On February 28, 2025, the stock market news bulletin recorded notable developments, providing investors with multi-dimensional news bulletins on trends and growth potential. Below is a summary of some of the highlights and analysis of the market situation in the form of a quick bulletin.
Small and medium-sized stocks break out, securities and industrial real estate attract cash flow
- Signal: Positive
- Impact on: VNMID, VNSML, VN-Index, securities stocks and industrial real estate
- Comment: Cash flow is shifting from the VN30 group to small and mid-cap stocks, creating new growth momentum for the market. Positive prospects for the securities and industrial real estate sectors could push the VN-Index above the 1,300-point mark in the near future.
VN-Index broke its 5-session winning streak, falling slightly to 1,303 points due to selling pressure from foreign investors.
- Signal: Neutral
- Impact on: VN-Index, VCB, MBB, HPG, FPT
- Comment: Despite the slight decrease, the market's upward trend is still maintained. Experts predict that the VN-Index may head towards the 1,330-1,350 point range in the short term. However, it is necessary to monitor the net selling of foreign investors.
VinaCapital's billion-dollar fund VOF bets on consumption and real estate in 2025, maintaining superior performance compared to VN-Index despite capital withdrawal pressure
- Signal: Neutral
- Impact on: VN-Index, ACB, FPT, KDH, HPG, ACV, PNJ, VPB, KDC
- Comment: Although VOF is under pressure to withdraw capital, the fund still maintains good performance and bets on potential sectors. This shows confidence in the recovery prospects of the market, especially the consumer, real estate and financial sectors.
Securities companies recommend holding and buying MCH, SHB, DXG and KBC stocks before the session on February 26
- Signal: Positive
- Impact on: MCH, SHB, DXG, KBC
- Comment: Positive recommendations from leading securities companies indicate a positive outlook for the market. Highly rated stocks such as MCH, SHB, DXG and KBC are likely to attract cash flow and increase in price in the short term, creating a positive spillover effect for the entire market.
Bitcoin plummeted, dropping nearly 7% to below $89,000/BTC today
- Signal: Negative
- Impact on: BTCUSD, crypto-related stocks
- Comment: Bitcoin's sharp decline could put pressure on the entire cryptocurrency market. The cautious sentiment could spread to other risk assets such as tech stocks. Investors should keep a close eye on developments in the coming days.
TVS expert warns of market correction risks due to US tariff policy and declining cash flow
- Signal: Negative
- Impact on: VN-Index, VN30, VN MID, VN SMALL
- Comment: Pressure from US tariff policy and reduced investment cash flow may cause a correction for VN-Index. Foreign investors continue to net sell, while domestic investors tend to switch to other investment channels such as gold or cryptocurrencies.
Mining stocks surge on China export curbs, but long-term outlook needs more concrete data
- Signal: Neutral
- Impact on: BMC, KSV, HGM, MSR
- Comment: Despite the short-term uptrend, the long-term prospects of the mineral stocks are still unclear. Investors need to be cautious and carefully evaluate each company's internals instead of following trends. More information is needed on planning, reserves and specific exploitation plans.
Warren Buffett shares 3 valuable investment tips in his 2025 shareholder letter: Admit mistakes, stick with stocks, and look for opportunities in undervalued markets.
- Signal: Positive
- Impact on: BRK.A, BRK.B, VNI
- Comment: Buffett's advice could give investors confidence in the stock market over the long term. This could spur money into stocks, especially companies with good fundamentals that are undervalued.
Real Estate Industry Expected to Lead Market Profit Growth in 2025
- FiinGroup forecasts that the total market profit in 2025 will depend largely on the recovery of the real estate industry. Many large real estate enterprises such as VHM, DXG, NLG, KDH are planning to launch a series of large-scale projects next year.
- Signal: Positive
- Impact on: VN-Index, VHM, DXG, NLG, KDH, PDR, TCH
- Comment: The recovery prospects of the real estate industry can boost the growth of profits and stock prices of the whole market. Supportive policies and plans to launch new projects by large enterprises are the main drivers for this trend.
VISecurities changes name to OCBS, ambition to increase capital 4 times
- Vietnam International Securities Corporation (VISecurities) plans to submit to the 2025 General Meeting of Shareholders a plan to change its name to OCBS Securities Corporation, and at the same time request to increase its charter capital by 4 times its current size.
- Signal: Positive
- Impact on: VIS, securities stocks
- Comment: This move shows VISecurities' ambition to expand its scale and enhance its position in the market. A strong capital increase can help the company improve its financial capacity, expand its business operations, and create growth momentum in the future.
Kafi launches the Refer a Lot – Get Millions program, rewards up to 75,000 VND/account. Provides Margin Zero interest rate 0% and flexible margin packages, aiming for top 10 brokerage market share.
- Signal: Positive
- Impact on: KAF, banking and financial stocks
- Comment: Kafi's incentive program and diversified margin products can promote cash flow into the market, creating growth momentum for the securities industry. KAF shares and other securities companies can benefit from this trend.
VN-Index maintains 1,300 point mark, steel stocks attract cash flow
- The stock market traded cautiously on the morning of February 26 but remained green. Steel stocks such as HPG, HSG, NKG attracted strong cash flows. BCG and SHB led liquidity on the HOSE floor.
- Signal: Positive
- Impact on: VN-Index, HPG, HSG, NKG, BCG, SHB
- Comment: The market holding the 1,300 point mark despite cautious trading is a positive signal. The interest in the steel group shows that investors have high expectations for the industry's prospects. However, it is necessary to monitor the developments in BCG after the bond news.
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.
