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.
Blue-chips pull indexes back, stocks race to recover
A “reverse copy” of the afternoon index picture, when the stocks that pushed VN-Index down in the morning pulled the index back up. VN-Index reversed from a decrease of more than 31 points to an increase of nearly 28 points. The extremely wide amplitude is a great opportunity for swing traders. Even foreign investors reversed and made significant net purchases.
- Signal: Neutral
- Impact on: VIC, TCB, VPB, VIB, STB, HDB, KLB, TPB, PLX, VJC
- Comment: The strong reversal of the VN-Index, led by blue-chip stocks, shows the market's remarkable recovery strength after the sell-off pressure. The wide fluctuation range creates great opportunities for experienced swing traders. However, the strong market fluctuations during the session also imply that investor sentiment is still quite sensitive, and it is necessary to monitor the developments in the following sessions to determine whether this is the beginning of a sustainable uptrend or just a technical recovery.
Stocks fell overwhelmingly, large pillars "forced" VN-Index to fall 1,38%
Recovery efforts were completely unsuccessful in the morning session. At its strongest, VN-Index still fell 0.5 points and ended the morning session with a loss of 22.74 points, equivalent to -1.38%.
- Signal: Negative
- Impact on: VIC, VHM, TCX, TCB, MSN, VRE, VJC, FPT, LPB, BID
- Comment: The negative market developments, with the sharp decline of key stocks, show that selling pressure is still present and cautious sentiment is prevailing. The failure of recovery efforts warns of the risk of further correction in the short term. Investors should prioritize risk management, consider reducing the proportion of stocks in industries under strong pressure and only participate in bottom fishing when there are clear signs of recovery from the market-leading stocks.
ETF funds withdraw net 15,500 billion since the beginning of the year
In October 2025, ETF funds recorded a net withdrawal of VND 599 billion, bringing the total net withdrawal value since the beginning of 2025 to more than VND 15.5 trillion.
- Signal: Neutral
- Impact on: FTSE, VIC, HPG, MSN, VCB, VHM, VFM, KIM, VIX, SSI
- Comment: The fact that ETF funds continuously withdraw large amounts of money shows that institutional cash flow is tending to be cautious or restructuring its portfolio. This can put some pressure on large-cap stocks and the indices that these funds simulate. Although it is not a completely negative signal if domestic cash flow is still strong enough, investors need to carefully assess the impact of this net withdrawal on the supply and demand of each specific stock in their portfolio.
Foreign investors net sold more than 12,000 billion since the day it was confirmed to meet the upgrade standards.
Contrary to domestic investors’ expectations, foreign investors continued to sell net. Since the approval of the upgrade on October 8, foreign investors have sold net an additional VND12,300 billion.
- Signal: Negative
- Impact on: FTSE, SHS
- Comment: The continuous net selling by foreign investors, especially after the news of the upgrade, is a noteworthy signal. This may reflect profit-taking by some funds or caution in the face of macro factors. Selling pressure from foreign investors may weigh on some stocks and indices, requiring investors to closely monitor the movement of this capital flow to make appropriate decisions, especially with stocks with a large foreign ownership ratio.
Vietnam's stock market has the highest liquidity in the region, institutional cash flow is looking for opportunities
Currently, the trading value of the Vietnamese stock market is among the best in liquidity in Southeast Asia.
- Signal: Positive
- Impact on: BIDV, BSC
- Comment: The high liquidity of the Vietnamese stock market, among the best in the region, is an extremely positive signal, showing great interest from investors and good transaction absorption capacity. Abundant liquidity is a fundamental factor for the market to develop sustainably, attract institutional cash flow and minimize the risk of transaction congestion. Investors can take advantage of periods of high market liquidity to make effective transactions, and at the same time evaluate industry groups that have the ability to attract large cash flows.
Exchange rate pressure remains high
Exchange rate pressure remains high, especially when the VND interest rate remains low, narrowing the USD-VND yield gap and increasing the incentive to hold foreign currency.
- Signal: Neutral
- Impact on: DXY, FDI, OMO, KBSV, FII
- Comment: Prolonged exchange rate pressure, along with the difference in interest rates between VND and USD, may affect FDI and FII capital flows. This creates challenges for import-export enterprises and may impact inflation. Investors should prioritize enterprises with stable domestic revenue or competitive advantages in terms of costs, while considering industries that are less directly affected by exchange rate fluctuations to minimize risks to the investment portfolio.
US stocks hit record highs on good trade news, oil prices fall as OPEC+ reaches deal
US stock markets rose on Monday (October 27), with all three major indexes closing at record highs, as trade tensions between the US and China eased over the weekend.
- Signal: Positive
- Impact on: OPEC, CNBC, CFRA, WTI
- Comment: The US stock market's continuous new peaks, along with positive signals on global trade, create an optimistic macro picture. Although the Vietnamese market has its own characteristics, positive sentiment from the international market can spread, promote indirect investment flows and strengthen domestic investor confidence. Investors need to closely monitor global economic indicators to assess the general trend, and focus on industry groups that are likely to benefit from international economic stability.
Gold price "evaporated" more than 130 USD/oz, SPDR Gold Trust dumped 8 tons
Signs of a thaw in US-China trade relations have stimulated global investors' risk appetite during the trading session.
- Signal: Positive
- Impact on: SPDR,CPM
- Comment: The sharp decline in gold prices and the sale of SPDR Gold Trust often signals a shift of money from safe haven assets to riskier assets such as stocks. This reflects the improving risk appetite of global investors, especially when trade tensions are eased. This could be a positive signal for the stock market, suggesting a period of capital flows that may seek investment channels with higher potential returns, encouraging investors to review their portfolios and investment opportunities.
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.
