HIGHLIGHTED NEWS
Samsung Electro-Mechanics plans to invest approximately $5.1 billion by 2028 in FC-BGA semiconductor substrates, allocating $3.2 billion to South Korea and $1.87 billion to Thai Nguyen, Vietnam. Following a trial phase that began in 2022, the Vietnam facility will move toward mass production of components for AI servers, high-performance computing, robotics, and smart vehicles. Under this new strategy, South Korea focuses on high-value, complex products, while the Thai Nguyen site ensures a stable supply to meet global demand, thereby elevating Vietnam's role in the semiconductor supply chain.
The Ministry of Industry and Trade has proposed increasing the capacity of national crude oil storage facilities at Nghi Son, Dung Quat, and Long Son from 1 million tons to a range of 1–3 million tons per facility. This move aims to raise total petroleum reserves from the current 33–36 days to approximately 90 days of net imports by 2030, addressing Vietnam's growing reliance on imported crude oil. Concurrently, the Ministry is studying the development of an 80–100 km petroleum pipeline connecting Vietnam and Laos to facilitate fuel supplies to the latter. Notably, the three crude oil storage projects outlined in the current master plan have yet to be implemented due to regulatory and funding obstacles.
TRADING STRATEGY
The stock market underwent a slight correction, closing at 1,753.39 points with liquidity falling below the 20-session average. Market divergence persisted. The VN-Index experienced fluctuations and tug-of-war dynamics throughout the session, with selling pressure concentrated primarily in sectors such as Banking, Real Estate, Financial Services, Technology, and Personal & Household Goods. Conversely, sectors including Retail, Insurance, F&B, Oil & Gas, Chemicals, and Industrial Goods & Services attracted capital flows and provided support to the overall index. Foreign investors reduced the scale of their net selling compared to the previous session. Overall sentiment remains cautious, despite continuous capital rotation among individual stocks. The VN-Index is currently in a short-term recovery phase, with solid support established in the 1,720–1,740 point range. The index is likely to see alternating gains and losses within a narrow range to balance supply and demand before a new trend is confirmed.
Today, the VN-Index may fluctuate within the 1,745–1,775 point range. Short-term investors might consider restructuring their portfolios toward a more focused approach, prioritizing profit optimization as short-term capital flows show signs of weakening. Meanwhile, medium- and long-term investors could continue holding stocks with promising business growth prospects for the second half of 2026.
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