HIGHLIGHTED NEWS
According to the Vietnam Association of Seafood Processing and Export (VASEP), by the end of January 2026, Vietnam's seafood export turnover reached approximately US$874 million, an increase of nearly 13% compared to the same period last year. Asia continued to be the pillar of growth, with China and Hong Kong remaining the largest importers of Vietnamese seafood with a turnover of nearly US$250 million, an increase of 28.7% compared to the same period; followed by Japan and ASEAN markets with total consumption values reaching US$146 million and US$69 million respectively, corresponding to growth rates of 21.3% and 32.2%. Meanwhile, the US, EU, and Middle Eastern markets all recorded a decrease in export turnover with decline rates ranging from 6.3% to 9.9%. In terms of product structure, shrimp continued to be the main export item with a turnover of US$331 million, an increase of 6.4%, accounting for nearly 38% of total exports. Pangasius exports reached over $177 million, a sharp increase of 33.2% compared to the same period last year. Exports of squid and octopus reached nearly $69 million, an increase of 30.9%. VASEP predicts that, despite positive growth in January, seafood exports in February 2026 are likely to decrease compared to the first month of the year and slightly lower than the same period last year due to disruptions in production during the Lunar New Year holiday.
TRADING STRATEGY
The stock market declined to 1,782 points with significantly reduced liquidity compared to the previous trading session. Selling pressure increased across most sectors, with the most affected being finance, technology, oil and gas, and F&B. Conversely, large-cap real estate stocks played a positive role in supporting the overall index. The VN-Index is likely to fluctuate around 1,770-1,795 points today.
The market experienced its second consecutive day of decline, fluctuating between 1,780-1,800 points. Although selling pressure wasn't overwhelming, cautious sentiment leading up to the Lunar New Year holiday somewhat hampered the index's late-session recovery efforts. Foreign investors increased net selling in several key stocks within the VN30 basket. Preliminary assessments suggest that the lack of consensus in the previous recovery phase, coupled with the majority of investors wanting to consolidate their portfolios before the long holiday, has made it difficult for the VN-Index to establish a medium-term bottom for a new uptrend. The sideways trading may continue for the next few sessions, but index fluctuations are unlikely to be significant. Assessing opportunities and managing portfolios should remain a priority for individual stocks. Investors should limit diversified investments and focus more on medium-term holdings; buying during market fluctuations should be maintained with controlled proportions. On the other hand, short-term trades should prioritize stocks that have confirmed an uptrend and successfully retested support levels, or be flexible according to cash flow movements.
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