Entering the trading session on March 11, the worry that "cheap goods" would return to accounts in the afternoon trading session made investors' trading sentiment cautious. However, after a short period of observation, demand began to increase in the bluechip stock group and spread further on the market, which helped the green color spread.
The upward momentum widened further towards the end of the session when most industry groups raced to recover, especially the positive support of Vingroup's stocks.
Closing today's trading session on March 11, VN Index increased by 51.6 points, equivalent to 3.08%, to 1,728.3 points.
The positive point of today's gaining session is that the index not only received support from pillar codes but also from all industry groups. At the closing time, HoSE recorded 291 gainers, including 30 ceiling gainers and 57 decliners.
Contributing to today's impressive increase session are still foreign investors. Statistics show that in today's session, foreign investors had an additional net buying session of more than 1,000 billion VND. Among them, the group of stocks with the strongest net buying on HoSE are MWG, ACB, HPG, BSR, GMD. In the opposite direction, they net sold securities and banking codes such as STB, SSI, BID, VCB.
Compared to the declining sessions, liquidity in today's session continued to decrease with 985 million shares matched orders, equivalent to a trading value of 28,800 billion VND. Leading in trading value is MWG (1.468 billion VND), followed by HPG (1.361 billion VND), SSI 91.176 billion VND), FPT (848 billion VND).
After 2 strong selling sessions, the oil and gas group returned today with BSR and PET reaching the ceiling price of 36,150 VND and 26,350 VND. Meanwhile, GAS also surged up 6.19% to 103,000 VND, PVD increased 4.17% to 41,200,000 VND, PLX increased 2.8% to 55,200 VND...
Not only the oil and gas group, the sea transport group also had a positive session with many purple colors at GMD up 76,500 VND, HAH up 60,200 VND, VSC up 23,350 VND; VOS also increased by nearly 5% to 14,750 VND.
Thus, after the shock of losing more than 115 points in the first session of the week (March 9), the Vietnamese stock market had 2 positive recovery sessions with a total of nearly 75 points recovered.
SSI Research assesses that in the history of the stock market, there is often a strong upward trend after similar deep declines. Specifically, VN-Index once recorded a recovery probability of up to 80% after only two to four weeks, with an average yield of 6.6% after one month and nearly 30% after one year.
However, SSI analysts believe that the "upward" path of the market will not be completely smooth. Investors need to pay special attention to inflation scenarios, especially when geopolitical tensions in the Iranian region are developing complicatedly.
The risk of a blockade in the Strait of Hormuz is seen as an additional supply shock, which could change inflation expectations and affect economic activity through psychological channels as well as increase input costs.
Dr. Nguyen Duy Phuong - Investment Director of DG Capital - said that the market in the current period does not have enough factors to consolidate sustainable growth momentum, while risks are showing signs of increasing. Therefore, investors are recommended to manage trading disciplinedly, prioritize protecting investment results and only consider buying when clear trading signals appear in important support areas.
This expert also noted that global economic and geopolitical factors are developing in a less positive direction. In case the market experiences a large enough correction, this could become a noteworthy investment opportunity for the next phase, similar to the opportunity that appeared after a strong correction phase in April 2025. Investors need to maintain patience and wait for clearer signals before increasing the proportion of stocks in their portfolios.
