After two consecutive monthly declines, MBS Securities says the VN-Index enters November with positive seasonal signals: over the past 10 years, November has had a 70% probability of gains and an average return of 3.8%. However, the market is diverging: the index remains about 51.78 points (3.1%) above its October low, yet excluding Vingroup-related stocks, the rest of the market has broken below the October low, falling by an average of about 11.6 points. Domestic cash remains active in construction and building materials, textiles, power generation and distribution, and residential real estate, while technology, logistics, aquaculture and food face heavy selling. MBS outlines two scenarios: if the VN-Index holds 1,720 points, investors may prioritize deploying capital into policy beneficiaries; if it falls back to 1,680–1,700 points, they may gradually build positions in deeply discounted stocks.
Summary written by Upside AI from the original article. Read the source for full details.
Original headline: VN-Index bước vào tháng có xác suất tăng điểm 70%, CTCK gọi tên nhóm cổ phiếu có thể "hút tiền"
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VNINDEXcapital flowsreal estatetech stocksVingroup
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Related tickers and likely impact
VNINDEX
▲ Likely positiveRelevance: medium
| Market | Vietnam stocks |
|---|---|
| Close on 10/30/2026 | 1,741.62 |
| Change that session | -0.80% |
Impact is scored by AI from the headline and may be wrong. It is not investment advice.
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