CAPITAL FLOWSFind where money is moving
DATA-LED THINKING · INVESTMENT DISCIPLINE
Invest with a method.
Decide with data.
AMY INVEST helps investors read the market through a clear framework — from macro conditions, sectors, companies and valuation to capital flows — so decisions are evidence-based and risk-aware.
Vo Thi Hoang YenBroker · SSI Nguyen Hue
AMY MARKET FRAMEWORKTurning data into decisions
SYSTEMATIC
Cycle & market positioningTOP-DOWN VIEW
PositiveBaseNegative
STOCK FILTERQuality · Valuation · Catalysts
5LAYERS OF
ANALYSIS
ANALYSIS
CLOSE · 21 JUL 2026 · 17:30 ICTThe market is not balanced yet.
View full brief →The market is not balanced yet.
Flows remain selective.
VN-INDEX1,730.56−12.95 · −0.74%
HOSE MATCHED VALUEVND 13,709bn−23.34% session-on-session
BREADTH104 / 196Advancers / decliners
FOREIGN FLOW+VND 72.47bnReturned to net buying
Key takeaway: VIC, GAS and BSR weighed on the index. Late demand lifted VN-Index from 1,721.39, while banks and brokers held up better than energy, real estate and technology.
01MARKET RESEARCH
Read the context.
Focus on what matters.
Information becomes useful only when it is placed in context and translated into a disciplined course of action.
Market Pulse
Global markets, Vietnam macro, sector flows, corporate events and the key items to watch.
Read the 21 July brief →Sectors & capital rotation
Relative strength, flow rotation and catalysts reveal where attention is building.
View the flow map →Stock theses
Business quality, earnings drivers, valuation, technical structure, flows and invalidation levels.
View company events →THE AMY METHODA strong thesis passes
A strong thesis passes
through all five layers.
When the layers align, conviction improves. When they conflict, risk takes priority.
- 01MacroLiquidity, rates, FX and the cycle
- 02SectorCycle position, policy and demand
- 03CompanyAsset quality, earnings and catalysts
- 04ValuationMargin of safety and embedded expectations
- 05Capital flowsMarket confirmation and execution
02INVESTMENT EDUCATION
Understand with confidence.
Learn to think independently.
Foundations for new investors
Market language, objectives and capital protection before return seeking.
How to read a company
Business models, financial statements, earnings quality and evidence checks.
Disciplined execution
Scenarios, position sizing, invalidation and decision journals.
03AMY INVEST LIBRARY
Structured research.
Practical knowledge.
Vietnam stock analysis: from macro to capital flows
A five-layer framework for building theses, scenarios and action plans.
Read analysis →Reading bank stocks: NIM, asset quality and valuation
The metrics that connect P/B with ROE.
Continue →Valuation is a range, not a single number
Use scenarios instead of an absolute target.
Continue →RESEARCHDISCIPLINERISK FIRST
ABOUT HOANG YENClarity and discipline
Clarity and discipline
for every decision.
AMY INVEST is the personal content brand of Vo Thi Hoang Yen, Broker at SSI Nguyen Hue. I turn complex market data into structured, practical perspectives for investors.
CONNECTStart with a clear
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Zalo: 0867 213 386
Email: yenvth@ssi.com.vn