As negotiations between Vietnam and the US regarding retaliatory tariff policies on Vietnamese exports unfold, BIDV Securities Company’s (BSC) Q2 2025 industry report highlights potential stock groups that could benefit from post-tariff stimulus policies.
Group Benefiting from Government Stimulus and Support Policies:
According to BSC, the government will accelerate public investment disbursement for road and railway infrastructure projects. Companies that could benefit from this include VHM, HPG, DXG, TCH, DPG, VCG, HHV, CTD, and ELC.
PVB, PVS, and GAS are expected to gain from the accelerated implementation of energy and oil and gas projects.
FRT, MWG, MSN, ACV, HVN, VJC, and VRE are poised to benefit from policies promoting consumption, tourism, and visa waivers.
The policy on private sector development, Resolution 68-TW, is expected to impact companies such as VHM, VIC, VRE, MSN, Viettel, and GEX.
In the financial sector, relaxed monetary policies and increased capital supply to the economy may favor banks like BID, CTG, VCB, ACB, HDB, MBB, TCB, and VPB.
Group Benefiting from Vietnam’s Increased Imports from the US:
BSC’s report also identifies companies that could benefit from Vietnam’s increased imports from the US.
DBC and BAF are expected to reduce input costs by importing more from the US.
Importing fuel, LNG, and aircraft from the US is anticipated to benefit GAS, POW, NT2, HVN, and VJC.
Additionally, lower oil prices, which positively impact the fertilizer, plastic pipe, and logistics industries, may favor companies like DPM, DCM, BMP, NTP, HVN, and VJC.
Neutral Group – Minimal Impact/Relevance to Exports to the US:
Alongside the direct beneficiaries, BSC also draws attention to neutral companies with low exposure to US export fluctuations. These include businesses with low US export market share or those focused on other markets, such as ANV, IDI, FMC, DGC, DPM, and DCM, as well as technology and digital transformation enterprises, notably FPT.
Defensive Stock Group with High Cash and Dividend Payout: VEA, VNM, QTP, QNS, NT2, PAT, PVS, BMP, DPM, SCS, and SLS are among the defensive stocks known for maintaining high cash reserves and offering attractive dividend payouts.
For high-risk investors, BSC points to a group of stocks impacted by tariffs but currently trading at a significant discount: TNG, VHC, MSH, DRC, CSM, PTB, IDC, SZC, KBC, BCM, and more.
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