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.
Cash flow waits indifferently, liquidity decreases sharply, foreign investors withdraw net nearly 1,100 billion
The downward pressure on pillar stocks continued to have a strong impact on the general sentiment, leading to a weakening of a large number of stocks. Investors holding money had a big advantage and waited at very low prices, causing the liquidity of the two exchanges to fall to the lowest level in 11 sessions.
- Signal: Negative
- Impact on: VIC, VHM, VPL, VRE, SSB, LPB, VPB, STB, HDB, VCB
- Comment: Strong net foreign cash withdrawal and declining liquidity show that the market is dominated by anxiety. Investors should be cautious, manage risks closely and wait for clearer bottoming signals before participating to avoid catching the bottom early. Pillar stocks under great pressure may continue to adjust, creating buying opportunities at lower prices for long-term strategies when the market stabilizes again.
The market is in panic, one session of decline is equal to a month of increase
The selling pressure suddenly increased tremendously in the afternoon session, although there was no unusual information. All groups and “investment rooms” were silent. However, the electronic board witnessed a scene of stocks falling to the floor.
- Signal: Negative
- Impact on: VIC, TCB, VPB, MBB, HPG, VCB, VHM, CTG, BID, FPT
- Comment: The sharp decline and panic showed that the selling pressure was extremely high, wiping out the previous price gains. Investors need to be very careful, avoid acting emotionally and consider restructuring their portfolios to minimize risks immediately. Opportunities may appear after the market stabilizes, prioritizing stocks with solid fundamentals and the ability to recover quickly.
Check out the 2 stocks in the VN30 group that were sold the most by ETF funds
ETFs need to sell stocks to rebalance the stock weight in their portfolios.
- Signal: Neutral
- Impact on: SSI, FPT, HPG, MSN, VIC, VHM, KIM, MAFM, SHB, VIX
- Comment: ETF funds selling stocks to restructure their portfolios may create short-term downward pressure on the stocks being sold, especially the VN30 group. Investors need to monitor the movements of the funds and reassess the prospects of these stocks, considering a strategy of buying and accumulating at lower prices if long-term expectations remain positive. This is usually a technical fluctuation that does not reflect the internal factors of the business, so there is no need to worry too much about the long term.
Continuously reaching new peaks but VN30 and VN100 groups still have low valuations?
In the Vietnamese market, up to now, the VN30 and VN100 stock groups are still the stock groups with low valuations even though these indexes have continuously set record peaks in recent times.
- Signal: Positive
- Impact on: MBS, GAP, VIX
- Comments: Comments on the low valuation of the VN30 and VN100 groups in the context of consecutive peaks show that the long-term growth potential still exists, especially if corporate profits continue to grow steadily. This is an opportunity for value investors to consider accumulating leading stocks with good foundations when the market has corrections. However, it is necessary to pay attention to the risks from general market fluctuations and macro factors to effectively manage the portfolio.
MSB forecasts that GDP growth in the fourth quarter could reach 8.81% in the third quarter.
MBS forecasts GDP growth in the fourth quarter at 8.41 TP3T - 8.81 TP3T with the main driving force coming from accelerated disbursement of public investment capital and recovery of domestic consumption, thereby helping GDP for the whole year of 2025 reach 81 TP3T - 8.11 TP3T.
- Signal: Positive
- Impact on: MBS, EVN, FDI
- Comment: The impressive GDP growth forecast shows that Vietnam's macro economy is recovering strongly, creating a solid foundation for the stock market in the medium and long term. This creates investment opportunities in sectors that directly benefit from economic growth such as banking, retail, manufacturing and public investment. Investors can consider increasing the proportion of these sectors in their long-term investment portfolios, while closely monitoring supporting macro policies to optimize profits.
US and China seek to de-escalate trade tensions
In recent days, the US and China have made moves to reduce bilateral trade tensions after previous worrying escalations.
- Signal: Positive
- Impact on: WTO, IMF
- Comment: The easing of trade tensions between the US and China is a very positive signal for the global economy and Vietnam in particular, minimizing geopolitical risks and creating a stable environment for import and export activities. Enterprises in the export, logistics and global supply chain industries can benefit significantly from this stability. Investors should consider stocks related to exports to major markets or industries that reduce the burden of imported raw material costs to catch up with the trend.
Legalizing Resolution 42: Will 8 major banks benefit significantly from 2026?
The positive impact is expected to only really take effect from the second half of 2026, when the new legal framework has been operating stably and credit institutions have had enough time to adjust their bad debt collection processes to comply with regulations.
- Signal: Positive
- Impact on:
- Comment: The legalization of Resolution 42 will help large banks handle bad debts more effectively, improve asset quality and increase profitability in the long term, especially from 2026. This is a positive factor supporting the group of banking stocks, which have a large weight in the market and are the backbone of the economy. Long-term investors can look for opportunities to accumulate leading banking stocks, but it should be noted that the real impact will take time to fully take effect.
43 fund management companies are owning assets of 800 trillion, 7 times more than in 2014.
To date, the market has 43 fund management companies, managing assets worth more than VND800 trillion, more than 7 times higher than in 2014, with an average growth rate of about 20%/year.
- Signal: Positive
- Impact on: FTSE
- Comment: The strong development of fund management companies and the assets they manage shows that the institutional cash flow is growing stronger, bringing stability and professionalism to the stock market. This is a positive signal for the sustainable development of the market. Individual investors can consider investing through open-end funds and ETFs to diversify their portfolios and minimize risks, while benefiting from the long-term growth of the market with professional management.
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.
