On May 14, 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.
Public bond issuance slows down, private issuance remains active
In April 2025, only one new public bond was issued worth VND4 trillion, down VND731tn compared to the previous month. In contrast, private issuance reached VND39tn, mainly from banks and real estate.
- Signal: Neutral
- Impact on: VNIndex, HNX-Index, banking and real estate stocks
- Comment: The corporate bond market is diverging. Public issuance has slowed down due to waiting for new regulations, while private issuance remains active. This could have mixed effects on businesses that need to raise capital.
Vietnam stocks surged, VN-Index increased by more than 19 points in today's trading session
- Signal: Positive
- Impact on: VN-Index, VIC, GVR, FPT
- Comment: The stock market has the strongest increase in nearly a month, led by pillar stocks and real estate. However, liquidity remains low, not reaching the billion-dollar threshold. Foreign investors continue to net buy, which is a bright spot, showing that confidence is gradually recovering.
VN-Index soars nearly 20 points, Bitcoin approaches $100,000 mark
The VN-Index rose 19.43 points (+1,55%) to 1,269.8 points. Bitcoin continued to rise, surpassing 99,700 USD/BTC. SJC gold price dropped sharply by 2.2 million VND/tael.
- Signal: Positive
- Impact on: VN-Index, HNX-Index, VIC
- Comment: Vietnam's stock market has recovered positively thanks to the flow of money into large-cap stocks. Bitcoin's strong increase shows investors' optimistic sentiment towards risky assets. However, the sharp decline in gold prices could put pressure on gold-related stocks.
Vietnam-US boost trade cooperation, expected to reach 90 billion USD: Great opportunity for many groups of export, logistics and manufacturing stocks.
- Signal: Positive
- Impact on: VNM, MSN, VHC, GMD, VSC, MPC
- Comment: This news could create growth momentum for the Vietnamese stock market, especially stocks in the export, logistics and manufacturing sectors. Investors should closely monitor developments and consider investment opportunities in businesses that benefit from Vietnam-US trade relations.
VNDirect sets profit target of 2,300 billion in 2025, expected to reward employees 70 billion VND
VNDirect expects the VN-Index to fluctuate between 1,400 and 1,520 points in 2025. The company plans to achieve revenue of VND4,412 billion and pre-tax profit of VND2,300 billion, up 8% and 10% respectively compared to the previous year. Expected to pay 2024 cash dividends of VND5%.
- Signal: Positive
- Impact on: VND, VN-Index
- Comment: VNDirect's positive business plan reflects the positive outlook of the stock market. Dividend payments and employee bonuses can create growth momentum for VND stocks and contribute to supporting the VN-Index.
Billionaire Pham Nhat Vuong expands business abroad: Private company signs $300 million deal, installs 63,000 charging ports in new country
- Signal: Positive
- Impact on: VIC, VFS, VinFast
- Comment: This agreement demonstrates the ability of Vietnamese enterprises to expand their international markets, especially in the fast-growing electric vehicle sector. This could create positive momentum for VIC shares and Vingroup's electric car-related companies.
US-UK trade deal boosts US stocks, Delta Air Lines up 7.2%
- Signal: Positive
- Impact: S&P 500, Dow Jones, Nasdaq, Delta Air Lines, Rolls-Royce Holdings
- Comment: The US-UK trade deal has created optimism among investors, boosting US and European stocks. Expectations of positive results in US-China negotiations have also supported the market. The aviation sector has clearly benefited from this agreement.
Cash flow poured into small and medium-sized stocks, VN-Index continued to increase for the 5th consecutive session, approaching the 1,270 point mark.
- Signal: Positive
- Impact on: VN-Index, VIC, CII, VIX, HQC, HHS, PDR, DXG, VCG, DIG, HHV
- Comment: Strong cash flow into mid- and small-cap stocks shows positive investor sentiment. However, the market may face short-term correction pressure as it approaches the resistance zone of 1,270-1,280 points.
The derivatives market is strongly affected by macro factors and the development of VN30. Investors need to closely monitor economic information, policies and fluctuations of 30 key stocks to have an effective trading strategy.
- Signal: Neutral
- Impact on: VN30, VN30F1M, VN30F2M
- Comment: This information helps investors better understand the factors affecting the derivatives market, thereby making appropriate decisions. However, the specific impact depends on the actual developments of these factors in the coming time.
VCBF Fund grows impressively 93.8% in 2024, far surpassing VN-Index
- Signal: Positive
- Impact on: VCB, stock codes in VCBF's portfolio
- Comment: VCBF's strong growth reflects investors' confidence in the Vietnamese stock market. This could boost cash flow into investment funds, creating growth momentum for the market in 2025.
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.