HIGHLIGHTED NEWS
The Ministry of Agriculture and Environment reported that in the first six months of 2025, the total import-export value of agricultural, forestry, and fishery products is estimated to reach USD 57 billion. Of this, export turnover is estimated at USD 33.5 billion, an increase of 14.3% compared to the same period in 2024, while import turnover is estimated at USD 23.5 billion, up 12.8%. Specifically, the export value of agricultural products is estimated at USD 18.3 billion (up 16.8%), livestock at USD 264 million (up 10.1%), seafood at USD 5 billion (up 14.5%), and forestry products at USD 8.7 billion (up 8.8%), etc. Notably, the export value of 9 out of 11 product groups continued to grow, including coffee, rubber, pepper, cashew nuts, livestock, seafood, wood and wood products. Two products showed a downward trend in export value: rice, reaching USD 2.6 billion (down 9.8% compared to the same period last year) and fruits and vegetables, reaching USD 2.7 billion (down 17.1%). The Ministry of Agriculture and Environment stated that it will maintain exports and stabilize traditional markets, while exploring and shifting to potential markets to achieve the 2025 export target of USD 65 billion. In particular, the ministry aims to maintain a stable supply chain for key industries, strongly develop advantageous and underexploited sectors, make full use of tax deferral periods, balance the trade deficit from the U.S. market, and seize every opportunity to boost exports in early Q3, thereby maximizing export value in the second half of the year.
TRADING STRATEGY
The stock market continued its upward momentum, closing at 1,376 points with slightly lower liquidity compared to the previous session. Capital flow showed a tendency to shift from large-cap stocks to mid- and small-cap stocks in sectors such as real estate, financial services, industrial services, technology, and chemicals. On the other hand, downward pressure was mainly concentrated in leading stocks in the F&B, retail, and basic resources sectors. The VN-Index is expected to fluctuate around the 1,373–1,383 point range today.
The market remains in a sideways trend with a cautious upward movement. Selling pressure has eased, and the rotation of funds into mid- and small-cap stocks has helped green dominate across most sectors. If this rotation trend continues in the coming sessions, the VN-Index is unlikely to face major resistance in breaking through the 1,370–1,380 range, and could potentially rise further toward the psychological zone of 1,400–1,410 points. Investors are advised to continue holding strategic core portfolios, consider adding on dips during the upward trend, and prioritize companies projected to have strong Q2 earnings and positive growth prospects for Q3/2025.
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