HIGHLIGHTED NEWS
According to the Ministry of Industry and Trade, the B2C (business-to-consumer) retail e-commerce market in the first 8 months of the year achieved a growth rate of 25-27%, about 7 percentage points higher than the plan at the beginning of the year. In the third quarter of 2025 alone, the estimated average quarterly growth rate could reach 27.67%, up 5.67% compared to the old scenario. With this positive development, the Ministry has decided to adjust the growth scenario for the fourth quarter and the whole year. Accordingly, the average growth rate in the last 3 months of the year is expected to reach 33.67%, up nearly 8% compared to the initial forecast. The growth target for 2025 has been raised to 25.5%, instead of the expectation of 20-22% set at the beginning of the year. According to Aglobal's report, Vietnam is currently among the top 10 countries with the fastest e-commerce growth in the world, and this industry contributes two-thirds of the country's digital economic value.
TRADING STRATEGY
The stock market closed in a slight red at 1,660 points with liquidity equivalent to the weekly average. Divergence continued. Supportive cash flow focused on real estate stocks. Meanwhile, selling pressure tended to increase in stocks in the financial, retail, oil and gas, and industrial service sectors. VN-Index today is likely to fluctuate around the 1,650-1,670 point area.
The market has been struggling after a positive recovery session since the psychological support zone around 1,600 points. The general sentiment is still quite cautious. Stocks that play a positive role in supporting the index or attracting cash flow are still mainly individual stocks, with expectations of business results growth in the second half of the year or in the group of prospects based on macro policies. Foreign investors continue to net sell at high intensity. VN-Index is still in the recovery phase with the goal of re-testing the area around the psychological resistance of 1,700 points. However, in the short term, the market may continue to struggle to test the balance of supply and demand. Therefore, investors should pay attention to controlling the proportion of the portfolio at a reasonable level, managing each individual stock, and limiting the impact of fluctuations in the general index. Disbursement activities should be prioritized in basic stocks with promising business results in the second half of the year, with supporting cash flow, and limit chasing when prices show signs of overheating.
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