HIGHLIGHTED NEWS
According to the Vietnam Securities Depository and Clearing Corporation (VSDC), the stock market in February 2026 recorded over 198,000 new trading accounts opened, bringing the total number of accounts to 12.3 million. The number of new accounts decreased slightly compared to previous months due to the extended Tet holiday. Conversely, foreign investor accounts continued to increase, reaching 50,737 accounts.
According to the Vietnam Association of Seafood Processing and Export (VASEP), seafood exports in February 2026 reached approximately US$707 million, an 8% increase compared to the same period last year, bringing the total for the first two months of the year to US$1.7 billion, a 20.2% increase. By product category, shrimp continued to play a leading role with an export value of approximately US$310 million in February, a 17% increase, bringing the total for the first two months to nearly US$689.5 million, an increase of nearly 20%. Pangasius exports reached US$119.3 million in February, down 4.8%, but the cumulative figure for the first two months still reached US$331.4 million, up 28%. China and Hong Kong continued to be prominent growth drivers with two-month exports reaching US$513.5 million, up 54% year-on-year. Exports to the US reached US$209.3 million, down 3% amid increasing pressure from anti-dumping duties on shrimp and new trade measures.
TRADING STRATEGY
The stock market recovered positively, reaching 1,728 points with liquidity falling to its lowest level in the past two weeks. Selling pressure weakened and only affected a few individual stock groups. Meanwhile, capital tended to flow into large-cap stocks in the real estate, finance, energy, retail, and consumer goods sectors. The VN-Index is likely to fluctuate around 1,720-1,740 points today.
The market had its second consecutive positive trading session since reaching 1,640 points. The overall cautious sentiment led to a decrease in liquidity. Consequently, the index did not face too much difficulty in its recovery, especially given the strong concentration of supporting capital in the VN30 group of blue-chip stocks. Foreign investors continued to maintain a net buying position. The VN-Index is currently in a short-term recovery trend, aiming to test and conquer the near resistance zone around 1,730-1,750 points. Investors should continue to hold their positions and may consider increasing their holdings for medium-term strategic portfolios when support and reversal signals emerge. Short-term trades should be flexible and adapt to cash flow movements.
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