On March 19, 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.
Vietnamese stocks entered a positive uptrend, VN-Index remained above 1,300 points with improved liquidity and positive investor sentiment.
- Signal: Positive
- Impact on: VN-Index, VHM, VIC, VCB, BID
- Comment: The uptrend is confirmed when the VN-Index remains above 1,300 points. Low interest rates, expectations of market upgrade and economic support policies create growth momentum. However, investors need to be cautious with the risk of short-term correction.
SSI Chairman meets FTSE and the world's largest investment fund, discusses upgrading Vietnam's market
- Signal: Positive
- Impact on: VN-Index, HNX-Index, SSI
- Comment: This meeting shows Vietnam's efforts to improve its stock market, attracting the attention of major international organizations. If successful, the upgrade could bring in significant foreign capital flows, boosting liquidity and trading value in the market.
VinFast commits to invest 237 million USD to build electric vehicle factory in Indonesia, expanding into renewable energy sector
VinFast will build a 120-hectare electric vehicle manufacturing plant in West Java, Indonesia with a capacity of 50,000 vehicles per year. The project is expected to start after Ramadan and be completed in September 2025. VinFast is also interested in investing in solar power, wind power and 30,000-100,000 charging stations in Indonesia.
- Signal: Positive
- Impact on: VFS, auto and renewable energy stocks
- Comment: VinFast's investment plan in Indonesia shows the company's strong growth potential in the Southeast Asian market. This could create positive momentum for VFS shares and the Vietnamese electric car and renewable energy industry.
VN-Index slightly decreased after 5 consecutive increasing sessions, cash flow is still strong with VIC hitting the ceiling
- Signal: Neutral
- Impact on: VN-Index, VIC, VHM, VRE
- Comment: The market has slightly corrected after a long increase, but the cash flow is still strong and the Vingroup group has increased well, showing that the sentiment is still optimistic. We need to monitor the developments in the coming sessions to confirm the trend.
ATO and ATC orders lose priority when the KRX system operates, changing trading rules on HoSE
- Signal: Neutral
- Impact on: VN-Index, HNX-Index, blue-chip stocks
- Comment: This change may impact investors’ trading strategies, especially during ATO and ATC sessions. However, the overall impact on the market is not expected to be too large as investors have adapted to the new regulations.
Vingroup (VIC) shares hit the ceiling, supporting VN-Index in a down session
VIC hit the ceiling price of VND51,400/share, becoming a support to help VN-Index not fall too deeply when 366 stocks decreased in price. Foreign investors strongly bought VIC with a value of more than VND266 billion.
- Signal: Neutral
- Impact on: VIC, VN-Index
- Comment: Although VIC hit the ceiling, VN-Index still lost points due to selling pressure in many other stocks. This shows that the market is diverging. Investors should be cautious and monitor developments in the coming sessions.
HPG, PC1, SSI and MBB stocks are recommended to buy with positive prospects in 2025
- Signal: Positive
- Impact on: HPG, PC1, SSI, MBB, VN-Index
- Comment: Large stocks recommended for buying can create a positive effect, promoting cash flow into the market. VN-Index can benefit from the increase of this group of stocks. However, investors need to carefully monitor the market developments in the short term.
20 banks have adjusted their interest rates down, the trend of interest rate reduction continues
- Signal: Positive
- Impact on: VN-Index, HNX-Index, bank stocks
- Comment: The simultaneous reduction of interest rates by many banks shows that there is abundant liquidity, creating conditions to support economic growth. This could boost investment capital flows into the stock market, especially banking and real estate stocks.
Rubber prices forecast to increase by 5-10% in 2025, boosting prospects for Vietnam's rubber industry
Natural rubber prices are forecast to increase by 5-10% in 2025 compared to 2024, bringing positive prospects for rubber industry enterprises. Short supply and stable demand are the main drivers pushing rubber prices up.
- Signal: Positive
- Impact on: PHR, TRC, GVR, DPR
- Comment: The positive outlook for the rubber industry could boost the growth of stocks in this group. However, investors should carefully monitor the supply-demand and rubber price developments in the world market in the coming time.
Real estate stocks are strongly differentiated, cash flows into businesses with solid foundations
- Signal: Neutral
- Impact on: VHM, AGG, DXG, NVL, PDR, NLG, KDH
- Comment: The market is showing differentiation among real estate stocks. Enterprises with good finances and complete legal projects are prioritized by investors. However, the long-term prospects of the industry are still assessed positively.
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.
