HIGHLIGHTED NEWS
According to statistics from the Civil Aviation Authority of Vietnam, by the end of November 2025, the aviation market had received more than 69 million passengers and more than 1.2 million tons of cargo, corresponding to growth rates of 11% and 18% respectively compared to the same period in 2024 and reaching more than 80% of the forecast for the whole year 2025. Specifically, domestic transport reached 30.9 million passengers, an increase of 7.4%; international transport reached 38.4 million passengers, an increase of 13.6%. The cargo transport segment is still mainly focused on international transport activities with a proportion of nearly 85%. By 2026, to maintain stable growth, the aviation industry proposed expanding tax, fee, and credit incentives and loosening visa policies, thereby supporting businesses to reduce costs, improve competitiveness, and attract more international visitors to reach the target of 95 million passengers and 1.6 million tons of cargo.
TRADING STRATEGY
The stock market continued to recover and closed at 1,701 points with liquidity falling below the average level of the previous trading week. Divergence continued. Selling pressure weighed on leading stocks in the financial, basic resources, and chemical sectors. Meanwhile, large-cap stocks in the real estate, F&B, entertainment, and industrial services sectors played an active role in supporting the index. The VN-Index today is likely to fluctuate around the 1,690-1,710 point area.
The market is currently in an uptrend towards the 1,720-1,740 point area. However, the fact that cash flow continuously finds its way to VN30 pillar stocks instead of spreading to other groups and sectors has made the general sentiment increasingly cautious. This has led to a situation where the index increased but liquidity decreased and selling pressure continued to appear in stocks with high public value, even when the market price has retreated to an attractive level compared to the prospect of internal growth for the whole of 2025. Therefore, investors should focus more on controlling the portfolio by individual stocks, prioritizing the selection of fundamental stocks for the medium-term target in the first half of 2026 instead of being caught up in the fluctuations of the general index.
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