HIGHLIGHTED NEWS
According to data released by the General Statistics Office, the industrial production index (IIP) in the third quarter of 2025 is estimated to increase by 10% over the same period last year. In the first 9 months of 2025, IIP increased by 9.1% over the same period, of which the processing and manufacturing industry - the main driving force of industrial growth increased by 10.4%; electricity production and distribution increased by 6.1%; the mining industry increased slightly by 0.1%. Many key industrial products had impressive growth, including: automobiles (up 52.7%), televisions (up 21.8%), NPK fertilizers (up 15.9%), cement (up 15.3%)... Notably, the IIP index recorded an increase in all 34 localities. The inventory index of the processing and manufacturing industry as of September 30, 2025 is estimated to increase by 4.9% over the previous month and 13.3% over the same period in 2024. In addition, the labor force in industrial enterprises as of September 1, 2025 increased by 4.5% over the same period in 2024.
TRADING STRATEGY
- The stock market increased positively, reaching 1,695 points with liquidity improving beyond the previous trading week's average. Green spread across most groups and sectors under the leadership of financial and real estate stocks. VN-Index today is likely to fluctuate around the 1,690-1,710 point area.
- The fact that most market participants believe that Vietnam will be upgraded from Frontier to Secondary Emerging by FTSE Russell has helped the general sentiment shift from cautious to positive. Cash flow has also improved significantly under the leadership of large-cap stocks in general and the VN30 group in particular. The VN-Index is currently facing the opportunity to return to a new positive uptrend towards the 1,720-1,740 point area or further to the 1,800 point mark if cash flow remains stable; the leading stocks are still in the basic group, capable of absorbing liquidity and creating spillover effects. Investors can consider increasing the proportion of stocks held in their portfolios, prioritizing stocks in the basic group, which are assessed to benefit directly or indirectly based on the trend of market cash flow after the information announcement.
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