On March 26, 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.
Former Chairman of Bamboo Capital Nguyen Ho Nam had nearly 11 million BCG shares sold, reducing his ownership ratio to 9,21%
- Signal: Negative
- Affects: BCG, BCR, BGE, TCD
- Comment: The company's leaders' stock liquidation may cause negative sentiment among investors, affecting market confidence. This may lead to increased selling pressure on BCG shares and related companies in the short term.
Experts recommend choosing quality securities stocks based on market share, IB revenue and reasonable debt/equity ratio when expecting the upcoming KRX wave.
- Signal: Positive
- Impact on: VN-Index, VNMidcap, VNSmallcap, securities industry stocks
- Comment: This information may create differentiation in the group of securities stocks, attracting cash flow into leading stocks with good growth potential. However, investors need to be cautious when expecting KRX, which has been delayed many times before.
Banking and real estate stocks are positively recommended before the session on March 17
- Signal: Positive
- Impact on: CTG, MBB, VHM, PHR, PTB
- Comment: Securities companies have given positive recommendations for many large stocks, especially banks and real estate. This can create optimism for investors, promoting cash flow into the market in the short term.
VN-Index fluctuates around the reference level, momentum shows signs of decline
VN-Index closed the last session of the week creating a doji candle, high trading volume shows strong supply. MACD indicator trended to peak, predicting that the market may continue to adjust next week.
- Signal: Neutral
- Impact on: VN-Index, VN30
- Comment: The market is in a cautious phase after a long-term increase. VN-Index may retest the support zone of 1,300-1,315 points in the short term. However, the long-term growth trend is still maintained.
Real estate businesses compete to open new projects, expecting large revenue in 2024-2025
- Signal: Positive
- Impact on: VHM, KDH, NLG, DXG, NVL
- Comment: The fact that large real estate companies are actively launching new projects shows that the market is recovering. This could boost cash flow into real estate stocks, especially those with clean land funds and healthy finances. However, investors need to carefully monitor the actual sales progress.
SSI Chairman continues to meet with global investment sharks, promoting upgrading of Vietnam's stock market
Mr. Nguyen Duy Hung recently had a meeting with CEO VanEck Global, following a series of meetings with representatives of FTSE and BlackRock. These meetings aim to promote the process of upgrading Vietnam's stock market in the 2025 review.
- Signal: Positive
- Impact on: VNIndex, VNM ETF, SSI
- Comment: The interest of large investment organizations shows the potential of the Vietnamese market. The upgrade can attract strong foreign capital flows, creating growth momentum for VNIndex and blue-chip stocks.
Stock market may avoid sharp decline thanks to expectations of promising business plans of banks
- Signal: Positive
- Impact on: VN-Index, HNX-Index, bank stocks (VCB, BID, CTG, TCB, MBB)
- Comment: Information about banks' positive business plans can create positive sentiment for investors, supporting the market in the short term. However, it is necessary to monitor more macro factors and international market developments to assess long-term trends.
Fed meeting this week: Keep interest rates unchanged, market awaits signal on possible future cuts
- Signal: Neutral
- Impact on: VN-Index, HNX-Index, bank stocks such as BID, CTG, VCB
- Comment: The Fed's decision to keep interest rates unchanged was expected, but the market will closely monitor signals of possible future rate cuts. This could create short-term fluctuations in the Vietnamese stock market, especially banking stocks.
Emerging investment opportunities as VN-Index diverges from international market trends, up 5% since the beginning of the year amid declines in many regional indices
- Signal: Positive
- Impact on: VN-Index, HNX-Index, VN30, stocks in securities, real estate, industrial parks and consumer sectors
- Comment: The Vietnamese market shows its intrinsic strength with abundant cash flow and improved liquidity. Short-term technical corrections may create opportunities for investors to accumulate stocks. The 8% GDP growth outlook supports the long-term positive trend.
HSG announced a plan to buy large treasury stocks, the market reacted positively but caution is needed
Hoa Sen Group Corporation will submit to the General Meeting of Shareholders a plan to buy back up to 30% of issued shares as treasury shares. HSG shares increased by 7% after this information but the valuation remains high.
- Signal: Neutral
- Impact on: HSG, VHM
- Comment: The plan to buy back treasury stocks may support HSG's price in the short term. However, high valuation and cautious business outlook may limit the upside momentum. Investors should consider carefully before participating.
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.
