Strategy Note /

Vietnam Strategy: July – Short-term opportunities arise amid earnings season

  • In Q2 and Q3 although we assess most sectors as neutral-to-positive, the overall trend is divergent between industries

  • Cash flow will continue to circulate between industry groups, instead of creating a strong uptrend for the market

  • We recommend taking profit/reducing weight on stocks in the Fishery sector (VHC, ANV); other picks include FPT and PNJ

Lam Nguyen
Lam Nguyen

Banking, Market Strat

Tung Do
Tung Do

Logistics, Aviation

Rong Viet
12 July 2022
Published byRong Viet


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