{"id":45720,"date":"2020-01-20T08:16:00","date_gmt":"2020-01-20T01:16:00","guid":{"rendered":"https:\/\/yuanta.com.vn\/?post_type=phan-tich&p=45720"},"modified":"2020-01-20T08:16:00","modified_gmt":"2020-01-20T01:16:00","slug":"diamonds-back-in-style-in-1q20e","status":"publish","type":"phan-tich","link":"https:\/\/yuanta-uat.ysvn.com.vn\/en\/analysis\/diamonds-back-in-style-in-1q20e","title":{"rendered":"Diamonds back in style in 1Q20E"},"content":{"rendered":"

Diamonds back in style in 1Q20E<\/h1>\n

What\u2019s new?<\/h3>\n

Our estimated VND Index (introduced Dec 20) has outperformed the broader VNINDEX by 3ppt YTD and 7ppt MoM.
\n\u25ba But returns on the actual VND Index have been slightly less, likely due to differences in weightings.
\n\u25ba Leaders: CTG, VPB, MBB, PNJ, MWB.
\n\u25ba Laggards: GMD, CTD, DXG, KDH, and FPT.<\/p>\n

Market outlook:<\/h3>\n

\u25ba We expect a seasonal rally following the Tet holidays to be boosted by the launch (in Feb?) of
\nthe VN Diamond ( \u201cfull-FOL\u201d) ETF.
\n\u25ba Liquidity impact of ETF launch should be highest for TPB, CTD, GMD, TCB, and KDH.
\n\u25ba A relatively cautious outlook for the rest of 2020. Our yearend VNIndex target dart lands on 1000 points.<\/p>\n

Please access the link for our complete report: <\/strong>VN Diamond update Jan 20<\/a><\/p>\n

Analyst: Matthew Smith,CFA; matthew.smith@yuanta.com.vn<\/a>\u00a0<\/em><\/p>\n","protected":false},"excerpt":{"rendered":"

Diamonds back in style in 1Q20E What\u2019s new? Our estimated VND Index (introduced Dec 20) has outperformed the broader VNINDEX by 3ppt YTD and 7ppt MoM. \u25ba But returns on the actual VND Index have been slightly less, likely due to differences in weightings. \u25ba Leaders: CTG, VPB, MBB, PNJ, MWB. \u25ba Laggards: GMD, CTD,…<\/p>\n","protected":false},"author":10,"featured_media":0,"template":"","class_list":["post-45720","phan-tich","type-phan-tich","status-publish","hentry","analysis-category-market-strategy"],"acf":[],"yoast_head":"\nDiamonds back in style in 1Q20E | Yuanta Vietnam<\/title>\n<meta name=\"description\" content=\"Diamonds back in style in 1Q20E What\u2019s new? 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