HIGHLIGHTED NEWS
According to newly released data from the Customs Department, total import and export turnover continued to grow positively in the first half of April 2026, reaching US$47.37 billion, an increase of 14.89% compared to the first half of March. Of this, total import turnover continued to grow faster than export turnover, resulting in a trade deficit of US$4.25 billion during the period. Exports alone reached US$21.56 billion (up 5.94%), driven by the manufacturing and processing industry group, with computers and components reaching US$5.81 billion (up 3.92%) and machinery and equipment reaching US$2.81 billion (up 19.8%). In addition, several traditional industrial product groups also maintained growth, with textiles reaching US$1.37 billion (up 0.75%) and footwear reaching US$1.02 billion (up 25.31%). Conversely, import turnover increased to $25.81 billion (up 23.61%), mainly concentrated in raw materials for production. Notable figures include computers and components at $9.34 billion (up 11.48%), machinery and equipment at $3.06 billion (up 35.72%), while petroleum products reached $764.85 million (up 55.55%).
TRADING STRATEGY
The stock market rebounded to 1,837 points with slightly lower liquidity compared to the previous trading session. Market differentiation continued. Capital flow remained focused on individual large-cap stocks within the VN30 index. Conversely, selling pressure, while slightly reduced, was still concentrated mainly on mid- and small-cap stocks, along with some leading stocks in the oil and gas and chemical sectors. The VN-Index is likely to fluctuate around 1,825-1,850 points today.
Although the market returned to a recovery trend, the main movement during the session was a narrow range of consolidation, with the VN-Index rising primarily due to the pull of a few specific stocks that significantly impact the overall index. A cautious sentiment was evident through the differentiation between sectors, especially within large, highly publicized sectors. Foreign investors made slight net purchases. Overall, this is still a period where investors need to assess trading opportunities on an individual stock basis rather than focusing too much on the general market, as the impact of domestic and international macroeconomic information is not very significant, and stocks with positive price movements are mainly based on their own specific stories. On the other hand, accumulation for medium- to long-term strategic portfolios should prioritize closely adhering to fundamental valuations and executing partial buy orders during dips in an upward trend of stock prices.
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