Morning brief 10/06/2025
GLOBAL MARKET
DJIA
42,761.76
1D 0.00%
YTD 0.51%
S&P500
6,005.88
1D 0.09%
YTD 2.11%
NASDAQ
19,591.24
1D 0.31%
YTD 1.45%
VIX
17.16
1D 2.33%
FTSE 100
8,832.28
1D -0.06%
YTD 8.07%
DAX
24,174.32
1D -0.54%
YTD 21.42%
CAC40
7,791.47
1D -0.17%
YTD 5.56%
Brent oil ($/barrel)
67.13
1D 0.72%
YTD -10.55%
Gold ($/ounce)
3,326.00
1D 0.48%
YTD 26.22%
Wall Street recorded its second consecutive gaining session as positive signals from the U.S.–China trade talks in London boosted investor sentiment. Semiconductor stocks rallied strongly, led by Qualcomm, which surged over 4% after announcing the acquisition of semiconductor firm Alphawave for USD2.4 billion. Meanwhile, Apple dropped 1.2%, despite unveiling its first iOS redesign since 2013 at the 2025 Worldwide Developers Conference.
VIETNAM ECONOMY
Vnibor
2.88%
1D (bps) 8
YTD (bps) -109
Deposit interest 12M
4.60%
5 year-Gov. Bond
2.62%
1D (bps) -1
YTD (bps) 14
10 year-Gov. Bond
3.01%
1D (bps) 2
YTD (bps) 16
USD/VND
26,220
1D (%) 0.00%
YTD (%) 2.62%
EUR/VND
30,511
1D (%) -0.13%
YTD (%) 11.90%
CNY/VND
3,680
1D (%) -0.07%
YTD (%) 3.35%
UOB Bank (Singapore) forecasts that the VND will continue to trade on the weaker side of its USD exchange range through the end of Q3 this year. However, from Q4 onward, the VND may begin to recover, in line with a broader rebound in Asian currencies as trade uncertainties ease. UOB's updated USD/VND forecasts are 26,300 in Q3, 26,100 in Q4, 25,900 in Q1/2026, 25,700 in Q2/2026.
VIETNAM STOCK MARKET
VN-INDEX
1,310.57
1D -1.45%
YTD 3.46%
HNX
226.49
1D -0.93%
YTD -0.41%
VN30
1,396.56
1D -1.58%
YTD 3.85%
UPCOM
98.19
1D -0.71%
YTD 3.29%
Net Foreign buy (B)
-338.95
Total trading value (B)
19,817.73
1D -26.96%
YTD 9.30%
VN-Index posted a sharp correction after officially breaking below its 20-day moving average (MA20). Prop trading unexpectedly reversed course with strong net buying of VND809 billion, mainly in stocks such as HPG (VND91 billion), FPT (VND87 billion), and TCB (VND70 billion). On the flip side, they net sold EIB (VND15 billion), VCI (VND6.2 billion), and HHV (VND4.9 billion).
INTRADAY
VN30 (12M)
SELECTED NEWS
- UOB maintains its 2025 GDP growth forecast at 6%, VND expected to recover from Q4 onward;
- Prime Minister Pham Minh Chinh meets with French President Emmanuel Macron;
- From July 1, purchases under VND20 million will not be eligible for tax deduction if paid in cash;
- NATO Secretary General calls for a 400% increase in air defense capabilities;
- U.S. agrees to launch tariff negotiations with Thailand;
- Trade talks in London: U.S. delegation includes two cabinet secretaries, while China is represented by a vice premier.
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Ex-right date Thu, 06/12/25
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