On April 19, 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.
VN-Index fell nearly 11 points in the NAV closing session of the first quarter of 2025, widespread selling pressure caused many stock groups to fluctuate negatively. Investors are cautious ahead of the long holiday.
- Signal: Negative
- Impact on: VN-Index, VN30, HNX-Index, large-cap stocks
- Comment: Strong selling pressure may last until early Q2/2025. Investors should be cautious, monitor market developments and macroeconomic factors before making investment decisions.
Vietnam Airlines (HVN) reported a record profit of nearly VND8,000 billion, marking a strong recovery of the aviation industry after the pandemic. This result far exceeded the expectations of the market and investors.
- Signal: Positive
- Impact on: HVN, VJC, ACV
- Comment: This news reflects the recovery of the aviation industry, which can create a positive effect for both aviation and tourism stocks. This can be a driving force for the VN-Index in the short term, especially for stocks related to this sector.
5 industry groups forecast profits to skyrocket in Q1/2025, highest up to 30%
Agriseco forecasts that profits of 5 industry groups will increase sharply in Q1/2025: Real estate and livestock will increase by 30%, aquaculture by 25%, retail by 20%, banking by 15%. Macroeconomic recovery and low interest rates are the main drivers.
- Signal: Positive
- Impact on: VN-Index, HNX-Index, VIC, NVL, DXG, DBC, BAF, VHC, FMC, MWG, FRT, VCB, BID, CTG
- Comment: Strong profit growth forecasts in many key industries are a positive signal for the stock market. Investors can consider increasing the proportion of stocks in industries forecasted to have high growth.
Big businesses set ambitious growth plans for 2025 despite difficulties
Gelex, Vicostone and Vinamilk all target significant revenue and profit growth in 2025, focusing on market expansion, R&D investment, digital transformation and seeking M&A opportunities.
- Signal: Positive
- Impact on: GEX, VCS, VNM, VN-Index
- Comment: The positive growth plans of large enterprises show confidence in the economic outlook. This can create optimism for investors, promoting cash flow into the stock market in the coming time.
US stocks post biggest quarterly decline since 2022 on Trump tariff concerns
The S&P 500 fell 4.6% in the first quarter, the lowest level since Q3/2022. Investors worry that new tariffs will slow growth and push up inflation. Big tech stocks are under pressure.
- Signal: Negative
- Impacting: S&P 500, Nasdaq, AAPL, MSFT, NVDA, TSLA
- Comment: The US stock market is under great pressure from tariff policies and concerns about the economic outlook. This could have a negative impact on the global stock market, especially emerging markets like Vietnam.
US stocks diverge, global trade war fears increase
Wall Street was rocked as Trump is expected to announce new tariffs. The Dow and S&P 500 rebounded slightly, while the Nasdaq fell on weak tech stocks. European stocks fell sharply, and oil prices jumped.
- Signal: Negative
- Impact on: Dow Jones, S&P 500, Nasdaq, STOXX 600
- Comment: The new US tariff plan raises concerns about a global trade war, negatively affecting the stock market. Investors should be cautious, especially with technology and export stocks.
VN-Index jumps more than 10 points thanks to Vingroup and banking stocks, market liquidity drops sharply
- Signal: Neutral
- Impact on: VN-Index, VIC, VHM, VRE, VCB, MBB, STB
- Comment: Although the index increased, the sharp decline in liquidity showed that cash flow is still cautious. Vingroup and banking groups lead the market, but further monitoring is needed to confirm a sustainable recovery trend.
Foreign investors net sold nearly 500 billion VND in the session of April 1 despite strongly buying VRE and VHM
- Signal: Neutral
- Impact on: VRE, VHM, SSI, FRT, MSN
- Comment: Although net selling decreased compared to the previous session, continued foreign capital withdrawal may put pressure on the market. However, the interest in VRE and VHM stocks shows that foreign investors still have confidence in some large enterprises.
Vingroup (VIC) shares surpass VietinBank, entering the top 3 capitalization of Vietnam's stock market
VIC increased by 2.9% to 59,700 VND, reaching a capitalization of 228,272 billion VND after 8 consecutive increasing sessions. Vingroup surpassed VietinBank, only behind Vietcombank and BIDV on the capitalization ranking.
- Signal: Positive
- Impact on: VIC, VCB, BID, CTG, VN-Index
- Comment: VIC's recovery could create a positive spillover effect for the market, especially the real estate and banking groups. However, it is necessary to monitor the movements of foreign investors who are maintaining a net selling trend.
DHA, TCH, HPG and KDH stocks are positively recommended with growth prospects in 2025
- Signal: Positive
- Impact on: DHA, TCH, HPG, KDH, VN-Index
- Comment: Positive information about business prospects and attractive valuations of large stocks can boost cash flow into the market, supporting the uptrend of VN-Index. Investors should closely monitor the developments of this group of stocks in the coming time.
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.
