On May 10, 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.
VIC shares continued to rise sharply, while Sacombank had unusual developments on the day of the dividend meeting. Investors are closely monitoring the developments of these two codes.
- Signal: Neutral
- Impact on: VIC, STB, VN-Index
- Comment: VIC's growth may create positive sentiment, but STB's unusual performance may cause concern. The market may fluctuate in the short term, need to monitor more information from Sacombank's shareholder meeting.
US stocks rise sharply thanks to technology stocks, expectations of easing US-China trade tensions
Dow Jones rose 1,23%, S&P 500 rose 2,03%, Nasdaq rose 2,74%. The 'Magnificent Seven' group led the gains, ServiceNow rose 15% after reporting better-than-expected profits. Beijing calls on the US to cancel tariffs, boosting chip stocks.
- Signal: Positive
- Impact on: VN-Index, VN30, HNX-Index
- Comment: Positive news from the US market may create a spillover effect to the Vietnamese stock market. Technology and semiconductor stocks such as FPT and VNG may benefit. However, it is necessary to continue monitoring developments in US-China trade tensions.
The CII – LGC pair was volatile, VN-Index fluctuated slightly in the morning session of April 25. VIC hit the ceiling to support the index, while the banking, securities, and steel groups put pressure.
- Signal: Neutral
- Impact on: VN-Index, VIC, CII, LGC
- Comment: The market is divided, with some small and medium-sized stocks increasing strongly but the pillar groups adjusting. Low liquidity shows that the momentum for a breakthrough is not strong. It is necessary to monitor the developments in the coming sessions to determine the trend more clearly.
DNSE organizes 'Stock Olympics 2025' with prizes of nearly 640 million VND, attracting investors to participate in both basic and derivative securities
- Signal: Positive
- Impact on: VN-Index, HNX-Index, VN30-Index
- Comment: The contest can promote securities trading, increase market liquidity. This is a positive signal for the activities of securities companies and the general market. However, it is necessary to monitor to assess the actual impact in the long term.
Insurance Stocks: Long-Term Potential for Patient Investors
Despite the lack of short-term excitement, insurance stocks are still attractive to long-term investors thanks to their stability and potential to grow with the economy. Applying international standards will improve transparency and the ability to attract foreign capital.
- Signal: Neutral
- Impact on: BVH, BMI, PVI, PTI, BIC, MIG
- Comment: Insurance stocks may not be attractive in the short term due to lack of breakthrough growth momentum and conservative dividend policies. However, the long-term outlook is positive as the industry has the potential to grow with the economy.
VN-Index increased slightly, many small and medium stocks broke out strongly
The Vietnamese stock market recorded a slight increase with the VN-Index increasing by 5.88 points (+0.48%) to 1,229.23 points. Notably, many small and medium-sized stocks such as CII, APG, ORS hit the ceiling with sudden liquidity.
- Signal: Positive
- Impact on: VN-Index, VIC, CII, APG, ORS
- Comment: The market is showing positive signs as many small and mid-cap stocks are making strong gains. However, liquidity remains low, indicating cautious sentiment ahead of the holiday. Investors should continue to monitor developments in the coming sessions.
Foreign investors suddenly sold a net 640 billion VND, focusing on bluechip stocks such as VIC, FPT and STB.
- Signal: Negative
- Impact on: VIC, FPT, STB, VN-Index
- Comment: Strong net selling by foreign investors may put downward pressure on bluechip stocks and the VN-Index in the short term. However, strong net buying of HPG shows that there is still a divergence in foreign cash flow.
Real estate stocks VIC and CII hit the ceiling, helping VN-Index increase by nearly 6 points
- Signal: Positive
- Impact on: VIC, CII, VHM, VN-Index
- Comment: The growth of the real estate group, especially VIC and CII, shows that investor confidence is gradually recovering. Increased liquidity and cash flow into this group could be a positive signal for the market in the short term. However, it is necessary to monitor the net selling of foreign investors.
Banks' first-quarter profits grow positively, VN-Index exceeds 1,230 points
- Signal: Positive
- Impact on: VN-Index, HNX-Index, bank stocks
- Comment: The positive business results of the banking sector and the upward momentum of the stock market show positive signs of economic recovery. This may boost investment cash flow into stocks, especially the banking group, in the coming time.
Notable stock developments: GMD increased by 4,83%, HPG increased by 1%, MSB increased by 1,35% last week
- Signal: Neutral
- Impact on: GMD, HPG, MSB, VN-Index
- Comment: The mixed performance of large stocks shows that the market is in a phase of differentiation. Investors should be cautious, closely monitor macroeconomic information and first quarter business results of enterprises to have appropriate investment strategies.
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.
