HIGHLIGHTED NEWS
In the first 10 months of 2025, passenger and freight transport recorded strong growth, contributing positively to logistics recovery and economic growth in 2025. Passenger transport increased by 22.7% in terms of transport and 14.4% in turnover compared to the same period last year, reaching 5,079.8 million passengers and 259.9 billion passenger-km. In the cargo sector, the total volume of transport reached 2,501.6 million tons, up 15.1%; turnover reached 506.5 billion tons-km, up 14.1%. Notably, railway transport increased by more than 100%, while international transport and overseas logistics continued to thrive.
Minister of Finance Nguyen Van Thang said that he would review and cut 25 conditional business lines and occupations to move to post-audit, promoting free trade. These are industries in the fields of finance - accounting, agriculture - forestry - fisheries, construction, transportation, technology, land, culture, society and health. The government also plans to remove the procedure for approving foreign investment policies for projects with a scale of less than 20 billion VND.
TRADING STRATEGY
The stock market recovered positively to the 1,593-point mark with liquidity decreasing compared to the previous trading session. Diversification returned. Cash flow showed signs of improvement in leading stocks in the finance, real estate, retail, F&B, and industrial services sectors. Meanwhile, downward pressure continued in technology, service, and oil and gas stocks. VN-Index today is likely to fluctuate around the 1,580-1,600-point area.
The market increased again after re-testing the support zone of 1,560-1,580 points. However, the general sentiment was still quite cautious and the index recovered mainly due to reduced selling pressure instead of improved cash flow bringing a breakthrough from bottom-fishing demand. Foreign investors had the second consecutive session of reducing net selling on total scale and selective net buying in some individual stocks. In the short term, VN-Index is likely to continue to fluctuate in the area approaching the psychological zone of 1,600 points. Investors should pay attention to controlling the proportion and managing the portfolio in the short term according to the price fluctuations of individual stocks instead of the general index. Buying activities for the medium and long term vision can be considered in part at support price zones, prioritizing basic stocks with good growth potential or in attractive areas compared to the valuation period of 2025-2026.
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