HIGHLIGHTED NEWS
According to the Vietnam Maritime and Inland Waterways Administration, in the first two months of 2025, the total cargo volume through the country's seaports reached 135.38 million tons, an increase of approximately 9% compared to the same period last year. Specifically, export cargo reached 31.376 million tons, up slightly by 1%; import cargo reached 42.158 million tons, up 8%; transshipment cargo reached 513 thousand tons; and notably, domestic cargo saw a strong increase of 15%, reaching 61.333 million tons. In terms of transportation modes, cargo transported through seaports by sea vessels and other inland waterway vehicles also increased by 11% to 98.74 million tons and by 4% to 35.3 million tons, respectively. The areas with the highest cargo and container throughput in the country include Ho Chi Minh City, Ba Ria - Vung Tau, Dong Nai, and Hai Phong. To promote the development of the maritime and inland waterway transport sectors in the coming period, the Prime Minister has approved the Detailed Plan for port groups, wharves, piers, mooring buoys, water areas, and navigational zones for the period 2021–2030, with a vision to 2050, under Decision No. 140/QĐ-TTg dated January 16, 2025. According to the plan, the total investment capital required for the seaport system by 2030 is approximately VND 351.5 trillion, including around VND 72.8 trillion for public maritime infrastructure and approximately VND 278.7 trillion for port terminals.
TRADING STRATEGY
The stock market declined to 1,321 points with liquidity continuing to weaken. Capital flow remained selective, focusing on real estate, information technology, and retail stocks. Meanwhile, sectors facing increased selling pressure included finance, F&B, construction, and materials. The VN-Index is expected to fluctuate around 1,318-1,325 points today.
Over the past week, the market reflected cautious sentiment among investors due to mixed international news, the March derivatives expiration, and the completion of ETF portfolio restructuring. Profit-taking and portfolio rebalancing pressures increased, particularly on mid- and small-cap stocks. Capital rotated among large-cap stocks to stabilize and support the overall index. The VN-Index remains in a medium-term uptrend. However, in the short term, the index is likely to continue consolidating within the narrow range of 1,340-1,350 points to balance supply and demand before resuming a sustainable recovery. Investors are advised to maintain their holdings and take advantage of market fluctuations to increase positions in fundamentally strong stocks within their strategic portfolios. Short-term trading should focus on tracking and responding to capital flow dynamics.
Investor can see the full Newsletter below:
