HIGHLIGHTED NEWS
According to a report by the Ministry of Agriculture and Environment, agricultural, forestry and fishery exports in the first 9 months of 2025 reached more than 52 billion USD, up 14% over the same period last year. Notably, some key products recorded impressive increases, including coffee reaching nearly 7 billion USD (up 61%), cashew nuts reaching 3.8 billion USD (up nearly 19%) and vegetables and fruits reaching 6.2 billion USD (up more than 10%). In terms of export markets, Asia accounts for the largest market share with 44%, followed by the US with 23% and Europe with 14%. On the other hand, agricultural, forestry and fishery imports into Vietnam in the past 9 months reached over 36.3 billion USD, up 12.5%. China, the US and Argentina are the three largest suppliers of Vietnam with market shares of nearly 10%, 9% and 6.7%, respectively. With this growth momentum, the agriculture, forestry and fishery sector is expected to exceed the export target of 65 billion USD set for 2025 despite facing challenges as rice export prices decrease and raw material imports increase.
TRADING STRATEGY
The stock market fell back to 1,652 points with liquidity slightly increasing compared to the previous session. Divergence increased. Selling pressure tended to increase in stocks in the real estate, financial services, chemicals, basic resources, construction and materials sectors. Meanwhile, leading stocks in the banking sector played an active role in attracting cash flow and supporting the general index. The VN-Index today is likely to fluctuate around the 1,640-1,660 point area.
The market fluctuated in the area approaching the resistance zone of 1,680-1,700 points. The general sentiment still showed a high level of caution even though the index recovered positively quite early under the leadership of large-cap stocks. Foreign net selling increased. In the short term, VN-Index is likely to return to an accumulation state, moving sideways within a narrow range while waiting for official announcements from domestic and foreign macro policies and events as well as the third quarter business results of listed companies. Investors continue to manage their portfolios according to the individual characteristics of each stock. Prioritized disbursement activities focus on fundamental stocks with prospects of business results growth in the second half of the year, with stable price bases, near the support zone and limit chasing when prices show signs of overheating.
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