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Tin tức nổi bật

Derivatives 2026/07/03: Improved liquidity

Derivatives 2026/07/03: Improved liquidity

The uptrend remains confirmed in the short term, supported by improved liquidity. Accordingly, traders may consider reopening long positions.

3 tháng 7, 2026

Market commentary 2026/07/02: Positive momentum continued

Market commentary 2026/07/02: Positive momentum continued

The market posted its second consecutive gain, suggesting that buying demand is gradually improving after a period of cautious trading. This performance also indicates improving investor sentiment and reinforces expectations that the market may continue its recovery in the sessions ahead.

2 tháng 7, 2026

Derivatives 2026/07/02: A positive signal emerges

Derivatives 2026/07/02: A positive signal emerges

The uptrend remains confirmed in the short term, supported by improved liquidity. Accordingly, traders may consider reopening long positions.

2 tháng 7, 2026

Market commentary 2026/07/01: Demand emerged

Market commentary 2026/07/01: Demand emerged

The market ended higher with a modest improvement in liquidity, although trading activity remained at relatively low levels. Meanwhile, selling pressure persisted throughout the session, suggesting that investors remain cautious and that the current recovery still requires further confirmation

1 tháng 7, 2026

Derivatives 2026/07/01: Caution prevails

Derivatives 2026/07/01: Caution prevails

The uptrend remains confirmed in the short term, but the risk of a reversal may be increasing. As such, traders should monitor for further confirming signals before reopening new positions.

1 tháng 7, 2026

Market commentary 2026/06/30: Selling pressure persists

Market commentary 2026/06/30: Selling pressure persists

The market ended lower while liquidity remained subdued. The lack of a meaningful improvement in capital flows suggests that buying demand is still on the sidelines. As a result, the market is likely to remain in a period of consolidation and choppy trading in the near term before a clearer directional signal emerges.

30 tháng 6, 2026

Derivatives 2026/06/30: Liquidity at low levels

Derivatives 2026/06/30: Liquidity at low levels

The uptrend has been confirmed in the short term. As such, traders may consider maintaining their long positions.

30 tháng 6, 2026

Covered warrant 2026/06/30: Cash flow improved

Covered warrant 2026/06/30: Cash flow improved

During the week, the covered warrant market continued to show signs of improvement as the number of advancing warrants increased, while the number of declining warrants narrowed compared with the previous week, although decliners still outnumbered gainers. Meanwhile, the underlying equity market remained relatively cautious, with liquidity staying at low levels, indicating that market-wide capital inflows have yet to fully recover.

30 tháng 6, 2026

Market Traders 2026/06/30: Foreign selling pressure eased significantly

Market Traders 2026/06/30: Foreign selling pressure eased significantly

By investor group, trading activity among domestic retail investors increased by 4.2% WoW, while domestic institutional investors recorded a 12.0% decline.

30 tháng 6, 2026

26W26: SBV shifts to net injection to ease liquidity pressure

26W26: SBV shifts to net injection to ease liquidity pressure

In 26W26, the SBV returned to net liquidity injection after three consecutive weeks of withdrawal to ease liquidity pressures in the banking system. Concurrently, interbank rates diverged across tenors as a sharp decline in the overnight segment contrasted with longer tenors moving higher, indicating that liquidity pressure has merely shifted to the following week rather than being fully resolved. In the FX market, USDVND decreased despite a significant global greenback rebound driven by the Fed’s hawkish outlook, supported by a pause in domestic equity selling pressures as foreign net outflows became insignificant.

29 tháng 6, 2026

Chart of the day 2026/06/29: Uptrend confirmed

Chart of the day 2026/06/29: Uptrend confirmed

The uptrend has been confirmed by the breakout signals seen last week. As such, investors may consider reopening new positions at a reasonable allocation level.

29 tháng 6, 2026

Market commentary 2026/06/29: Divergent market performance

Market commentary 2026/06/29: Divergent market performance

Although the market ended higher, liquidity remained subdued, signaling that capital flows are still cautious. At the same time, selling pressure persisted throughout the session, suggesting that the current rebound has yet to gain broad market confirmation.

29 tháng 6, 2026

Derivatives 2026/06/29: Support around the MA50

Derivatives 2026/06/29: Support around the MA50

The uptrend has been confirmed in the short term. As such, investors may consider maintaining their long positions.

29 tháng 6, 2026

Market commentary 2026/06/26: Selling pressure returns

Market commentary 2026/06/26: Selling pressure returns

The market ended lower while liquidity declined sharply, indicating that investor caution continues to dominate sentiment. This development also suggests that investors remain in a wait-and-see mode and implies that the market may continue to trade in a choppy range in the near term, as no sufficiently strong catalyst has yet emerged to alter the current trend.

