Update news on Aug, 26 2025
26-08-2025
VN-Index staged a strong rebound (VN-Index +3.32%)
• VN-Index opened in a narrow trading range with widespread sector divergence, reflecting cautious investor sentiment.
• Toward the end of the morning session, key sectors such as banking and real estate turned positive, supporting the overall index.
• Momentum accelerated in the afternoon as gains broadened across sectors, with the market closing at the intraday high.
• Market breadth was positive with 299 advancers, 45 decliners, and 27 unchanged.
• Market liquidity eased slightly by 6.9% to VND 39.3 trillion.
VN30 turned all green (VN30 +3.70%)
• All 30 VN30 constituents advanced, with 4 stocks hitting the ceiling price.
• The strongest performers included MWG (+6.98%), SSI (+6.96%), VHM (+6.91%), and SHB (+6.75%).
Sectors and stocks daily highlights
• In 2Q2025, the textile and garment sector showed signs of recovery in both orders and workforce expansion. However, higher labor costs weighed on profitability, posing risks should order momentum weaken.
• S&P Global Ratings upgraded the long-term credit ratings of three major Vietnamese banks – VCB, TCB, and EIB – while also revising the country’s banking industry risk assessment (BICRA) from Group 9 to Group 8.
• Foreign investors returned as net buyers, with net inflows of nearly VND 948 billion after 13 consecutive sessions of net selling. MSB (+6.87%) was the most actively net-bought stock by a wide margin, while HPG (+4.82%) and VHM (+6.91%) topped the net-sell list.
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