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.
The market may continue to correct when active demand has not returned.
VnEconomy introduces comments and investment recommendations of a number of securities companies on market developments from September 29 to October 3, 2025.
- Signal: Neutral
- Impact on: BVSC, BSC, HSX, SHS, VCSC, TVS, VCBS, MACD, RSI, CMF
- Comment: The fact that active demand has not returned shows that cautious sentiment is dominating the market. Investors should prioritize defensive strategies, maintain a reasonable cash ratio and wait for clearer trend confirmation signals from technical indicators such as MACD and RSI. This period may see corrections, creating opportunities for investors to accumulate at lower prices for stocks with solid fundamentals and long-term growth prospects. Portfolio risk management is the top priority in this period.
Gold prices rose sharply after the US inflation report, SPDR Gold Trust fund increased purchases
This week, spot gold prices increased by 1.9%, marking the sixth consecutive week of increase.
- Signal: Neutral
- Impact on: SPDR, PCE, CME
- Comment: The sharp rise in gold prices after the US inflation report shows that the role of gold as a safe haven is being strengthened in the context of global economic instability and inflation concerns. This could create indirect downward pressure on risky assets such as stocks if money flows continue to shift to safe havens. Investors should consider allocating a portion of their portfolio to gold as a risk insurance tool, while closely monitoring inflation indicators to assess future interest rate trends and adjust their investment strategies accordingly.
US stocks rise but caution needed on oil price developments and other macro factors
US stocks rose in Friday trading as the latest inflation report came in in line with expectations.
- Signal: Negative
- Impact on: PCE, CME, CNBC, WTI
- Comment: Although US stocks rallied on expectations of lower interest rates, the 'Negative' signal here should be understood as caution for the Vietnamese market as global macro factors may not be completely consistent. Rising oil prices following news on Russia could push up production costs, putting pressure on inflation and corporate profits in the long term, especially in industries dependent on input materials. Investors need to carefully evaluate industries affected by oil prices and prepare a portfolio adjustment strategy, focusing on businesses with good inflation resistance and sustainable business models to minimize short-term risks.
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.
