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 continues to fluctuate, bottom-fishing demand and slow trading
New information on trade negotiations with the United States last weekend failed to stimulate more excitement in the first trading session of the week. Investors still chose a passive and cautious buying strategy. Transactions were mainly in the red price zone with quite low liquidity.
- Signal: Neutral
- Impact on: VIC, VHM, VCB, HPG, CTG, TCB, MBB, FPT, GEX, MWG
- Comment: Although bottom-fishing demand is still slow, the fact that foreign investors maintain strong net buying shows confidence in the long-term prospects of the market. This creates accumulation opportunities for patient investors, especially in discounted blue-chips. However, the risk of short-term fluctuations still exists due to cautious domestic sentiment. Investors should prioritize stocks with solid fundamentals and strict risk management.
Money concentrated in VN30 group, self-employed net bought 3,000 billion
Last week, self-employed people bought a net of VND 2,484.1 billion, and in terms of matching orders alone, they bought a net of VND 3,004 billion.
- Signal: Neutral
- Impact on: FPT, TCX, GEX, HDB, PDR, ACB, GMD, VRE, VTP, PNJ
- Comment: The concentration of cash flow into the VN30 group along with strong net buying activity of proprietary trading is a signal that institutional investors are looking for opportunities in large, market-leading stocks. This can create momentum for VN30 stocks to increase in the short term, but also poses risks when cash flow can be withdrawn quickly. Investors should consider a strategy to monitor stocks that benefit from this cash flow and manage positions carefully.
Pillar stocks under strong pressure, VN-Index plummets at the end of the session
The market performance this afternoon deteriorated significantly, especially in the group of blue-chips and leading capitalization stocks. After failing to conquer the 1700-point mark in the morning, the VN-Index evaporated 30.64 points (-1.82%) and closed at the lowest price of the day.
- Signal: Positive
- Impact on: VHM, ATC, VRE, VIC, TCB, CTG, VPB, FPT, GVR, VJC
- Comment: The sharp decline of VN-Index due to pressure from pillar stocks can create an attractive discount point for long-term investors, especially when the market has had a period of accumulation before. This is an opportunity to restructure the portfolio, buying stocks with good real value at reasonable prices. However, investors need to closely monitor liquidity developments and macro factors to determine the time to safely catch the bottom and avoid the risk of further decline.
At the age of 18, with a leading position in technology, "checking" DNSE's pioneering products
After 18 years of development, including 5 years of "transformation" with the securities fintech model, DNSE has entered its "maturity" with a pioneering position in digital securities, possessing breakthrough products, laying the foundation for the era of smart investment in Vietnam.
- Signal: Neutral
- Impact on: DNSE, DEAL, THU, NGUY, LINH, CHI, SINH, HNX, API
- Comment: DNSE, with its pioneering securities fintech model, has great growth potential in the context of digital transformation of the financial industry. Although the current signal is neutral, the development of breakthrough products can attract cash flow in the long term, especially when investors look for companies with clear growth stories. Investors should carefully evaluate the business model, the ability to expand market share and reasonable valuation before making an investment decision.
Negative signal from strong increase in liquidity when VN-Index adjusts
Liquidity in the past two weeks has remained above the threshold of 40,000 billion VND for the whole market, which is quite high. However, this liquidity level was created in two weeks of adjustment from the threshold of 1,800 points of the market, which is not a positive signal.
- Signal: Neutral
- Impact on: MBS
- Comment: Liquidity maintained at a high level during the market correction period from the peak of 1,800 points is often considered a negative sign, showing that selling pressure is still strong. This poses a risk of further price declines in the short term, especially for stocks that have increased rapidly before. Investors should prioritize capital preservation, reduce the proportion of weak stocks and wait for clearer bottoming signals, or look for opportunities in defensive stocks that are less affected by general fluctuations.
ETFs prepare to sell 15 million bank shares
It is estimated that ETF funds will make net sales with typical figures: 5.9 million MBB shares, 5.1 million TPB shares and 5 million TCB shares. And capital flows are expected to shift to FPT and ACB with estimated net purchases of about 10.4 million and 4.4 million units, respectively.
- Signal: Neutral
- Impact on: MBB, TPB, TCB, FPT, ACB, HSX, VIB, FOL
- Comment: The restructuring of ETFs, net selling of bank stocks and net buying of FPT and ACB will create significant local fluctuations for these codes. Selling pressure from ETFs may cause difficulties for bank codes such as MBB, TPB, TCB in the short term, creating opportunities for investors who want to buy at better prices. On the contrary, FPT and ACB can benefit from new cash flow. Investors should monitor the price movements of these codes and consider portfolio rotation strategies to take advantage of opportunities from ETF capital flows.
Large stocks continue to "break the tray"
The sell-off session is likely to mark another supply squeeze, this time it could be more “brutal”. The psychological level of 1600 points could be broken to push fear to the extreme.
- Signal: Neutral
- Impact on: VNI, VIC, VHM, CTG, TCB, VPB, MBB
- Comment: The "breaking of the tray" situation in large stocks shows that selling pressure is still very strong, especially from large investors or funds. Although this causes concern, this may be a necessary stage to "squeeze supply" thoroughly, creating a foundation for a stronger recovery when fear reaches its peak. Investors should maintain high caution, not rush to catch the bottom but wait for clear signals of cash flow or index stabilization before participating.
582 businesses have announced their third quarter profits: Up 43.91% YoY but strongly differentiated
582 listed enterprises representing 27.31% of total market capitalization have announced their business results for the third quarter of 2025, with total after-tax profit increasing by 43.91% compared to the same period in 2024 and increasing by 13.31% compared to the second quarter of 2025.
- Signal: Positive
- Impact on: VPB, TCB, ACB, LPB, MBB, PGB, KLB, KSF, GEE, MWG
- Comment: The business results of the third quarter of 2025 with a significant profit growth of 43.9% is a positive signal about the internal health of many businesses, especially in the context of a volatile market. However, the strong differentiation shows that investors need to carefully select stocks, focusing on businesses with sustainable profit growth and clear business prospects. This is an opportunity to focus on stocks with outstanding results, while staying away from stocks with weak growth or unclear prospects.
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.