26 tháng 6, 2026

Derivatives 2026/06/26: Consolidation phase

Derivatives 2026/06/26: Consolidation phase

The uptrend has been confirmed in the short term, supported by rising trading volume. Therefore, traders may consider maintaining their Long positions.

26 tháng 6, 2026

Market commentary 2026/06/25: Green momentum sustained

Market commentary 2026/06/25: Green momentum sustained

Although the market extended its gains, liquidity declined compared to the previous session, suggesting that the upward move has yet to receive broad confirmation from capital flows. This reflects continued investor caution and indicates that the current uptrend may require additional time before being firmly established.

25 tháng 6, 2026

Derivatives 2026/06/25: Uptrend returns

Derivatives 2026/06/25: Uptrend returns

The short-term uptrend has been confirmed, supported by rising trading volume. As such, traders may consider reopening long positions in the next session.

25 tháng 6, 2026

Derivatives 2026/06/24: Positive momentum holds

Derivatives 2026/06/24: Positive momentum holds

The short-term uptrend has been confirmed by signals on the contract's price action. As such, traders may consider reopening long positions with a moderately low position size.

24 tháng 6, 2026

Market commentary 2026/06/24: Foreigners returned to net buying

Market commentary 2026/06/24: Foreigners returned to net buying

The market recorded its second consecutive gain alongside an improvement in liquidity, suggesting that capital flows are gradually returning. However, the rally lost momentum toward the end of the session as profit-taking pressure emerged, significantly narrowing the index's gains. This development reflects continued investor caution and suggests that the market may experience further bouts of volatility in the near term.

24 tháng 6, 2026

Market commentary 2026/06/23: Green start to the week

Market commentary 2026/06/23: Green start to the week

Although the market posted a strong gain, most of the index's advance was driven by Vingroup-related stocks. Meanwhile, liquidity continued to decline, indicating that investor caution remains present. Therefore, investors should wait for additional signals from the market before drawing firmer conclusions about the market's direction.

23 tháng 6, 2026

Ưu đãi nổi bật

Derivatives 2026/07/03: Improved liquidity

Derivatives 2026/07/03: Improved liquidity

The uptrend remains confirmed in the short term, supported by improved liquidity. Accordingly, traders may consider reopening long positions.

3 tháng 7, 2026

Market commentary 2026/07/02: Positive momentum continued

Market commentary 2026/07/02: Positive momentum continued

The market posted its second consecutive gain, suggesting that buying demand is gradually improving after a period of cautious trading. This performance also indicates improving investor sentiment and reinforces expectations that the market may continue its recovery in the sessions ahead.

2 tháng 7, 2026

Derivatives 2026/07/02: A positive signal emerges

Derivatives 2026/07/02: A positive signal emerges

The uptrend remains confirmed in the short term, supported by improved liquidity. Accordingly, traders may consider reopening long positions.

2 tháng 7, 2026

Market commentary 2026/07/01: Demand emerged

Market commentary 2026/07/01: Demand emerged

The market ended higher with a modest improvement in liquidity, although trading activity remained at relatively low levels. Meanwhile, selling pressure persisted throughout the session, suggesting that investors remain cautious and that the current recovery still requires further confirmation

1 tháng 7, 2026

Derivatives 2026/07/01: Caution prevails

Derivatives 2026/07/01: Caution prevails

The uptrend remains confirmed in the short term, but the risk of a reversal may be increasing. As such, traders should monitor for further confirming signals before reopening new positions.

1 tháng 7, 2026

Market commentary 2026/06/30: Selling pressure persists

Market commentary 2026/06/30: Selling pressure persists

The market ended lower while liquidity remained subdued. The lack of a meaningful improvement in capital flows suggests that buying demand is still on the sidelines. As a result, the market is likely to remain in a period of consolidation and choppy trading in the near term before a clearer directional signal emerges.

30 tháng 6, 2026

Derivatives 2026/06/30: Liquidity at low levels

Derivatives 2026/06/30: Liquidity at low levels

The uptrend has been confirmed in the short term. As such, traders may consider maintaining their long positions.

30 tháng 6, 2026

Covered warrant 2026/06/30: Cash flow improved

Covered warrant 2026/06/30: Cash flow improved

During the week, the covered warrant market continued to show signs of improvement as the number of advancing warrants increased, while the number of declining warrants narrowed compared with the previous week, although decliners still outnumbered gainers. Meanwhile, the underlying equity market remained relatively cautious, with liquidity staying at low levels, indicating that market-wide capital inflows have yet to fully recover.

30 tháng 6, 2026

Market Traders 2026/06/30: Foreign selling pressure eased significantly

Market Traders 2026/06/30: Foreign selling pressure eased significantly

By investor group, trading activity among domestic retail investors increased by 4.2% WoW, while domestic institutional investors recorded a 12.0% decline.

