Research Center

As at 03 Aug 2021, 700 listed companies on three bourses, representing 85% of market capitalisation, have released 2Q21 results. 2Q21 market aggregate earnings surged 66% yoy, lower than that of 92% yoy in 1Q21. Positive earnings momentum to continue…

Market experienced a sharp correction of 13.7% from the peak in Jul following concerns over (1) the infection surge which could be considered as the worst outbreak so far and (2) longer-than-expected nationwide lockdown protocols will hurt the macro prospect…

Dear investors, Following the previous email of earnings season tracking,  we would like to update the real-time results picture over three bourses HSX, HNX and UPCOM. As at 30 Jul  2021, 610 listed companies, representing 34% of the total listed stocks…

Dear investors, 2Q21 Earnings season has kicked off this week with broad-based growth momentum across all major sectors. In order to provide the sense of overall Q2 earnings picture, we start tracking the real-time result releases over three bourses HSX,…

The Ho Chi Minh Stock Exchange (HOSE) has made revision on VN DIAMOND index criteria of listing period, market capitalization, liquidity and foreign ownership limit which will be effective since this Oct 2021. We estimate that CTD and TCM may…

Rising vaccination rollout to provide a significant boost to the global economy in 2H21 as economic reopening gathers pace. Being the largely net exporting economy, Vietnam is well-placed to reap the benefits from global demand recovery. As 1H21 performance of…

New index basket, including the VN30 index will be announced on 19 Jul 2021, which will come into effect on 02 Aug 2021. According to our estimates, SAB, GVR and ACB will be added in VN30, while REE, SBT and…

VN-INDEX still maintained an uptrend in May despite the fourth COVID-19 infections outbreak since late-Apr. At the end of the 25/05/2021 session, the index reached 1,308.58pts, rising 5.6% mom (+18.6% ytd). However, listed stocks witnessed strong divergence. 47% of stocks…

FTSE ETF (FTSE VN Index) and V.N.M ETF (MVIS VN Index) will announce their portfolio review on 4 Jun and 11 Jun 2021, respectively. HSG is likely to be added in while DXG will be removed from FTSE Vietnam Index.…

As at 05 May 2021, 577 listed companies on three bourses, representing 79% of market capitalisation, have released 1Q21 results. 1Q21 aggregate earnings surged 80.7% yoy and even grew robustly 49% compare to pre-pandemic level (1Q19). Fully recovered from 1Q20’s…