On March 4, 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.
Nhat Viet Securities grows beyond plan, shareholders benefit from attractive dividends
- VFS recorded impressive business results in 2024 with revenue reaching VND 293.67 billion, an increase of VND 20.11 billion compared to 2023. Profit after tax reached VND 125.17 billion, an increase of VND 461 billion. The company plans to pay stock dividends of VND 81 billion for 2023 and 2024, expected to increase to VND 101 billion for 2025.
- Signal: Positive
- Impact on: VFS, VN-Index
- Comment: VFS's positive business results reflect the positive outlook of the securities industry. Attractive dividend payments can attract investment cash flow into VFS shares and other securities companies, supporting the growth of the VN-Index.
SHS points out 10 stocks that will benefit when Vietnam is upgraded to a market capitalization
- SHS Securities Company predicts that 10 large-cap stocks may be included in the FTSE basket when Vietnam is upgraded to an emerging market, attracting billions of dollars in foreign capital.
- Signal: Positive
- Impact on: VNM, VHM, VIC, HPG, SSI, MSN, VCI, VND, VIX, DGC
- Comment: The upgrade will create growth momentum for the Vietnamese stock market, especially large-cap stocks. However, more time is needed to complete the missing criteria and shorten the account opening procedures for foreign investors.
Vietnam's stock market was in red, VN-Index retreated to near 1,300 points due to widespread selling pressure. Steel stocks weakened, banking group adjusted down.
- Signal: Negative
- Impact on: VN-Index, HPG, HSG, NKG, STB
- Comment: Increased selling pressure may lead to a short-term downtrend. However, liquidity remains high, indicating that money is still flowing into the market. Investors should be cautious and closely monitor market developments.
Steel stocks boom as anti-dumping tax on imported galvanized steel expected to be issued soon
- Signal: Positive
- Impact on: HPG, HSG, NKG, SMC, TLH, GDA, VGS, TVN
- Comment: Information about the possibility of imposing anti-dumping tax on galvanized steel imported from China and South Korea creates positive sentiment for steel stocks. This can boost the consumption output and selling prices of domestic enterprises, especially HSG, GDA and NKG.
Techcom Capital VNX50 ETF Fund approved for listing on HOSE, opening up new investment opportunities for investors
- Signal: Positive
- Impact on: VNX50, VN30, HNX30
- Comment: This event can boost capital flows into the VNX50 group of stocks, creating growth momentum for the market. At the same time, the listing of new ETFs also contributes to diversifying investment products, attracting more investors to participate in the stock market.
Techcom Capital VNX50 ETF approved for listing on HOSE, opening up new investment opportunities for Vietnamese investors
- Signal: Positive
- Impact on: VNX50, FUETCC50, stocks in VNX50 basket
- Comment: This event can attract new cash flow into the market, especially the VNX50 group of stocks. This is a positive signal, promoting the development of the Vietnam ETF market, creating more investment options for individual and institutional investors.
Stock market slightly adjusted, real estate stocks attracted strong cash flow
- VN-Index slightly decreased by 0.19% to 1,305.36 points in the last session of the week. The real estate group stood out with high liquidity, many codes increased well such as DXG, NVL, CII. The positive point is that the liquidity of the whole market remained at a high level.
- Signal: Neutral
- Impact on: VN-Index, DXG, NVL, CII
- Comment: The market has slightly adjusted but liquidity is still good, which is a positive signal. Cash flow is shifting to the real estate group instead of blue chips. The short-term trend is still accumulating around the 1,300 point threshold.
Foreign investors sold more than 1,000 billion VND in net sales in the last session of February, focusing on selling bluechip stocks.
- Signal: Negative
- Impact on: VN-Index, HPG, VHM, MSN, HCM, VCB
- Comment: Strong net selling by foreign investors may put downward pressure on the general market and the stocks that are net sold. However, this may only be a short-term move to restructure the investment portfolio at the end of the month, not reflecting the long-term trend of foreign capital flows.
VN-Index decreased due to selling pressure in the banking and resources group, closing the session down more than 2 points to 1,305 points.
- Signal: Negative
- Impact on: VN-Index, VN30, VCB, HPG, TPB, LPB, MBB, TCB
- Comment: Increased selling pressure in the banking and resource groups raises concerns about the short-term trend. However, liquidity remains high and the index has not fallen too far, indicating that demand is still supportive.
Global stocks plunge, VN-Index slightly down after Trump's new tax announcement
- Signal: Negative
- Impact on: VN-Index, HNX-Index, UPCoM-Index, export stocks
- Comment: Trump's new tax announcement puts pressure on global stock markets. VN-Index slightly decreased but still maintained the 1,300 point mark. Export stocks may be negatively impacted in the short term. Investors should be cautious and closely monitor international trade developments.
Sacombank plans to record a provision of 7,900 billion VND, profits may explode in the near future
- Signal: Positive
- Impact on: STB, VN-Index, HNX-Index
- Comment: Accounting for a large provision can help Sacombank significantly improve asset quality and increase profitability in the future. This can create momentum for STB shares to increase in price and have a positive impact on sentiment.
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.
