Contrary to the anxiety about a adjustment session when the amount of goods catching the bottom of the account today, investors are still confident to buy in the context of the stock market to maintain the excitement.
At the end of the session today (14.4), VN-Index increased by 19.74 points, to 1,242.2 points. HNX-Index increased by 1.66 points to 215 points. The whole market width is in favor of the green color with the buyer with 477 gainers and the seller has 314 codes. Blue is somewhat overwhelming in the VN30 basket with 16 gainers, 11 losers and 3 vertical codes.
Market liquidity decreased compared to the previous trading session, with the matching volume of the VN-Index of more than 983 million shares, equivalent to the value of more than 22,300 billion dong. HNX-Index reached more than 87.4 million shares, equivalent to more than VND 1,400 billion.
In terms of influence, VIC, VHM, HPG and MWG are the codes with the most positive influence on VN-Index with more than 11 rising points. In the opposite direction, VCB, SSB, VNM and VPB are still under the pressure of selling and have taken more than 2 points from the general index.
The real estate industry is the strongest rise with 3.91%mainly from VIC codes (+6.91%), VHM (+6.92%), VRE (+4.64%) ... followed by the energy and consumer industry with an increased increase of 3.66%and 3.24%respectively.
In the opposite direction, the financial industry has the strongest decline in the market with 0.02% mainly from financial stocks.
Regarding foreign investors, this bloc returned to sell more than 179 billion dong on HOSE, concentrated at FPT codes (215.91 billion dong), HCM (121.51 billion dong), VNM (118.09 billion dong) ... On HNX, foreign investors sold over 103 billion dong.
According to the assessment of the strategic consultant of the Securities Company HSC, the reasonable investment strategy in this period is to disburse carefully, allocate the low bottom catching rate, largely to save until the market is stable.
In addition, taking advantage of the recovery rhythms to restructure the portfolio in the direction of priority the groups with core business activities associated with the domestic market.
The market often goes up in "suspicion" so it is difficult to avoid strong fluctuations, short -term profit and anxiety psychology stemming from the unpredictable policy of the Donald Trump administration.
Therefore, before the picture becomes clearer, especially after the negotiations achieve results, the bottom -catching strategy should only be done with a low density, prioritizing the purchasing power for the period of more clear trend establishment, HSC experts make views.
As the market gradually stabilized, the selection of stocks in industries with a solid foundation and growth potential will help investors seize the opportunity to recover and create sustainable value in the portfolio. The key industries may include banks, securities, real estate and public investment.
Securities, real estate businesses, consumer groups and stocks related to public investment continue to be highly appreciated. These are the industries capable of recovering in parallel with the positive psychology of the general market.
In addition, export industries such as seafood and textile can bring outstanding growth potential. If a bilateral trade agreement is signed for Vietnam in the global trade war, products from these industries can enjoy the incentives, promote exports and profit growth positively.
