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주요 뉴스
Market commentary 2026/10/12: Strong foreign net selling
The market continued to face correction pressure, with the VNIndex recording its third consecutive declining session alongside higher trading liquidity, indicating that selling pressure remained present and showed signs of intensifying. Notably, foreign investors continued to record strong net selling, adding further pressure to overall market performance amid cautious trading sentiment. Against this backdrop, investors should maintain a prudent equity allocation and continue monitoring subsequent market signals.2026년 10월 12일
Derivatives 2026/10/12: Signs of accumulation?
The short-term downtrend remains intact. Therefore, traders may reopen short positions in the next session.2026년 10월 12일
Strategic Insight - 10/2026: Imminent market recovery
We believe the market can consolidate and gradually recover in the final months of the year, supported by economic growth. In addition, historical statistics show that the period from the end of one year to the start of the next delivers the best investment returns of the year.2026년 10월 11일
September 2026: Corporate Bond issuance remained resilient in September
Vietnam’s corporate bond issuance reached VND63,057bn in September 2026, declining 3.4% mom but rising 53.8% yoy, bringing 9M26 issuance to VND431,242bn (+4.6% yoy). Banks remained the largest issuers, accounting for 63.4% of the market (VND39,993bn), followed by real estate at 33% (VND20,800bn). The weighted average coupon increased to 9.8%, with banking and real estate bonds averaging 8.9% and 11.3%, respectively. Issuance continued to concentrate in shorter maturities, with bonds of three years or less representing 59.9% of total issuance.2026년 10월 9일
Market commentary 2026/10/09: Rising correction risks
The market recorded another declining session as selling pressure remained dominant. Although buying demand was still present, it was insufficient to establish a balance against selling pressure, preventing the index from sustaining its recovery. With buying demand yet to show a more proactive stance and selling pressure not fully alleviated, the short-term market trend remained relatively weak.2026년 10월 9일
Derivatives 2026/10/09: Retest of the previous low
In the next session, the 1,860–1,880 zone will act as strong short-term support (it coincides with the August 2026 low), while the 1,940–1,960 zone will act as strong resistance.2026년 10월 9일
Market commentary 2026/10/08: Selling pressure returns
The market declined alongside lower trading liquidity, indicating that selling pressure was not particularly strong, while capital flows remained cautious. Although the index stayed in negative territory, buying demand emerged at lower price levels and partially absorbed selling pressure during the session, helping to limit the downside. However, the improvement in buying demand remained insufficient to generate a meaningful recovery, while selling pressure had yet to be fully alleviated, leaving downside risks present in the short term.2026년 10월 8일
Derivatives 2026/10/08: Bearish Engulfing pattern
The downtrend may return with the Bearish Engulfing pattern. Therefore, traders should wait for further confirmation signals before they reopen Short positions in the next session.2026년 10월 8일
40W26: SBV resumes net absorption while USDVND holds firm
During 40W26, the SBV returned to net liquidity drainage via repos as heavy maturities came due, prompting the ultra-short overnight rate to rebound while term rates cooled broadly across the curve amid subdued money market turnover. In the government bond market, secondary yields held largely steady as trading activity moderated, while primary auction issuance slowed considerably, though cumulative progress remained well ahead of last year’s pace. On the FX front, the domestic USDVND exchange rate edged up marginally but remained well-anchored below the key 26,000 threshold, weathering headwinds from broader greenback strength and persistent foreign equity net selling as the U.S. dollar trimmed its gains late in the week.2026년 10월 7일
Market commentary 2026/10/07: Late-session reversal
The market gained alongside higher trading liquidity, indicating that buying demand emerged at lower price levels and partially absorbed selling pressure during the session. However, to assess the reliability of this recovery, the index's subsequent performance will need to be monitored, particularly its ability to break above key moving averages.2026년 10월 7일
Derivatives 2026/10/07: Further observation needed
