Vietnam Insight

President Donald Trump said he had reached a framework agreement with NATO. Dow and S&P 500 futures were little changed on Friday after major US equity benchmarks rebounded for a second consecutive session, supported by easing geopolitical and trade tensions. In contrast, Nasdaq 100 futures edged lower as Intel shares plunged more than 10% in extended trading after the chipmaker issued a weaker than expected outlook for the first quarter, weighing on broader technology sentiment. During regular trading on Thursday, the Dow advanced 0.63%, the S&P 500 gained 0.55% and the Nasdaq Composite rose 0.91%, marking a second straight day of gains for all three indices. President Donald Trump reversed course on proposed tariffs targeting European countries, saying he had reached a framework agreement with NATO on a future deal involving Greenland. The macroeconomic backdrop also reinforced confidence as Q3 GDP growth was revised up to 4.4%, weekly jobless claims remained near 200K, PCE inflation came in as expected and consumer spending stayed resilient.

Profit-taking triggers slight VN-Index retreat. The VNINDEX closed at 1,882.73 (-0.14 points, -0.44%) with trading volume around the average of the last 20 sessions. The market saw 238 gainers and 92 losers. The stocks contributing most to the index's rise were VIC, STB, and GVR; the stocks contributing most to the index's decline were VCB, GAS, and VHM. Foreign investors net sold VND 1,455.22 billion, mainly focusing on VHM, VCB, and VIC.

Trading Strategy: Market corrections often open up opportunities for investors to increase their positions. We recommend focusing on stocks with strong financial results and positive growth prospects for 2026 that have not yet seen a corresponding price increase, such as those in the banking, retail, and securities sectors..