HIGHLIGHTED NEWS
According to the Customs Department, in the first half of July, total import and export turnover reached US$51.5 billion; of which exports reached US$23.9 billion and imports reached US$27.5 billion. Cumulatively, up to July 15th, total import and export turnover reached US$601.5 billion, an increase of 27.8% compared to the same period last year; of which exports reached US$290.5 billion, an increase of 21%, and imports reached US$310.9 billion, an increase of 34%, resulting in a trade deficit of US$20.4 billion. On the export side, computers, electronic products and components continued to be the largest group of goods with a turnover of US$77.7 billion, an increase of 50% compared to the same period last year. Next, machinery and equipment reached US$36.1 billion (+23.6%), telephones and components reached US$34.6 billion (+17.9%), textiles reached US$20.6 billion (+0.8%), and footwear reached US$12.9 billion (+0.2%). On the import side, computers, electronic products and components reached US$122 billion (+64%), machinery and equipment reached US$37.5 billion (+22.5%), petroleum products reached US$6.1 billion (+62.7%), and chemicals reached US$5.5 billion (+29.2%).
TRADING STRATEGY
The stock market corrected downwards, closing at 1,787.45 points with lower-than-average trading volume. A divergent trend emerged. Selling pressure started early and intensified towards the end of the session in the Financial Services, Real Estate, and some VN30 stocks. Meanwhile, the Food and Beverage sector, along with a few individual stocks in the Banking and Financial Services groups, played a positive role in attracting capital, helping to support the overall index. Foreign investors increased net selling. After successfully testing the support zone around 1,760 points, the VN-Index is currently in a short-term technical recovery phase, heading towards the resistance area of 1,820-1,840 points. As previously noted, investors should pay more attention to stocks that are consolidating after the previous large correction and are less affected by the multi-directional fluctuations of the overall market.
The VN-Index is likely to fluctuate between 1,780 and 1,800 points today. Investors should closely monitor price movements and manage risk based on the individual performance of each stock in their short-term portfolio. On the other hand, for medium- and long-term portfolios, prioritize holding or partially investing in fundamentally sound stocks with attractive valuations and positive prospects for business growth in the second half of 2026.
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