Industrial park stocks surged across the board on the day of Trump's re-election.
Today's trading session (November 6th) saw a series of industrial real estate stocks experience strong price increases.
Right from the start of this morning's trading session, KBC, SIP, and VCG stocks attracted investor attention, with their prices trending upwards and all hitting the ceiling price by the end of the session.
Today is also an important day for American politics and the world as the US presidential election comes to an end.
With Donald Trump overwhelmingly leading in the vote and having a high chance of winning, positive indicators emerged in the industrial real estate sector from the beginning of the day. By noon on November 6th, the election results were finalized with Republican candidate Donald Trump winning. This result strongly impacted industrial real estate stocks in the afternoon session. At the close, the Vn-Index rebounded, rising more than 15 points, equivalent to +1.25%, its most positive performance since mid-September.
Since the beginning of June 2024, SIP shares of Saigon VRG Investment Joint Stock Company have only experienced one consecutive session of hitting the ceiling price. Trading volume was also the highest in the past five months. During the ATC session, a single order of over 155,000 units placed at the ceiling price caused SIP to surge to the ceiling price at the end of the day, closing at 79,100 VND/share, up 6.89%. Foreign investors net bought over 8.9 billion VND worth of SIP shares today.
At Viglacera Corporation (VGC), liquidity also surged. Over 3.5 million shares were traded on November 6th, 13 times the volume of the previous day and 5 times the average of previous sessions. Foreign investors net bought over 18.1 billion VND worth of VGC shares. The strong upward price effect spread to VGC from mid-afternoon, pushing the stock up 7%, closing at 42,800 VND per share.
When discussing industrial real estate stocks, it's impossible not to mention KBC – the stock of Kinh Bac Urban Development Corporation. Not only did foreign investors net buy 20.6 billion VND in today's session, but domestic investors also showed considerable interest in this stock. Total trading volume surged dramatically with over 20 million shares traded, pushing the KBC share price to 28,850 VND/share, up 6.85%.
In late September 2024, through its subsidiary Hung Yen Hotel Services Joint Stock Company, KBC partnered with the Trump Organization to implement a hotel and golf course complex project with a total investment of $1.5 billion.
The price surge spread strongly to the entire industrial real estate sector. On the stock exchange, other stocks such as SZC, GVR, TIP, and IDC also experienced an unexpected "boom" session.
 |
| Industrial real estate stocks surged in today's trading session (November 6). |
The industrial real estate sector has long been considered likely to react positively if Donald Trump is re-elected.
According to Mirae Asset's analysis, Donald Trump's rise to power will create significant impacts and changes to current policies. Vietnam could benefit from the shift of supply chains away from China, due to the high tariffs the US imposes on imported goods from China. However, it will also face risks from protectionist policies and stringent US trade agreements, such as increased tariffs of 10-20% on imported goods from other countries.
For example, the industrial real estate sector could benefit from the shift of FDI outflows from China, or the oil and gas industry could benefit from Trump's tendency to invest heavily in energy and oil and gas exploration.
![[Photo] Prime Minister Pham Minh Chinh holds a phone call with the CEO of Russia's Rosatom Corporation.](/_next/image?url=https%3A%2F%2Fvphoto.vietnam.vn%2Fthumb%2F1200x675%2Fvietnam%2Fresource%2FIMAGE%2F2025%2F12%2F11%2F1765464552365_dsc-5295-jpg.webp&w=3840&q=75)
Comment (0)