On February 11, 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.
6 businesses with good profit growth prospects in the first half of 2025: CTG, MBB, HCM, VCG, VHC, VLB
- Signal: Positive
- Impact on: VN-Index, HNX-Index, CTG, MBB, HCM, VCG, VHC, VLB
- Comment: Positive news for the Vietnamese stock market, especially banking, securities and construction stocks. The prospect of profit growth of large enterprises can boost investment cash flow into the market in the short term.
Becamex IDC (BCM) offers 300 million shares, starting price 69,600 VND/share, expected to raise 20,880 billion VND. The mobilized capital will be invested in industrial parks, increase capital of associated companies and restructure finances.
- Signal: Positive
- Impact on: BCM, VN-Index, industrial real estate stocks
- Comment: BCM’s large-scale offering could attract investors’ attention, creating positive momentum for the market. Investment in industrial parks reflects the growth prospects of this sector, which could spread to stocks in the same industry.
Becamex IDC offered 300 million BCM shares at a starting price of VND69,600/share, expected to raise VND20,880 billion to invest in industrial parks, increase capital of associated companies and restructure finances.
- Signal: Positive
- Impact on: BCM, VN-Index, HNX-Index
- Comment: Becamex IDC's large offering could create positive waves for the industrial park real estate group. Successful mobilization will significantly improve BCM's financial capacity and business prospects, supporting the overall market's growth momentum.
Shark PYN Elite Fund started 2025 with the lowest performance in the past 4 years, maintaining its focus on banking stocks. STB has the largest proportion with 20.1%, followed by MBB, TPB and CTG.
- Signal: Neutral
- Impact on: STB, MBB, TPB, CTG
- Comment: PYN Elite Fund's poor performance may cause short-term concerns for investors, but maintaining a portfolio focused on banking stocks shows confidence in the long-term potential of this sector.
Vietnam stock market flourishes, VN-Index continues to increase for the 5th consecutive session, surpassing the 1,280 point threshold
- Signal: Positive
- Impact on: VN-Index, VN30-Index, HNX-Index
- Comment: The uptrend is maintained with improved liquidity, showing that cash flow is returning to the market. Banking, securities, and real estate sectors are leading the market. However, caution is needed when approaching the strong resistance zone of 1,280-1,300 points.
SMC shares of 'Southern steel giant' face risk of delisting after 3 consecutive years of losses
- Signal: Negative
- Impact on: SMC, HPG, HSG, NKG
- Comment: The news reflects the difficulties of the steel industry, which may negatively affect investor sentiment towards steel stocks. However, this may be an opportunity for large steel companies to increase market share.
Vietnam's stock market is preparing to test the strong resistance zone of 1,280-1,300 points next week. The market is forecast to move sideways and accumulate, with cash flow circulating quickly between stock groups looking for short-term opportunities.
- Signal: Neutral
- Impact on: VN-Index, VN30, HNX-Index
- Comment: The market is in the accumulation phase, with no clear trend. Investors should be cautious and monitor developments at the resistance zone to have a suitable trading strategy. Bluechip stocks may face strong selling pressure if the index approaches the resistance zone.
HSG and PVS stocks are recommended to buy with increased target prices, REE has positive prospects in 2025
- Signal: Positive
- Impact on: HSG, PVS, REE
- Comment: The buy recommendation and increased target prices for large-cap stocks reflect the positive outlook of the market. This could boost cash flow into highly rated stocks, creating momentum for the VN-Index to increase in the short term.
VN-Index fluctuates narrowly around 1,270 points, waiting to break through the resistance zone of 1,275-1,280
- Signal: Neutral
- Impact on: VN-Index, HNX-Index
- Comment: The market is in a short-term uptrend but is facing profit-taking pressure when approaching the resistance zone. It is necessary to monitor trading volume and developments of large-cap stocks to determine the next direction of the market.
The stock market news brief aims to provide investors with an overview, while emphasizing the importance of careful analysis before making investment decisions. Following the stock market news brief from HVA The provision will help investors seize opportunities from short-term fluctuations and adjust their portfolios in line with market trends.
