On February 4, 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.
Vietnam's stock market is expected to flourish in the year of the Snake with many attractive investment opportunities.
Signal: Positive
Impact on: VN-Index, VCB, FPT, HPG, MWG
Comment: The positive outlook of the economy and attractive valuations of many stocks can attract investment cash flow, pushing the VN-Index towards the target of 1,400 points. The banking, technology, and retail sectors are expected to lead the market.
Stock market expected to conquer peak of 1,280 points after Tet, banking and retail groups lead
- Signal: Positive
- Impact on: VN-Index, bank stocks (VCB, BID, CTG), retail stocks (MWG, PNJ)
- Comment: Expectations of market gains may motivate investors to participate more strongly, especially in banking and retail stocks. However, caution should be exercised with risks from global macroeconomic and geopolitical fluctuations.
VN-Index challenges the 1,250 point mark in the first session of Spring, cash flow is still active, looking for opportunities in small and medium-sized stocks
- Signal: Neutral
- Impact on: VN-Index, GEX, GEE, PTL, QCG, BCG
- Comment: Although the main indexes fell, improved liquidity showed that investors remained positive. Small and mid-cap stocks attracted cash flow, while blue chips were under pressure. It is necessary to monitor developments in the coming sessions to assess the trend.
Bank stocks: Joy and sadness in 2024, positive outlook for 2025
- Many bank stocks increased sharply by 30-60% in 2024, bringing great profits to investors. However, some banks have not yet paid dividends, disappointing shareholders. Experts forecast a positive outlook for the banking industry in 2025.
- Signal: Positive
- Impact on: VCB, BID, CTG, TCB, MBB, ACB, VPB, HDB, LPB
- Comment: Banking industry profit growth outlook is 15-17% in 2025. Current P/B and P/E valuations are reasonable for long-term investment. However, it is necessary to note the risks from inflation and global geopolitical conflicts.
4 hot stocks that promise to bring profits to investors of the Fire element in the year of At Ty 2025
- FPT, NT2, PVD and DGC are expected to grow strongly thanks to favorable industry and macro factors. These stocks are suitable for investors of the Fire element in the year of At Ty 2025.
- Signal: Positive
- Impact on: FPT, NT2, PVD, DGC
- Comment: Positive news about the growth prospects of 4 large stocks can create optimism for investors, promoting cash flow into the stock market. This can support the uptrend of VN-Index in the short term.
Vietnam's corporate bond market will recover strongly in 2024, with total issuance value reaching VND447,000 billion, an increase of VND321 trillion compared to 2023.
- Signal: Positive
- Impact on: VNM, VCB, BID, CTG, VHM, NVL
- Comment: The recovery of the corporate bond market shows that investor confidence is increasing. This could boost capital flows into the stock market, especially banking and real estate stocks - the sectors that account for a large proportion of bond issuance.
Vietnam's stock market aims to be upgraded to emerging market status, VN-Index forecast to reach 1,300-1,500 points by the end of 2025
- Signal: Positive
- Impact on: VN-Index, VNM ETF, FTSE Vietnam ETF
- Comment: The upgrade will attract large foreign capital flows, improve market liquidity and transparency. Banking, technology and real estate sectors are expected to benefit the most. However, risks from US trade policy and exchange rate fluctuations need to be closely monitored.
VN-Index increased for 2 consecutive weeks, surpassing MA200 days, signaling the return of the uptrend
- Signal: Positive
- Impact on: VN-Index, VNM, VIC, VHM
- Comment: The market shows positive signs when VN-Index surpasses MA200 days and increases for 2 consecutive weeks with improved liquidity. This shows that the uptrend may return, creating opportunities for investors to accumulate stocks.
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.