30 tháng 6, 2026

26W26: SBV shifts to net injection to ease liquidity pressure

26W26: SBV shifts to net injection to ease liquidity pressure

In 26W26, the SBV returned to net liquidity injection after three consecutive weeks of withdrawal to ease liquidity pressures in the banking system. Concurrently, interbank rates diverged across tenors as a sharp decline in the overnight segment contrasted with longer tenors moving higher, indicating that liquidity pressure has merely shifted to the following week rather than being fully resolved. In the FX market, USDVND decreased despite a significant global greenback rebound driven by the Fed’s hawkish outlook, supported by a pause in domestic equity selling pressures as foreign net outflows became insignificant.

29 tháng 6, 2026

Chart of the day 2026/06/29: Uptrend confirmed

Chart of the day 2026/06/29: Uptrend confirmed

The uptrend has been confirmed by the breakout signals seen last week. As such, investors may consider reopening new positions at a reasonable allocation level.

29 tháng 6, 2026

Market commentary 2026/06/29: Divergent market performance

Market commentary 2026/06/29: Divergent market performance

Although the market ended higher, liquidity remained subdued, signaling that capital flows are still cautious. At the same time, selling pressure persisted throughout the session, suggesting that the current rebound has yet to gain broad market confirmation.

29 tháng 6, 2026

Derivatives 2026/06/29: Support around the MA50

Derivatives 2026/06/29: Support around the MA50

The uptrend has been confirmed in the short term. As such, investors may consider maintaining their long positions.

29 tháng 6, 2026

Market commentary 2026/06/26: Selling pressure returns

Market commentary 2026/06/26: Selling pressure returns

The market ended lower while liquidity declined sharply, indicating that investor caution continues to dominate sentiment. This development also suggests that investors remain in a wait-and-see mode and implies that the market may continue to trade in a choppy range in the near term, as no sufficiently strong catalyst has yet emerged to alter the current trend.

26 tháng 6, 2026

Derivatives 2026/06/26: Consolidation phase

Derivatives 2026/06/26: Consolidation phase

The uptrend has been confirmed in the short term, supported by rising trading volume. Therefore, traders may consider maintaining their Long positions.

26 tháng 6, 2026

Market commentary 2026/06/25: Green momentum sustained

Market commentary 2026/06/25: Green momentum sustained

Although the market extended its gains, liquidity declined compared to the previous session, suggesting that the upward move has yet to receive broad confirmation from capital flows. This reflects continued investor caution and indicates that the current uptrend may require additional time before being firmly established.

25 tháng 6, 2026

Derivatives 2026/06/25: Uptrend returns

Derivatives 2026/06/25: Uptrend returns

The short-term uptrend has been confirmed, supported by rising trading volume. As such, traders may consider reopening long positions in the next session.

25 tháng 6, 2026

Derivatives 2026/06/24: Positive momentum holds

Derivatives 2026/06/24: Positive momentum holds

The short-term uptrend has been confirmed by signals on the contract's price action. As such, traders may consider reopening long positions with a moderately low position size.

24 tháng 6, 2026

Market commentary 2026/06/24: Foreigners returned to net buying

Market commentary 2026/06/24: Foreigners returned to net buying

The market recorded its second consecutive gain alongside an improvement in liquidity, suggesting that capital flows are gradually returning. However, the rally lost momentum toward the end of the session as profit-taking pressure emerged, significantly narrowing the index's gains. This development reflects continued investor caution and suggests that the market may experience further bouts of volatility in the near term.

24 tháng 6, 2026

Market commentary 2026/06/23: Green start to the week

Market commentary 2026/06/23: Green start to the week

Although the market posted a strong gain, most of the index's advance was driven by Vingroup-related stocks. Meanwhile, liquidity continued to decline, indicating that investor caution remains present. Therefore, investors should wait for additional signals from the market before drawing firmer conclusions about the market's direction.

23 tháng 6, 2026

Tin tức nổi bật

Derivatives 2026/07/03: Improved liquidity

Derivatives 2026/07/03: Improved liquidity

The uptrend remains confirmed in the short term, supported by improved liquidity. Accordingly, traders may consider reopening long positions.

3 tháng 7, 2026

Market commentary 2026/07/02: Positive momentum continued

Market commentary 2026/07/02: Positive momentum continued

The market posted its second consecutive gain, suggesting that buying demand is gradually improving after a period of cautious trading. This performance also indicates improving investor sentiment and reinforces expectations that the market may continue its recovery in the sessions ahead.

2 tháng 7, 2026

Derivatives 2026/07/02: A positive signal emerges

Derivatives 2026/07/02: A positive signal emerges

The uptrend remains confirmed in the short term, supported by improved liquidity. Accordingly, traders may consider reopening long positions.

