HIGHLIGHTED NEWS
The National Assembly has officially passed a resolution extending the exemption of agricultural land use tax until the end of 2030. Specifically, households, individuals, and organizations that directly use land for agricultural production will be exempt from this tax through 2030, in order to ensure food security and enhance the competitiveness of the agricultural sector. However, in cases where the State allocates land but the organization or individual does not directly use the land for agricultural production and instead leases it to another party, they must pay 100% of the applicable tax during the period before the land is reclaimed by the State. The tax exemption is intended to encourage land consolidation for large-scale production and promote the modernization of the agricultural and rural economy.
According to the 2025 Business Outlook Report published by UOB Bank, 80% of Vietnamese enterprises have taken concrete actions in response to the 46% countervailing duty announced by the United States in early April. The report shows that 60% of Vietnamese businesses remain optimistic about growth prospects in the coming year. Notably, 46% of businesses have planned to expand further into international markets to reduce dependence on the U.S. market. Alongside supply chain restructuring, Vietnamese enterprises are also focusing on two strategic pillars: digitalization and sustainable development. In the face of international challenges, many businesses have expressed their desire for greater support from the Government and the financial system.
TRADING STRATEGY
The stock market moved sideways within a narrow range and closed slightly lower at 1,365 points, with liquidity continuing to decline. Sectoral divergence intensified. Capital flow showed a tendency to shift toward select stocks in banking, industrial services, construction, and materials. The VN-Index is likely to fluctuate today within the 1,360–1,370-point range.
The market continues to show cautious behavior in the final trading sessions before the Q2 2025 NAV reporting deadline. Capital rotation among different sectors and groups has helped many stocks maintain recovery momentum without becoming overbought, while others undergoing corrections have held above key support levels. The main uptrend of the VN-Index remains intact for now. Investors are advised to maintain their core strategic portfolios, look to accumulate on pullbacks during the market’s upward movements, and prioritize companies expected to show strong business performance in Q2 and Q3 of 2025.
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