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.
VN-Index "green skin", stocks plummeted
The HoSE floor breadth this afternoon was even worse than the morning session as the selling side increased pressure. Hundreds of stocks plunged and fell to even lower prices despite the VN-Index continuing to be “dyed green” by a few large-cap stocks.
- Signal: Neutral
- Impact on: VIC, VHM, SHB, SSI, DXG, FPT, DIG, PDR, VSC, BSR
- Comment: The “green skin, red heart” signal shows that the market is strongly differentiated, with support from some large-cap stocks while most stocks are falling in price. This creates risks for individual investors if they are not careful, because the index’s increase may not reflect the overall picture of the portfolio. Investors should prioritize stocks with solid fundamentals and avoid trading based on emotions based on the index’s performance.
Personal money still boldly bought a net of 6,000 billion last week
Individual investors net bought 6,055 billion VND, of which they net bought 5,214.4 billion VND through order matching last week.
- Signal: Positive
- Impact on: FPT, VHM, SSI, MSN, STB, VIC, HVN, VNM, VIX, GEX
- Comment: The strong net buying by individuals shows optimism and expectation of market recovery from domestic investors. This is an important supporting factor to help absorb selling pressure and can create momentum for short-term uptrend, especially in industries with their own stories. However, investors need to manage risks by diversifying their portfolios and not focusing too much on a few stocks to avoid the risk of local fluctuations.
Fiercely pulling the pillar, the falling stocks are still twice as many as the rising ones
The entire increase of VN-Index this morning came from the strength of the pair VIC and VHM. Even the increase of VN30-Index was less than the points that these two codes brought. The phenomenon of pulling pillars is creating "distortion" in transactions, when the number of stocks decreasing in price is 2.1 times more than the number increasing.
- Signal: Neutral
- Impact on: VIC, VHM, HDB, VRE, VPB, FPT, VJC, SSI, DGC, STB
- Comment: The phenomenon of pulling the pillar, especially by VIC and VHM, although helping to maintain the index, obscures the price decline of hundreds of other stocks, creating a distortion in market breadth. This poses risks for investors who do not closely monitor. It is recommended to focus on analyzing each specific stock instead of just looking at the performance of the VN-Index. Avoid emotional transactions and always maintain the principle of cutting losses to protect capital.
Historical record net selling of 102,000 billion, foreign investors continue to sell even when stocks...
In the Vietnamese market, foreign investors have sold a record net of VND102 trillion since the beginning of 2025, surpassing the net selling value of foreign investors in 2024 of nearly VND93 trillion.
- Signal: Neutral
- Impact on: DXY, VIC, HPG, FPT, SSI, VHM, VPB, FTSE, MBS
- Comment: The record-breaking net selling by foreign investors has put significant pressure on market sentiment, especially on heavily sold bluechip stocks. This may make it difficult for the market to make a strong breakthrough in the short term and it will take time to absorb the large supply. Investors should be cautious, prioritizing stocks with good internal growth stories and less dependent on foreign capital flows, and consider managing positions to limit risks to the investment portfolio.
VWAS 2025 – Confidence in the resilience of the investment market
On the afternoon of September 25, the third Vietnam Financial Advisors Summit (VWAS) 2025 took place in Hanoi, bringing together hundreds of experts, managers, business leaders and representatives of domestic and foreign financial institutions.
- Signal: Positive
- Impact on: VWAS, BIDV, TVAM, TRI, CHUY, GIA, FTSE
- Comment: The VWAS 2025 Forum brings together many experts and financial institutions, which is a positive signal showing the interest and efforts to develop Vietnam's capital market. The policies and visions discussed at the forum can guide large capital flows and create confidence for long-term investors. This can create a driving force for sustainable growth for the market in the medium and long term, especially in industries prioritized for development according to the government's orientation.
Under tariff pressure, export group profits, industrial zones and…
Among the industries directly affected by the US tariff policy, the industrial real estate industry is forecast to have lower profits than the remaining industry groups in the market.
- Signal: Positive
- Impact on: MBS, BCM, IDC, SZC, KBC, FDI, HRC, HPG, HSG, NKG
- Comment: Tariff pressure from the US can directly affect the profits of export enterprises and industrial real estate. Investors need to carefully evaluate enterprises in this industry, prioritizing companies with diversified markets or competitive cost advantages to minimize negative impacts. This is the time to consider defensive strategies and look for opportunities in industries that are less affected or benefit from new trade policies.
Gold price this week: $3,800/oz mark depends on US employment report
Last week, world gold prices showed signs of slowing down before the important psychological barrier of 3,800 USD/oz despite having increased for the 6th consecutive week.
- Signal: Neutral
- Impact on: UBS, ANZ, CME
- Comment: The world gold price is at the important resistance level of 3,800 USD/oz, with the US employment report being the main factor in determining the next trend. Gold price fluctuations can affect the sentiment of the stock market, especially in the context of inflation and interest rates. Investors should closely monitor international macroeconomic data to make appropriate decisions for both gold and other risky assets, considering gold as a safe haven channel when the market is volatile.
Buffett Index Surpasses 200%, Are US Stocks Too Expensive?
This is an all-time high for the Buffett index, far exceeding the levels recorded during the dotcom bubble and the post-Covid-19 pandemic boom.
- Signal: Neutral
- Impact on: GNP
- Comment: The Buffett Index surpassing the 200% mark suggests that the US stock market may be at record high valuations, potentially posing a large correction risk in the long term. Although this is an international market, global sentiment and capital flows may indirectly affect Vietnam. Investors should be cautious with high-valued assets and consider looking for opportunities in markets with more growth potential or stocks with reasonable valuations, while always having a clear risk hedging strategy.
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.
