TIỀN NÓNG THÁO CHẠY KHỎI CHỨNG KHOÁN

by finandlife01/04/2020 09:42

Tags:

Economics | Psychology

GDP GROWTH 3.82% Q1 DUE TO CORONA VIRUS

by finandlife29/03/2020 17:17

GDP growth is lower than expectation, 3.82% comparing to 4.5% due to corona virus. This is the time to adjust every variable in the valuation model, especially earnings growth.

Bull case, upside of Vietnamese stock market is 20%

Base case, downside is 5%

Bear case, downside is 31%.

Despite the sharp decline in the last 2 months, scenario analysis still show risk which is higher than reward at this price.

FINANDLIFE

Tags:

Economics | Psychology

PE PB OF VIETNAMESE STOCK MARKET IS GOING TO THE LOWEST LEVEL IN THE LAST 5 YEAR

by finandlife24/03/2020 17:38

Tags:

Economics | Psychology

Foreigner Investors have sold 420 million US Dollar, VNINDEX decreased more than 30%

by finandlife19/03/2020 17:22

Many Foreigner Investors have sold large amount of stock in Vietnam in the short period of time. That action has driven the market down sharply. They injected 80 thousand billion Vietnam Dong, equivalent to 3.5 billion US Dollar in the beginning of 2017 to the peak at the August 2019. From August 2019 to now, they have sold 10 billion Vietnam Dong, equivalent to 420 million US Dollar. The small amount of money outflow in total injected amount but the VNIndex decreased more than 30%. If they keep doing that way, they will hit the very bad performance.

FINANDLIFE

Tags:

Economics | Psychology

TIỀN NGOẠI NÓNG RÚT RÒNG MẠNH NHẤT TRONG 7 NĂM

by finandlife29/02/2020 20:30

Tags:

Economics | Psychology

DISCLAIMER

I am an Investment Manager at TOP 2 Securities Co., in Vietnam. I started working in investment field as a junior analyst at a Fund in 2007. I have more than 12 years of experience in investment analysis. I have a deep understanding of Vietnam macroeconomics, equity research, and seeking investment opportunities. This is my private Blog. I use this Blog to store information and share my personal views. I don't guarantee the certainty. And I am not responsible when the user uses the information from the Blog for trading/investing activities. If you have any questions, please feel free to contact me via email thuong.huynhngoc@gmail.com. 

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