Reversal signals have emerged as cash flow has returned. Therefore, traders should stay cautious and watch for further reversal signals before they open new positions again.2026년 10월 7일
9M26: Growth accelerates, double-digit target within reach
Vietnam’s 3Q26 economic growth accelerated to its fastest quarterly pace in a decade, supported by broad-based momentum across industry, construction, and services, alongside strong investment and resilient domestic consumption. The stronger-than-expected performance brings the government’s ambition of achieving double-digit growth closer to reality. In September, industrial production accelerated across major sectors, while the trade balance returned to surplus despite persistent geopolitical risks, tariff uncertainty, and softer export orders. FDI momentum also strengthened, with both disbursements and new project registrations posting robust growth, while retail sales moderated slightly following the peak summer travel season. Meanwhile, higher domestic fuel prices pushed headline inflation closer to the government’s annual ceiling, although subdued core inflation suggests that underlying price pressures remain well contained.2026년 10월 6일
Covered warrant 2026/10/06: Negative sentiment
Covered warrant trading activity remained relatively subdued during the week despite the increase in newly issued warrants. In addition, the number of warrants declining in price remained dominant, indicating cautious market sentiment. This was broadly in line with the underlying market, as the VNIndex fell 2.6% during the week, suggesting that correction pressure continued to weigh on both markets.2026년 10월 6일
Derivatives 2026/10/06: Downward momentum slows
Despite the recovery, the downtrend remains intact in the short term. Therefore, traders may reopen short positions in the next session.2026년 10월 6일
Market commentary 2026/10/06: Early-week gains
The market recovered, but weaker trading liquidity indicated that buying demand had yet to improve meaningfully, while the gains lacked clear confirmation from trading flows. Notably, the advance was mainly concentrated in Real Estate and Banking, while several sectors remained under selling pressure, reflecting mixed market performance. Against this backdrop, the current recovery may be more technical in nature, as capital flows have yet to show sufficiently broad-based participation to reinforce the uptrend.2026년 10월 6일
Market Trader 2026/10/06: Record-high foreign net selling
Last week, market liquidity continued to decline. Specifically, total trading value across the market reached VND154tn, down 3.6% WoW.2026년 10월 6일
Chart of the day 2026/10/05: Short-term downtrend?
The downtrend has been confirmed in the short term, with selling pressure evident in the final session of last week. Therefore, investors should observe the market with caution and wait for reversal signals before they open new positions.2026년 10월 5일
Market commentary 2025/10/05: Persistent selling pressure
The market recorded its fifth consecutive declining session, indicating that selling pressure remained persistent while buying demand was still insufficient to support a meaningful reversal. The prolonged decline also reflected more cautious market sentiment and pointed to continued weakening in the short-term trend.2026년 10월 5일
Derivatives 2026/10/05: Selling pressure increases
In the next session, the 1,860-1,880 point zone will act as strong short-term support, as it coincides with the August 2026 low. Meanwhile, the 1,940-1,960 point zone will act as strong resistance.2026년 10월 5일
Market commentary 2026/10/02: Rising risks
The market recorded its fourth consecutive declining session, indicating that selling pressure remained present and showed no clear signs of easing. This continued to weigh on the short-term trend, while correction risks remained elevated. With buying demand yet to gain sufficient strength to support a meaningful recovery, market sentiment may remain cautious in the coming sessions.2026년 10월 2일
주요 프로모션
Market commentary 2026/10/12: Strong foreign net selling
The market continued to face correction pressure, with the VNIndex recording its third consecutive declining session alongside higher trading liquidity, indicating that selling pressure remained present and showed signs of intensifying. Notably, foreign investors continued to record strong net selling, adding further pressure to overall market performance amid cautious trading sentiment. Against this backdrop, investors should maintain a prudent equity allocation and continue monitoring subsequent market signals.2026년 10월 12일
Derivatives 2026/10/12: Signs of accumulation?
