The stock market started the new week excitedly when VN-Index increased by 20 points. The short-term trend of VN-Index is accumulating and recovering, returning to the price range around 1,800 points. This is still the strong resistance zone today, while VN30 also returns to the resistance zone around 1,950 points, corresponding to the 200-session average price range.
According to the views of analysts from SHS Securities Company (SHS Securities Company), the stock market needs strong momentum from fundamental factors and positive liquidity to be expected to surpass this threshold. In positive cases, VN-Index may surpass the strong resistance zone of 1,800 points. After a period of adjustment and accumulation, SHS Securities Company assesses that the market is recovering with many drivers such as market upgrades, state capital divestment plans, besides the expectation that foreign investors will gradually stop the strong net selling streak from the beginning of the year to now.
SHS does not recommend disbursement or chasing purchases when VN-Index continues to head towards the price range of 1,800 points. Investors with below-average proportions can still consider increasing proportions when the market adjusts and accumulates, with the expectation that VN-Index may overcome the strong resistance zone, focusing on quality enterprises in the best growing industry groups today.
VCBS Securities Company believes that the market is continuing the upward trend in the last session of last week, VN-Index recorded a good increase of nearly 21 points in the first session of the week. However, VCBS notes that cash flow has not had a widespread spread but is still relatively differentiated between industry groups. VCBS recommends investors to maintain holding for stocks that are on a stable upward trend; besides, they can consider opening T+ investment positions in stocks belonging to groups that attract outstanding interest from cash flow and have just surged from a tightly accumulated price base. Investors should also pay attention to limit chasing after stocks that have been in high price ranges to avoid unexpected adjustment risks.
In a recent strategic report, MBS Securities Company said that the macroeconomic picture of Vietnam in July and the first half of August 2026 recorded many positive changes. The improvement in production and FDI attraction also contributed to some international financial institutions raising their GDP growth forecast for Vietnam this year.
In addition to positive signals from the macroeconomy, the domestic financial market has just received another noteworthy piece of information when FTSE Russell officially announced the list of Vietnamese stocks included in the FTSE Global Equity Index Series (GEIS) index system, preparing for the upgrade effective from September 21, 2026.
According to MBS Securities Company, this is an important step forward in the transformation of the Vietnamese stock market from a frontier market to a secondary emerging market. The above information appeared in the context of the Vietnamese stock market having positive developments in the past week, contrary to the downward trend of many global stock markets.
In the basic scenario, MBS Securities Company believes that cash flow tends to focus on stocks directly benefiting from the newly announced FTSE All-Cap portfolio. Securities stocks continue to be one of the notable focuses.
In the short term, MBS Securities Company identified the noteworthy resistance zone of the market in the range of 1,780-1,800 points. Therefore, this securities company recommends that investors should not open new positions or chase when VN-Index exceeds the threshold of 1,800 points.
MBS Securities Company notes that investors need to pay special attention to risk management before the long holidays. This securities company recommends not using a high margin ratio, in the context of the pressure to "escape goods" and collect money before the holidays of some organizations that may cause the market to experience strong fluctuations.
Regarding the upgrade story, MBS believes that investors should selectively choose stocks belonging to the FTSE GEIS system that have surpassed the accumulated price base, and should not chase buying securities stocks when they are not yet available in the portfolio.
