HIGHLIGHTED NEWS
The Prime Minister has approved the List of important national projects and works, key to the energy sector, including:
- 32 power source projects (21 thermal power plant projects; 9 hydropower plant projects; 2 offshore wind power projects);
- 7 LNG storage projects;
- 7 projects in the gas-electricity project chain;
- A number of power line and transformer station projects;
- 1 petrochemical refinery project (Dung Quat Oil Refinery Upgrade and Expansion Project);
- 3 projects of industrial centers, inter-regional renewable energy services in the South Central - South.
According to international organizations, Vietnam is currently ranked in the top 10 emerging logistics markets. The industry is currently worth 45-50 billion USD and its estimated growth is around 14-16%/year, twice as high as the global average growth rate. In addition to reducing logistics costs to 16% of GDP, the continuously expanding infrastructure system of seaports, airports and logistics centers also continues to support the flow of goods, helping Vietnam move closer to its goal of becoming a regional logistics center.
TRADING STRATEGY
The stock market increased positively and closed at 1,717 points with improved liquidity. Selling pressure decreased. Cash flow spread slightly across many groups and industries under the leadership of large-cap stocks VN30. VN-Index today is likely to fluctuate around the 1,710-1,730 point area
The market maintained its recovery trend and had its fifth consecutive session of increase. The low average liquidity and the market prices of the majority of basic stocks returning to the post-tariff base area have partly triggered the return of value investment cash flow. However, caution is still evident in investor sentiment due to concerns about issues related to bank interest rates, system liquidity or draft laws that will be applied in the coming period. This may cause the VN-Index to rise in doubt and the 1,720-1,740 area may be the next test of the stability of cash flow as well as the balance of supply and demand. Therefore, investors should focus more on controlling the portfolio according to each individual stock, 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.
Investor can see the full Newsletter below:
