On April 11, 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.
Vietnam promotes issuance of project bonds to raise capital for key infrastructure projects
- Signal: Positive
- Impact on: HNX-Index, VN-Index, construction and real estate stocks
- Comment: Issuing construction bonds can create a large source of capital for infrastructure projects, promoting economic growth. However, a clear legal framework and effective risk management mechanisms are needed to ensure success.
High-level leadership changes ahead of 2025 AGM season
Many businesses have witnessed major changes in their leadership when a series of senior leaders resigned en masse before the 2025 Annual General Meeting of Shareholders. This phenomenon occurred in many listed companies such as SSH, TDG, L40, VMC, RDP, PCT, TNT, VRC, CTP, etc.
- Signal: Neutral
- Affects: SSH, TDG, L40, VMC, RDP, PCT, TNT, VRC, CTP
- Comment: A change in leadership may lead to a change in the company's business strategy. However, the impact on the market depends on the capacity and vision of the new leadership. Investors should closely monitor developments at the upcoming General Meeting of Shareholders.
2025 Shareholders' Meeting Season: Capital Increase and Public Investment Stories Heat Up the Market
- VietinBank, Becamex IDC and many other enterprises are expected to present plans for large capital increases at the General Meeting of Shareholders. At the same time, key public investment projects such as Long Thanh airport are attracting the attention of investors.
- Signal: Positive
- Impact on: CTG, BCM, ACV, VCG, C4G, CTD, HPG
- Comment: Positive information about the capital increase plan and the promotion of public investment can boost cash flow into the market, especially in the banking, real estate and construction groups. VN-Index can head towards the 1,340-1,350 point range in the short term.
Trump suggests tax exemption for some countries, US and European markets increase slightly
- President Trump announced auto tariffs would take effect on April 2, but suggested some countries would be exempted. US and European stocks rose slightly as investors hoped for more flexible trade policies.
- Signal: Neutral
- Impact on: S&P 500, STOXX 600, DAX
- Comment: The news of new tariffs has created both caution and optimism. The market may be volatile in the short term as it awaits specific developments in US trade policy in the coming time.
Vietnam stock market slightly adjusted, investors cautious
VN-Index decreased 0.08% to 1,330.91 points, HNX-Index decreased 0.85%. Banking and securities groups were noticed, while Vingroup was under profit-taking pressure. Liquidity decreased sharply compared to the previous session.
- Signal: Neutral
- Impact on: VN-Index, HNX-Index, VIC, VHM, VRE, VIX, TCB, SHB
- Comment: The market is in the accumulation phase, with no clear signs of a breakthrough. Cash flows are circulating among industry groups, focusing on banking and securities stocks. Investors should continue to monitor signals about liquidity and short-term trends.
VN-Index slightly decreased, steel stocks increased impressively
The Vietnamese stock market made a slight correction in the afternoon session of March 26, with the VN-Index decreasing by 0.44% to 1,326.09 points. However, the group of steel stocks stood out with codes such as HPG, SMC, TLH increasing strongly.
- Signal: Neutral
- Impact on: VN-Index, HPG, SMC, TLH
Comment: Although the main index decreased slightly, the growth of the steel group shows that money is circulating between industry groups. The market may continue to trade sideways in the short term, waiting for more supporting information.
VN-Index drops nearly 6 points, FPT under strong net selling pressure from foreign investors
After two stable sessions, foreign investors sold a net 309 billion VND worth of FPT shares, causing the code to continue to plummet. This contributed to the VN-Index falling nearly 6 points in today's trading session.
- Signal: Negative
- Impact on: VN-Index, FPT
- Comment: Strong net selling pressure from foreign investors on FPT shares may spread to other bluechip stocks, causing caution among investors and creating downward pressure on the general market in the short term.
Ban Viet Discovery Investment Fund records negative performance, shifts to real estate and banking in 2025
- Signal: Neutral
- Impact on: VCAMDF, VN70, BVB, FOC, HVN, FOX
- Comment: The fund's investment diversion may improve performance in the long term, but it will not be immediately evident. The market is still in the adjustment phase, so the overall impact is limited. It is necessary to monitor the developments of the real estate and banking sectors in the coming time.
Banking and real estate stocks fell sharply, VN-Index lost nearly 6 points
The Vietnamese stock market witnessed a sell-off in banking and real estate stocks, causing the VN-Index to fall to 1,326 points. EIB, TPB, DIG, and KDH were the stocks that fell the most, while steel and seaport stocks continued to gain points.
- Signal: Negative
- Impact on: VN-Index, VN30, banking and real estate stocks
- Comment: Selling pressure concentrated in the large-cap group shows investors' cautious sentiment. Declining liquidity and continued net selling by foreign investors may lead to short-term fluctuations, with the possibility of the VN-Index adjusting to the 1,300-1,320 point range.
VCG, HHV and GMD stocks are recommended to buy with positive growth prospects
Vietcombank and Tien Phong Securities Company have issued buy recommendations for VCG, HHV and GMD shares with target prices of VND24,689, VND15,537 and VND67,700, respectively. These companies are assessed to have good growth potential thanks to increased public investment and infrastructure development.
- Signal: Positive
- Impact on: VCG, HHV, GMD
- Comment: Buy recommendations from reputable securities companies show positive prospects for infrastructure and port stocks. This could create a spillover effect, attracting cash flow into this industry group and supporting the uptrend of the general market.
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.
