On March 5, 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.
This week, 7 businesses have decided on cash dividend rights, the highest is 20%
- Dong Nai Port (PDN) leads with 20%, followed by Dong Hai Ben Tre (DHC) and Hai Phong Electricity and Water Installation (DNC) with 10%. Other businesses also have plans to pay attractive dividends.
- Signal: Positive
- Impact on: PDN, DHC, DNC
- Comment: The fact that many businesses pay high cash dividends shows a positive business situation. This can motivate investors and support the general market's uptrend in the short term.
Quoc Cuong Gia Lai’s QCG shares plunged after Nguyen Thi Nhu Loan was prosecuted. Investors are concerned about the company’s prospects and the stock’s ability to recover.
- Signal: Negative
- Impact on: QCG, VN-Index
- Comment: Ms. Loan’s prosecution may negatively affect QCG’s business operations and investor confidence. QCG shares may continue to decline in the short term. VN-Index may also be under slight downward pressure.
Real estate and technology stocks are positively recommended, expecting growth in 2025
- Signal: Positive
- Impact on: KBC, DGW, VHC, NLG
- Comment: Positive recommendations for real estate and technology stocks reflect the market's recovery prospects. This could boost cash flow into these sectors, supporting the VN-Index in the short term. However, investors need to monitor macroeconomic developments to assess long-term trends.
Many experts expect the VN-Index to move towards the 1,320-1,350 point range in the short term, but warn of the risk of correction in March.
- Signal: Neutral
- Impact on: VN-Index, VNM, HPG, VCB
- Comment: The market is in a positive trend but there is a risk of correction. Investors should be cautious, consider reducing the proportion of stocks that have increased rapidly and selectively accumulate when the market corrects, focusing on stocks with good fundamentals.
Thai oil and gas group has suspended operations of its $5 billion oil refinery in Vietnam, recording a loss of more than VND6,800 billion due to market fluctuations and operational difficulties.
- Signal: Negative
- Impact on: PLX, OIL, GAS
- Comment: The shutdown of a major refinery could negatively impact domestic gasoline supplies, putting pressure on fuel prices. Listed oil and gas companies could be affected in the short term by this news.
Yeah1 CEO collects nearly 1 million more shares before the concert Anh Trai and Chi Dep
- CEO Ngo Thi Van Hanh registered to buy more than 983,000 YEG shares in the public offering, bringing her total holdings to more than 1.5 million shares. The move comes ahead of the company’s concerts, which are expected to attract tens of thousands of spectators.
- Signal: Positive
- Impact on: YEG
- Comment: The CEO's increased ownership shows confidence in the company's prospects. Upcoming concerts could bring in significant revenue, creating growth momentum for YEG in the short term.
Foreign investors strongly sold 16,600 billion VND of Vietnamese stocks in the first 2 months of 2025, putting pressure on VN-Index
- Signal: Negative
- Impact on: VN-Index, FPT, VIC, VNM, VCB, MSN, FRT, SSI
- Comment: Strong net selling by foreign investors may continue to put downward pressure on the market in the short term. However, the prospect of market upgrading and low foreign room may help limit selling pressure in the medium and long term.
Small and medium-sized stocks lead VN-Index to surpass 1,300 points, but there is a potential risk of correction
- Signal: Neutral
- Impact on: VN-Index, VNMidcap, VNSmallcap, YBM, FCM, BMC, PTC, APG, OGC
- Comment: Although the strong increase of small and medium-sized stocks helped the market surpass the important threshold, investors need to be cautious with the risk of correction. Cash flow may soon return to the blue-chip group. Careful selection is needed based on business prospects and reasonable valuation.
Hot race for home loan interest rates: Eximbank lowers to 3,68%, borrows 100% of capital in 40 years
- Signal: Positive
- Impact on: VN-Index, HDB, STB, EIB, SHB, LPB
- Comment: The race to lower home loan interest rates shows banks’ efforts to push capital into the market. This could stimulate cash flow into real estate and stocks, supporting the growth of the VN-Index. However, it is necessary to closely monitor credit risks and the economy’s ability to absorb capital.
VN-Index strives to maintain the 1,300-point threshold thanks to alternating demand from pillar stocks, despite net selling pressure from foreign investors.
- Signal: Positive
- Impact on: VN-Index, HPG, FPT, STB, CTG, VCB
- Comment: The market is likely to continue to rise if it overcomes the resistance level of 1,300-1,310 points. Investors can consider short-term trading in stocks with good fundamentals, especially steel groups that benefit from the new policy.
VN-Index surpasses 1,300 points, steel and stocks lead the increase
- VN-Index continued its strong growth, surpassing the resistance level of 1,300 points. The steel and securities industries stood out with positive support information on policies and prospects for market upgrade.
- Signal: Positive
- Impact on: VN-Index, HPG, HSG, NKG, SSI, HCM, VND
- Comment: The VN-Index's growth is supported by strong cash flows from domestic investors and expectations of economic stimulus policies. The steel industry and securities can lead the market in the short term thanks to their own supporting factors.
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.
