13/05/2025: VN-Index joined global sentiment (VN-Index +0.79%)

• VN-Index started high above the reference mark along with global stock markets following the negotiation and temporary tariffs reduction between the U.S and China.
• Most sectors showed positive gains, however, the correction of Real Estate sector pulled the market back.
• The declining pressure from the Real Estate sector lessened in the afternoon as VIC (+0.25%) turned around. The index was also supported by the listing of VPL (+19.92%).
• Despite a sharp drop toward the end, the market bounced back to close near day’s highest level.
• Market breadth included 205 winners, 106 losers, and 61 unchanged.
• Liquidity increased by 15.4% to VND 23.9 trillion.

VN-30 mirrored market’s gain (VN-30 +0.78%)

• The basket recorded 20 increasing stocks, 9 decreasing stocks, and 1 staying the same.
• Most notable gainers in the basket were CTG (+4.10%), MWG (+4.44%), MBB (+2.94%), GVR (+2.50%).
• SSB (-1.58%) and TPB (-1.09%) were the only ones losing more than 1%.

Sectors and stocks daily highlights

• VHC (+4.36%) surged as Brazil is accelerating negotiations to further import pangasius from Vietnam, according to VASEP. Brazil currently is the third largest market for Vietnamese pangasius, just behind China and the U.S.
• NVL (-2.03%) declined after the chairman’s family and related parties register to sell nearly 19 million NVL shares.
• Foreign investors net bought strongly VND 822 billion. MBB (+2.94%) and MWG (+4.44%) were the most net bought stocks. On the other hand, net sellings focused on VCB (+0.35%), STB (+0.25%).

＿＿＿＿＿＿＿＿＿＿＿＿＿＿＿＿＿＿＿＿＿＿＿＿＿＿＿＿＿＿＿＿＿

【Disclaimer】

This material has been prepared by Japan Securities Co., Ltd. (JSI) for the purpose of providing investors with relevant information. JSI makes no representation or warranty regarding the completeness and accuracy of such information. This material is provided, for information purposes only and does not constitute an offer or solicitation to buy or sell any securities discussed herein in any jurisdiction.

We are not responsible for any errors or omissions or for the results obtained from the use of such information.

This note is confidential and is being supplied only to you solely for your information and may not be reproduced, redistributed, or passed on, directly or indirectly, to any other person or published in whole or in part, for any purpose.

In the United States, this report is intended for distribution solely to major Institutional Investors as defined in Rule 15a-6 under the Securities Exchange Act of 1934.

Japan Securities Co., Ltd. is a financial instruments dealer registered with SSC (State Securities Commission of Viet Nam): Registration Number 129/GP-UBCK, and a member of VNX (Vietnam Stock Exchange), HNX (Hanoi Stock Exchange), HOSE (Hochiminh Stock Exchange) & VSDC (Vietnam Securities Depository and Clearing Corporation), and is registered address is  Suite 701, Tower 1, Capital Place, 29 Lieu Giai, Ngoc Khanh, Ba Dinh,  Hanoi, Vietnam.

May,_13_2025__Daily_Recap_Report_EN