HIGHLIGHTED NEWS
In the report to the National Assembly Standing Committee on promoting national energy development in the 2026-2030 period, the Government proposed that gas-fired thermal power projects using imported liquefied natural gas that are completed and put into operation before January 1, 2031, will enjoy special support mechanisms. The minimum long-term contract power output will be stipulated to be no less than 75% of the project's average power output for many years. This mechanism is applied during the repayment period of principal and interest, but not more than 15 years from the date of commercial operation.
According to the Vietnam Bond Market Association, in October 2025, there were a total of 42 corporate bond issuances worth more than VND 57,000 billion. In the first 10 months of the year, the total amount of corporate bonds mobilized reached nearly VND482,000 billion, 37% higher than the same period in 2024. Of which, the value of private issuance was more than VND431,000 billion and the value of public issuance was nearly VND50,600 billion.
TRADING STRATEGY
The stock market recovered positively, reaching 1,631 points with improved liquidity. Selling pressure weakened. Cash flow spread across most groups and industries under the leadership of large-cap stocks in the banking, real estate, industrial services, and technology sectors. The VN-Index today is likely to fluctuate around the 1,620-1,640 point area.
The market had its second consecutive positive increase since the 1,560-1,580 point area. The reduction in selling pressure at the support area has helped bottom-fishing demand to be reactivated, with the destination being basic stocks with attractive prices compared to the intrinsic growth prospects; stocks that play a leading role in the general index or have a large discount since the previous peak. However, the general sentiment is still quite cautious, waiting for more moves that confirm the market trend or sustainable investment opportunities in groups and industries. The near resistance zone of VN-Index is currently around 1,655-1,665 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 the support price zones, prioritizing basic stocks with good growth potential or in attractive areas compared to the valuation period of 2025-2026.
Investor can see the full Newsletter below:
