HIGHLIGHTED NEWS
Deputy Prime Minister Ho Quoc Dung recently signed Decision 982/QD-TTg approving the Project to support and develop Vietnamese digital technology enterprises to expand globally by 2030, with a vision to 2045. Accordingly, Vietnam aims to have at least 5,000 digital technology enterprises generating revenue from international markets, while striving to increase export revenue of digital technology products and services to at least US$55 billion per year with an average growth rate of at least 30% per year. The project also aims to establish 60 enterprises with revenue from foreign markets exceeding US$20 million per year and 5 enterprises achieving at least US$1 billion per year. In addition, the Government strives to complete at least 25 M&A, joint venture, or strategic cooperation deals with international partners. At the same time, the plan prioritizes the development of core technologies, strategic technologies, high-quality human resources, and the "Make in Vietnam" brand to enhance the competitiveness of Vietnamese digital technology businesses in the international market.
TRADING STRATEGY
The stock market closed the week's trading session slightly higher at 1,838 points, with liquidity remaining low. Selling pressure increased slightly as the index recovered, especially in leading stocks in the finance, technology, oil and gas, and chemical sectors. Conversely, supportive capital flows appeared in some individual stocks in the real estate and tourism sectors. Foreign investors resumed net buying. The VN-Index is currently in a short-term rebound towards the resistance area around 1,850 points. Overall, the general sentiment still lacks confidence in investment activity, even though many stocks have relatively low market prices compared to their fundamental outlook or are approaching strong technical support levels. If this trend continues in the upcoming trading sessions, it is highly likely that the market will need further technical corrections to await significant macroeconomic catalysts, both domestic and international, in late Q2 and early Q3 2026.
The VN-Index is likely to fluctuate around 1,830-1,850 points today. Short-term investors should closely monitor price movements and independently manage each individual stock in their portfolio to optimize their positions. On the other hand, controlled buying activity aimed at medium- to long-term holding based on company valuations may continue.
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