After the shocking drop at the beginning of the week, the stock market quickly regained its green color, but liquidity is still very low. And the market's support in today's trading session (June 10) is the real estate stock group when a series of stocks increased sharply.
At the end of the trading session, VN-Index increased by 10.6 points (0.6%), to 1,803.71 points. Green color overwhelmed the entire market when buyers had 438 gainers and sellers had 260 losers. Similarly, green color overwhelmed the VN30 basket with 22 gainers, 5 losers and 3 reference codes.
Market liquidity increased compared to the previous trading session, with the matched order trading volume of VN-Index reaching more than 625 million shares, equivalent to a value of more than 19,786 billion VND.
Regarding foreign investors' transactions, this group continued to net sell more than 542.49 billion VND on the HOSE exchange, focusing on MBB (87.34 billion VND), VPB (77.22 billion VND), SSI (51.12 billion VND) and VHM (50.42 billion VND).
Regarding the level of impact, VIC, BID, VHM and GVR are the codes that maintained green color and helped the index increase by 6.6 points. In the opposite direction, STB, BVH, MSN and PLX are the codes that have the most negative impact on VN-Index and took away more than 1.03 points.
The media service industry is the group with the strongest increase in the market with 1.43%. Followed by the real estate and raw materials industry with increases of 1.16% and 0.61% respectively. In that industry group, some typical strong gainers are recorded such as VIC (+1.45%), VHM (+0.55%), VRE (+1.89%), NVL (+6.88%),...
In the opposite direction, it is noteworthy that the energy group was the group that recorded a sharp decrease in the market with 0.56% with a series of declining codes such as BSR (-0.36%), PLX (-1.11%) and PVT (-0.5%).
According to SSI Research, although the upward trend of the market is still supported by fundamental factors, VN-Index is likely to enter a accumulation phase in the coming months before improving more clearly at the end of the year.
SSI's research group believes that the index heading towards higher score zones should be seen as a medium-term scenario, which may extend to 2027, depending on the improvement of domestic monetary conditions as well as the sustainable recovery capacity of foreign capital flows, especially capital flows associated with the story of market upgrades.
In the short term, the market is being supported by many positive factors. First of all, fiscal policy continues to play an important driving force for economic growth. In the context of slow disbursement of public investment in the first 6 months of the year, SSI Research expects infrastructure investment activities to accelerate in the second half of the year, creating more momentum for growth and improving investor sentiment.
In addition, inflationary pressure shows signs of cooling down as oil prices decrease compared to the beginning of the year. SSI Research believes that full inflation has likely peaked in the first half of 2026 and although there are still some long-term risks, the impact of energy price fluctuations on market sentiment will gradually decrease in the last months of the year.
Another notable factor is the relative attractiveness of the stock market. Although deposit interest rates may increase slightly, thereby improving the competitiveness of deposit channels, the stagnation of many other investment channels such as real estate, gold or digital assets may help cash flow continue to maintain its presence in the stock market.
