On March 1, 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.
Vietnam's infrastructure industry forecast to grow strongly in 2025
- Signal: Positive
- Impact on: HHV, CII, GMD, VSC, ACV, SCS
- Comment: The growth prospects of the infrastructure sector can boost investment cash flow into stocks of related enterprises. However, investors need to monitor the progress of public investment disbursement and the macroeconomic situation.
VN-Index maintains 1,300 point mark, securities group breaks out in the afternoon session
- The Vietnamese stock market remained stable around the 1,300-point mark. Securities stocks traded actively, leading the increase in the afternoon session. Market liquidity decreased compared to the previous session.
- Signal: Neutral
- Impact on: VN-Index, HNX-Index, VN30-Index, securities stocks
- Comment: The market is moving sideways and consolidating after surpassing 1,300 points. Cash flow is cautious, focusing on stocks. It is necessary to monitor developments in the coming sessions to confirm the trend.
The Lighthouse Bond Fund achieved an impressive return of 11,12% in 2024, far exceeding the benchmark index of 4,72%. Performance since inception reached 39,38%, nearly 4 times the savings interest rate.
- Signal: Positive
- Impact on: Bond market, bank stocks such as CTG, HDB
- Comment: LHBF's results show the high return potential of bond funds compared to savings. This can attract cash flow into the bond market and bank stocks, creating growth momentum for the entire market.
Foreign investors continue to net sell, VN-Index slightly decreases for the second consecutive session
- Foreign investors net sold 300 billion VND, focusing on banking and steel stocks. VN-Index decreased slightly, closing at 1,303 points. Liquidity decreased, reaching only 16,670 billion VND.
- Signal: Negative
- Impact on: VN-Index, STB, SHB, CTG, HPG
- Comment: Foreign investors' continuous net selling may put pressure on the market in the short term. However, liquidity remains higher than last year's average, showing that domestic cash flow is still supporting the market.
Foreign investors increased net selling of bank stocks, focusing on STB, CTG and SHB in the trading session on February 26. The total net selling value reached nearly 350 billion VND on all 3 floors.
- Signal: Negative
- Impact on: VN-Index, STB, CTG, SHB
- Comment: The strong net selling of bank stocks by foreign investors may put pressure on the general market and bank stocks in particular in the short term. However, it is necessary to monitor developments in the coming sessions to assess the trend.
Deposit interest rates decrease across the board after the Prime Minister's directive, the stock market is struggling.
- Signal: Neutral
- Impact on: VN-Index, HNX-Index, UPCoM-Index, bank stocks
- Comment: Reducing deposit interest rates may support stock market liquidity, but is not strong enough to create a breakthrough. The market still needs more time to assess the impact of this move on lending activities and bank profits.
Dragon Capital becomes major shareholder of PV Drilling, buying 250,000 PVD shares
- Signal: Positive
- Impact on: PVD, VN-Index
- Comment: Dragon Capital's increased ownership in PVD reflects its confidence in the prospects of the company and the oil and gas industry. This could be a positive signal for PVD and other oil and gas stocks in the short term.
MWG, BAF, MSN and TCB stocks are recommended to buy strongly before the session on February 27
- Leading securities companies give positive recommendations for 4 potential stocks MWG, BAF, MSN and TCB with high growth expectations in 2025.
- Signal: Positive
- Impact on: MWG, BAF, MSN, TCB
- Comment: Strong buy recommendations from reputable securities companies show the positive outlook for blue-chip stocks. This could create a spillover effect, attracting cash flow into the market and supporting the uptrend of the VN-Index in the short term.
SSI Research: Bach Hoa Xanh's revenue target of 10 billion USD by 2030 is too ambitious, MWG pushes to expand Erablue chain in Indonesia
- Signal: Neutral
- Impact on: MWG
- Comment: BHX's growth plan is considered difficult to achieve, while Erablue has positive prospects. Overseas expansion may bring new growth opportunities for MWG, but also carries risks. Investors need to closely monitor developments in the coming time.
Corporate bond maturity pressure increases sharply in 2025, especially for the real estate group
- About VND224 trillion of corporate bonds will mature in 2025, of which VND110 trillion will come from the real estate sector. Many large enterprises such as Novaland and Quang Thuan Investment face great payment pressure.
- Signal: Negative
- Impact on: VN-Index, HNX-Index, NVL, DXG, KDH
- Comment: High maturity pressure can cause difficulties for real estate businesses, affecting liquidity and market confidence. However, legal settlement for projects can help improve the situation from the second half of 2025.
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.
