Morning brief 26/09/2025
GLOBAL MARKET
DJIA
45,947.32
1D -0.38%
YTD 8.00%
S&P500
6,604.80
1D -0.50%
YTD 12.30%
NASDAQ
22,384.70
1D -0.50%
YTD 15.92%
VIX
16.74
1D 3.46%
FTSE 100
9,213.98
1D -0.39%
YTD 12.74%
DAX
23,534.83
1D -0.56%
YTD 18.21%
CAC40
7,795.42
1D -0.41%
YTD 5.62%
Brent oil ($/barrel)
69.55
1D 0.74%
YTD -7.33%
Gold ($/ounce)
3,741.17
1D -0.24%
YTD 41.98%
Wall Street extended their profit-taking streak for the third straight session, as worries about overvaluation and caution ahead of key inflation data outweighed a series of positive economic releases. The market correction began earlier this week after Fed Chair Jerome Powell remarked that stock valuations were “quite high” during a recent event.
VIETNAM ECONOMY
Vnibor
4.62%
1D (bps) 27
YTD (bps) 65
Deposit interest 12M
4.60%
5 year-Gov. Bond
3.16%
1D (bps) 3
YTD (bps) 69
10 year-Gov. Bond
3.50%
1D (bps) 2
YTD (bps) 66
USD/VND
26,450
1D (%) 0.02%
YTD (%) 3.52%
EUR/VND
31,833
1D (%) -0.48%
YTD (%) 16.75%
CNY/VND
3,764
1D (%) -0.28%
YTD (%) 5.70%
On September 25, the U.S. published a series of upbeat economic data. The third estimate of Q2 2025 GDP growth was revised up from 3.3% to 3.8%, marking the fastest pace of expansion in two years. Weekly jobless claims for the week ending September 20 fell below expectations, new orders for durable goods surged 2.9%, and new home sales jumped 20.5% in August.
VIETNAM STOCK MARKET
VN-INDEX
1,666.09
1D 0.52%
YTD 31.52%
HNX
277.65
1D 0.13%
YTD 22.08%
VN30
1,858.67
1D 0.28%
YTD 38.22%
UPCOM
110.49
1D 0.77%
YTD 16.23%
Net Foreign buy (B)
-2,202.02
Total trading value (B)
30,346.00
1D 1.68%
YTD 67.37%
VN-Index notched its third consecutive gain, though the rise was entirely thanks to the Vingroup group of stocks. On September 25, proprietary trading desks continued to net sell VND299 billion, mainly in VPB (VND168 billion), HPG (VND150 billion), and FPT (VND134 billion). In contrast, they net bought heavily in GEE (VND212 billion) and LPB (VND22 billion).
INTRADAY
VN30 (12M)
SELECTED NEWS
- Vietnam is ready to work with the United States to resolve obstacles in seafood trade;
- A 100-day construction campaign has been launched to ensure the completion of Ho Chi Minh City’s Ring Road 3 project on schedule;
- The U.S. Secretary of State said President Trump views Vietnam as a priority partner in the region;
- President Trump signed an executive order approving the TikTok deal, under which ByteDance will retain less than 20% ownership;
- The White House is preparing a mass layoff plan in anticipation of a potential U.S. government shutdown;
- Global gold prices paused their upward momentum after the release of a series of positive U.S. economic data.
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Ex-right date Fri, 12/05/25
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