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.
Money pulled back at the end of the session, stocks reversed and increased in series.
There was no exciting development right from the start of the afternoon session, the market was even "let go" until 2 o'clock when active money flow appeared. This buying wave created a strong effect, not only helping VN-Index turn around and increase strongly but also promoting a wave of recovery on a large scale.
- Signal: Neutral
- Impact on: VHM, VPB, VRE, TCB, CTG, MWG, VIC, STB, SSI, SSB
- Comment: The strong reversal at the end of the session, led by active cash flow, shows that optimism and demand are present at low price levels. This is a positive signal for the short-term trend of the market, opening up opportunities for investors to disburse during corrections. However, it is necessary to observe the sustainability of this cash flow in the following trading sessions to assess the ability to maintain the upward momentum. Investors can consider accumulating leading stocks or stocks with good fundamentals after fluctuations.
Supply and demand look at each other, liquidity drops suddenly
The buying and chasing money slowed down in the morning session, but sellers did not sell much. The lack of supply and demand caused the market to fluctuate sideways for most of the time and liquidity dropped by 60% compared to the previous morning session.
- Signal: Neutral
- Impact on: VIC, VHM, CTG, TCB, VPB, HPG, BID, FPT, VPL, SHB
- Comment: The current state of supply and demand tug-of-war and the sharp decline in liquidity reflect the cautious sentiment of investors, waiting for clearer signals from the market. This could be an accumulation phase or preparation for a new trend, but it also carries risks if the selling pressure suddenly increases. Investors should maintain an observation position, limit short-term trading and focus on stocks with long-term prospects, waiting for confirmation signals from large cash flows before making significant disbursement decisions.
What do you see from the investor's cash balance increasing sharply by 87% compared to the beginning of the year?
Total cash balance in investor accounts recorded at 8 securities companies increased sharply to 3 billion USD, an increase of 87% compared to the beginning of the year, showing that domestic cash flow remains stable, contributing to minimizing the impact of continuous net selling pressure from foreign investors.
- Signal: Neutral
- Impact on: SSI, VIX, VPX, SHS, VPS, TCX, KIS, FTSE, HCM, VCI
- Comment: The significant increase in cash balances of domestic investors shows that a large amount of capital is ready to wait for disbursement opportunities, creating an important buffer zone to help the market better withstand net selling pressure from foreign investors. This is a strong supporting factor for the market in the medium and long term. Investors should take advantage of corrections to accumulate potential stocks, especially those with attractive valuations, expecting domestic cash flow to play a key role in shaping upcoming market trends.
Discount is buy
The decline that lasted from the beginning of the trading session until 2 pm put a lot of pressure on the amount of short-term trading. How many people bought the bottom in the form of “cutting the table leg”, how many people actually collected? The market needed to decrease to “test” this supply.
- Signal: Neutral
- Impact on: VNI, HSX, HNX, VIC, VHM, CTG
- Comment: The “buy when you drop” mentality shows strong potential demand and confidence in the market’s ability to recover. However, the fact that the market needs to “test” this supply warns of the possibility of fluctuations and re-examining important support levels. Investors should be cautious, avoid catching the bottom too early without confirmation signals, prioritize the strategy of buying and accumulating in parts when stocks adjust to strong support zones and show signs of cash flow returning, and manage risks closely.
Easily register to buy IPO VPS stocks 24/7 on VPS SmartOne
Recently, VPS Securities Joint Stock Company (VPS) has officially opened registration to buy IPO shares on the VPS SmartOne application, helping investors to easily place orders quickly and conveniently.
- Signal: Neutral
- Impact on: VPS, HOSE, HNX, MUA, JSC, OTP
- Comment: VPS opening 24/7 IPO registration on the SmartOne platform brings new investment opportunities to investors, and at the same time demonstrates the development and competition of securities companies in attracting capital. This could be an opportunity to participate in a business with good growth potential in the financial industry. Investors need to carefully study the prospectus, evaluate the potential of VPS and compare it with other investment options before deciding to participate in the IPO, paying special attention to valuation and post-listing business prospects.
As of October 21, there are 64 codes with margin cut on HOSE.
HOSE has added TCX shares of Techcom Securities Joint Stock Company (TCBS) to the list of securities that are not eligible for margin trading. The reason is that the listing period is less than 6 months.
- Signal: Neutral
- Impact on: HOSE, TCX, TCBS, HCM, LTD, NVL, LDG, VPL, SMC, TDH
- Comment: HOSE's decision to cut margin for 64 stocks, including TCX, mainly due to the listing period of less than 6 months, is a necessary risk management measure from the regulatory agency. This can temporarily limit speculative cash flow into these stocks and reduce pressure on the market in the short term. Investors should re-evaluate their investment portfolio, prioritize stocks eligible for margin trading if they need to use leverage and always adhere to risk management principles to protect capital.
Gold remains the hottest trade in 2025
Despite the sharp drop in gold prices in the trading session on October 21, this precious metal is still the hottest transaction this year.
- Signal: Neutral
- Impact on: SPDR, CNBC
- Comment: Despite the strong fluctuations in gold prices, the fact that this precious metal is still the hottest transaction shows the role of gold as a safe haven or a popular speculative tool in the context of volatile global financial markets. For stock investors, the movement of gold prices can affect psychology and asset allocation decisions. It is necessary to monitor the correlation between gold and stock prices to diversify the portfolio, considering gold as part of a strategy to hedge against inflation or macroeconomic instability.
Dow Jones sets record thanks to Coca-Cola stock, oil price escapes 5-month bottom
Meanwhile, technology stocks were sold heavily in this session, after President Donald Trump signaled uncertainty about the meeting with Chinese President Xi Jinping.
- Signal: Neutral
- Impact on: CNBC, WTI, IEA, UBS
- Comment: The record high of the Dow Jones and the recovery of oil prices show optimism in international financial markets, especially in the US, despite the pressure on technology stocks. This can have a positive impact on domestic investor sentiment through indirect channels. Investors need to closely monitor global macroeconomic developments, especially the monetary policies of major central banks and geopolitical tensions, to assess the impact on capital flows and prospects of import-export industries or businesses related to commodity prices.
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.
