On January 22, 2025, 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.
VPS reported a record profit of nearly VND 1,100 billion, margin debt reached the highest level. The brokerage segment contributed the most with VND 618 billion in revenue in the fourth quarter of 2024.
- Signal: Positive
- Impact on: VPS, VN-Index, HNX-Index
- Comment: VPS's impressive business results reflect the positive outlook of the securities industry. High margin debt shows that investors are optimistic about the market, which can boost liquidity and an upward trend in the short term.
Investors pull capital from emerging markets ahead of Trump's second term
- Major investment funds are pulling money out of emerging markets amid fears that Trump will impose sweeping tariffs upon his return to the White House. $8.5 billion has been withdrawn from emerging market equity and bond funds since the start of the year, affecting many global assets.
- Signal: Negative
- Impact on: VN-Index, HNX-Index, UPCOM-Index
- Comment: Capital withdrawal from emerging markets may put downward pressure on Vietnam's stock indexes. Investors should be cautious and closely monitor market developments in the coming time.
Experts recommend: Quickly 'pick up' stocks before Tet to catch the new growth wave
- Experts predict that the VN-Index may create an upward wave after the Lunar New Year. Investors should take advantage of this period to increase the proportion of stocks around the support zone of 1,240 points, especially stocks in the banking, seaport, export and energy groups.
- Signal: Positive
- Impact on: VN-Index, VNM, HPG, VCB, HVN
- Comment: This information may push cash flow back into the market before and after Tet, creating momentum for the VN-Index to reach the 1,260-1,270 point range. However, investors need to be cautious and limit the use of leverage.
Securities companies recommend buying GMD and VCG stocks with positive growth prospects
- BSC and VCBS recommend buying GMD and VCG based on their earnings growth potential and attractive valuations. GMD benefits from port expansion, VCG expects to win infrastructure and real estate development contracts.
- Signal: Positive
- Impact on: GMD, VCG, VN-Index
- Comment: Buying recommendations from reputable securities companies may attract cash flow into GMD and VCG stocks, supporting the uptrend. This may have a positive impact on market sentiment and the VN-Index in the short term.
VN-Index is heading towards the 1,260 point zone, domestic cash flow continues to support the market despite net selling pressure from foreign investors.
- Signal: Positive
- Impact on: VN-Index, VN30
- Comment: The short-term uptrend of VN-Index is being reinforced with positive technical indicators. However, low liquidity and selling pressure from foreign investors are still factors to monitor. Investors should be cautious and pay attention to developments at the resistance zone of 1,260 points.
HoSE decided to compulsorily delist ITA shares of Tan Tao Investment and Industry Corporation after the company repeatedly complained of injustice.
- Signal: Negative
- Impact on: ITA, VN-Index
- Comment: This decision may have a negative impact on investor confidence, especially for stocks with financial and governance problems. This may lead to selling pressure in some similar stocks and have a negative short-term impact on the VN-Index.
Trump returns to the White House, global financial markets tensely await new policies
- Donald Trump will be inaugurated as US President on January 20, and is expected to sign several important executive orders. Investors are concerned that new tariff policies could disrupt the market.
- Signal: Negative
- Impact on: Dow Jones, S&P 500, Nasdaq; stocks of import-export companies
- Outlook: Markets could be volatile in the short term due to concerns about Trump’s tough trade policies. However, tax cuts could support businesses and markets in the long term.
Vietnam's stock market will have many important innovations in 2024
- The KRX system is expected to operate from Q2/2025, with improved HOSE-Index 4.0 rules, aiming to upgrade the market and attract foreign capital.
- Signal: Positive
- Impact on: VN30, VNIndex, securities stocks
- Comment: These improvements can create growth momentum for the market, especially the group of securities stocks and large enterprises in VN30. However, investors still need to carefully monitor the progress of these plans.
VN-Index forecasts strong fluctuations in 2025, fluctuating between 15-19% in a wide price channel
- Signal: Neutral
- Impact on: VN-Index, VN30, HNX-Index
- Comment: The market may experience a choppy market in 2025. Investors should be cautious, apply flexible trading strategies according to price channels and rotate cash flows between sectors to optimize profits.
VN-Index surpasses 1,250 points, market flourishes for 4th consecutive session
- Signal: Positive
- Impact on: VN-Index, VN30, HDB, EVF, HPG, VIX
- Comment: The market continues to increase with the VN-Index surpassing the resistance level of 1,250 points. However, low liquidity and lack of leading groups may create unpredictable fluctuations in the short term. Investors should carefully monitor market developments.
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.
