The uptrend remains intact, supported by confirmation from the rectangle pattern. Investors may consider reopening long positions and taking advantage of pullbacks to maximize returns.
08
May
Market commentary: Extending the upward momentum
The market recorded its third consecutive gaining session alongside improving liquidity, indicating that buying demand continued to dominate and cash flows were showing signs of returning more actively. Moreover, this...
07
May
QTP – Earnings review – [BUY] – 1Q25: Earnings remain stable
In 1Q26, revenue reached VND2,733bn, down 6% yoy (figure 1), mainly due to an estimated 15% decline in average selling prices despite an estimated 4% yoy increase in production (figure...
07
May
PLX – Earnings review – [HOLD] – 1Q26: Oil price volatility hit hard
Facts: Oil price volatility hit hard 1Q26 revenue reached VND98.7tn (+45% yoy, -2.1% qoq, ~110% of KIS forecast). The strong growth reflects (1) higher volumes: domestic (+20% yoy, +13.4% qoq,...
07
May
Derivatives: Breakout signal
The uptrend received confirmation through the rectangle pattern. Accordingly, traders may consider re-entering long positions and taking advantage of pullbacks to maximize returns.
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
