On May 23, 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.
Small and medium-sized stocks surge, FIT unexpectedly hits ceiling in morning session on March 28
- Signal: Neutral
- Impact on: FIT, TCH, HHS, TSC, DLG, HQC
- Comment: The market is strongly diverging, with bluechips correcting while small and mid-cap stocks attract cash flow. This can create short-term investment opportunities but also poses risks if the trend is not maintained.
The State Securities Commission promotes diversification of supply sources and increases investment limits for securities funds.
The State Securities Commission is implementing many solutions to develop the investment fund industry, including diversifying commodity supply sources, increasing the fund's investment limit in corporate bonds, and promoting the listing of equitized enterprises.
- Signal: Positive
- Impact on: VN-Index, HNX-Index, UPCoM-Index
- Comment: These solutions can attract more investment capital, increase liquidity and market size. This is likely to have a positive impact on the general index and stocks of listed fund management companies in the medium and long term.
Oil and gas industry forecasts gloomy in Q1/2025 due to falling oil prices, profits of many businesses may decline sharply
- Signal: Negative
- Impact on: PLX, BSR, GAS, PVD, PVS
- Comment: Falling oil prices negatively affect the business results of the oil and gas industry, especially oil refining and petroleum trading enterprises. This may create downward pressure on oil and gas stocks in the short term.
The Ministry of Finance held a conference to promote capital mobilization through investment funds and foreign investment on March 28 in Ho Chi Minh City, attracting the participation of many domestic and foreign agencies and organizations.
- Signal: Positive
- Impact on: VN-Index, HNX-Index, VNFIN LEAD, VCB, BID, CTG
- Comment: This event may boost investment capital flows into the Vietnamese stock market, especially banking and financial stocks. This may create growth momentum for stock indices in the short term.
VN-Index retreats from 1,320 point mark, stock group successfully reverses trend
- Signal: Neutral
- Impact on: VN-Index, VN30, HCM, VND, SSI, FTS, BSI
- Comment: The market slightly adjusted with VN-Index down 0.48%, but the securities group recovered positively. Liquidity increased 10% compared to the previous session, showing that cash flow is still maintained. The short-term trend is still in the accumulation phase.
Vietnam stocks fell for 3 consecutive sessions, VN-Index lost more than 6 points
The Vietnamese stock market continued its downward trend with the VN-Index losing more than 6 points, closing at 1,317.5 points. Selling pressure focused on bluechip stocks, especially in the technology and steel sectors.
- Signal: Negative
- Impact on: VN-Index, technology stocks, steel
- Comment: The prolonged decline may create a cautious sentiment among investors. However, low liquidity and expectations for the first quarter earnings season may limit the market's deep decline.
Foreign investors strongly buy securities stocks but still net sell more than 450 billion VND
Foreign investors bought heavily in securities stocks such as VIX and VND, but net sold large stocks such as PNJ, VNM, FPT, causing the total net selling value to reach nearly 456 billion VND in the session on March 28.
- Signal: Negative
- Impact on: VIX, VND, PNJ, VNM, FPT, VCB
- Comment: The strong net selling of large-cap stocks by foreign investors may put downward pressure on the general market. However, the interest in securities stocks shows expectations for the industry's prospects in the coming time.
MBVF Investment Fund Leads Performance by Avoiding FPT and Holding Vingroup Stock
In the first quarter of 2025, MBVF achieved a performance of 4,69%, outperforming the VN-Index thanks to its investment strategy focusing on banking and real estate, while avoiding FPT shares that are falling sharply.
- Signal: Positive
- Impact on: VHM, ACB, TCB, VIC
- Comment: MBVF's superiority over VN-Index shows that flexible investment strategies can bring high efficiency. The trend of shifting from technology stocks to banking and real estate stocks may continue in the coming time.
Vietnam stock market falls, pressured by new US tariff news
VN-Index fell 6.35 points (-0.48%) to 1,317.46 points. Banking and securities stocks were under strong selling pressure. The market is concerned about the impact of the new US tax plan.
- Signal: Negative
- Impact on: VN-Index, HNX-Index, UPCoM-Index
- Comment: News of new US tariffs puts pressure on the Vietnamese stock market. Investors are cautious and reduce transactions. The downward trend may continue in the short term if there is no positive supporting information.
VIC and SHB continue to increase strongly, leading the market in a gloomy trading week
VIC and SHB stocks stood out with an increase of 8-9% during the week, while VN-Index decreased slightly and liquidity decreased. VIC reached its highest level since September 2023, while SHB increased for 3 consecutive weeks.
- Signal: Neutral
- Impact on: VIC, SHB, VN-Index
- Comment: Cash flow is shifting to speculative stocks and some blue chips, but the market still has no clear trend. VIC and SHB's strong increase may create a positive effect, but further developments in the coming time are needed to be 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.