On February 17, 2025, the stock market bulletin recorded notable developments, providing investors with multi-dimensional information about trends and growth potential. Below is a summary of some of the highlights and analysis of the market situation in the form of a bulletin.
VN-Index surpassed 1,270 points despite foreign investors continuing to net sell VND252 billion. Vinamilk (VNM) was under the strongest selling pressure with more than VND67 billion, pulling the index back.
- Signal: Neutral
- Impact on: VN-Index, VNM
- Comment: Although VN-Index surpassed the psychological threshold of 1,270 points, net selling pressure from foreign investors is still worrying. Vinamilk is negatively impacted, which may affect large-cap stocks in the short term.
VinFast and Petrolimex cooperate to expand the nationwide electric vehicle charging station network
- VinFast will deploy hundreds of new charging stations at Petrolimex gas stations across Vietnam, enhancing infrastructure for electric vehicles and promoting green mobility.
- Signal: Positive
- Impact on: VIC, PLX
- Comment: This cooperation could benefit both parties, boosting VinFast electric vehicle sales and increasing customer traffic for Petrolimex. This could have a positive impact on VIC and PLX stock prices in the short term.
VN-Index up slightly, Asian stocks mixed after US inflation data higher than expected
- Signal: Neutral
- Impact on: VN-Index, HNX-Index, UpCoM-Index
- Comment: The Vietnamese stock market still increased slightly despite pressure from US inflation information. However, cautious sentiment still exists as cash flow into the market has not improved significantly. Major indices will likely continue to trade in a narrow range in the short term.
Securities companies forecast real estate and banking profits to soar in Q1/2025, boosting overall growth 7%
- Signal: Positive
- Impact on: VN-Index, VNFinLead, VNREAL
- Comment: The positive profit growth forecast shows a positive outlook for the market, especially the real estate and banking groups. The VN-Index below 1,250 points is considered a good accumulation opportunity. However, it is necessary to monitor risks from US-China trade tensions and inflation and exchange rate developments.
Stocks surged thanks to positive business results, P/E of the whole market dropped to 12.5 times
- Signal: Positive
- Impact on: VN-Index, HNX-Index, banking stocks, real estate, construction
- Comment: Attractive market valuations open up investment opportunities. However, factors such as US tariff policies and global market fluctuations should be noted. Sectors benefiting from public investment and digital transformation have positive prospects.
US stocks surge after Trump delays tariffs, Fed expected to keep interest rates unchanged
- Signal: Positive
- Impact: S&P 500, Dow Jones, Nasdaq, NVIDIA, Apple, Tesla
- Comment: Trump's decision to delay tariffs and the expectation that the Fed will keep interest rates unchanged boosted investor sentiment. Both the US and European stock markets have rallied strongly. This could have a positive spillover effect on the Vietnamese stock market in the short term.
VN-Index continues to increase slightly, mineral group makes waves with many stocks hitting ceiling
- Signal: Positive
- Impact on: VN-Index, HNX-Index, UPCoM-Index, BMC, FCM, BKC, KSV, MIC, KCB, ACM
- Comment: The market maintained a slight increase despite lacking strong momentum. The mineral group stood out with many stocks hitting the ceiling, which could create a positive spillover effect. However, it is necessary to monitor the resistance zone of 1,270-1,280 points of the VN-Index.
Surprise: Not Chairman Nguyen Duc Tai, the 'temple keeper' at MWG received the largest ESOP. Who benefits the most from this program?
- Signal: Neutral
- Impact on: MWG
- Comment: Allocating ESOP to senior personnel demonstrates MWG's talent retention strategy. However, further monitoring is needed to assess the specific impact on business performance and stock price in the coming time.
Rang Dong Plastic (RDP) continuously delays information disclosure, facing the risk of delisting after being asked to open bankruptcy proceedings.
- Signal: Negative
- Impact on: RDP, VN-Index
- Comment: This information reflects the weak financial situation and poor corporate governance of RDP. This may negatively affect investor confidence in the stock market, especially companies in the plastics and packaging industry.
Foreign capital flows may return strongly in the second half of 2025, expected from market upgrade and global economic stability
- Signal: Positive
- Impact on: VN-Index, FPT, VIC, VNM, MSN
- Comment: Expectations of market upgrade and positive economic outlook may attract foreign capital back, creating growth momentum for Vietnam's stock market. However, further reforms are needed to maintain long-term attractiveness.
Vietnam Airlines (HVN) shares hit the ceiling, liquidity improved significantly in the stock accumulation session. VN-Index increased nearly 6 points, market liquidity increased sharply.
- Signal: Positive
- Impact on: HVN, VN-Index
- Comment: The increase of HVN and VN-Index along with improved liquidity shows that market sentiment is positive. HVN's ceiling price increase may create a positive spillover effect to stocks in the same aviation and tourism industries.
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.
