Morning brief 04/07/2025
GLOBAL MARKET
44,828.53
1D 0.77%
YTD 5.37%
6,279.35
1D 0.83%
YTD 6.76%
20,601.10
1D 1.02%
YTD 6.68%
16.38
1D -1.56%
8,823.20
1D 0.55%
YTD 7.96%
23,934.13
1D 0.61%
YTD 20.22%
7,754.55
1D 0.21%
YTD 5.06%
68.73
1D 0.10%
YTD -8.42%
3,333.00
1D -0.30%
YTD 26.49%
U.S. stocks rose on Thursday (July 3), with both the S&P 500 and Nasdaq Composite hitting new record highs, after a better-than-expected jobs report boosted optimism that the U.S. economy remains resilient despite rapidly shifting trade and geopolitical policies.
VIETNAM ECONOMY
4.00%
1D (bps) 17
YTD (bps) 3
4.60%
2.79%
1D (bps) 3
YTD (bps) 31
3.15%
1D (bps) 5
YTD (bps) 30
26,345
1D (%) 0.08%
YTD (%) 3.11%
31,770
1D (%) 0.33%
YTD (%) 16.52%
3,717
1D (%) 0.27%
YTD (%) 4.39%
Major Japanese corporations are projected to lose a total of 2,200 billion Yen (approx. USD15.3 billion) in operating profits for the fiscal year ending March 2026 if the yen exchange rate remains around 143 Yen/USD. This would mark the end of a 5-year streak where a weak Yen had bolstered exporters' profits.
VIETNAM STOCK MARKET
1,381.96
1D -0.19%
YTD 9.09%
230.93
1D -0.30%
YTD 1.54%
1,481.20
1D -0.11%
YTD 10.15%
100.86
1D 0.25%
YTD 6.10%
2,312.13
38,688.43
1D 55.39%
YTD 113.38%
VN-Index reversed and closed lower toward the end of the session, despite strong liquidity reaching VND38 trillion – the highest in two months. Proprietary trading desks continued their strong net selling trend, with a total of VND789 billion, mainly in TCB (VND296 billion), MWG (VND295 billion), and STB (VND178 billion).
INTRADAY
VN30 (12M)
SELECTED NEWS
- Vietnam’s GDP growth in the first half of the year was the highest in nearly 20 years;
- Prime Minister Pham Minh Chinh will attend the Expanded BRICS Summit;
- Two new waste-to-energy projects with trillion-VND investments have been approved in Northern Vietnam, both featuring connectivity with China;
- President Trump may issue a letter announcing new tariff rates starting July 4;
- U.S. employment data for June beat forecasts, dampening expectations for Fed rate cuts;
- President Trump and President Putin held a phone conversation.
EVENT CALENDAR
VGS
Stock
100:10
MCH
Cash
2500
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