## Vietnam Stock Market Today - Will This Year Be the Golden Year for Investors?

2025 is seen as a pivotal turning point for the Vietnam stock market, whether due to the economy's robust expansion or the upgrade of the country's market status. For investors seeking new opportunities or looking to diversify their portfolios into new markets, Vietnam is a destination worth serious consideration.

## Why Vietnam Is a Magnet for Capital

**Explosive Growth Rate**

Vietnam is not just an emerging country; it is an "Asian Dragon" with the fastest economic growth in the region. In 2024, GDP increased by 7.09%, and Standard Chartered Bank expects continued growth of 6.7% in 2025. Although slightly lower than the previous year, it remains an impressive growth rate that most countries envy. Listed companies in this market report an average profit increase of 15-20% annually, meaning profits are growing 2-3 times faster than in other markets.

**Game-Changing Upgrades**

Looking at a more significant point—the upgrade from Frontier Market to Emerging Market in 2025. This is no small matter. Global Frontier Markets have around US$100 billion in capital, whereas Emerging Markets hold up to US$6.8 trillion. This difference means that when Vietnam moves up a level, global funds tracking the MSCI Emerging Markets Index will need to adjust their investment allocations to include Vietnamese stocks. The result is billions of dollars flowing into the market.

## Next Time Vietnam Stocks Make You Bored: 8 Stocks to Watch

### Stability Stock: VCB

Vietcombank plays the role of the "main giant" in Vietnam's banking industry. Those seeking stable investments with the highest market value in the market will consider VCB as the first choice. The demand for loans is rising along with economic expansion, and the digital financial services VCB adopts open new opportunities. Additional support comes from government backing for financial system development.

### Growth Stock: FPT

If VCB is a "family" stock with stability, FPT offers hope. This is a technology company providing IT outsourcing services to high-tech companies worldwide. FPT's advantage lies in its high-quality team, but wages are lower than in developed countries, allowing it to compete effectively. In the era of AI, Cloud Computing, and Big Data, demand for such services will grow exponentially. Some analysts believe FPT could become Vietnam's most valuable stock within the next 10 years.

### Rising Stock: VHM

Vinhomes is the largest residential real estate developer, part of Vingroup, which influences 2.2% of Vietnam's GDP. The company's projects are characterized by quality, modern design, and professional management. The expansion of the middle class and increasing urban migration drive demand for quality homes. Additionally, infrastructure development such as roads and metro systems further enhance project values. Although the real estate sector can be volatile, VHM is expected to continue growing in the long term.

### Income Stock: VNM

Vinamilk dominates the largest dairy product market, with a company valuation of US$6.48 billion. The average milk consumption per person per year in Vietnam is still lower than in Thailand, indicating significant growth potential. The company pays regular dividends, has strong financials, and is a solid investment for those seeking both growth and steady income.

### Diversification Stocks: MSN, GAS, VRE, ACV

Masan Group has diversified businesses in food, beverages, and retail. Its products range from instant noodles and condiments to VinMart stores with over 3,000 branches.

Petrovietnam Gas (GAS) is a major energy distributor. Energy demand is rising with the country's expansion. Despite oil price fluctuations, the long-term outlook remains upward.

Vincom Retail (VRE) manages shopping centers. Increasing purchasing power and changing consumption behaviors support expansion. Although e-commerce presents challenges, shopping centers remain urban lifestyle hubs.

Vietnam Airports Corporation (ACV) manages major airports. Tourism is recovering, and investments in the larger Long Thanh International Airport are expected in the future.

## Vietnam Stock Market Today: Trying to Recover from a Correction

In early April, the Vietnam stock market experienced heavy selling, with the VN index dropping over 75 points. Concerns about US tariff and trade policies, along with impacts from the US stock market, were the main reasons.

However, experts see this as a "buying opportunity" for farsighted investors. The widespread selling indicates that investors need more time to assess the true impact. Markets often overreact to news, and corrections are usually opportunities to buy quality stocks at attractive prices.

## How Thai Investors Can Access the Vietnam Stock Market

### Option 1: Through Thai Brokers

The easiest and most convenient way is to choose brokers offering international stock trading services, such as Kasikorn Securities, SCB Securities, or Bualuang Securities. The process involves contacting the broker, submitting required documents (ID card, passport, financial proof), depositing funds, and placing orders online. The advantage is convenience and no language barrier, but fees may be higher.

### Option 2: Vietnamese Brokers

For direct access, choose SSI Securities, VNDirect, or Ho Chi Minh Securities (HSC). Contact for inquiries, prepare documents, and possibly visit to sign documents as required by some firms. The benefits include lower fees and direct market access, but it can be more complicated.

### Option 3: Mutual Funds

For those who prefer not to manage individual stocks, many mutual funds offer investments in the Vietnam stock market, such as TMB Eastspring Vietnam Equity Fund or Bualuang Vietnam Equity Fund. The advantages are no need for analysis, risk diversification, and professional management, but management fees apply.

### Option 4: International Online Platforms

Interactive Brokers, Saxo Bank, or Tiger Brokers facilitate online trading with low fees and analytical tools. However, some platforms may not support the Thai language.

## Summary: This Year Looks Quite Promising

The Vietnam stock market today is based on strong economic growth, market status upgrades, and global investor interest. Companies like VCB, FPT, VHM, VNM, and others have significant growth potential.

Getting into the market is not as complicated as it seems—whether through Thai brokers, Vietnamese brokers, mutual funds, or online platforms, Thai investors can choose the most suitable method for themselves.

Investing involves risks; thorough research and careful consideration are essential before making decisions.