The short-term downtrend remains intact. Therefore, traders may reopen short positions in the next session.2026년 10월 12일
Strategic Insight - 10/2026: Imminent market recovery
We believe the market can consolidate and gradually recover in the final months of the year, supported by economic growth. In addition, historical statistics show that the period from the end of one year to the start of the next delivers the best investment returns of the year.2026년 10월 11일
September 2026: Corporate Bond issuance remained resilient in September
Vietnam’s corporate bond issuance reached VND63,057bn in September 2026, declining 3.4% mom but rising 53.8% yoy, bringing 9M26 issuance to VND431,242bn (+4.6% yoy). Banks remained the largest issuers, accounting for 63.4% of the market (VND39,993bn), followed by real estate at 33% (VND20,800bn). The weighted average coupon increased to 9.8%, with banking and real estate bonds averaging 8.9% and 11.3%, respectively. Issuance continued to concentrate in shorter maturities, with bonds of three years or less representing 59.9% of total issuance.2026년 10월 9일
Market commentary 2026/10/09: Rising correction risks
The market recorded another declining session as selling pressure remained dominant. Although buying demand was still present, it was insufficient to establish a balance against selling pressure, preventing the index from sustaining its recovery. With buying demand yet to show a more proactive stance and selling pressure not fully alleviated, the short-term market trend remained relatively weak.2026년 10월 9일
Derivatives 2026/10/09: Retest of the previous low
In the next session, the 1,860–1,880 zone will act as strong short-term support (it coincides with the August 2026 low), while the 1,940–1,960 zone will act as strong resistance.2026년 10월 9일
Market commentary 2026/10/08: Selling pressure returns
The market declined alongside lower trading liquidity, indicating that selling pressure was not particularly strong, while capital flows remained cautious. Although the index stayed in negative territory, buying demand emerged at lower price levels and partially absorbed selling pressure during the session, helping to limit the downside. However, the improvement in buying demand remained insufficient to generate a meaningful recovery, while selling pressure had yet to be fully alleviated, leaving downside risks present in the short term.2026년 10월 8일
Derivatives 2026/10/08: Bearish Engulfing pattern
The downtrend may return with the Bearish Engulfing pattern. Therefore, traders should wait for further confirmation signals before they reopen Short positions in the next session.2026년 10월 8일
40W26: SBV resumes net absorption while USDVND holds firm
During 40W26, the SBV returned to net liquidity drainage via repos as heavy maturities came due, prompting the ultra-short overnight rate to rebound while term rates cooled broadly across the curve amid subdued money market turnover. In the government bond market, secondary yields held largely steady as trading activity moderated, while primary auction issuance slowed considerably, though cumulative progress remained well ahead of last year’s pace. On the FX front, the domestic USDVND exchange rate edged up marginally but remained well-anchored below the key 26,000 threshold, weathering headwinds from broader greenback strength and persistent foreign equity net selling as the U.S. dollar trimmed its gains late in the week.2026년 10월 7일
Market commentary 2026/10/07: Late-session reversal
The market gained alongside higher trading liquidity, indicating that buying demand emerged at lower price levels and partially absorbed selling pressure during the session. However, to assess the reliability of this recovery, the index's subsequent performance will need to be monitored, particularly its ability to break above key moving averages.2026년 10월 7일
Derivatives 2026/10/07: Further observation needed
Reversal signals have emerged as cash flow has returned. Therefore, traders should stay cautious and watch for further reversal signals before they open new positions again.2026년 10월 7일
9M26: Growth accelerates, double-digit target within reach
Vietnam’s 3Q26 economic growth accelerated to its fastest quarterly pace in a decade, supported by broad-based momentum across industry, construction, and services, alongside strong investment and resilient domestic consumption. The stronger-than-expected performance brings the government’s ambition of achieving double-digit growth closer to reality. In September, industrial production accelerated across major sectors, while the trade balance returned to surplus despite persistent geopolitical risks, tariff uncertainty, and softer export orders. FDI momentum also strengthened, with both disbursements and new project registrations posting robust growth, while retail sales moderated slightly following the peak summer travel season. Meanwhile, higher domestic fuel prices pushed headline inflation closer to the government’s annual ceiling, although subdued core inflation suggests that underlying price pressures remain well contained.2026년 10월 6일
Covered warrant 2026/10/06: Negative sentiment
Covered warrant trading activity remained relatively subdued during the week despite the increase in newly issued warrants. In addition, the number of warrants declining in price remained dominant, indicating cautious market sentiment. This was broadly in line with the underlying market, as the VNIndex fell 2.6% during the week, suggesting that correction pressure continued to weigh on both markets.2026년 10월 6일
Derivatives 2026/10/06: Downward momentum slows
Despite the recovery, the downtrend remains intact in the short term. Therefore, traders may reopen short positions in the next session.2026년 10월 6일
Market commentary 2026/10/06: Early-week gains
The market recovered, but weaker trading liquidity indicated that buying demand had yet to improve meaningfully, while the gains lacked clear confirmation from trading flows. Notably, the advance was mainly concentrated in Real Estate and Banking, while several sectors remained under selling pressure, reflecting mixed market performance. Against this backdrop, the current recovery may be more technical in nature, as capital flows have yet to show sufficiently broad-based participation to reinforce the uptrend.2026년 10월 6일
Market Trader 2026/10/06: Record-high foreign net selling
Last week, market liquidity continued to decline. Specifically, total trading value across the market reached VND154tn, down 3.6% WoW.2026년 10월 6일
Chart of the day 2026/10/05: Short-term downtrend?
