Daily/Weekly Report

[Market Commentary] Oil-related stocks traded up sharply despite Vietnam joining the region-wide sell off amid rising tensions between the US and Iran. [Futures/ETFs] January contracts closed in backwardation for the third consecutive session after a sharp sell off into the close as the slide in S&P500 futures during late Asian hours signaled further weakness in the global markets. [Market Movers] BSR, PVI [KBSV Model Portfolio] Remove Gemadept (GMD); add PetroVietnam Drilling & Well Services (PVD)

[Market Commentary] Vietnam stock market reversed down to the close due to suddenly increasing sell-down in bank stocks [Futures/ETFs] All futures contracts fell alongside the VN30 Index [Market Movers] GVR, HPG

[Market Commentary] Vietnamese stocks rallied thanks to investors’ expectations on the upcoming announcement of companies’ earnings in 4Q19. [Futures/ETFs] All futures contracts posted gains in line with the VN30 Index. [Market Movers] SAB, TPB [Macro/Strategy] 2019 FX Reserves

[Market Commentary] The market fell today given the rising sell-down in benchmark stocks. [Futures/ETFs] All four futures dropped today in line with the VN30 Index. [Market Movers] VCS, QNS

[Market Commentary] Vietnam stock market had a slight gain thanks to improved investor sentiment given positive domestic macro information [Futures/ETFs] All four futures contracts posted losses against the increase in the VN30 Index. [Market Movers] PVS, HVN

[Market Commentary] Vietnamese stocks rallied today amid positive market sentiment given promising macro data released lately. [Futures/ETFs] All futures contracts posted gains alongside the VN30. Market liquidity modestly rebounded and focused on contract F2001. [Market Movers] PVD, FLC [Macro/Strategy] 2019 GDP & Inflation

[Market Commentary] Both exchanges saw a decline given the increasing sell-down of large caps to the close, despite the positive news from domestic and regional markets. [Futures/ETFs] Futures contracts were mixed with F2001 & F2002 dropping, F2003 gaining, and F2006 staying flat amid low liquidity. [Market Movers] PC1, HBC [Company Updates] November exports (VHC)

[Market Commentary] The two indices traded in a narrow range with quite balanced market breath, high liquidity, and posted modest gains to the close. [Futures/ETFs] All four futures contracts picked up in line with rising VN30 Index. [Market Movers] MWG, VPB [Company Updates] Dung Quat – Hoa Phat Visit (HPG)

[Market Commentary] The market see-saw in a narrow range amid dipping liquidity and market breadth favoring laggards. [Futures/ETFs] All futures contracts (except for F2006 posted slight losses amid low liquidity) rallied in line with the VN30. [Market Movers] MSN, REE

[Market Commentary] Vietnam stock market was mixed amid high liquidity and market breadth favoring laggards. [Futures/ETFs] Four futures contracts saw contrasting movements with F2001 & F2003 dropping slightly alongside the VN30 and F2002 & F2006 gaining slightly amid low liquidity. [Market Movers] VNM, PNJ [Company Updates] November performance (MWG)