On April 26, 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.
Amending securities regulations, KRX expected to operate from May 2025
The State Securities Commission is finalizing a draft Circular amending regulations on registration, depository, clearing and settlement of securities transactions to comply with the new KRX system, expected to operate from early May 2025.
- Signal: Positive
- Impact on: VN-Index, HNX-Index, VN30
- Comment: The implementation of the modern KRX system will improve trading efficiency, increase transparency and attract foreign investors. This can boost liquidity and trading value in the Vietnamese stock market in the long term.
Vietnam stock market receives many positive signals, expecting successful trade negotiations with the US
- Signal: Positive
- Impact on: VN-Index, VIC, banking stocks, securities, retail and public investment
- Comment: The market has the potential to recover thanks to expectations of trade negotiations, support from the Government and the operation of the KRX system. Investors should be cautious and prioritize stocks that are less affected by external risks. The support zone of 1,180-1,200 points needs to be maintained.
IMF lowers global economic growth outlook, warns of rising financial risks
- Signal: Negative
- Impact on: VN-Index, HNX-Index, banking and export stocks
- Comment: The IMF's forecast of a slowdown in growth could negatively impact investor sentiment, putting pressure on the Vietnamese stock market. Banking stocks and export businesses could be the most affected due to concerns about the global economic and trade outlook.
Vietnam's stock market fluctuates strongly, but there are still opportunities for calm investors.
VN-Index experienced a volatile trading week with strong ups and downs. However, opportunities still exist with good fundamental stocks with attractive dividend rates. Many businesses boosted investment and business expansion at the General Meeting of Shareholders.
- Signal: Neutral
- Impact on: VN-Index, HNX-Index, SHS, FPT, HPG, TNG, KBC
- Comment: The market is still volatile in the short term but cash flow is still following stocks well. Expecting momentum from new policies at the National Assembly meeting in May. Opportunity for calm investors with long-term strategies.
Small banks plan to change listing floors and increase capital
Kienlongbank, VietABank, BVBank and Saigonbank plan to list their shares on HoSE/HNX this year. At the same time, these banks also plan to increase their charter capital through issuing shares to existing shareholders and ESOP.
- Signal: Positive
- Impact on: KLB, VAB, BVB, SGB
- Comment: The listing and capital increase of small banks will help improve stock liquidity, increase capital mobilization capacity and enhance competitiveness. This can create positive momentum for the entire banking industry and the stock market in general.
Major securities companies report impressive profits in the first quarter of 2025, SSI and VPS lead brokerage market share
- Large-scale securities companies such as SSI, VPS, and TCBS recorded strong profit growth in the first quarter of 2025 despite the difficult general market. SSI achieved a profit of VND819 billion, up 13% over the same period.
- Signal: Positive
- Impact on: SSI, VPS, VIX, MBS
- Comment: Positive business results of major securities companies show positive prospects for the industry. This can boost investor confidence, support liquidity and market trends in the short term.
Next week, many large enterprises will hold their AGMs: VIC, VHM, STB, NVL, MWG, SHB, LPB, MBB. Investors expect positive information about business plans and dividends.
- Signal: Positive
- Impact on: VN-Index, VIC, VHM, STB, NVL, MWG, SHB, LPB, MBB
- Comment: The holding of shareholders' meetings by large enterprises can create positive sentiment for the market. Information about business plans and expected dividends will affect the stock price movements of these enterprises in the short term.
Stock market adjustment, NVL trading boom
VN-Index slightly decreased, testing the 1,220 point threshold. Selling pressure increased sharply in the securities group. NVL stood out with high liquidity, fluctuating around the ceiling price.
- Signal: Neutral
- Impact on: VN-Index, VN30, NVL, HCM, APG, VDS
- Comment: The market is in the accumulation phase, retesting the resistance zone of 1,235-1,240 points. Investors should be cautious, monitoring liquidity developments and foreign investors' movements in the coming sessions.
Vietnam stock market corrects sharply after tariff shock, opportunity for value investors
- Signal: Neutral
- Impact on: VN-Index, IDC, SZC, MWG, HPG
- Comment: The market is in a correction phase, creating opportunities for long-term investors. However, risks still exist due to the impact of the trade war. Investors need to be cautious, re-evaluate their portfolios and focus on stocks with solid fundamentals.
Asian consumer staples stocks surge amid trade war fears
Asian consumer staples stocks are gaining favor with investors as trade tensions escalate. The MSCI Asia Pacific Consumer Staples Index has gained 51TP3M since the start of April, outperforming the broader index’s 2.51TP3M decline.
- Signal: Positive
- Impact: MSCI Asia Pacific Consumer Staples Index, Yonghui Superstores, Kobe Bussan
- Comment: The shift towards defensive stocks may continue in the short term. Fiscal stimulus policies in Asian countries will support this group of stocks. However, inflation risks need to be closely monitored.
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.