2 tháng 7, 2026

Market commentary 2026/07/01: Demand emerged

Market commentary 2026/07/01: Demand emerged

The market ended higher with a modest improvement in liquidity, although trading activity remained at relatively low levels. Meanwhile, selling pressure persisted throughout the session, suggesting that investors remain cautious and that the current recovery still requires further confirmation

1 tháng 7, 2026

Derivatives 2026/07/01: Caution prevails

Derivatives 2026/07/01: Caution prevails

The uptrend remains confirmed in the short term, but the risk of a reversal may be increasing. As such, traders should monitor for further confirming signals before reopening new positions.

1 tháng 7, 2026

Market commentary 2026/06/30: Selling pressure persists

Market commentary 2026/06/30: Selling pressure persists

The market ended lower while liquidity remained subdued. The lack of a meaningful improvement in capital flows suggests that buying demand is still on the sidelines. As a result, the market is likely to remain in a period of consolidation and choppy trading in the near term before a clearer directional signal emerges.

30 tháng 6, 2026

Derivatives 2026/06/30: Liquidity at low levels

Derivatives 2026/06/30: Liquidity at low levels

The uptrend has been confirmed in the short term. As such, traders may consider maintaining their long positions.

30 tháng 6, 2026

Covered warrant 2026/06/30: Cash flow improved

Covered warrant 2026/06/30: Cash flow improved

During the week, the covered warrant market continued to show signs of improvement as the number of advancing warrants increased, while the number of declining warrants narrowed compared with the previous week, although decliners still outnumbered gainers. Meanwhile, the underlying equity market remained relatively cautious, with liquidity staying at low levels, indicating that market-wide capital inflows have yet to fully recover.

30 tháng 6, 2026

Market Traders 2026/06/30: Foreign selling pressure eased significantly

Market Traders 2026/06/30: Foreign selling pressure eased significantly

By investor group, trading activity among domestic retail investors increased by 4.2% WoW, while domestic institutional investors recorded a 12.0% decline.

30 tháng 6, 2026

26W26: SBV shifts to net injection to ease liquidity pressure

26W26: SBV shifts to net injection to ease liquidity pressure

In 26W26, the SBV returned to net liquidity injection after three consecutive weeks of withdrawal to ease liquidity pressures in the banking system. Concurrently, interbank rates diverged across tenors as a sharp decline in the overnight segment contrasted with longer tenors moving higher, indicating that liquidity pressure has merely shifted to the following week rather than being fully resolved. In the FX market, USDVND decreased despite a significant global greenback rebound driven by the Fed’s hawkish outlook, supported by a pause in domestic equity selling pressures as foreign net outflows became insignificant.

29 tháng 6, 2026

Chart of the day 2026/06/29: Uptrend confirmed

Chart of the day 2026/06/29: Uptrend confirmed

The uptrend has been confirmed by the breakout signals seen last week. As such, investors may consider reopening new positions at a reasonable allocation level.

29 tháng 6, 2026

Market commentary 2026/06/29: Divergent market performance

Market commentary 2026/06/29: Divergent market performance

Although the market ended higher, liquidity remained subdued, signaling that capital flows are still cautious. At the same time, selling pressure persisted throughout the session, suggesting that the current rebound has yet to gain broad market confirmation.

29 tháng 6, 2026

Derivatives 2026/06/29: Support around the MA50

Derivatives 2026/06/29: Support around the MA50

The uptrend has been confirmed in the short term. As such, investors may consider maintaining their long positions.

29 tháng 6, 2026

Market commentary 2026/06/26: Selling pressure returns

Market commentary 2026/06/26: Selling pressure returns

The market ended lower while liquidity declined sharply, indicating that investor caution continues to dominate sentiment. This development also suggests that investors remain in a wait-and-see mode and implies that the market may continue to trade in a choppy range in the near term, as no sufficiently strong catalyst has yet emerged to alter the current trend.

26 tháng 6, 2026

Derivatives 2026/06/26: Consolidation phase

Derivatives 2026/06/26: Consolidation phase

The uptrend has been confirmed in the short term, supported by rising trading volume. Therefore, traders may consider maintaining their Long positions.

26 tháng 6, 2026

Market commentary 2026/06/25: Green momentum sustained

Market commentary 2026/06/25: Green momentum sustained

Although the market extended its gains, liquidity declined compared to the previous session, suggesting that the upward move has yet to receive broad confirmation from capital flows. This reflects continued investor caution and indicates that the current uptrend may require additional time before being firmly established.

25 tháng 6, 2026

Derivatives 2026/06/25: Uptrend returns

Derivatives 2026/06/25: Uptrend returns

The short-term uptrend has been confirmed, supported by rising trading volume. As such, traders may consider reopening long positions in the next session.

