In today's trading session (January 27), the market continued to adjust when VN-Index closed the session down 13.22 points, equivalent to 0.72%, to 1,830.5 points.
Liquidity in today's session decreased with 783 million matched order shares, equivalent to a transaction value of VND 25,100 billion. Liquidity decreased partly due to net selling movements by foreign investors.
Today, foreign investors net sold 111 billion VND on the HOSE exchange. Among them, the group of stocks that were sold the most were 4 pillar codes such as: VIC, VCB, VNM, VHM. In the opposite direction, the group of foreign investors accumulated codes such as: FPT, VCI, GAS, MBB.
A noteworthy point of the market in today's trading session is that while the Vingroup tractor stock group was heavily sold, the oil and gas stock group received strong demand. At the closing time, VIC recorded a decrease of 5.6%, while VHM fell to the floor of 7%. With this decrease, only these 2 codes caused the VN-Index to be "dropped" nearly 21 points.
The most impressive is the oil and gas stock group with GAS code. In addition to this "leading" code, the HOSE electricity board also recorded a series of oil and gas codes increasing to the ceiling price, PVD, COM, PLX.
Sau 5 tuan tang lien tiep, chi so VN-Index dang gap can manh tai vung 1.900 diem. Dien bien nay cho thay thi truong dang hinh thanh vung tai tich luy trong boi canh thanh khoan duy tri o muc cao, tang khoang 58% so voi trung binh hai thang cuoi nam 2025. Cung voi do, mua cong bo ket qua kinh doanh quy IV/2025 va ca nam 2025 dang dien ra soi dong, trong khi khoi ngoai tiep tuc ban rong. Day la nhung yeu to chua ung ho cho kich ban but pha ngay cua thi truong.
In a recent report, MB Securities Company (MBS) stated that no major adverse information has yet appeared to cause the index to fall deeply. Therefore, the baseline scenario is that VN-Index continues to fluctuate in the re-accumulation zone in the high zone, with financial reporting season differentiation. The near support zone of the market is determined around 1,850 points.
O kich ban than trong, thanh khoan suy giam va VN-Index khong giu duoc vung ho tro 1.840 - 1.850 diem, trong boi canh cac nhom co phieu dan dat nhu: Dau khi, Ngan hang quoc doanh… tiep tuc chiu ap luc chot loi, hoac cac nhom dang o nen thap nhu: Bat dong san dan cu, Chung khoan giam them. Ngoai ra, MBS luu y rui ro tu xu huong tang lai suat cung can duoc luu y. Ke tu thang 10.2025, mat bang lai suat co dau hieu tang tro lai, voi nhieu ky han tien gui vuot 7,2%/nam. Lai suat tien gui ky han 12 thang binh quan da tang dang ke so voi muc 4,8%/nam ghi nhan trong thang 9.2025.
Beta Securities Company put forward the view that VN-Index is showing signs of weakening in the short term and reflects that adjustment pressure is still present. The risk of adjustment may still continue if demand does not improve.
In this period, investors should limit chasing purchases in recovery phases and prioritize stock selection strategies. Maintaining a balance of cash at a reasonable level, and observing market reactions in support zones and only disbursing when clear signals appear will help control risks. For medium and long-term investors, they can consider accumulating stocks of good businesses with positive business prospects this year at a price with a reasonable safe margin.
