Vietnam Daily Market Recap February 19, 2025 – ETF Report, Vinfast Analyst note

Stocks jump, led by industrial parks

The VN-Index opened higher on Wednesday and traded in positive territory throughout the session, rising by 0.8% to close at its peak of 1,288.6. Market liquidity strengthened, with total trading value rising 16.8% compared to Tuesday to VND15.4tn (USD603.7mn). The HN-Index rose 0.8% to 237.8.

Most sectors gained today, led by Industrial Goods & Services (+1.8%), Real Estate (+1.4%), Chemicals (+1.5%) and Utilities (+1.1%). In contrast, sectors such as Basic Resources (-2.1%) and Automobiles & Parts (-0.9%) declined. The Real Estate sector posted strong gains today, led by SIP (+6.9%), VGC (+3.9%), IDC (+3.7%), KBC (+3.3%), and BCM (2.6%), fueled by investor optimism toward industrial parks following the approval of several large-scale projects for investment and bright prospects for attracting FDI.

REE (+7.0%) reached its ceiling price today, marking its first ceiling session since the end of June 2022. Recently, REE’s CEO, Ms. Nguyen Thi Mai Thanh, proposed that the Standing Committee of the Tra Vinh Provincial Party coordinate with investors to complete procedures for approving the investment policy of four wind power projects, including V1-3 Phase 2 (48 MW), V1-5 & V1-6 Phase 2 (80 MW), Dong Hai 3 Wind Power (48 MW) and V1-2 Expansion (48 MW).

Top performers today included GVR (+2.6%), which is also linked to the industrial park sector, BID (+0.9%), REE (+7.0%), MWG (+2.4%) and EIB (+5.1%). Top laggards included GEE (-3.8%), BVH (-1.4%), and SSB (-0.8%).

Foreign investors net bought today with VND395.5bn (USD15.5mn), ending a net selling streak since February 3, 2025. Buying momentum focused on SHS (VND59.3bn, USD2.3mn), OCB (VND59.1bn, USD2.3mn), TCH (VND54.1bn, USD2.1mn) and FPT (VND47.1bn, USD1.8mn), while foreigners mainly sold NLG (VND40.3bn, USD1.6mn), HHS (VND36.3bn, USD1.4mn) and VCB (VND36.0bn, USD1.4mn).

Read the full report: HERE