25 tháng 6, 2026

Derivatives 2026/06/24: Positive momentum holds

Derivatives 2026/06/24: Positive momentum holds

The short-term uptrend has been confirmed by signals on the contract's price action. As such, traders may consider reopening long positions with a moderately low position size.

24 tháng 6, 2026

Market commentary 2026/06/24: Foreigners returned to net buying

Market commentary 2026/06/24: Foreigners returned to net buying

The market recorded its second consecutive gain alongside an improvement in liquidity, suggesting that capital flows are gradually returning. However, the rally lost momentum toward the end of the session as profit-taking pressure emerged, significantly narrowing the index's gains. This development reflects continued investor caution and suggests that the market may experience further bouts of volatility in the near term.

24 tháng 6, 2026

Market commentary 2026/06/23: Green start to the week

Market commentary 2026/06/23: Green start to the week

Although the market posted a strong gain, most of the index's advance was driven by Vingroup-related stocks. Meanwhile, liquidity continued to decline, indicating that investor caution remains present. Therefore, investors should wait for additional signals from the market before drawing firmer conclusions about the market's direction.

23 tháng 6, 2026

Ưu đãi nổi bật

Derivatives 2026/07/03: Improved liquidity

Derivatives 2026/07/03: Improved liquidity

The uptrend remains confirmed in the short term, supported by improved liquidity. Accordingly, traders may consider reopening long positions.

3 tháng 7, 2026

Market commentary 2026/07/02: Positive momentum continued

Market commentary 2026/07/02: Positive momentum continued

The market posted its second consecutive gain, suggesting that buying demand is gradually improving after a period of cautious trading. This performance also indicates improving investor sentiment and reinforces expectations that the market may continue its recovery in the sessions ahead.

2 tháng 7, 2026

Derivatives 2026/07/02: A positive signal emerges

Derivatives 2026/07/02: A positive signal emerges

The uptrend remains confirmed in the short term, supported by improved liquidity. Accordingly, traders may consider reopening long positions.

2 tháng 7, 2026

Market commentary 2026/07/01: Demand emerged

Market commentary 2026/07/01: Demand emerged

The market ended higher with a modest improvement in liquidity, although trading activity remained at relatively low levels. Meanwhile, selling pressure persisted throughout the session, suggesting that investors remain cautious and that the current recovery still requires further confirmation

1 tháng 7, 2026

Derivatives 2026/07/01: Caution prevails

Derivatives 2026/07/01: Caution prevails

The uptrend remains confirmed in the short term, but the risk of a reversal may be increasing. As such, traders should monitor for further confirming signals before reopening new positions.

1 tháng 7, 2026

Market commentary 2026/06/30: Selling pressure persists

Market commentary 2026/06/30: Selling pressure persists

The market ended lower while liquidity remained subdued. The lack of a meaningful improvement in capital flows suggests that buying demand is still on the sidelines. As a result, the market is likely to remain in a period of consolidation and choppy trading in the near term before a clearer directional signal emerges.

30 tháng 6, 2026

Derivatives 2026/06/30: Liquidity at low levels

Derivatives 2026/06/30: Liquidity at low levels

The uptrend has been confirmed in the short term. As such, traders may consider maintaining their long positions.

30 tháng 6, 2026

Covered warrant 2026/06/30: Cash flow improved

Covered warrant 2026/06/30: Cash flow improved

During the week, the covered warrant market continued to show signs of improvement as the number of advancing warrants increased, while the number of declining warrants narrowed compared with the previous week, although decliners still outnumbered gainers. Meanwhile, the underlying equity market remained relatively cautious, with liquidity staying at low levels, indicating that market-wide capital inflows have yet to fully recover.

30 tháng 6, 2026

Market Traders 2026/06/30: Foreign selling pressure eased significantly

Market Traders 2026/06/30: Foreign selling pressure eased significantly

By investor group, trading activity among domestic retail investors increased by 4.2% WoW, while domestic institutional investors recorded a 12.0% decline.

30 tháng 6, 2026

26W26: SBV shifts to net injection to ease liquidity pressure

26W26: SBV shifts to net injection to ease liquidity pressure

In 26W26, the SBV returned to net liquidity injection after three consecutive weeks of withdrawal to ease liquidity pressures in the banking system. Concurrently, interbank rates diverged across tenors as a sharp decline in the overnight segment contrasted with longer tenors moving higher, indicating that liquidity pressure has merely shifted to the following week rather than being fully resolved. In the FX market, USDVND decreased despite a significant global greenback rebound driven by the Fed’s hawkish outlook, supported by a pause in domestic equity selling pressures as foreign net outflows became insignificant.

29 tháng 6, 2026

Chart of the day 2026/06/29: Uptrend confirmed

Chart of the day 2026/06/29: Uptrend confirmed

The uptrend has been confirmed by the breakout signals seen last week. As such, investors may consider reopening new positions at a reasonable allocation level.

