Vietnam Insight

▶ In Monday’s trading session, the market had a volatile session when selling pressure increased in the morning session, causing negative market sentiment, many stocks were in red. In the afternoon session, the market quickly reversed when buying money entered the market when rumors spread about positive updates on tariffs. Textile, fisheries, and industrial park stocks got peaked, boosting market liquidity, reaching a level higher than the 20-day average.

▶ At the end of the trading session, the VN-Index increased by 18.05 points (+1.37%), reaching 1,332.51 points; the HNX-Index increased by 3.09 points (+1.43%), reaching 219.41 points. Market liquidity reached VND 23.2 trillion, equivalent to about 1,028.1 million shares traded. Foreign investors net sold VND34.1 billion, mainly focusing on VIX, VCG, GEX.

▶ Technical perspective: VN-Index entered the session with strong fluctuations, at times falling below 1,290 points before rebounding strongly in the afternoon session. Positive signals from reciprocal taxes helped VN-Index attract strong buying power, especially textile and industrial park groups. The index is still fluctuating around the strong resistance zone, the cash flow needs to continue to have a spreading effect like today's session to help VN-Index surpass the old short-term peak.

Strategy: Investors who prefer to hold for the long term can consider disbursing stocks with good foundations, with accumulation bases with low proportions. It is possible to focus on stocks that benefit from domestic internal factors in some industry groups such as: Steel, banking, securities, energy, etc. Opportunities can open up in down sessions.