On April 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.
Vietcombank Securities recommends buying MWG with a target price of VND 77,105/share, expecting a strong recovery from the ICT and Bach Hoa Xanh segments.
- Signal: Positive
- Impact on: MWG, VCB
- Comment: The buy recommendation for MWG reflects the positive outlook for the retail sector. This could boost investor confidence in retail stocks and the overall market. However, it is necessary to monitor MWG's actual performance in the coming time.
VN-Index may adjust to 1,300 points in the last week of March 2025
SHS experts believe that the index is not at an attractive price range for further disbursement. The market may be under correction pressure, testing the 1,300 point range in the short term.
- Signal: Negative
- Impact on: VN-Index, VN30, HNX-Index
- Comment: Short-term adjustment pressure may cause cash flow to be cautious and reduce liquidity. Investors should closely monitor market developments and consider reducing stock holdings to preserve profits.
SHS expert: VN-Index may face correction pressure, testing the 1,300 point zone in the last week of March 2025
- Signal: Negative
- Impact on: VN-Index, VN30, HNX-Index
- Comment: The market may face selling pressure in the short term as the index is at a high price range. Investors should be cautious, limit new disbursements and monitor market developments at the 1,300 point support zone before making further investment decisions.
VN-Index corrects after 8 weeks of increase, experts advise focusing on banking, securities and real estate stocks
- Signal: Neutral
- Impact on: VN-Index, VCB, SSI, VHM
- Comment: The market may continue to fluctuate in the short term due to profit-taking pressure. However, the long-term outlook remains positive thanks to expectations of market upgrade and a stable macro environment. Investors should focus on leading stocks with good financial foundations.
Fed expected to keep interest rates unchanged amid inflationary pressures and impact from new tariffs
The core PCE price index is forecast to increase 0.35% in February. The Fed may keep interest rates unchanged to assess the impact of President Trump's new tariff plan on April 2.
- Signal: Neutral
- Impact on: VN-Index, HNX-Index, banking and export stocks
- Comment: The Fed's decision to keep interest rates unchanged could support the market in the short term. However, concerns about inflation and the negative impact of new tariffs could weigh on the market in the medium to long term.
VN-Index hesitates after 8 consecutive weeks of increase, liquidity decreased by 12%. Foreign investors sold strongly, investors are cautious about the risk of correction.
- Signal: Neutral
- Impact on: VN-Index, CTG, STB, GEX, CTI, ELC, SIP
- Comment: The market may fluctuate in the short term but the possibility of a deep decline is low. Cash flow is hesitant, leading stocks have run out of momentum. It is necessary to monitor foreign investors' movements and the macro-economic situation.
VN-Index slightly adjusted in a positive trend, domestic cash flow led the market
The VN-Index decreased by 0.3% last week, but liquidity remained high. Domestic cash flow, especially from individual investors, is dominating and is expected to continue to lead the market in the coming time.
- Signal: Positive
- Impact on: VN-Index, VNM, MWG, FPT
- Comment: The short-term correction creates opportunities for new cash flows to participate. Potential sectors include residential real estate, securities, banking and retail. Positive macro outlook supports the market's uptrend.
TCBS breaks international capital mobilization record with $230 million loan
Techcom Securities Joint Stock Company (TCBS) has just completed the disbursement of a record unsecured syndicated loan of 230 million USD from international partners, marking an important step in expanding capital sources and enhancing its position in the financial market.
- Signal: Positive
- Impact on: TCB, VN-Index, HNX-Index
- Comment: This large loan demonstrates the confidence of international investors in TCBS and the Vietnamese stock market. This can promote foreign capital flows into the market, supporting liquidity and growth for the securities industry in particular and the market in general.
Vietnam's stock market fluctuated strongly due to net foreign capital withdrawal, concentrated in the VN30 group and technology stocks. However, the internal economy is stable and supported by government policies..
- Signal: Neutral
- Impact on: VN30, VNM, FPT, VIC
- Comment: The market may continue to fluctuate in the short term due to selling pressure from foreign investors. However, supportive policies and positive economic prospects can help the market recover in the medium and long term. Investors should be cautious but can consider opportunities in stocks with good fundamentals.
VN-Index maintains balance thanks to VIC and VHM, the stock market is in a tug-of-war phase waiting for first quarter business results
- Signal: Neutral
- Impact on: VN-Index, VIC, VHM, ORS
- Comment: The market is in the accumulation phase, waiting for information from the first quarter report. The support of VIC and VHM helps maintain stability, while selling pressure still exists. Investors should be cautious and manage risks appropriately.
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.
