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Two possible scenarios

Người Đưa TinNgười Đưa Tin12/03/2024


Investment Comments

Tien Phong Securities (TPS) : In the session of March 13, the index will retest the important support zone at 1,235 - 1,240 points. If the support level is broken, strong selling pressure can cause the index to fall to the 1,230 - 1,235 point zone. In a more positive scenario, if buying pressure appears and dominates, the VN-Index can continue to move towards the resistance level around the 1,250 - 1,260 point zone.

Regarding the withdrawal of SBV's treasury bills, TPS believes that this move is aimed at regulating short-term liquidity in the banking system. The withdrawal volume will not be large and the withdrawal period will not be as long as the September 2023 period. However, investors need to closely monitor the SBV's treasury bill issuance to assess the impact on market sentiment and fluctuations in the VN-Index.

Shinhan Securities Vietnam (SSV) : The market reacted positively at the EMA 20 zone, after 2 strong profit-taking sessions recently. There are 2 possible scenarios, the first is that the market continues to increase to 1,275 points, creating 2 peaks and then decreasing sharply.

Second, the market breaks through the EMA 20, returns to the 1,200 - 1,210 zone, corresponding to the EMA 50, then returns to a sustainable uptrend. And in the most positive scenario with low probability, the VN-Index surpasses 1,275 points. Therefore, investors should observe which scenario will occur to act appropriately.

KB Securities Vietnam (KBSV) : Although the positive effect has not spread strongly, the index is still expected to regain recovery soon when the uptrend is still maintained. Investors are recommended to spread orders in parts, increase the proportion of trading for the current position when the index or target codes fall to the support zones.

Stock news

- The textile and garment industry strives to reach the 44 billion USD mark by 2024. In the difficult context, the Vietnamese textile and garment industry still sets an export target of 44 billion USD in 2024, an increase of about 4 billion USD compared to 2023.

- Pangasius exports grow erratically in the German market. According to a newly published report by the Vietnam Association of Seafood Exporters and Producers (VASEP), citing data from Vietnam Customs, in January 2024, Vietnamese pangasius exports to Germany decreased by 30% compared to the same period last year and reached only nearly 2 million USD.

According to Vietnam Customs data, in the first half of February this year, Germany only bought less than 700 thousand USD worth of pangasius fish from Vietnam, down 60% compared to the same period in 2023. As of February 15, 2024, cumulative pangasius exports to Germany reached about 2.5 million USD, down 42% compared to the same period last year .



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