HIGHLIGHTED NEWS
In the Q2 2025 Report on Housing and the Real Estate Market, the Ministry of Construction recommended that the Ministry of Finance promptly study and propose the issuance of tax policies for unused housing and real estate; and tax the price difference between the land use fee and the selling price of real estate products in projects. In addition, the Ministry will coordinate with the Ministry of Finance and relevant agencies to research and implement digital transformation to streamline procedures related to real estate transactions, notarization, taxation, and land registration through electronic platforms. Regarding the State Bank of Vietnam, the Ministry of Construction requested the central bank to focus on directing and urging banks to participate in the VND 120 trillion preferential credit program, while also studying a medium-term credit package with stable interest rates for commercial housing projects. Moreover, the central bank should direct commercial banks to prioritize lending and disbursement for commercial housing projects with reasonable pricing to boost credit in the real estate sector. It should also simplify loan procedures and requirements to help individuals and businesses more easily access capital. The Ministry of Construction also called on ministries, sectors, and localities to continue implementing solutions to stabilize the real estate market, develop social housing, resolve bottlenecks in stalled real estate projects, rectify land use rights auctions, and restructure administrative units and local governments in accordance with government directives.
TRADING STRATEGY
The stock market rebounded to 1,507 points, with liquidity dropping significantly compared to the previous session. Selling pressure eased, and sectoral divergence emerged. Capital inflows improved, showing a tendency to shift toward select leading stocks in banking, financial services, industrial services, as well as some mid- and small-cap real estate stocks. The VN-Index is expected to fluctuate within the 1,500–1,520 range today.
The market is gradually stabilizing after the sharp decline in the previous session. There was no strong follow-through selling pressure. Capital flows have returned, focusing on individual stocks with solid fundamentals. Foreign investors resumed net buying activity. Overall, the medium-term trend for the VN-Index remains upward, aiming for the 1,600-point zone. However, in the short term, the index may continue to swing up and down amid sectoral divergence, helping to stabilize capital flows and the supply-demand balance. Investors can confidently maintain their medium- to long-term strategic portfolios while managing short-term investments flexibly. New buying should prioritize fundamentally strong stocks with reasonable valuations.
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