The downtrend has been confirmed in the short term, with selling pressure evident in the final session of last week. Therefore, investors should observe the market with caution and wait for reversal signals before they open new positions.2026년 10월 5일
Market commentary 2025/10/05: Persistent selling pressure
The market recorded its fifth consecutive declining session, indicating that selling pressure remained persistent while buying demand was still insufficient to support a meaningful reversal. The prolonged decline also reflected more cautious market sentiment and pointed to continued weakening in the short-term trend.2026년 10월 5일
Derivatives 2026/10/05: Selling pressure increases
In the next session, the 1,860-1,880 point zone will act as strong short-term support, as it coincides with the August 2026 low. Meanwhile, the 1,940-1,960 point zone will act as strong resistance.2026년 10월 5일
Market commentary 2026/10/02: Rising risks
The market recorded its fourth consecutive declining session, indicating that selling pressure remained present and showed no clear signs of easing. This continued to weigh on the short-term trend, while correction risks remained elevated. With buying demand yet to gain sufficient strength to support a meaningful recovery, market sentiment may remain cautious in the coming sessions.2026년 10월 2일
주요 뉴스
Market commentary 2026/10/12: Strong foreign net selling
The market continued to face correction pressure, with the VNIndex recording its third consecutive declining session alongside higher trading liquidity, indicating that selling pressure remained present and showed signs of intensifying. Notably, foreign investors continued to record strong net selling, adding further pressure to overall market performance amid cautious trading sentiment. Against this backdrop, investors should maintain a prudent equity allocation and continue monitoring subsequent market signals.2026년 10월 12일
Derivatives 2026/10/12: Signs of accumulation?
The short-term downtrend remains intact. Therefore, traders may reopen short positions in the next session.2026년 10월 12일
Strategic Insight - 10/2026: Imminent market recovery
We believe the market can consolidate and gradually recover in the final months of the year, supported by economic growth. In addition, historical statistics show that the period from the end of one year to the start of the next delivers the best investment returns of the year.2026년 10월 11일
September 2026: Corporate Bond issuance remained resilient in September
Vietnam’s corporate bond issuance reached VND63,057bn in September 2026, declining 3.4% mom but rising 53.8% yoy, bringing 9M26 issuance to VND431,242bn (+4.6% yoy). Banks remained the largest issuers, accounting for 63.4% of the market (VND39,993bn), followed by real estate at 33% (VND20,800bn). The weighted average coupon increased to 9.8%, with banking and real estate bonds averaging 8.9% and 11.3%, respectively. Issuance continued to concentrate in shorter maturities, with bonds of three years or less representing 59.9% of total issuance.2026년 10월 9일
Market commentary 2026/10/09: Rising correction risks
The market recorded another declining session as selling pressure remained dominant. Although buying demand was still present, it was insufficient to establish a balance against selling pressure, preventing the index from sustaining its recovery. With buying demand yet to show a more proactive stance and selling pressure not fully alleviated, the short-term market trend remained relatively weak.2026년 10월 9일
Derivatives 2026/10/09: Retest of the previous low
In the next session, the 1,860–1,880 zone will act as strong short-term support (it coincides with the August 2026 low), while the 1,940–1,960 zone will act as strong resistance.2026년 10월 9일
Market commentary 2026/10/08: Selling pressure returns
The market declined alongside lower trading liquidity, indicating that selling pressure was not particularly strong, while capital flows remained cautious. Although the index stayed in negative territory, buying demand emerged at lower price levels and partially absorbed selling pressure during the session, helping to limit the downside. However, the improvement in buying demand remained insufficient to generate a meaningful recovery, while selling pressure had yet to be fully alleviated, leaving downside risks present in the short term.2026년 10월 8일
