On March 3, 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.
Many businesses set high growth targets in 2025 despite economic challenges
- Signal: Positive
- Impact on: KBC, FPT, DBC, TMT, MWG, VGC
- Comment: The ambitious plans of large enterprises show optimism about the economic outlook. However, investors need to carefully assess the feasibility of each plan based on the actual capacity of the enterprise and the industry outlook.
Nvidia Reveals Earnings, Market Anxiously Waiting for Impact on AI Stocks
- The US stock market was little changed, with the focus on the financial report of Nvidia – the leader in the AI field – for the fourth quarter of 2024. This result is expected to strongly influence the trend of technology and AI stocks.
- Signal: Neutral
- Impact on: NVDA, SOX, tech and AI stocks
- Comment: The market is cautiously awaiting information from Nvidia. Positive results could boost tech stocks, while poor results will put downward pressure on prices. Investors need to monitor the reaction in the next session.
The son of Mr. Do Huu Ha, Chairman of TCH, was appointed as Chairman of the People's Committee of Binh Thuan province. This is remarkable news for Hoang Huy Finance (TCH) and the stock market.
- Signal: Positive
- Impact on: TCH, VN-Index
- Comment: This appointment may create opportunities for TCH to expand its business in Binh Thuan. TCH shares are likely to increase in price in the short term. However, investors should be cautious and monitor more detailed information about the specific impact on the company's operations.
Investors return to the mineral group, VN-Index approaches the 1,300 point mark
- The stock market this morning recorded the return of cash flow into the mineral stocks group, with many codes hitting the ceiling. VN-Index increased slightly thanks to VCB, approaching the resistance level of 1,300 points.
- Signal: Positive
- Impact on: VN-Index, VCB, TLH, EVG, SAM, OGC, KSV, MVB, BKC, HGM, TVD, YBC, MIC, MTA, MSR
- Comment: The return of cash flow into the mineral group shows that investors are looking for opportunities in small and medium-sized stocks. This could create momentum to help the VN-Index surpass the resistance level of 1,300 points in the short term.
Cholimex Food closes the right to pay huge dividend 50%, CMF stock nears historical peak
- On March 21, CMF closed the list of shareholders receiving cash dividends of 50% (VND 5,000/share). This is the 6th consecutive year the company has maintained this payment level. CMF's current market price is VND 333,800/share, close to the peak of VND 340,000.
- Signal: Positive
- Impact on: CMF, VN-Index
- Comment: CMF's attractive and stable dividend policy can attract investors' attention, create a positive effect for the stock and contribute to supporting the general market sentiment.
HoSE prepares to test KRX system, expected to be deployed in early May 2025
- HoSE requires securities companies to prepare data for testing the new KRX trading system. The system is expected to go into operation in early May 2025, promising to bring many improvements to the Vietnamese stock market.
- Signal: Positive
- Impact on: VN-Index, HNX-Index, VN30-Index, securities stocks such as SSI, VND, HCM
- Comment: The implementation of the KRX system is an important step forward, helping to improve transaction efficiency and create conditions for the Vietnamese stock market to be upgraded. This can attract more foreign capital into the market.
Steel stocks explode after news of anti-dumping tax, HSG and NKG hit ceiling
- Steel stocks all increased sharply after the Ministry of Industry and Trade imposed temporary anti-dumping tax on Chinese HRC steel. HSG and NKG increased to the ceiling, HPG increased by 2,16% with the highest liquidity on the floor.
- Signal: Positive
- Impact on: HSG, NKG, HPG, SMC, TLH
- Comment: The imposition of tax can help domestic enterprises increase market share and improve profit margins. The steel industry outlook for 2025-2026 is positive thanks to increased demand from large infrastructure projects. HSG and NKG are expected to benefit the most.
Steel stocks boom, VN-Index surpasses 1,300 points with strong liquidity increase
- Signal: Positive
- Impact on: VN-Index, HNX-Index, HPG, HSG, NKG, VCB
- Comment: The breakthrough of steel stocks and the increase of VCB have boosted the market, showing that investor sentiment is improving. The strong increase in liquidity is also a positive signal, promising that the uptrend may continue in the short term.
Steel industry stocks break out strongly, leading the market to increase points
- The proposal to impose anti-dumping tax on Chinese galvanized steel helped HSG, NKG, and TLH all hit the ceiling. HPG absorbed more than VND1,400 billion, reaching a 6-month peak. VN-Index increased by nearly 5 points.
- Signal: Positive
- Impact on: VN-Index, HSG, NKG, TLH, HPG
- Comment: Positive information from the steel industry may boost cash flow into this group of stocks in the short term. However, it is necessary to monitor the actual developments of the tax decision and the market's reaction in the coming sessions.
TCBS became the first securities company in Vietnam to be recognized by ACCA as meeting international standards, affirming its pioneering position in the field of Wealthtech and its commitment to developing high-quality human resources.
- Signal: Positive
- Impact on: TCB, banking stocks and securities
- Comment: This news reflects positively on TCBS's capacity and reputation, and can create a positive spillover effect for TCB shares and other companies in the same industry. This is a good signal for the sustainable development of the Vietnamese financial 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.
