Vietnam Insight

Investors remained focused on upcoming quarterly results. US stocks finished mixed on Monday as Wall Street braced for a packed week of heavyweight earnings and critical economic data. The S&P 500 rose about 0.1% and the Dow Jones gained 0.3%, with both indexes notching a fifth consecutive session of gains, while the Nasdaq 100 slipped 0.1%, weighed by early losses before a late-session rebound in Big Tech. Investors remained focused on upcoming quarterly results from Amazon, Apple, Meta Platforms, and Microsoft, as well as signs of how President Trump’s sweeping tariffs are impacting corporate outlooks.

The market is re-accumulating. VNINDEX closed at 1,226.8 (-2.43 points, -0.20%) with lower liquidity compared to the 20-session average. The market had 235 advancing stocks and 262 declining stocks, showing differentiation among industry groups. Foreign investors were net buyers of a slight 4 billion VND, with the value mainly concentrated in MBB and BVH shares

Trading Strategy: Long-term investors may consider allocating funds into stocks with strong fundamentals and a solid accumulation base at low weight. We can focus on stocks benefiting from domestic internal factors in sectors such as: Steel, banking, securities, and power.