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: Positive developments
Derivatives: Testing the march 2025 peak
REE – Earnings review – [BUY] – 1Q25: Power segment remains key driver in 1Q25
MSH – Brief – [NONRATED] – Solid growth in 1Q25 but risks loom from 2Q25F onward
SBV resumes liquidity injection
Covered warrant: Cautious optimism
Market commentary: Intraday divergence
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10/03/2025
New long-term uptrend?

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