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19

January

Power – In-depth – [NEUTRAL] – 2025 Outlook: Opportune moment

In 2025, nationwide electricity consumption is expected to maintain an 11% yoy growth, with hydropower and gas-fired power being the highlights of the sector. This is attributed to the anticipated...

Report (36)

17

January

BCG – Brief – [NONRATED] – Charge against BOD members

On Mar 1, The Bamboo Capital Group (BCG VN Equity, Non-rated) was notified by the competent authority regarding the decision to initiate a case and a suspect charge against members...

Report (10)

17

January

Derivatives: Waiting for confirmation signals

Investors should remain cautious and closely monitor the market today, as confirmation signals for the downtrend are not yet clear.

Report (32)

17

January

Market commentary: Broad-based gains

The market recorded two consecutive sessions of rising points, along with an improvement in liquidity. This positive signal can support the market over the next few sessions. Therefore, investors should...

Report (54)

16

January

Market commentary: Widespread demand momentum

Positive developments across various stock groups helped the market close with an increasing session. This upward momentum may partly stem from the revised Public-Private Partnership (PPP) Investment Law, which will...

Report (42)

16

January

Derivatives: Green session

Traders should exercise caution and closely monitor the market during today’s session, as the contract is set to expire. Unexpected fluctuations may occur in this period.

Report (52)

15

January

Derivatives: Pull-back confirmation

Traders should closely monitor the market over the next two sessions, as the contract is set to expire on Thursday this week. This period often witnesses unexpected volatility.

Report (71)

15

January

Market commentary: Cautious sentiment

Downside risks continued to rise as the market recorded another consolidation session. Furthermore, the VNIndex remained below most major moving averages, indicating that the short-term downtrend persists. Hence, investors should...

Report (81)

14

January

Fund flow: Vietnam leads fund flows in SEA

Over the past week, Vietnam stood out as an attractive destination for fund flows, driven by strong demand and significant improvements. Therefore, we maintain our optimistic view that fund flows...

Report (65)