29 tháng 6, 2026

Market commentary 2026/06/29: Divergent market performance

Market commentary 2026/06/29: Divergent market performance

Although the market ended higher, liquidity remained subdued, signaling that capital flows are still cautious. At the same time, selling pressure persisted throughout the session, suggesting that the current rebound has yet to gain broad market confirmation.

29 tháng 6, 2026

Derivatives 2026/06/29: Support around the MA50

Derivatives 2026/06/29: Support around the MA50

The uptrend has been confirmed in the short term. As such, investors may consider maintaining their long positions.

29 tháng 6, 2026

Market commentary 2026/06/26: Selling pressure returns

Market commentary 2026/06/26: Selling pressure returns

The market ended lower while liquidity declined sharply, indicating that investor caution continues to dominate sentiment. This development also suggests that investors remain in a wait-and-see mode and implies that the market may continue to trade in a choppy range in the near term, as no sufficiently strong catalyst has yet emerged to alter the current trend.

26 tháng 6, 2026

Derivatives 2026/06/26: Consolidation phase

Derivatives 2026/06/26: Consolidation phase

The uptrend has been confirmed in the short term, supported by rising trading volume. Therefore, traders may consider maintaining their Long positions.

26 tháng 6, 2026

Market commentary 2026/06/25: Green momentum sustained

Market commentary 2026/06/25: Green momentum sustained

Although the market extended its gains, liquidity declined compared to the previous session, suggesting that the upward move has yet to receive broad confirmation from capital flows. This reflects continued investor caution and indicates that the current uptrend may require additional time before being firmly established.

25 tháng 6, 2026

Derivatives 2026/06/25: Uptrend returns

Derivatives 2026/06/25: Uptrend returns

The short-term uptrend has been confirmed, supported by rising trading volume. As such, traders may consider reopening long positions in the next session.

25 tháng 6, 2026

Derivatives 2026/06/24: Positive momentum holds

Derivatives 2026/06/24: Positive momentum holds

The short-term uptrend has been confirmed by signals on the contract's price action. As such, traders may consider reopening long positions with a moderately low position size.

24 tháng 6, 2026

Market commentary 2026/06/24: Foreigners returned to net buying

Market commentary 2026/06/24: Foreigners returned to net buying

The market recorded its second consecutive gain alongside an improvement in liquidity, suggesting that capital flows are gradually returning. However, the rally lost momentum toward the end of the session as profit-taking pressure emerged, significantly narrowing the index's gains. This development reflects continued investor caution and suggests that the market may experience further bouts of volatility in the near term.

24 tháng 6, 2026

Market commentary 2026/06/23: Green start to the week

Market commentary 2026/06/23: Green start to the week

Although the market posted a strong gain, most of the index's advance was driven by Vingroup-related stocks. Meanwhile, liquidity continued to decline, indicating that investor caution remains present. Therefore, investors should wait for additional signals from the market before drawing firmer conclusions about the market's direction.

