On May 13, 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.
KRX system officially operates, bringing many important changes to the Vietnamese stock market
- Signal: Positive
- Impact on: VN-Index, HNX-Index, UPCoM-Index
- Comment: The application of the KRX system modernizes the trading infrastructure, increases transparency and efficiency of the market. This can attract more domestic and foreign investors, promote liquidity and the development of the Vietnamese stock market in the long term.
2025 AGM Season: Businesses face tariff pressure, shareholders are interested in buying treasury stocks and business plans
- Signal: Neutral
- Impact on: VN-Index, VGG, MSH, VHC, FMC, HTV, VNS, NKG, PNJ, TCM, PVD, HT1
- Comment: The market has had mixed reactions to the challenges posed by tariffs and companies’ cautious business plans. However, some companies remain optimistic about their prospects and have coping strategies, demonstrating the adaptability of Vietnamese businesses.
Fed keeps interest rates unchanged, US stocks rise slightly thanks to chip stocks
Wall Street's major indexes edged higher after the Fed decided to keep interest rates unchanged. Chipmakers led the gains on news that the U.S. may ease restrictions on AI chip exports.
- Signal: Positive
- Impact on: Dow Jones, S&P 500, Nasdaq, semiconductor index
- Comment: The Fed's decision to keep interest rates unchanged and the possibility of easing restrictions on AI chip exports could boost the US stock market in the short term, especially technology and semiconductor stocks.
VIC leads the market, reaching a 3-year peak in the morning session of May 8
VIC shares increased sharply by more than 5% to 77,000 VND, reaching the highest level in nearly 3 years. VN-Index was supported by VIC and some other blue chips, surpassing the 1,250 point threshold. HHS unexpectedly led the liquidity and hit the ceiling.
- Signal: Positive
- Impact on: VIC, VN-Index, HHS
- Comment: The strong growth of VIC and HHS shows positive investor sentiment towards real estate stocks. This could boost cash flow into the market and support the VN-Index's short-term growth.
Market liquidity increased sharply on HNX and UPCoM in April despite the price decline at the beginning of the month. Trading volume increased by 37% on HNX and 13% on UPCoM compared to the previous month.
- Signal: Positive
- Impact on: HNX-Index, UPCoM-Index
- Comment: The increase in liquidity shows that investors are still actively participating in the market despite price fluctuations. This is a good signal of confidence and attractiveness of the market, which can promote an upward trend in the coming time.
The $1.4 billion power plant will go into operation in the next month, expected to add significant power to the national grid and boost local economic development.
- Signal: Positive
- Impact on: POW, PPC, NT2, REE
- Comment: The upcoming operation of a large power plant will have a positive impact on the electricity industry, helping to stabilize supply and possibly reduce the pressure of power shortages. Electricity stocks may benefit from this news.
Vietnamese stock investors are increasingly mature, proactively seeking information from the General Meetings of Shareholders of large enterprises.
- Signal: Positive
- Impact on: VN-Index, HNX-Index, bluechip stocks
- Comment: The maturity of investors will help the market develop more sustainably, reducing the situation of buying and selling according to the crowd. This can help stabilize the index and liquidity, especially in the group of large-cap stocks.
SGI Capital: The 1200-point mark of VN-Index becomes strong support, investors should be optimistic
According to SGI Capital, the market valuation is now much cheaper than when it hit the 1,200 mark in the past. Exchange rate pressure has gradually eased, while foreign investors have also reduced their selling. This is the time for investors to be optimistic about the market outlook.
- Signal: Positive
- Impact on: VN-Index, VNM ETF, FTSE Vietnam ETF
- Comment: SGI Capital's report provides a positive view of the market, which can create optimism for investors. This can promote cash flow to return, especially in large-cap, blue-chip stocks with attractive valuations.
Billionaire Ray Dalio Shares All-Weather Investing Strategy to Weather Market Crashes
The strategy focuses on building a diversified portfolio with uncorrelated assets, helping to minimize risk and generate stable returns in all economic conditions.
- Signal: Positive
- Impact on: VN-Index, HNX-Index, VN30-Index
- Comment: Dalio's strategy can help Vietnamese investors build a more resilient portfolio in the face of volatility. This can boost cash flow into the market, especially ETFs and blue-chip stocks.
VN-Index skyrocketed nearly 20 points, approaching the 1,270 point mark thanks to the breakthrough of many bluechips and small and medium-sized stocks.
- Signal: Positive
- Impact on: VN-Index, HNX-Index, VIC, GVR, PLX, BCM, FPT, MSN
- Comment: The strong growth of the market, especially in the bluechip and small and medium-sized stocks, shows that investor sentiment is very optimistic. Improved liquidity and the wide spread of the growth are positive signals for the short-term trend.
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.