Derivatives 2026/10/08: Bearish Engulfing pattern
The downtrend may return with the Bearish Engulfing pattern. Therefore, traders should wait for further confirmation signals before they reopen Short positions in the next session.2026년 10월 8일
40W26: SBV resumes net absorption while USDVND holds firm
During 40W26, the SBV returned to net liquidity drainage via repos as heavy maturities came due, prompting the ultra-short overnight rate to rebound while term rates cooled broadly across the curve amid subdued money market turnover. In the government bond market, secondary yields held largely steady as trading activity moderated, while primary auction issuance slowed considerably, though cumulative progress remained well ahead of last year’s pace. On the FX front, the domestic USDVND exchange rate edged up marginally but remained well-anchored below the key 26,000 threshold, weathering headwinds from broader greenback strength and persistent foreign equity net selling as the U.S. dollar trimmed its gains late in the week.2026년 10월 7일
Market commentary 2026/10/07: Late-session reversal
The market gained alongside higher trading liquidity, indicating that buying demand emerged at lower price levels and partially absorbed selling pressure during the session. However, to assess the reliability of this recovery, the index's subsequent performance will need to be monitored, particularly its ability to break above key moving averages.2026년 10월 7일
Derivatives 2026/10/07: Further observation needed
Reversal signals have emerged as cash flow has returned. Therefore, traders should stay cautious and watch for further reversal signals before they open new positions again.2026년 10월 7일
9M26: Growth accelerates, double-digit target within reach
Vietnam’s 3Q26 economic growth accelerated to its fastest quarterly pace in a decade, supported by broad-based momentum across industry, construction, and services, alongside strong investment and resilient domestic consumption. The stronger-than-expected performance brings the government’s ambition of achieving double-digit growth closer to reality. In September, industrial production accelerated across major sectors, while the trade balance returned to surplus despite persistent geopolitical risks, tariff uncertainty, and softer export orders. FDI momentum also strengthened, with both disbursements and new project registrations posting robust growth, while retail sales moderated slightly following the peak summer travel season. Meanwhile, higher domestic fuel prices pushed headline inflation closer to the government’s annual ceiling, although subdued core inflation suggests that underlying price pressures remain well contained.2026년 10월 6일
Covered warrant 2026/10/06: Negative sentiment
Covered warrant trading activity remained relatively subdued during the week despite the increase in newly issued warrants. In addition, the number of warrants declining in price remained dominant, indicating cautious market sentiment. This was broadly in line with the underlying market, as the VNIndex fell 2.6% during the week, suggesting that correction pressure continued to weigh on both markets.2026년 10월 6일
Derivatives 2026/10/06: Downward momentum slows
Despite the recovery, the downtrend remains intact in the short term. Therefore, traders may reopen short positions in the next session.2026년 10월 6일
Market commentary 2026/10/06: Early-week gains
The market recovered, but weaker trading liquidity indicated that buying demand had yet to improve meaningfully, while the gains lacked clear confirmation from trading flows. Notably, the advance was mainly concentrated in Real Estate and Banking, while several sectors remained under selling pressure, reflecting mixed market performance. Against this backdrop, the current recovery may be more technical in nature, as capital flows have yet to show sufficiently broad-based participation to reinforce the uptrend.2026년 10월 6일
Market Trader 2026/10/06: Record-high foreign net selling
Last week, market liquidity continued to decline. Specifically, total trading value across the market reached VND154tn, down 3.6% WoW.2026년 10월 6일
Chart of the day 2026/10/05: Short-term downtrend?
