Weekly Report

[Market Commentary] Stocks posted a modest drop and were supported by more details of the government’s VND250 trillion (USD10.8 billion) credit support package from the banks [Futures/ETFs] March futures closed up 0.4% despite the underlying VN30 index closing flat on the day on good strength in the basis [Market Movers] VNM, AAA, VIC

[Market Commentary] Stocks staged a cautious rebound as coronavirus concerns linger; oil & gas stocks rebound on oil prices and sugar stocks down on falling sugar prices [Futures/ETFs] March futures fell sharply and turned negative into the close after foreigners aggressively established fresh short positions [Market Movers] HPG, NVL [Macro/Strategy] February Industrial Production

[Market Commentary] Stocks notched higher in mixed trading on regional hopes for stimulus packages led by oil & gas stocks, selected bell weathers and the smaller banks [Futures/ETFs] Foreigners unwound long positions in light trading as local buying pushes March contracts back into contango [Market Movers] BID

[Market Commentary] Stocks slumped to a 13-month low on the further spread of the coronavirus, led by oil & gas stocks and broad-based weakness in the banks; airline-related stocks proved resilient [Futures/ETFs] Active intraday trading caused futures volumes to surge as foreigners begin to carry long positions overnight [Market Movers] TPB

[Market Commentary] Stocks rallied to post modest gains on growing expectations for a government announcement on stimulus soon and approval of the Diamond ETF [Futures/ETFs] March contracts surged in a late afternoon rally on talk stimulus measures may be announced by the government shortly [Market Movers] SHB [Macro/Strategy] March rebalancings

[Market Commentary] Overnight weakness caused Vietnamese stocks to tumble as coronavirus fears weighed on the markets again. [Futures/ETFs] Trading volumes in March contracts accelerated further as foreigners actively traded the pickup in volatility. [Market Movers] VIC, PVI, YEG [Macro/Strategy] China lowers warning levels

[Market Commentary] Banks led the bounce back in stocks on hopes for foreign capital raisings and approval of a new financials ETF that should also facilitate more foreign investment into Vietnam. [Futures/ETFs] Trading volumes surged as foreigners covered short positions and chased the rally in futures before succumbing to profit-taking at the close. [Market Movers] ACV, MBB

[Market Commentary] Fears of a global spread in the coronavirus pummeled stocks as banks hit hard on worries of a prolonged outbreak. [Futures/ETFs] Futures gapped down below 850 at the open and closed at the low of the day after broad-based selling in the cash markets. [Market Movers] ACV, PNJ [Macro/Strategy] Tet holiday trading data

[Market Commentary] Bank shares weighed on the market after the State Bank of Vietnam formally asks banks to offer relief on interest payments due to the coronavirus [Futures/ETFs] Foreigners actively bought March contracts after futures failed to turn positive despite the VN30 index trading in positive territory for most of the day [Market Movers] VNM, MWG [Company Updates] An Phat Bioplastics (AAA)

[Market Commentary] Signs of stabilization and effective treatment for the coronavirus outbreak send stocks higher; Vin family names stage late-day rally [Futures/ETFs] Ramp up of Vin family names sparks selloff of intraday longs at the close; foreigners rollover short positions into March contracts [Market Movers] VCB, MCH