Session Overview
At midday on October 5, the VN-Index rose to 1,753.0 points, up +0.9%, indicating that the recovery trend still holds the upper hand. Market-wide liquidity reached 232.95 million shares, reflecting that cash flow remains at a fairly healthy level.
Market breadth tilted toward gainers as several leading stocks rallied strongly, notably TLH (+7.0%), LPB (+7.0%) and ABS (+6.7%). On the other side, some stocks faced heavy selling pressure, such as VDP (-6.9%), SVD (-6.8%) and KOS (-6.8%), showing that divergence remains very pronounced.
Notable Stock Groups
| Ticker | Performance | Notes |
|---|---|---|
| TLH | +7.0% | Leading the uptrend |
| LPB | +7.0% | Banking group maintains strong momentum |
| ABS | +6.7% | Attracting strong buying demand |
| VDP | -6.9% | Notable correction pressure |
| SVD | -6.8% | Negative volatility |
| KOS | -6.8% | Continued weakness |
Sector Analysis
The industrial metals group remained the focal point, led by HPG, which gained 3.0% on trading volume of up to 21.2 million shares. Meanwhile, the financial services group also drew strong liquidity, with VIX trading 10.7 million shares, SHB reaching 9.3 million shares and SSI reaching 7.6 million shares.
In retail, DGW rose 4.3%, PET rose 4.4% and MWG rose 1.0%, showing that cash flow remains selective, driven by company-specific stories. Conversely, pharmaceuticals and some speculative stocks recorded sharp volatility, with VDP plunging 6.9% as a prime example.
| Sector | Notable Performance |
|---|---|
| Industrial Metals | HPG +3.0%, NKG +4.8%, HSG +2.2% |
| Financial Services | VIX +2.1%, SSI +1.3%, VCI +1.9% |
| Retail | DGW +4.3%, PET +4.4%, MWG +1.0% |
| Pharmaceuticals | VDP -6.9% |
Outlook and Risks
Short-term signals still lean toward recovery as leading stocks continue to support the index. However, the divergence among sectors and the sharp declines in some stocks suggest that this upward move still needs broader participation to become more sustainable.
The 1,750-point zone is a nearby psychological level for the VN-Index, while the ability to sustain upward momentum will largely depend on whether cash flow continues to spread into large-cap stocks and leading sectors.
For analytical reference only.