HIGHLIGHTED NEWS
According to the Ministry of Finance, Vietnam's macro economic in the first 9 months of 2025 continued to record many positive changes. Specifically:
- Economic growth in the Q3 of 2025 is estimated at 8.2%, the highest level in the same period since 2011, bringing GDP growth in the first 9 months of the year to 7.84% yoy.
- The consumer price index (CPI) increased by 3.27% yoy.
- Import-export turnover is estimated at 680.66 billion USD, up 17.3% and the trade surplus is about 16.82 billion USD.
- Total registered foreign investment capital in Vietnam, including newly registered capital, adjusted registered capital and capital contribution and share purchase value of foreign investors, reached 28.5 billion USD, up 15.2% yoy.
- Total retail sales of goods and consumer services revenue at current prices is estimated at VND5,510 trillion, up 9.5%.
- Total realized public investment capital reached nearly VND440,400 billion, reaching about 55% of the plan assigned by the Prime Minister at the beginning of the year.
TRADING STRATEGY
The stock market fell back to 1,645 points with liquidity equivalent to the weekly average. Selling pressure was widespread. The sectors that were least positively affected included finance, basic resources, chemicals, construction and materials. Meanwhile, individual real estate stocks played a positive role in supporting the general index. The VN-Index today is likely to fluctuate around the 1,635-1,655 point area.
The market had its second consecutive decline after failing to conquer the resistance zone of 1,680-1,700 points. Cash flow weakened in the context of the general sentiment still showing quite cautious and the market is lacking groups - industries capable of absorbing liquidity and leading the index to rise steadily. Foreign investors continued to net sell at high intensity. VN-Index is likely to return to a sideways trend within a narrow range to re-accumulate and wait for more official information from domestic and foreign macro events, along with a panoramic picture of the business results of the third quarter and growth prospects of the fourth quarter of 2025 of listed enterprises. Investors continue to manage their portfolios according to the individual characteristics of each stock. Disbursement activities are prioritized in fundamental stocks with prospects for business results growth in the second half of the year, with stable prices, near support zones, and limiting chasing when prices show signs of overheating.
