Market strategy – Assessment the mixed impact of geopolitical tensions on economic sectors
- We weight the mixed impact of Russia sanctions and the commodities prices hike on Vietnam economic sectors.
- Sectors which likely benefit from commodities prices hike include oil & gas, steel export producers and fertilizer, in our view.
- On the other hand, we see slight negative impact to edible oil, animal feed producers and air tourism.
Please follow this link for the full report
You Might Be Interested
Strategy Note
22
As at 10 May 2022, 1089 listed companies on three bourses, representing 94.3% of market capitalisation, have released 1Q22 results. 1Q22 market aggregate earnings grew robustly 33.2% yoy, faster than that of 14.4% yoy growth seen in 4Q21. Market earnings…
Strategy Note
79
Vietnam market experienced a sharp decline in Apr. After climbing to 1524.7 pts on 4 Apr, the VN-Index dramatically fell to 1,310.9pts, (-12.1% mtd, -12.5% ytd), the lowest since late-Aug 2021. Recent market sell-off could be attributed to (1) negative…
Strategy Note
53
Dear investors, 1Q22 Earnings season has kicked off this week. In order to provide a sense of the overall 1Q22 earnings picture, we start tracking the real-time result releases over three bourses HSX, HNX, and UPCOM. As of 25 Apr…
VI
EN
JA
ZH