The downtrend has been confirmed in the short term, with selling pressure evident in the final session of last week. Therefore, investors should observe the market with caution and wait for reversal signals before they open new positions.2026년 10월 5일
Market commentary 2025/10/05: Persistent selling pressure
The market recorded its fifth consecutive declining session, indicating that selling pressure remained persistent while buying demand was still insufficient to support a meaningful reversal. The prolonged decline also reflected more cautious market sentiment and pointed to continued weakening in the short-term trend.2026년 10월 5일
Derivatives 2026/10/05: Selling pressure increases
In the next session, the 1,860-1,880 point zone will act as strong short-term support, as it coincides with the August 2026 low. Meanwhile, the 1,940-1,960 point zone will act as strong resistance.2026년 10월 5일
Market commentary 2026/10/02: Rising risks
The market recorded its fourth consecutive declining session, indicating that selling pressure remained present and showed no clear signs of easing. This continued to weigh on the short-term trend, while correction risks remained elevated. With buying demand yet to gain sufficient strength to support a meaningful recovery, market sentiment may remain cautious in the coming sessions.2026년 10월 2일
주요 프로모션
Market commentary 2026/10/12: Strong foreign net selling
The market continued to face correction pressure, with the VNIndex recording its third consecutive declining session alongside higher trading liquidity, indicating that selling pressure remained present and showed signs of intensifying. Notably, foreign investors continued to record strong net selling, adding further pressure to overall market performance amid cautious trading sentiment. Against this backdrop, investors should maintain a prudent equity allocation and continue monitoring subsequent market signals.2026년 10월 12일
Derivatives 2026/10/12: Signs of accumulation?
The short-term downtrend remains intact. Therefore, traders may reopen short positions in the next session.2026년 10월 12일
Strategic Insight - 10/2026: Imminent market recovery
We believe the market can consolidate and gradually recover in the final months of the year, supported by economic growth. In addition, historical statistics show that the period from the end of one year to the start of the next delivers the best investment returns of the year.2026년 10월 11일
September 2026: Corporate Bond issuance remained resilient in September
Vietnam’s corporate bond issuance reached VND63,057bn in September 2026, declining 3.4% mom but rising 53.8% yoy, bringing 9M26 issuance to VND431,242bn (+4.6% yoy). Banks remained the largest issuers, accounting for 63.4% of the market (VND39,993bn), followed by real estate at 33% (VND20,800bn). The weighted average coupon increased to 9.8%, with banking and real estate bonds averaging 8.9% and 11.3%, respectively. Issuance continued to concentrate in shorter maturities, with bonds of three years or less representing 59.9% of total issuance.2026년 10월 9일
Market commentary 2026/10/09: Rising correction risks
The market recorded another declining session as selling pressure remained dominant. Although buying demand was still present, it was insufficient to establish a balance against selling pressure, preventing the index from sustaining its recovery. With buying demand yet to show a more proactive stance and selling pressure not fully alleviated, the short-term market trend remained relatively weak.2026년 10월 9일
Derivatives 2026/10/09: Retest of the previous low
In the next session, the 1,860–1,880 zone will act as strong short-term support (it coincides with the August 2026 low), while the 1,940–1,960 zone will act as strong resistance.2026년 10월 9일
Market commentary 2026/10/08: Selling pressure returns
The market declined alongside lower trading liquidity, indicating that selling pressure was not particularly strong, while capital flows remained cautious. Although the index stayed in negative territory, buying demand emerged at lower price levels and partially absorbed selling pressure during the session, helping to limit the downside. However, the improvement in buying demand remained insufficient to generate a meaningful recovery, while selling pressure had yet to be fully alleviated, leaving downside risks present in the short term.2026년 10월 8일
Derivatives 2026/10/08: Bearish Engulfing pattern
The downtrend may return with the Bearish Engulfing pattern. Therefore, traders should wait for further confirmation signals before they reopen Short positions in the next session.2026년 10월 8일
40W26: SBV resumes net absorption while USDVND holds firm
