HIGHLIGHTED NEWS
According to the General Statistics Office, the total registered FDI capital in the wholesale and retail sector; automobile, motorcycle and motorbike repair in Vietnam in the first 8 months of 2025 reached more than 1.14 billion USD, an increase of 53.6% over the same period in 2024, with 757 new projects. Vietnam has become a potential market, attracting many large international retail corporations such as Aeon, Lotte Mart, Central Retail, etc. The rapid urbanization process has led to the growth of modern retail models such as mini supermarkets, convenience stores and shopping malls, which are the main driving forces helping Vietnam's retail market attract foreign investors. However, this also puts certain pressure on the market share of domestic enterprises. Therefore, domestic enterprises need to compete with core advantages with the motto of understanding the market, retail model and customer segment, continuously innovating offline and online sales channels, providing quick support services and strongly shifting to e-commerce channels.
The Ministry of Industry and Trade has just announced Draft 7 Decree on petroleum business with many additional contents related to concepts, business conditions, price mechanisms, etc. Notably, the petroleum price mechanism is adjusted from actual costs to standard costs. The price calculation formula in the old draft only includes 4 factors: source creation cost, business cost, profit and value added tax. In the new draft, the formula is expanded and detailed to include purchase price, source creation cost, standard business cost, profit and tax. Instead of basing on the actual costs of each enterprise, the State will announce the standard business costs as a starting point, adjusted annually according to the CPI and reviewed every 3 years. In addition, the right to decide on prices is also expanded. Traders within the system are not allowed to sell at a higher price than the price provided by the main enterprise, while traders outside the system are allowed to decide according to the market mechanism and the law on prices.
TRADING STRATEGY
The stock market continued to recover and closed at 1,643 points with liquidity remaining at a low level. Cash flow is divergent and tends to seek out individual stocks that play a leading role in the finance, real estate, basic resources, industrial services, construction and materials sectors. Today's VN-index is likely to fluctuate around the 1,640-1,655 point area.
The market fluctuated within the range and recovered at the end of the session. The general sentiment is cautious, the cash flow is selectively differentiated, so liquidity has not improved much. Foreign investors are net sellers again. The VN-index is still in the process of testing the supply-demand balance to regain equilibrium after the previous decline. Therefore, intermediate recoveries will play an important role in assessing the index's ability to return to an upward trend or serve as a fulcrum for risk management for investors with a short-term trading orientation. Investors should prioritize shrinking their portfolios and bringing them back to a safe level if the index shows signs of weakening at the resistance zone of 1,650-1,660 points. On the contrary, if the market develops positively, reinvestment activities can be considered with individual stocks belonging to the basic group, with prospects for business results in the third quarter of 2025, with supporting cash flow or approaching the support price zone.
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