Strategy Monthly: Impact of the January effect?
Although policies from U.S. President Donald Trump’s second term could significantly impact Vietnam’s exports to the U.S., we believe Vietnam’s economy will continue its recovery in 2025. This will help maintain the stock market’s upward trend. Additionally, the January Effect could drive market recovery in early 2025. Therefore, we believe that despite recent cautious money flow, the upward trend could soon return.
Featured Analysis
Market commentary: Market recovery
Derivatives: Bull Trap?
GMD – Brief – [NONRATED] – Net profit contracts due to extraordinary loss
HAH – Brief – [NONRATED] – Record quarterly profit
BID – Earnings review – [BUY] – Improving earnings quality
GAS – Earnings Review – [BUY] – 4Q24: New sources of growth
ANV – Earnings Review – [HOLD] – 4Q24: The hardship dragged on
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