HIGHLIGHTED NEWS
The Ministry of Construction is coordinating with the Ministry of Finance to propose allocating 10,000 billion VND in charter capital to the Central Housing Fund in the medium-term public investment plan for the period 2026–2030 to support the development of social housing. Approximately 5,000 billion VND is expected to be allocated in 2026 and the remaining 5,000 billion VND in the period 2029–2030. Currently, there are 781 social housing projects underway nationwide, comprising over 720,055 units.
The Ministry of Construction also recommends prioritizing the expansion of two-lane expressways to reduce congestion, ensure traffic safety, and meet increasing traffic demand. It is known that the country currently has over 650 km of 2-lane expressways that are being studied for expansion, with a total capital requirement of approximately 80,007 billion VND, including about 30,473 billion VND from the central government budget for the 2026-2030 period. Meanwhile, the expansion of limited 4-lane expressways will be carefully considered to avoid wasteful investment and increased logistics costs, while prioritizing routes connecting key economic regions and economic corridors.
TRADING STRATEGY
The stock market recovered to the 1,927 point mark at the start of the new trading week with continued improvement in liquidity. Market differentiation persisted. Capital tended to flow into the oil and gas, chemical, and utilities sectors, along with some individual stocks in the banking and technology sectors. Meanwhile, selling pressure increased in leading stocks in the real estate and retail sectors, as well as mid- and small-cap stocks in the industrial services, basic resources, construction, and materials sectors. Foreign investors expanded their net selling. The VN-Index is currently maintaining a wide sideways trading range around its historical peak. The cautious sentiment has resulted in a lack of new capital inflows, more intraday volatility, and the index is being anchored at a high level mainly due to the pull of a few specific stock groups rather than widespread gains across more mainstream sectors. This trend could very well continue for the next few trading sessions, and it's not unlikely that divergence will intensify in the sessions leading up to the May 2026 derivatives expiration date.
Today, the VN-Index is likely to fluctuate around the 1,915-1,935 point range. Investors should closely monitor each stock in their portfolio, especially at resistance levels, to maintain a reasonable weighting and avoid being swept along by the ups and downs of the overall index.
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