23 tháng 6, 2026

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Ngành Khu công nghiệp – Chuyên sâu – [TRUNG LẬP] – Tâm lý thận trọng
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24 tháng 7, 2026
Ngân hàng - Chuyên sâu - [TRUNG LẬP] - Tập Trung nguồn lực tạo ưu thế
Ngân hàng - Chuyên sâu - [TRUNG LẬP] - Tập Trung nguồn lực tạo ưu thếDự báo tăng trưởng lợi nhuận toàn ngành trong 6 tháng đầu năm 2026 (1H26) ở mức vừa phải. Bước sang 6 tháng cuối năm (2H26), đà tăng trưởng lợi nhuận có thể duy trì ở mức hai chữ số. Cho cả năm 2026F, mặc dù mục tiêu tăng trưởng hai chữ số vẫn được đảm bảo, nhưng tốc độ tăng trưởng dự kiến sẽ thấp hơn một chút so với kế hoạch (guidance) 16% mà ngân hàng đã đề ra. Các yếu tố hỗ trợ chính: 1) Rào cản kỹ thuật được nới lỏng giúp thúc đẩy tăng trưởng tín dụng, đặc biệt là ở nhóm dự án trung và dài hạn. 2) Áp lực lãi suất hạ nhiệt vào cuối năm 2026, qua đó hỗ trợ biên lãi thuần (NIM). 3) Nợ xấu được kiểm soát đi kèm với việc đẩy mạnh công tác thu hồi nợ xấu. 4) Xu hướng hoàn thiện hệ sinh thái tài chính giúp gia tăng nguồn thu ngoài lãi. Tuy nhiên, áp lực lên nợ xấu và NIM có thể gia tăng nếu mặt bằng lãi suất tiếp tục đi lên.PDFNgân hàng - Chuyên sâu - [TRUNG LẬP] - Tập Trung nguồn lực tạo ưu thế
24 tháng 7, 2026
Ngành Dầu khí – Chuyên sâu – [TRUNG LẬP] – Thượng nguồn chiếm tâm điểm
Ngành Dầu khí – Chuyên sâu – [TRUNG LẬP] – Thượng nguồn chiếm tâm điểmChúng tôi duy trì quan điểm tích cực đối với mảng E&P, trong khi nhìn chung vẫn duy trì quan điểm TRUNG LẬP đối với các phân khúc còn lại. Theo đó, chúng tôi duy trì khuyến nghị TRUNG LẬP đối với toàn ngành Dầu khí. Đối với khuyến nghị cổ phiếu, chúng tôi duy trì khuyến nghị NẮM GIỮ đối với 6 cổ phiếu gồm GAS, CNG, PVD, PVS, PLX và BSR. PDFKIS Research_Outlook_O&G_2026.H2_VIE_2026.07.17
23 tháng 7, 2026
Ngành Điện – Chuyên sâu – [TRUNG LẬP] – Định hình cho chu kỳ mới
Ngành Điện – Chuyên sâu – [TRUNG LẬP] – Định hình cho chu kỳ mớiNhu cầu tiêu thụ điện tăng 10% n/n trong 1H26 và được kỳ vọng tiếp tục duy trì tăng trưởng ổn định trong 2H26F. Chúng tôi dự báo giá bán điện bình quân (FMP) sẽ tăn 30% n/n, nhờ nền nhiệt độ cao hơn và giá công suất (CAN) phục hồi mạnh (tăng 2.8 lần n/n lên 131 đồng/kWh). Trên cơ sở đó, chúng tôi kỳ vọng nhóm nhiệt điện khí sẽ là điểm sáng của ngành trong 2H26F, nhờ sản lượng cải thiện và biên lợi nhuận được cải thiện. PDFNgành Điện - Chuyên sâu - [TRUNG LẬP] - Định hình cho chu kỳ mới
22 tháng 7, 2026
Ngành thép – Chuyên sâu – [KÉM KHẢ QUAN] – Thách thức
Ngành thép – Chuyên sâu – [KÉM KHẢ QUAN] – Thách thứcToàn ngành: Trong 2H26F, chúng tôi dự báo tổng sản lượng bán hàng của ngành thép Việt Nam tăng trưởng ở mức -3.3% n/n, trong đó: Thị trường nội địa: Dự báo -5.6% n/n khi chúng tôi cho rằng lãi suất tăng sẽ làm giảm nhu cầu xây dựng dân dụng- vốn chiếm 50-60% nhu cầu thép nội địa. Trong khi số lượng các dự án BĐS (cấp phép lũy kế 4 quý +65% n/n) và sự quyết liệt của Chính phủ về đầu tư công (5T26: +19% n/n, kế hoạch 2026: +30% n/n) tiếp tục sẽ là hai tấm đệm hấp thụ bớt áp lực rủi ro giảm từ nhóm xây dựng hộ gia đình. Xuất khẩu: Trong 2H26F, chúng tôi dự báo tổng xuất khẩu thép của Việt Nam có thể đạt mức tăng trưởng +1.0-2.0% n/nPDFKIS Research_Outlook_Ngành Thép_2026.H2_Full_2026.07.10
9 tháng 7, 2026
Ngành Điện – Chuyên sâu – [TRUNG LẬP] – Triển vọng 2026F: Nhiệt điện bước vào chu kỳ
