HIGHLIGHTED NEWS
According to the Ministry of Construction, in 2025 the Government issued 6 resolutions, 1 decision, 3 official dispatches and 1 directive related to the development of social housing and real estate market management. Nationwide, there are currently 3,297 commercial housing, social housing and land plot projects with a scale of approximately 5.9 million units, totaling 7.42 trillion VND in investment; and 447 industrial parks with an industrial land area of approximately 93,000 hectares. As of August 31, 2025, outstanding real estate credit reached approximately 4.1 trillion VND, of which outstanding credit for real estate business activities reached 1,823,312 billion VND. The real estate corporate bond market recorded an issuance value of nearly VND 398,000 billion in the first nine months, an increase of nearly 44%, while registered FDI capital reached USD 5.18 billion, an increase of 15.2%. Regarding social housing, the whole country is currently implementing 698 projects with a scale of 657,441 units, with 102,388 units completed in 2025 alone, achieving 102% of the plan, contributing to increasing supply and stabilizing the market.
TRADING STRATEGY
The stock market closed slightly lower at 1,673 points with lower liquidity compared to the previous trading session. Market differentiation reappeared. Capital tended to flow into industrial services, technology, oil and gas, and construction materials stocks. Meanwhile, downward pressure appeared on large-cap stocks in finance, real estate, and F&B. The VN-Index is likely to fluctuate around 1,665-1,685 points today.
The market cooled slightly after the previous positive trading session. Overall sentiment improved, and the supply-demand balance gradually stabilized. Consequently, capital flows began to become selectively differentiated. Foreign investors had their third consecutive net buying session. In general, the main trend for the VN-Index in the short term remains a recovery towards the 1,700-1,720 point range. However, the index is likely to experience sideways trading in the coming sessions – during and immediately after the November futures contract expiration. Investors should continue to trade in a focused manner, avoiding diversification and prioritizing fundamentally sound stocks for medium- to long-term goals.
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