On March 7, 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.
TPS Securities shares hit the floor, investors panicked and fled. Liquidity increased dramatically with trading volume 3 times the average of 20 sessions.
- Signal: Negative
- Impact on: TPS, VN-Index, HNX-Index
- Comment: The sharp decline in TPS may cause negative sentiment to spread to other stocks and the general index. Investors should be cautious and closely monitor market developments in the coming sessions to have appropriate strategies.
Money poured into stocks, liquidity highest in 5 months
- Domestic investors poured money into securities and large-cap stocks, pushing liquidity to VND21,130 billion. VN-Index increased by 4 points, closing at nearly 1,310 points.
- Signal: Positive
- Impact on: VN-Index, HPG, VHM, VIB, TPB, ORS, VIX, SSI, VCI
- Comment: Strong cash flow into the market, especially in the securities and large-cap groups, shows positive investor sentiment. The uptrend may continue in the short term, but it is necessary to monitor foreign net selling.
Stocks break out, VN-Index surpasses 1,300 points in the first session of March
- The securities group led the market with many codes increasing strongly such as VIX, SSI, VCI. VN-Index increased by 4.01 points to 1,309.37 points, liquidity reached the highest level since the beginning of October 2023.
- Signal: Positive
- Impact on: VN-Index, VIX, SSI, VCI
- Comment: The increase in the stock group and improved liquidity are positive signals, showing that cash flow is returning to the market. However, it is necessary to monitor the developments in the coming sessions to confirm the trend.
Foreign investors net sold nearly 500 billion VND despite buying VHM strongly in the session of March 3
- Foreign investors net bought 127 billion VND of VHM shares, but still net sold a total of nearly 500 billion VND across the entire market. TPB and TNH were the most net sold with 256.5 billion and 127.5 billion VND respectively.
- Signal: Neutral
- Impact on: VHM, TPB, TNH
- Comment: Foreign money is still being withdrawn but at a significantly slower pace than the previous session. The strong accumulation of VHM shows that foreign investors are still interested in some large stocks. The market may fluctuate within a narrow range in the short term.
Vingroup returned to the top 10 largest capitalizations on the stock exchange, replacing PV Gas thanks to VIC shares increasing sharply to 42,050 VND/share - the highest level since the beginning of the year.
- Signal: Positive
- Impact on: VIC, VHM, VRE, GAS, VN-Index
- Comment: Vingroup's return to the top 10 largest market capitalization shows investors' confidence in the group's growth prospects. This could create momentum for other bluechip stocks, especially the real estate and retail groups.
VN-Index increased slightly to nearly 1,310 points, small and medium-sized stocks still have room to increase
- Signal: Neutral
- Impact on: VN-Index, HNX-Index, UPCoM-Index
- Comment: The market is cautious but still maintains a positive trend. Small and medium-sized stocks still have room to increase, however, investors need to carefully consider the valuation and growth potential of each company before investing.
Vietnam's series of major oil and gas projects accelerate, creating positive prospects for industry giants
- Many large-scale oil and gas exploitation projects such as Block B and Blue Whale are making positive progress. The revised Electricity Law prioritizes the development of domestic electricity and supports exploration and exploitation activities of upstream enterprises.
- Signal: Positive
- Impact on: GAS, PVS, PVD, POW
- Comment: News creates growth momentum for oil and gas businesses, especially in the upstream and gas sectors. However, it is necessary to monitor the developments in world oil prices and the specific progress of projects for more accurate assessments.
Strong cash flow rotation between industry groups, creating attractive T+ surfing opportunities for investors
- Signal: Positive
- Impact on: VN-Index, HNX-Index, banking stocks, securities, steel, industrial real estate, oil and gas
- Comment: Liquidity increased by 50% compared to the previous month, showing that cash flow is returning strongly. The continuous rotation between industry groups creates short-term profit opportunities. However, investors need to be cautious with increasing speculative risks.
The stock market is favorable for businesses to issue new shares.
- VN-Index surpasses 1,300 points and stable liquidity creates conditions for businesses to raise capital through stock issuance. Many companies such as ILB, ELC, NLG have announced plans to offer new shares to existing shareholders in 2025.
- Signal: Positive
- Impact on: VN-Index, ILB, ELC, NLG
- Comment: A wave of new stock issuance may take place strongly from the third quarter of 2025, especially in the real estate group. This helps supplement supply to the market, creating new investment opportunities for investors.
VN-Index surpasses 1,300 points: Different thanks to low interest rates and prospects of upgrading
- The VN-Index has remained above 1,300 points for the past six sessions, supported by loose monetary policy, increased public investment and expectations of market upgrade.
- Signal: Positive
- Impact on: VN-Index, banking stocks, real estate and securities
- Comment: The uptrend may continue in the short term thanks to supporting factors. However, investors should be cautious of profit-taking pressure and the risk of technical correction after a long increase.
US stock market plunges after Trump's new tax decision, Europe rebounds thanks to defense stocks
- Signal: Negative
- Impact on: Dow Jones, S&P 500, Nasdaq, STOXX 600
- Comment: The US decision to impose new tariffs and concerns about an economic recession put pressure on global markets. The US market fell sharply while Europe rose on expectations of defense spending. The mixed developments could cause strong volatility in the short term.
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.
