Analysis Center
19
February
REE – Brief – [NONRATED] – Profit gains through cost reduction
REE recorded a revenue of VND2,334bn (+15% yoy). The main reason comes from an improvement in M&E and Water segments. Hence, gross profit and NPAT amounted to VND1,015bn (+10% yoy)...
19
February
PNJ – Brief – [Non-rated] – Challenges still ahead
In 4Q24, PNJ reported a net revenue of VND8,581bn (-12.1% yoy), NPAT surged to VND733bn (+15.2% yoy) after reaching the bottom in 3Q24 (-14.8% yoy – due to the unsual...
19
February
Derivatives: Improved liquidity
The contract presents several inconsistent signals regarding the market. Therefore, traders should cautiously observe additional indicators to confirm the next trend before reopening positions.
19
February
Market commentary: Demand returns
Following a slight adjustment in the previous session, the market quickly returned to green territory, reflecting the optimistic sentiment of investors. Despite a drop in liquidity, strong demand helped maintain...
19
February
Derivatives: Improved liquidity
The contract presents several inconsistent signals regarding the market. Therefore, traders should cautiously observe additional indicators to confirm the next trend before reopening positions.
19
February
Market commentary: Demand returns
Following a slight adjustment in the previous session, the market quickly returned to green territory, reflecting the optimistic sentiment of investors. Despite a drop in liquidity, strong demand helped maintain...
18
February
Fund flow: Capital outflow remains present
Throughout the past week, Singapore remained the top recipient of capital inflows, contrasting with Thailand, which continued to experience the highest capital outflows in the region. Meanwhile, although Vietnam recorded...
18
February
Derivatives: Pressure on large-cap stocks
The contract shows mixed signals regarding market direction. Traders should remain cautious and wait for clearer confirmation before initiating new positions.
18
February
Market commentary: Afternoon selling pressure
Although the market closed in the red territory with rising liquidity, the index remains above most major moving averages, indicating that the positive outlook has not been invalidated. Therefore, investors...
Featured Analysis
Covered warrant: Liquidity rebounded
Market commentary: Downside risk remain?
Chart of the day: Growth momentum slows
Derivatives: A Downward Trend?
Derivatives: Selling pressure emerges
Market commentary: Late-session selling pressure
Derivatives: Sustained upward momentum
