The stock market bulletin records notable developments, providing investors with multi-dimensional information about trends and growth potential. Below is a summary of some of the highlights and analysis of the market situation in the form of a bulletin.
"Accepting" profit-taking goods, bottom-fishing cash flow successfully pulled the index into a reversal
The strong sell-off throughout the morning session caused the VN-Index to fall to its lowest point of more than 16 points (-1.03%), seemingly signaling a failed weekend session. However, the bottom-fishing cash flow did not rest and pulled the price back up in the afternoon, helping the index surpass the reference by 3.14 points (+0.2%) at the close.
- Signal: Neutral
- Impact on: VIC, VPB, GAS, VHM, BID, TCB, CTG, HPG, MBB, VIB
- Comment: Strong net foreign buying shows that confidence in the market is improving. The active participation of bottom-fishing cash flow is a positive sign for the short-term trend, but investors need to pay attention to unexpected fluctuations. In the medium term, this could be a good opportunity to optimize the investment portfolio with a partial bottom-fishing strategy combined with risk control.
Fierce supply and demand dispute has not yet been resolved
The market continues to see huge profit-taking waves, but they are not strong enough to squeeze stock prices because the bottom-fishing cash flow is equally strong, not to mention that VNI is still holding on to create a recovery effect.
- Signal: Neutral
- Impact on: VNI, HSX, HNX, VPB, GEE, PDR, VIB
- Comment: Liquidity fluctuations show that investor sentiment is quite chaotic, and investors need to be vigilant against the risk of a “bull trap”. It is important to recognize technical signals to determine long-term trends. To make the most of it, a flexible trading strategy should be applied along with reasonable risk management.
VN30 index simulation fund group suffered net withdrawal for the 9th consecutive month
The VN30 index simulation fund group is under pressure to withdraw capital, the most is DCVFMVN30 fund (-369 billion VND), the 9th consecutive month under pressure to withdraw net capital.
- Signal: Positive
- Impact on: SSI, KIM, MAFM, VPB, SHB, HDB, NVL, TPB, VIC, SHS
- Comment: Although capital withdrawals have occurred continuously, foreign net buying is still a positive factor. This shows foreign investors' confidence in the long-term potential of the Vietnamese market. In the short term, there may be price fluctuations, but this is also the time to accumulate valuable stocks with strong growth expectations in the long term.
VCG successfully transferred 51% capital at Vinaconex ITC
From July 14 to August 1, Vinaconex successfully sold 107.1 million shares, accounting for 51% of capital at VCR. After the transaction, Vinaconex ITC is no longer a subsidiary of Vinaconex.
- Signal: Neutral
- Impact on: VCR, ITC, VCG, HOSE, HNX, LLC
- Comment: This successful transfer not only reshapes Vinaconex's operating structure, but also expands the company's potential for sustainable development. Investors should focus on VCG's strategic changes as well as new growth opportunities after this ownership restructuring.
HAG fined for not disclosing information related to bonds
HAG does not disclose information on the HNX system for the following documents: Report on the use of proceeds from bond issuance for outstanding bonds audited by a qualified auditing organization in 2023, 2024 and semi-annual 2024.
- Signal: Positive
- Impact on: HAG, HNX, XPHC, HOSE
- Comment: This incident highlights the importance of complying with regulations on information disclosure in the market. Although this has a certain impact on HAG's image, timely adjustments can make business operations transparent and create opportunities for stable growth. Investors need to carefully evaluate and monitor further developments.
POM plans to fix restricted trading stocks
POM has a written explanation for the delay in submitting audited financial statements for 2 years (2023-2024), stemming from the negative working capital situation.
- Signal: Neutral
- Impact on: POM, LLC, AFC, HCM, TVN, JSC
- Comment: The pressure to limit transactions poses a major challenge for POM in attracting investment. While negative working capital is a concern, if it improves quickly, this could be a buying opportunity at fair value as the company's growth prospects show signs of recovery.
HOSE gives many recommendations for Securities Companies
HOSE recommends that securities companies and news agencies comply with regulations on online trading connections (connection models and specifications, transmission lines and backup equipment).
- Signal: Neutral
- Impact on: HOSE, HCM, MFA, PIM, PAM
- Comment: HOSE's recommendations aim to improve the efficiency and stability of the trading system, which is important for the long-term development of the market. Investors should pay attention to these improvements and management changes, as they may affect trading execution and efficiency.
The stock market news bulletin aims to provide investors with an overview, while emphasizing the importance of careful analysis before making investment decisions. Following market news from HVA The provision will help investors seize opportunities from short-term fluctuations and adjust their portfolios in line with market trends.
