HIGHLIGHTED NEWS
According to statistics from the first half of the year, the total volume of freight transport reached 1.196 billion tons, up nearly 15%, while freight turnover reached 237 billion ton-kilometers, up more than 12% compared to the same period last year. Specifically, air freight transport increased by over 8%, road transport by 15%, inland waterway transport by nearly 14%, maritime transport by 12%, and rail transport by nearly 6%. Passenger transport reached 2.255 billion passenger trips, up over 16%, with passenger turnover reaching 125 billion passenger-kilometers, an increase of more than 13% year-over-year. In the second half of the year, the Department of Transport and Traffic Safety will focus on developing a big data platform for transportation, linking vehicle identification with the national database; integrating digital maps of traffic routes, load capacities, and electronic permits; and enhancing data sharing between government agencies and businesses to drive production, consumption, investment, and import-export activities.
According to the Vietnam Association of Seafood Exporters and Producers (VASEP), seafood exports in the first six months reached USD 5.2 billion, an increase of nearly 19% compared to the same period in 2024. China, the US, and Japan were Vietnam’s three largest seafood markets, accounting for 19.6%, 18.2%, and 15% of the total market share, respectively. Exports to the US in the first half of the year reached USD 891 million, up 16% thanks to a surge in shipments ahead of the implementation of new retaliatory tariffs by the US. However, in June 2025 alone, export value to the US fell by 26% year-on-year, as many businesses proactively halted shipments to avoid the risk of high tariffs. Meanwhile, markets such as China, Japan, South Korea, and ASEAN continued to see strong growth in June, with increases ranging from 15% to nearly 28%.
TRADING STRATEGY
The stock market recovered strongly, surpassing the 1,400-point mark with trading liquidity rising significantly above the previous week's average. Capital flow continued to rotate, with large-cap stocks in the banking, financial services, and basic resources sectors being the main beneficiaries, along with some mid- and small-cap stocks in the real estate and chemical sectors. On the other hand, downward pressure was mainly seen in stocks from the industrial services, F&B, oil & gas, and insurance sectors. The VN-Index is expected to fluctuate today within the 1,400–1,410 range.
The market showed a strong upswing after a period of narrow-range sideways movement. Overall sentiment is starting to show signs of improvement. Although capital flow continues to rotate, the trend of favoring representative stocks within sectors is becoming clearer. Foreign investors recorded a fourth consecutive session of strong net buying. If capital inflow remains stable or improves further, the VN-Index is unlikely to face much resistance in surpassing the psychological threshold of 1,400 points and could aim for the next resistance zone at 1,420–1,430 points. Investors may maintain their current positions in stocks that have been restructured during the recent period of market consolidation. Meanwhile, new buying should prioritize stocks with positive Q2 or Q3 2025 earnings prospects, reasonable valuations, or stable price bases without signs of overheating.
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