HIGHLIGHTS
As per the Ministry of Industry and Trade's approved Power Supply and National Power System Operation Plan for 2025, electricity demand is projected to grow at an average rate of 12.2%, with production estimated between 345-350 billion kWh. During the peak dry season from April to June, growth rates are expected to average 13-15%. To achieve a national economic growth rate exceeding 8% in 2025 and target double-digit growth for the 2026-2030 period, electricity demand is forecasted to grow 1.5 times faster, with an annual average increase ranging from 12% to over 16%.
TRADING STRATEGY
The stock market posted positive gains, closing at 1,236 points, with liquidity improving compared to the previous session. Capital inflows were broadly distributed across sectors, particularly in stocks benefiting from public investment and basic resources. The VN-Index is expected to move within the 1,235-1,240 range today.
Market recovery remains mixed, influenced by cautious sentiment, weaker cash flows, and continued net selling by foreign investors. Cash flow continues to focus on large-cap stocks and select individual stocks with attractive valuations or strong business growth prospects. The VN-Index is anticipated to gradually increase ahead of the holiday period. Investors are encouraged to maintain holdings, manage portfolio allocations based on specific characteristics, and avoid being overly influenced by broader market movements.
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