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Daily Commentary 13/11/2026: Pinetree Research maintains a cautious stance for the next week
November 13, 2026We see limited prospects for a VN-Index recovery and remain cautious on the market outlook for next week. Capital rotation away from large-cap stocks remains a key constraint on the index’s recovery. MBB’s issuance of an additional 200 million... Read more
Daily Commentary 12/11/2026: VN-Index may extend its decline toward support at 1,700
November 12, 2026Pinetree Research expects the VN-Index to decline toward 1,700 in the near term. A reversal in Vingroup stocks, coupled with foreign selling concentrated in FPT, weighed on the index. Vietnam retained the largest country weighting in the main MSCI... Read more
Daily Commentary 11/11/2026: Investors may consider reducing exposure in the next few sessions
November 11, 2026We maintain a neutral stance and keep cautious on the VN-Index’s performance over the coming sessions, as the impact of earlier positive catalysts faded today. The continued rise in US CPI in October strengthens the case for a 25–50... Read more
Daily Commentary 10/11/2026: We maintain a neutral stance until VN-Index closes above its 50-day MA
November 10, 2026We turn positive on the VN-Index’s short-term outlook, expecting the index to advance toward its 50-day MA, but maintain a neutral positioning stance until it closes above this level. We forecast KDH’s earnings to decline by 77.5% in 2027,... Read more
Daily Commentary 09/11/2026: Investors should remain cautious as VN-Index could retreat to 1,650
November 9, 2026VN-Index continued to fall with most sectors performing negatively. SBV to buy spot USD to rebuild FX reserves and inject VND liquidity. DMX’s Oct sales hit a YTD high. Competitive spending to weigh on SAB’s earnings as excise taxes... Read more
Daily Commentary 06/11/2026: VN-Index rebound may be over, with a correction likely soon
November 6, 2026VN-Index fell on both domestic and external factors. Most global equity markets dropped sharply in the latest session as tech stocks corrected. In Vietnam, the market structure remains weak, with Banks and Vingroup dragging the index lower. Read more
Daily Commentary 05/11/2026: VN-Index stalls and flashes correction signals
November 5, 2026The Vingroup group returned to support the VN-Index, while earlier leaders slowed. Pinetree Research suggest that investors should stay cautious, as the market may turn volatile in the coming sessions. Fuel prices fell for the third time in November,... Read more
Daily Commentary 04/11/2026: We remain cautious on the market movement in next sessions
November 4, 2026The market rallied strongly on two catalysts: (1) the SBV’s USD swaps to support banking-system liquidity, and (2) the Democrats’ midterm win, which will likely curb President Trump’s adverse policies toward trading partners Read more
Daily Commentary 03/11/2026: VN-Index may extend its correction through the remainder of the week
November 3, 2026VIC replaced the banking sector as the main drag on the VN-Index. Most other sectors rebounded after Vietnam’s October 2026 macroeconomic data were released. Vietnam’s trade deficit narrowed significantly in October, easing pressure on the exchange rate heading into... Read more
Daily Commentary 02/11/2026: VN-Index may extend its correction under selling pressure from Banks
November 2, 2026Selling pressure in Banks was the main drag on VN-Index. We maintain a cautious short-term view on the index. Domestic energy prices were cut from 1 November, which may ease inflationary pressure in Q4/2026. US equities corrected as Alphabet... Read more
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