On April 16, 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.
Vinamilk will spend a record 9,000 billion VND to pay dividends, the highest in the past 6 years at a rate of 43.5%
- Signal: Positive
- Impact on: VNM, VN-Index
- Comment: Vinamilk's move to pay high dividends shows its positive business situation, which can create a positive spillover effect for the stock market. This can attract investment cash flow into VNM shares and other bluechip stocks.
BIDV Securities (BSC) submitted a plan to increase capital to nearly VND2,500 billion through paying dividends in shares at the upcoming annual general meeting of shareholders.
- Signal: Positive
- Impact on: BSC, BID, VN-Index
- Comment: BSC's capital increase can improve its financial capacity and expand its business operations. This can create momentum for BSC's stock price increase and have a positive impact on its parent stock BID, contributing to supporting the VN-Index.
VN-Index slightly decreased 0.33% in the week, liquidity decreased on HOSE
- Signal: Neutral
- Impact on: VN-Index, HNX-Index
- Comment: The market has slightly corrected with reduced liquidity, showing that investors are cautious. The VN-Index is still above the 1,300-point threshold, but it is necessary to monitor the movements of blue-chip stocks in the coming time to determine the trend.
$67 billion railway project about to start construction, Prime Minister requests production of locomotives and carriages in Vietnam
- Signal: Positive
- Impact on: VNR, HHV, TCT, GMD
- Comment: This large-scale project can boost economic growth, create jobs and develop the domestic railway industry. Enterprises related to the railway, logistics and transportation sectors can benefit from new business opportunities.
PNJ shares fell sharply despite gold price hitting a peak, capitalization evaporated more than 8,400 billion VND
- Signal: Negative
- Impact on: PNJ, gold and gemstone stocks
- Comment: Rising gold prices are putting pressure on production costs and retail prices of jewelry, making consumers hesitant. The shortage of gold supply continues to be a challenge. PNJ is adjusting its business strategy to adapt, but the short-term outlook remains challenging.
Pressure to restructure portfolio before first quarter financial reporting season, new investment opportunities may appear in second quarter of 2025
- Signal: Neutral
- Impact on: VN-Index, HNX-Index, UPCoM-Index
- Comment: The market may fluctuate in the short term due to portfolio restructuring pressure. However, the first quarter financial reporting season will bring new investment opportunities for cash flow in the second quarter of 2025, creating growth momentum for the market.
TNG cancels stock offering plan, switches to ESOP issuance and bond listing
TNG wants to cancel the issuance of 12.2 million shares to existing shareholders, instead focusing on issuing 6.13 million ESOP shares and listing bonds on HNX in 2025. The company targets revenue of VND8,100 billion and profit of VND340 billion in 2024.
- Signal: Positive
- Impact on: TNG
- Comment: TNG's new plan demonstrates flexibility in capital mobilization strategy, employee motivation and financial structure optimization. This can have a positive impact on TNG's operating efficiency and stock price in the medium and long term.
SSI Chairman's son sells all shares, transfers to family company
Mr. Nguyen Duy Linh, son of SSI Chairman Nguyen Duy Hung, sold all 154,496 SSI shares to NDH Investment Company Limited, increasing the ownership ratio of this enterprise at SSI to 8.364%.
- Signal: Neutral
- Impact on: SSI
- Comment: This transaction is only a change in the internal family ownership structure, not significantly affecting SSI's business operations. However, the concentration of ownership in a family company can strengthen SSI's control and strategic direction in the future.
Stock market looks forward to the first quarter financial reporting season of 2025, an opportunity to screen for promising stocks
- Signal: Positive
- Impact on: VN-Index, HNX-Index, VN30
- Comment: The first quarter financial reporting season provides important information for investors to assess business prospects. Sectors such as banking, securities, and real estate may record positive results, creating momentum for the market in the short term.
Vietnam's stock market may continue to fluctuate and adjust next week with the nearest support level at 1,310 points.
- Signal: Negative
- Impact on: VN-Index, HNX-Index
- Comment: Selling pressure is dominating, with the possibility of VN-Index retesting the support zone of 1,310-1,315 points. However, the market may soon have a technical recovery session when approaching this support zone. Investors should be cautious and wait for clearer confirmation signals before disbursing.
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.
