On February 8, 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.
Van Thinh Phat bondholders need to urgently complete their documents at TVSI to receive compensation. The Ho Chi Minh City Civil Judgment Enforcement Department requests bondholders to contact us immediately for instructions and to ensure smooth receipt of money via bank transfer.
- Signal: Positive
- Impact on: VPB, TCB, STB
- Comment: Speeding up the compensation process for Van Thinh Phat bondholders could help improve investor confidence in the bond market and the financial system. This could have a positive impact on banking stocks and securities.
Real estate stocks lead the market, VN-Index increases for the second consecutive session to 1,269.61 points
- Signal: Positive
- Impact on: VN-Index, HNX-Index, UPCoM-Index, real estate stocks (DIG, PDR, LGL, DXG)
- Comment: The market's growth shows positive investor sentiment, especially in the real estate sector. However, the fact that the VN-Index has not surpassed the 1,270-point threshold shows that cash flow is still cautious.
Foreign investors net sold more than 410 billion VND in the session of February 5 despite buying DIG strongly
- Signal: Neutral
- Impact on: DIG, HPG, SSI, CTG, FRT, MWG, PVS, IDC, ACV
- Comment: Although there is interest in some specific stocks such as DIG and HPG, the fact that foreign investors continue to net sell shows that they are still cautious. However, the net selling level decreased compared to the previous session could be a positive signal, showing that selling pressure is gradually cooling down.
DIG increased to the ceiling, leading the market liquidity with nearly 450 billion VND. Profit in the fourth quarter of 2024 increased by 29% compared to the same period, reaching 87 billion VND thanks to the transfer of real estate projects.
- Signal: Positive
- Impact on: DIG, VN-Index
- Comment: DIG's growth may create a positive effect for real estate stocks and contribute to supporting the VN-Index. However, it is necessary to monitor whether this trend is sustainable in the coming sessions.
HAH and FRT stocks are recommended to buy with positive outlook
- BSC Securities Company and SSI issued buy and positive recommendations for HAH and FRT shares after impressive business results in 2024. HAH has a target price of VND 61,700/share, while FRT is expected to grow strongly in 2025.
- Signal: Positive
- Impact on: HAH, FRT
- Comment: Positive recommendations from leading securities companies may boost cash flow into HAH and FRT. This may spread to stocks in the same industry, creating a positive effect for the general market.
Deputy Finance Minister pledges not to let investors complain about delayed transactions in 2025
- Signal: Positive
- Impact on: VN-Index, HoSE, HNX
- Comment: The commitment to improve the trading system and facilitate listing for businesses could boost investor confidence, increase liquidity and attract new capital into the market. This could support the VN-Index's upward momentum this year.
VN-Index approaches 1,270 points, the index is undervalued with P/E of 14.6 times. Vietnam's stock market is flourishing, expected to conquer 1,400-1,500 points by the end of 2025.
- Signal: Positive
- Impact on: VN-Index, VCB, VNM, VHM, VRE
- Comment: The VN-Index is currently priced attractively, creating investment opportunities. Cash flow can focus on high-quality stocks. However, market developments still depend on the macroeconomic situation and policies.
Determined to operate new trading system and upgrade market in 2025
- HOSE commits to deploying the KRX trading system and upgrading the market to emerging market status in 2025. This is an important step in attracting foreign capital, marking 25 years of development of the Vietnamese stock market.
- Signal: Positive
- Impact on: VN-Index, HNX-Index, HOSE, HNX
- Comment: Upgrading and implementing the new trading system will increase investor confidence, attract foreign capital, support increased liquidity and market valuation. Large-cap, blue-chip stocks may benefit the most.
Chairman of the State Securities Commission: Vietnam has many opportunities to upgrade its securities market on schedule. Assessment based on recognition from international and domestic organizations.
- Signal: Positive
- Impact on: VN-Index, HNX-Index, banking and securities stocks
- Comment: This information may create optimism among investors, promoting foreign capital flows into the market. Large-cap stocks, especially in the banking and securities sectors, may benefit from the upgrade expectation.
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.
