On December 5, 2024, the stock market news bulletin recorded remarkable developments, providing investors with multi-dimensional information about trends and growth potential. Below is a summary of some outstanding news and analysis of the market situation.
Viettel Post is about to operate Lang Son Logistics Park, VTP stock skyrocketed 90% in 3 months
- On December 11, Viettel Post is expected to start operating the 144-hectare Lang Son Logistics Park. This project has attracted great attention from investors, pushing VTP stock price up nearly 90% since mid-September, reaching a record of 134,400 VND/share.
- Signal: Positive
- Impact on: VTP, logistics stocks
- Comment: Viettel Post’s new project has great growth potential, opening up opportunities to develop cross-border logistics. This could boost VTP’s business activities and stock price in the coming time.
Ministry of Finance proposes to amend securities tax, only collect tax when there is profit
- The Ministry of Finance has just submitted to the Government a proposal to amend the Personal Income Tax Law, in the direction of only collecting securities tax when investors make a profit, instead of collecting 0.1% per transaction as at present.
- Signal: Positive
- Impact on: VN-Index, HNX-Index, securities stocks such as SSI, VND, HCM
- Comment: If approved, this proposal will create incentives for investors to participate in the market, helping to increase liquidity and attract capital. Securities companies can benefit from increased investor transactions.
VTP continued to increase strongly, exceeding 140,000 VND/share in the morning session of December 3. The general market decreased slightly with low liquidity, only a few individual stocks stood out.
- Signal: Neutral
- Impact on: VTP, NO1, VTO, VOS, VIP, CMG, VN-Index
- Comment: The market is in the accumulation phase with low liquidity. Investors should be cautious and wait for more signals. Some individual stocks still have the opportunity to increase points thanks to private information and selective cash flow.
Foreign investors hesitate on HNX and UPCoM: Net selling on HNX, net buying on UPCoM in November 2024
- Signal: Neutral
- Impact on: HNX-Index, UPCoM-Index
- Comment: The mixed performance of foreign investors shows the divergence in evaluating investment opportunities. Cash flow returning to UPCoM may be a positive signal for small and medium enterprises. However, selling pressure on HNX still needs to be monitored further.
HNG surpasses BSR in liquidity on UPCoM, foreign investors return to net buy more than 459 billion VND in November
- Signal: Positive
- Impact on: HNG, BSR, UPCoM-Index
- Comment: The return of net buying by foreign investors and the increased liquidity of HNG show that confidence is improving. This could create positive momentum for the UPCoM market in the short term, especially for stocks of interest such as HNG and BSR.
Margin increases sharply at securities companies, posing great risks to the market
- Margin loans at securities companies reached more than VND228,000 billion in the third quarter of 2024, focusing on large customers. This increases the risk to stock prices if borrowers encounter financial difficulties.
- Signal: Negative
- Impact on: VN-Index, banking and securities stocks
- Comment: Margin focusing on large customers can cause strong fluctuations in the market if there is a mass liquidation. Investors need to be cautious, especially with stocks with high margin ratios.
HNX market in November decreased, liquidity decreased, foreign investors sold strongly
- HNX-Index decreased by 0.75% in November, closing at 224.64 points. Liquidity decreased by 11% in volume and 14.9% in value. Foreign investors net sold more than 342 billion VND, focusing on PVS and SHS.
- Signal: Negative
- Impact on: HNX-Index, PVS, SHS
- Comment: The HNX market is in a downtrend, liquidity is weak and is under selling pressure from foreign investors. This may cause investors to be cautious in the short term. It is necessary to monitor the developments of pillar stocks such as PVS and SHS.
Pharmedic (PMC) shareholders enjoy great fortune: 109% dividend is about to be deposited into the account, stocks continuously break historical peaks
- Signal: Positive
- Impact on: PMC, SHS
- Comment: PMC's high dividend payout and strong stock price increase may have a positive effect on pharmaceutical stocks. This may attract cash flow into the industry, boosting the VN-Index in the short term.
Foreign investors net sold 226 billion VND, VN-Index decreased by more than 1 point
- Foreign investors continued to net sell for the second consecutive session, focusing on VCB shares. VN-Index fluctuated and closed slightly down below 1,250 points.
- Signal: Negative
- Impact on: VN-Index, VCB
- Comment: The continuous net selling of foreign investors may put pressure on the market in the short term. However, improved liquidity and some blue-chip stocks still increasing points show that the market still has a certain balance.
The stock market news bulletin aims to provide investors with an overview, while emphasizing the importance of careful analysis before making investment decisions. Following market news from HVA The provision will help investors seize opportunities from short-term fluctuations and adjust their portfolios in line with market trends.