Ngành Điện – Chuyên sâu – [TRUNG LẬP] – Triển vọng 2026F: Nhiệt điện bước vào chu kỳTrong năm 2026, nhu cầu điện cả nước dự kiến tăng 8.5% n/n theo kịch bản của EVN, trong đó nhiệt điện được kỳ vọng là điểm sáng của ngành. Động lực chính đến từ việc bù đắp phần thiếu hụt công suất của thủy điện, khi pha trung tính được dự báo duy trì đến khoảng tháng 9/2026 trước khi dần chuyển sang El Niño. Bên cạnh đó, giá FMP bình quân được dự báo cải thiện 40–50% n/n, nhờ giá CAN tăng mạnh lên khoảng 131 đồng/kWh (tăng 2.8 lần n/n), cùng với việc giá trần SMP tăng khoảng 3% n/n. Kết hợp các yếu tố trên được kỳ vọng sẽ hỗ trợ tích cực cho kết quả kinh doanh của các nhà máy nhiệt điện khí và nhiệt điện thanPDFDien-Chuyen-sau-TRUNG-LAP-Trien-vong-2026-Nhiet-dien-buoc-vao-chu-ky-phuc-hoi
11 tháng 3, 2026
Ngân Hàng – Chuyên sâu – [TRUNG LẬP] – Tiếp nối câu chuyện tăng trưởng
Ngân Hàng – Chuyên sâu – [TRUNG LẬP] – Tiếp nối câu chuyện tăng trưởngLợi nhuận ngành ngân hàng được kỳ vọng sẽ đạt mức tăng trưởng hai chữ số trong năm 2026F, nhờ vào đà tăng trưởng tín dụng tiếp tục duy trì mạnh mẽ và sự phục hồi của mảng thu nhập phí dịch vụ, tiêu biểu như hoạt động thanh toán và bancassurance (bảo hiểm qua ngân hàng). Bất chấp những áp lực có thể làm thu hẹp biên lãi thuần (NIM), triển vọng ngành vẫn khả quan khi tỷ lệ nợ xấu dần ổn định. Sự cải thiện này được củng cố bởi sức khỏe nền kinh tế và các quy định về xử lý nợ được tinh gọn. Thêm vào đó, những nỗ lực bền bỉ trong việc thu hồi nợ xấu được kỳ vọng sẽ tiếp tục củng cố lợi nhuận ròng của toàn ngành.PDFNgân Hàng – Chuyên sâu – [TRUNG LẬP] – Tiếp nối câu chuyện tăng trưởng
25 tháng 2, 2026
Ngân hàng – Báo cáo ngắn – [TRUNG LẬP] – Đạt kế hoạch
Ngân hàng – Báo cáo ngắn – [TRUNG LẬP] – Đạt kế hoạchTổng LNTT 4Q25 (27 ngân hàng niêm yết) tăng +19.2% n/n và +11.3% q/q. Kết quả kinh doanh ấn tượng này đến từ 1) tín dụng tăng trưởng mạnh, 2) phục hồi hoạt động dịch vụ, 3) tăng trưởng mạnh từ thu nhập khác, và 4) chi phí hoạt động được kiểm soát. Do đó, LNTT năm 2025 tăng +18.9% n/n, hoàn thành khoảng 104% kế hoạch năm 2025.PDFNgân hàng – Báo cáo ngắn – [TRUNG LẬP] – Đạt kế hoạch
23 tháng 2, 2026
Ngân Hàng – Dự phóng ngành – [TRUNG LẬP] – 3Q25F Tăng tốc tín dụng
Ngân Hàng – Dự phóng ngành – [TRUNG LẬP] – 3Q25F Tăng tốc tín dụngLợi nhuận ròng hợp nhất 3Q25F có thể tăng 15% so với cùng kỳ, theo danh sách cổ phiếu theo dõi của chung tôi. Kết quả được thúc đẩy bởi cả thu nhập lãi ròng mức tăng trưởng tín dụng cao và thu nhập ngoài lãi. Biên lãi ròng 3Q25F dự kiến duy trì ổn định theo quý. Thu nhập ngoài lãi có thể ghi nhận mức tăng ấn tượng từ nền thấp. Các ngân hàng thương mại nhà nước (SOCB) như VCB và BID kỳ vọng phục hồi với mức tăng trưởng vừa phải, trong khi CTG có thể duy trì đà tăng lợi nhuận cao. Trong khi đó, một số ngân hàng tư nhân lớn như VPB và STB được kỳ vọng ghi nhận tăng trưởng lợi nhuận ấn tượng.PDFNgân Hàng – Dự phóng ngành – [TRUNG LẬP] – 3Q25F Tăng tốc tín dụng
21 tháng 10, 2025
Ngân Hàng – Cập nhật ngành – [TRUNG LẬP] – Thông tư 14/2025/TT-NHNN: Tiêu chuẩn mới cho hệ số CAR
Ngân Hàng – Cập nhật ngành – [TRUNG LẬP] – Thông tư 14/2025/TT-NHNN: Tiêu chuẩn mới cho hệ số CARĐể hệ thống ngân hàng Việt Nam phù hợp với các tiêu chuẩn Basel III, Ngân hàng Nhà nước Việt Nam (NHNN) đã ban hành Thông tư 14/2025, có hiệu lực từ ngày 15/09/2025 và chính thức thay thế Thông tư 41/2016 vào ngày 01/01/ 2030. Tuy nhiên, các ngân hàng đáp ứng các tiêu chí an toàn có thể lựa chọn áp dụng sớm. Đây là một cột mốc quan trọng trong việc củng cố khuôn khổ an toàn cho các ngân hàng trong nước và đưa hệ thống ngân hàng Việt Nam phù hợp với các tiêu chuẩn quốc tế.PDFNgân Hàng – Cập nhật ngành – [TRUNG LẬP] – Thông tư 14 2025TT-NHNN Tiêu chuẩn mới cho hệ số CAR
21 tháng 10, 2025