On April 17, 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.
DBC and VPB stocks are recommended to buy with positive growth prospects in 2025
- Signal: Positive
- Impact on: DBC, VPB, VN-Index
- Comment: The buy recommendation for DBC and VPB reflects the positive outlook for the livestock and banking sectors. The overall market profit is expected to increase by 17% in Q1/2025, creating momentum for the VN-Index. However, it is necessary to monitor the risks from fluctuating pork prices and lower-than-expected NIM.
Expert: Necessary correction for the upcoming uptrend, good opportunity to hunt for stocks during the shareholder meeting season
- Signal: Positive
- Impact on: VN-Index, stocks in Real Estate, Banking, Securities
- Comment: The market is experiencing a healthy correction after a long uptrend. This is an opportunity for investors to restructure their portfolios, focusing on stocks with good fundamentals and attractive valuations during the AGM season. Long-term prospects are positive thanks to many supporting factors.
The 2025 shareholder meeting season promises a lot of positive information, boosting the stock market wave
- Signal: Positive
- Impact on: VN-Index, HNX-Index, banking stocks, securities, industrial real estate
- Comment: Positive business plans of many enterprises, especially banks and securities companies, along with economic growth prospects and government support policies can boost cash flow into the market, creating momentum for short-term gains.
VN-Index may correct to 1,300 points after 2 weeks of sideways movement, many leading stocks weaken
- Signal: Negative
- Impact on: VN-Index, VIC, VHM, VRE, SHB
- Comment: The market is showing signs of weakness with low liquidity and foreign net selling. Many stocks have broken the short- and medium-term uptrend. Investors should be cautious and consider reducing the proportion of stocks to prevent risks.
Investors increase use of leverage, stock market welcomes new investment opportunities
- Signal: Neutral
- Impact on: VN-Index, VIC, VHM, VRE
- Comment: Increased leverage may create short-term volatility, but solid macro fundamentals and abundant cash flow will support the market. Investors should be cautious and take advantage of corrections to accumulate good stocks.
Vietnamese tech startups face difficulties in IPO due to profit barriers, lack of sandbox and risk insurance tools
- Signal: Negative
- Impact on: VN-Index, HNX-Index, VN30-Index
- Comment: The news shows that the legal environment is not favorable for technology startups to IPO, which may slow down the development of this industry. This may negatively affect the long-term growth prospects of the stock market, especially the representative indexes.
CII postpones dividend payment to participate in 39,800 billion VND highway project, increases capital with bonus shares 14%
- Signal: Neutral
- Impact on: CII, HHV, TCD, HLG
- Comment: The postponement of dividend payment shows that CII is focusing resources on large projects that can bring long-term profits. However, this can also have a short-term impact on investor sentiment. Bonus shares 14% can partly compensate shareholders.
South Korea lifts short selling ban, hoping to boost liquidity and market transparency
South Korea has officially lifted a short-selling ban that was set to last from November 2023, covering about 2,700 listed stocks, along with tighter oversight and tougher penalties for illegal trading.
- Signal: Positive
- Impact on: Kospi, Kosdaq and Korean blue-chip stocks
Comment: The resumption of short selling is expected to boost liquidity, attract foreign hedge funds and increase transparency in the Korean stock market. However, the reaction of domestic individual investors needs to be monitored.
VIX and VietinBank Securities win big with 'Gelex family' stocks, HSC is worried because FPT is in the self-trading portfolio in the first quarter of 2024
- Signal: Neutral
- Impact on: VIX, CTS, HCM, GEX, GEE, FPT
- Comment: The market has a clear differentiation between stock groups. The strong increase of Gelex group helps some securities companies have good profits, while FPT's deep decrease negatively affects HSC. This shows the importance of diversifying investment portfolio.
VIX and VietinBank Securities could win big thanks to Gelex stocks, while HSC could face difficulties with FPT stocks in its self-trading portfolio in the first quarter of 2024.
- Signal: Neutral
- Impact on: VIX, CTS, HCM, GEX, GEE, FPT
- Comment: The information shows a divergence in investment performance of securities companies. Some companies may record good profits, while others may face difficulties. This may create local fluctuations in the stocks of securities companies and related businesses.
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.
