HIGHLIGHTED NEWS
According to statistics from the Vietnam Real Estate Association, since the beginning of 2025, the domestic industrial real estate market has surged, with 14 newly approved projects covering a total area of over 4,100 hectares, mainly concentrated in key economic zones in the North and South. In Bac Giang, major corporations are expanding their land banks, with Nghia Hung Industrial Park (149 ha, VND 2.2 trillion investment) being a notable project. Hai Phong has approved three large-scale projects: Vinh Quang Industrial Park (226 ha, VND 3.55 trillion), Trang Duệ 3 Industrial Park (653 ha, VND 8.09 trillion), and Nam Trang Cát Industrial Park (200 ha, VND 2.25 trillion). In the South, Binh Phuoc has two new industrial parks spanning 800 ha, with a total investment of VND 3.64 trillion, while Ba Ria – Vung Tau has two large-scale industrial zones covering 837 ha, with a total investment of VND 9.4 trillion. Currently, Vietnam has 443 industrial parks covering approximately 138,900 ha, of which 301 are operational, achieving an occupancy rate of 83-92%.
TRADING STRATEGY
The stock market rebounded positively, closing at 1,336 points, though liquidity declined to below the previous week's average. Improved cash flow was observed in financials, real estate, construction, and materials, while selling pressure remained concentrated in technology stocks, along with select chemical, industrial services, and F&B stocks. Today, the VN-Index is expected to fluctuate within the 1,335-1,340 range.
The market is currently moving sideways within a narrow range, with improving cash flow in large-cap stocks and reduced selling pressure in mid- and small-cap stocks. The VN-Index remains in a medium-term uptrend. However, in the short term, the expiration of the VN30F1M futures contract on March 20 may increase caution, leading to mixed movements around the 1,340-1,350 resistance zone. Investors are advised to hold positions patiently and capitalize on cooling-off periods with controlled buying of strategic mid-term stocks. Short-term trades should be flexible and aligned with market liquidity trends.
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