HIGHLIGHTED NEWS
According to VASEP, Vietnam’s seafood exports in October 2026 are estimated at $1.315 billion, an increase of 13.5% year-on-year. For the first 10 months, the total export value reached $10.459 billion, up 12.1%. Shrimp remained the largest export category, reaching $4.22 billion (up 9%); other fish varieties reached $2.05 billion (up 17%); and pangasius (tra fish) reached $1.98 billion (up 11%). In terms of markets, exports to China and Hong Kong reached $2.62 billion (up 30.3%), while exports to ASEAN reached $722 million (up 22.9%). Together, these two regions accounted for approximately two-thirds of the total growth in the industry's export value. Meanwhile, exports to the U.S. declined by 1.2% to $1.63 billion.
According to the Vietnam Steel Association (VSA), in the first nine months of 2026, production of hot-rolled coil (HRC) reached 8.54 million tonnes—a 46.2% year-on-year increase—with sales reaching 8.45 million tonnes, up 42.9%. Notably, HRC exports surged by 98.5% to 1.36 million tonnes. Regarding construction steel, production reached 11.56 million tonnes (up 20%), while sales reached 11.64 million tonnes (up 19.6%). Prices for construction steel rose by approximately 10–13% compared to the same period in 2025. Steel demand is expected to continue improving in the fourth quarter, while rising raw material costs may lead to adjustments in selling prices.
TRADING STRATEGY
The stock market staged a positive recovery, closing at 1,733.02 points with liquidity reaching a three-week high, bolstered by favorable macroeconomic developments both domestically and internationally. Capital inflows broadened, led by widely-held stocks in the financial, real estate, and industrial services sectors. Foreign investors paused their net selling. The index’s rebound—accompanied by improved liquidity—near the psychological support level of 1,700 points suggests that the recovery trend for the VN-Index is likely to persist, at least in the short term, as it heads toward the 1,760–1,780 resistance zone.
Today, the VN-Index is expected to fluctuate within the 1,720–1,750 range. Investors should closely monitor market developments and may consider opening long positions if reversal signals emerge for short-term portfolios. Meanwhile, for medium- to long-term holdings, investors should maintain their current positions and look for opportunities to increase exposure to fundamentally sound stocks with attractive valuations once an upward trend is firmly confirmed.
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