HIGHLIGHTED NEWS
At the Vietnam Maritime and Inland Waterway Administration's 2025 year-end review conference, Mr. Le Minh Dao, Deputy Director of the Maritime Administration, stated that maritime and inland waterway activities continued to experience positive growth this year, with the total volume of goods handled through seaports and inland waterway ports estimated at approximately 1.17 billion tons, a 12% increase compared to 2024. Of this, containerized cargo reached 34.36 million TEU, an 11% increase. The number of passengers passing through seaports and inland waterways is estimated at 9.29 million, mainly passengers traveling from the mainland to islands, accounting for 71.8%. The Vietnamese maritime fleet currently comprises 1,434 vessels with a total deadweight tonnage of approximately 9.4 million DWT, with 73 new vessels registered in 2025 alone. Inland waterway vessels number 263,856, with a total deadweight tonnage of 26.7 million tons. In addition, the Maritime Administration also proposed to the Ministry of Construction an update to the key public investment plan for the period 2026–2030, including 19 projects with a total estimated capital of over 43,300 billion VND.
TRADING STRATEGY
The stock market declined to 1,742 points with low liquidity compared to the weekly average. Selling pressure increased in large-cap real estate stocks and spread to other leading stocks in the financial services, retail, technology, and basic resources sectors. Conversely, individual stocks in the banking, F&B, and tourism sectors played a positive role in supporting the overall index. The VN-Index is likely to fluctuate around 1,730-1,750 points today.
The market experienced significant downward pressure towards the end of the session after the index failed to conquer the previous resistance level around 1,800 points. Increased selling pressure on some specific stocks that played a key role in leading the market in the recent period led to a cautious general sentiment, and profit-taking and reducing holdings in many stocks across various sectors were inevitable. According to preliminary assessments, overall selling pressure is not too strong, but the unusual supply at the end of the session has made it difficult for the index to recover. Therefore, in the short term, the VN-Index may experience several more sessions with strong divergence and wide price swings to test the stability of the supply-demand balance, with support around the 1,710-1,730 point area. If capital flows become positive again soon, the market may have a new buffer zone for the next upward movement with higher momentum and sustainability than the previous period. Therefore, investors should temporarily prioritize controlling their portfolios on individual stocks. At the same time, focus more on accumulating and holding fundamentally sound stocks with attractive valuations for the medium term or the first half of 2026.
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