The Battle of Supply and Demand in Vietnamese Stocks, US Market Diversification, Gold "Melting Away"!

Release Time: 10:00 AM, June 26, 2025 Issuer: Mr. Leon

MARKET OVERVIEW

1. Stock Market:

  • Vietnam Market: The market encountered resistance at the 1,370-point zone, and decreasing liquidity indicates weakening supporting capital flow while selling pressure is not yet strong. The tug-of-war continues to test supply and demand after breaking past the 1,350–1,355 point zone. If a correction occurs, the 1,360-point zone could serve as near-term support.

  • US Market: On June 25, 2025, the S&P 500 (SPX) closed at 6,092.16, nearly touching its historical peak (only about 0.8% lower). The Dow Jones dropped 106.59 points (–0.25%) to 42,982.43, while the Nasdaq rose 0.3% to 19,973.55 points. The market continues to be supported by optimism that the Israel–Iran ceasefire agreement will hold, keeping oil prices and bond yields stable.

2. Forex:

  • EUR/USD: Uptrend, today may enter buy positions, daily support: 1.16300

  • USD/JPY: Downtrend, today may enter sell positions, daily resistance: 145.400

3. Gold:

  • Current Price: 3,319.96 USD/oz, sharply down 1.4% (a drop of about –47 USD) in today's session, hitting its lowest level since June 9, 2025.

  • Main reason:

    • The Iran–Israel ceasefire agreement has reduced safe-haven demand.

    • The market is awaiting further US economic data such as PCE – if the USD weakens, gold could find a bounce.

4. Oil:

  • XTI/USD: Uptrend, today may enter buy positions, daily support: 65.60

5. Bitcoin:

  • Current Price: Approximately 106,609 USD, up +1.5% compared to yesterday.

  • Intraday performance:

    • BTC has recovered from the 105k zone to about 106.6k.

  • Short-term outlook:

    • Bitcoin is consolidating around 106k USD. If it holds this level, the possibility of retesting the 110–112k zone remains open.

PLAN OVERVIEW

1. XTI/USD:

  • Uptrend

  • Recommendation: Buy at 66.35, stop loss 65.35, take profit 68.35

2. Vietnam Stock: MIG

  • Recommendation: BUY MIG (June 26, 2025), entry price 16,700 - 17,100 VND, target 1: 18,500 VND, target 2: 20,000 VND, stop loss 16,100 VND.

1. NOTABLE EVENTS TODAY:

  • 19:30 - USD: Final GDP q/q

  • USD: Unemployment claims

DISCLAIMER

  • The above analysis represents only the personal views of analyst Leon from Lotus, and should not be used as a basis for actual market participation.

  • Lotus only provides technical trading analysis and trading knowledge training for its students.

  • Lotus does not represent any securities companies or asset management companies.

  • Lotus does not manage students' funds.