Morning brief 25/09/2025
GLOBAL MARKET
DJIA
46,121.28
1D -0.37%
YTD 8.41%
S&P500
6,637.98
1D -0.29%
YTD 12.86%
NASDAQ
22,497.86
1D -0.33%
YTD 16.50%
VIX
16.18
1D -2.76%
FTSE 100
9,250.43
1D 0.29%
YTD 13.18%
DAX
23,666.81
1D 0.23%
YTD 18.87%
CAC40
7,827.45
1D -0.57%
YTD 6.05%
Brent oil ($/barrel)
69.29
1D 1.99%
YTD -7.67%
Gold ($/ounce)
3,750.00
1D -0.40%
YTD 42.31%
U.S. stocks fell for the second straight session as investors await upcoming key labor market data. The decline was once again led by major artificial intelligence stocks such as Nvidia and Oracle, with Nvidia losing 1% and Oracle falling nearly 2%.
VIETNAM ECONOMY
Vnibor
4.35%
1D (bps) 35
YTD (bps) 38
Deposit interest 12M
4.60%
5 year-Gov. Bond
3.14%
1D (bps) 2
YTD (bps) 66
10 year-Gov. Bond
3.48%
1D (bps) -13
YTD (bps) 63
USD/VND
26,445
1D (%) -0.01%
YTD (%) 3.50%
EUR/VND
31,987
1D (%) 0.11%
YTD (%) 17.32%
CNY/VND
3,774
1D (%) 0.06%
YTD (%) 6.00%
On the evening of September 26, 2025 (Friday), 46 foreign investment funds will vote on Vietnam’s stock market upgrade. If more than 70% (at least 33 funds) agree, the market will officially be upgraded on October 8, 2025 (Vietnam time). According to speculation, the funds have already reached consensus, and there is nearly a 99.9% chance that Vietnam’s stock market will be upgraded in October.
VIETNAM STOCK MARKET
VN-INDEX
1,657.46
1D 1.36%
YTD 30.84%
HNX
277.28
1D 1.56%
YTD 21.92%
VN30
1,853.48
1D 1.76%
YTD 37.83%
UPCOM
109.65
1D -0.34%
YTD 15.35%
Net Foreign buy (B)
-1,580.75
Total trading value (B)
29,844.53
1D 18.98%
YTD 64.61%
VN-Index had a booming session thanks to a sharp reversal from the banking sector. However, proprietary traders unexpectedly sold a net value of 223 billion VND on September 24, mainly in VPB (199 billion VND), VHC (23 billion VND), and VIC (23 billion VND). In contrast, they net bought Diamond ETF (22 billion VND), MSN (16 billion VND), and VRE (15 billion VND).
INTRADAY
VN30 (12M)
SELECTED NEWS
- The Prime Minister has issued a directive to promote exports and expand overseas markets;
- The Ministry of Construction provided details on a “mega-project” — a 187 km, USD 7 billion railway connecting Vietnam with China;
- Authorities also identified new drivers for achieving GDP growth of 8.3%–8.5%;
- In Washington, officials revealed that a deal with ASEAN countries is expected to be signed soon;
- Meanwhile, China’s housing prices have been falling for four consecutive years, with massive inventories requiring USD 700 billion to absorb;
- The Kremlin responded after former U.S. President Donald Trump referred to Russia as a “paper tiger.”
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Ex-right date Fri, 12/05/25
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