On February 19, 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.
US stock market rises despite tariff concerns, S&P 500 nears historic peak
- The S&P 500 closed near a record high last week, despite trade war risks from President Trump’s tariff plans. Investors are optimistic that the tariffs may not be as severe as expected.
- Signal: Neutral
- Impact: S&P 500, major tech stocks
- Comment: The market is still rising but there are potential risks from trade tensions. Volatility may increase, especially in high-priced technology stocks. Investors should be cautious and choose stocks more carefully.
Vietnam stocks slightly decrease, liquidity improves significantly amid cautious sentiment after 4 consecutive weeks of increase
- Signal: Neutral
- Impact on: VN-Index, HNX-Index, UPCoM-Index
- Comment: The market has slightly corrected after a long increase, increased liquidity shows that cash flow is still positive. Investors should carefully monitor exchange rate developments and domestic and international macroeconomic factors.
HHV, DCM, HPG and PLX stocks are recommended to buy with positive prospects in 2025
- Signal: Positive
- Impact on: HHV, DCM, HPG, PLX
- Comments: The stocks are recommended for buying based on the prospect of revenue and profit growth in 2025. This reflects positive expectations about the business situation of large enterprises, which can create upward momentum for the general market.
Pressure on maturing bonds returns, 224,000 billion VND needs to be paid in 2025
- Signal: Negative
- Impact on: VIC, NVL, VHM, real estate stocks
- Comment: High payment pressure may negatively affect the liquidity and business operations of real estate enterprises. However, the early redemption and successful extension of some bonds show positive signs of the ability to meet debt obligations.
Vietnam's stock market is divided, it is difficult to avoid fluctuations in the short term.
- Securities companies believe that the VN-Index may accumulate around 1,270-1,280 points before reaching the 1,300-point mark. Cash flow is concentrated in the midcap and smallcap groups, creating differentiation in the market.
- Signal: Neutral
- Impact on: VN-Index, VNSmallcaps, UPCoM
- Comment: The market is in the accumulation phase with a trend of differentiation. Investors should be cautious and avoid chasing midcap and smallcap stocks. Improved liquidity is a positive signal, but foreign selling pressure can cause short-term fluctuations.
Experts predict strong stock market breakthrough after Q2, VN-Index may surpass 1,300 points thanks to upgrading factor
- Signal: Positive
- Impact on: VN-Index, banking stocks, securities, real estate
- Comment: Positive forecasts for the market outlook in 2024 create optimism for investors. The upgrade factor and high economic growth expectations can boost cash flow into the market, especially into key industries.
Investors adapt quickly to trade war fluctuations, focusing on safe and sustainable investment opportunities
- Signal: Neutral
- Impact on: VN-Index, HPG, FPT, DBD, DGW, TNG
- Comment: The market is diverging between industry groups. Export groups such as steel and textiles face challenges. On the contrary, pharmaceuticals and technology are expected to benefit from new consumption trends. Investors need to be cautious and select stocks with good fundamentals.
Vietnam will host the largest securities conference in Asia-Pacific in 2025, raising its position in the international arena. The event will take place from February 19-21, 2025, attracting leading experts in the regional financial and securities sector.
- Signal: Positive
- Impact on: VN-Index, HNX-Index, HOSE, HNX
- Comment: Hosting this important event demonstrates the development and integration of the Vietnamese stock market. This can attract more foreign investment, increase liquidity and confidence in the market in the long term.
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.
