HIGHLIGHTED NEWS
On the occasion of General Secretary Tô Lâm’s official visit to the Russian Federation, the two sides signed numerous important cooperation agreements in areas such as economy, energy, defense, culture, healthcare, and more—marking the beginning of a new phase of comprehensive cooperation. Key areas of collaboration include: nuclear energy cooperation for peaceful purposes during the 2025–2030 period, biomedical cooperation, natural gas trade agreements, cooperation in geological exploration and oil and gas exploitation on Vietnam’s continental shelf, tourism cooperation, and collaboration in science and technology, among others. The two leaders also adopted a Joint Statement outlining the main directions for the Vietnam–Russia comprehensive strategic partnership in the new phase and emphasized the need for concrete, symbolic projects to represent the friendship between the two countries in the new era.
As of May 10, 2025, Vietnam Electricity (EVN) officially raised the average retail electricity price from VND 2,103.12 per kWh to VND 2,204.07 per kWh, an increase of 4.8% (excluding VAT). This marks the fourth time since early 2023 that EVN has adjusted electricity prices under its authority, with previous increases of 3%, 4.5%, and 4.8%, respectively. In total, electricity prices have risen by over 17% since 2023. EVN stated that in order to ensure electricity supply for socio-economic development and daily life, it is implementing the National Power Supply and Operation Plan for 2025, under which the growth rate of commercial electricity consumption is projected to reach about 12.2%. The total electricity output of the national system in 2025 is expected to increase by approximately 33.6 billion kWh compared to 2024.
TRADING STRATEGY
The stock market closed slightly in the red at the end of the week at 1,267 points, with liquidity roughly in line with the weekly average. Cash flow was mainly focused on major sectors such as finance and real estate. However, the sectors that performed positively in the previous session included leading stocks in technology, F&B, consumer goods, construction, and materials. The VN-Index today is likely to fluctuate within the 1,265–1,275-point range.
The market is showing signs of a mild pause after a series of strong recovery sessions aiming for the 1,260–1,270-point area. Liquidity has not improved significantly as capital is primarily rotating from stocks that have already gained strongly to those with stable bases that have yet to rally in the prior recovery phase. Large-cap stocks continue to play a key role in index movement. In the short term, the VN-Index is likely to enter a consolidation phase with sector divergence, fluctuating around the 1,260–1,280 range. Investors may consider partially restructuring their portfolios or seeking reinvestment opportunities in fundamentally sound stocks with stable bases and good short-term growth potential.
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