HIGHLIGHTED NEWS
According to the General Department of Customs, in the past 10 months, Vietnam's export turnover to the US has exceeded 126 billion USD, equivalent to more than 30% of total export turnover and reached the highest level ever, up nearly 28% over the same period in 2024 despite difficulties from the reciprocal tax policy in April 2025. The products leading exports to the US are still mainly in the processing and manufacturing industry group, especially electronics, machinery and high technology. The group of computers, electronic products and components increased by nearly 78%, reaching over 34 billion USD, recording the strongest increase in a decade. Machinery, equipment and spare parts reached 19.6 billion USD, up 9.2%. Textiles and garments recovered positively with a turnover of 14.81 billion USD, up 11.4%. In other major markets, exports to China reached nearly 57 billion USD, up 13.9%; to the EU reached 46.5 billion USD, up 8.3%; to ASEAN reached nearly 31.8 billion USD, up 3.1%.
TRADING STRATEGY
The stock market recovered positively and closed near the 1,668 point mark with liquidity continuing to weaken. Diversification increased. Cash flow continued to seek leading stocks in the real estate, F&B, and tourism service sectors. Meanwhile, selling pressure increased in stocks in the financial, industrial service, oil and gas, chemical, basic resource, construction, and materials sectors. The VN-Index today is likely to fluctuate around the 1,660-1,675 point area.
The market rebounded strongly after four consecutive sessions moving sideways within a narrow range. However, the fact that the index recovered mainly based on the positive performance of some VN30 pillar stocks and the increasing selling pressure in mid- and small-cap stocks made the general sentiment even more cautious. Weak cash flow pulled liquidity to the lowest level since the market recovered after the tariff. In the short term, the VN-Index will likely fluctuate in divergence and move up towards the 1,680-1,700 point range. This is the period when investors prioritize screening and restructuring short-term portfolios in a controlled, concentrated direction. On the other hand, buying activities for the medium and long term can continue to take place at base or support price levels, prioritizing basic stocks with good growth potential or in attractive areas compared to the valuation period of 2025-2026.
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