During 40W26, the SBV returned to net liquidity drainage via repos as heavy maturities came due, prompting the ultra-short overnight rate to rebound while term rates cooled broadly across the curve amid subdued money market turnover. In the government bond market, secondary yields held largely steady as trading activity moderated, while primary auction issuance slowed considerably, though cumulative progress remained well ahead of last year’s pace. On the FX front, the domestic USDVND exchange rate edged up marginally but remained well-anchored below the key 26,000 threshold, weathering headwinds from broader greenback strength and persistent foreign equity net selling as the U.S. dollar trimmed its gains late in the week.2026년 10월 7일
Market commentary 2026/10/07: Late-session reversal
The market gained alongside higher trading liquidity, indicating that buying demand emerged at lower price levels and partially absorbed selling pressure during the session. However, to assess the reliability of this recovery, the index's subsequent performance will need to be monitored, particularly its ability to break above key moving averages.2026년 10월 7일
Derivatives 2026/10/07: Further observation needed
Reversal signals have emerged as cash flow has returned. Therefore, traders should stay cautious and watch for further reversal signals before they open new positions again.2026년 10월 7일
9M26: Growth accelerates, double-digit target within reach
Vietnam’s 3Q26 economic growth accelerated to its fastest quarterly pace in a decade, supported by broad-based momentum across industry, construction, and services, alongside strong investment and resilient domestic consumption. The stronger-than-expected performance brings the government’s ambition of achieving double-digit growth closer to reality. In September, industrial production accelerated across major sectors, while the trade balance returned to surplus despite persistent geopolitical risks, tariff uncertainty, and softer export orders. FDI momentum also strengthened, with both disbursements and new project registrations posting robust growth, while retail sales moderated slightly following the peak summer travel season. Meanwhile, higher domestic fuel prices pushed headline inflation closer to the government’s annual ceiling, although subdued core inflation suggests that underlying price pressures remain well contained.2026년 10월 6일
Covered warrant 2026/10/06: Negative sentiment
Covered warrant trading activity remained relatively subdued during the week despite the increase in newly issued warrants. In addition, the number of warrants declining in price remained dominant, indicating cautious market sentiment. This was broadly in line with the underlying market, as the VNIndex fell 2.6% during the week, suggesting that correction pressure continued to weigh on both markets.2026년 10월 6일
Derivatives 2026/10/06: Downward momentum slows
Despite the recovery, the downtrend remains intact in the short term. Therefore, traders may reopen short positions in the next session.2026년 10월 6일
Market commentary 2026/10/06: Early-week gains
The market recovered, but weaker trading liquidity indicated that buying demand had yet to improve meaningfully, while the gains lacked clear confirmation from trading flows. Notably, the advance was mainly concentrated in Real Estate and Banking, while several sectors remained under selling pressure, reflecting mixed market performance. Against this backdrop, the current recovery may be more technical in nature, as capital flows have yet to show sufficiently broad-based participation to reinforce the uptrend.2026년 10월 6일
Market Trader 2026/10/06: Record-high foreign net selling
Last week, market liquidity continued to decline. Specifically, total trading value across the market reached VND154tn, down 3.6% WoW.2026년 10월 6일
Chart of the day 2026/10/05: Short-term downtrend?
The downtrend has been confirmed in the short term, with selling pressure evident in the final session of last week. Therefore, investors should observe the market with caution and wait for reversal signals before they open new positions.2026년 10월 5일
Market commentary 2025/10/05: Persistent selling pressure
The market recorded its fifth consecutive declining session, indicating that selling pressure remained persistent while buying demand was still insufficient to support a meaningful reversal. The prolonged decline also reflected more cautious market sentiment and pointed to continued weakening in the short-term trend.2026년 10월 5일
Derivatives 2026/10/05: Selling pressure increases
In the next session, the 1,860-1,880 point zone will act as strong short-term support, as it coincides with the August 2026 low. Meanwhile, the 1,940-1,960 point zone will act as strong resistance.2026년 10월 5일
Market commentary 2026/10/02: Rising risks
The market recorded its fourth consecutive declining session, indicating that selling pressure remained present and showed no clear signs of easing. This continued to weigh on the short-term trend, while correction risks remained elevated. With buying demand yet to gain sufficient strength to support a meaningful recovery, market sentiment may remain cautious in the coming sessions.2026년 10월 2일