HIGHLIGHTED NEWS
According to preliminary statistics from the General Department of Customs, Vietnam’s total import-export turnover in the first half of May 2025 reached USD 36.08 billion, an increase of 1.8% (equivalent to USD 0.64 billion) compared to the same period in the previous month. The trade balance recorded a deficit of USD 2.32 billion, with the domestic sector posting a USD 1.66 billion deficit and the FDI sector a USD 0.66 billion deficit. Specifically, export value reached USD 16.88 billion, up 0.84%, with the FDI sector contributing USD 13.24 billion and the domestic sector contributing USD 3.64 billion. Import value reached USD 19.2 billion, up 2.72%, with the FDI sector accounting for USD 13.9 billion and the domestic sector USD 5.3 billion. Key export-import items during the first half of May 2025 included: computers, electronic products, phones, components, machinery, equipment, tools, and textiles & garments. Notably, compared to the same period in April 2025, crude oil export value surged by 131%, while cashew nut import value dropped by 48%. As a result, the cumulative total import-export turnover as of May 15, 2025, reached USD 312.82 billion, up 15.51% year-on-year. Of this, export value was USD 157.15 billion (up 13.39%) and import value was USD 155.67 billion (up 17.73%).
TRADING STRATEGY
The stock market rose positively, closing at 1,315 points, with improved liquidity compared to the previous session. Capital flows were widespread, led by blue-chip stocks in finance, real estate, industrial services, retail, and basic resources. The VN-Index is expected to fluctuate around the 1,310–1,320-point range.
The market has returned to a recovery trend after testing the short-term support zone around 1,280–1,290 points. However, as capital flows have mainly concentrated in VN30 large-cap stocks, overall market sentiment remains cautious, and liquidity has yet to catch up with the index's upward momentum. That said, the VN-Index is still likely to gradually move upward toward the key resistance zone of 1,340–1,350 points in the short term. This is a phase where investors should stay focused, especially when considering new buying positions, prioritizing fundamentally strong stocks with potential earnings growth or positive internal corporate developments.
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