Daily Market Watch 10/07/2025: Vin-Family Stocks Drove the Index Higher, Profit Taking Increased Though

MARKET HIGHLIGHTS

o        Vietnam’s equity market extended its upward momentum with the VN-Index gaining another 1% today. Investor sentiment remained bullish and trading stayed active. We observed rotational movements across sectors, helping sustain the rally. Notably, Vingroup (VIC) hit its ceiling price in a sudden surge, which lifted related stocks VHM and VRE significantly. Together, the Vingroup trio contributed approximately 0.8% to the Index's total 1% gain.

o        While sector rotation persisted, the pace of fund flows began to slow down. Oil & Gas stocks, which had lagged in recent sessions, outperformed today without any major news catalysts. They were simply catching up with other names. Top gainers included PVS (+2.44%), PVD (+1.47%), and PVC (+3.48%). Port & Logistics stocks also traded firmly on the back of strong 1H2025 trade data, with Vietnam’s total trade balance reaching USD 219.86 billion, up 14.5% YoY despite global tariff concerns. This bolstered expectations for robust Q2 earnings from logistics firms such as VSC (+3.59%), HAH (+1.59%), and VTO (+1.57%).