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.
Sudden strong cash flow, stocks racing to ceiling price, foreign investors buying strongly
The market had another downward pressure in the first 30 minutes of the afternoon session, VN-Index reached 1600 points before the money flow took action. The active buying force raised the price, creating an extremely impressive recovery, bringing the index to a closing increase of 2,16% (+34.98 points). Securities stocks suddenly hit the ceiling. Foreign investors also recorded strong net buying.
- Signal: Positive
- Impact on: VHM, VCB, CTG, TCB, BID, VPB, HPG, MBB, SSI, VIB
- Comment: Strong cash flow and net buying from foreign investors are positive signs, showing that investors' confidence in the market is being strengthened. This can create momentum for growth for the VN-Index in the short term, especially for leading sectors such as securities. Investors should consider disbursement opportunities in stocks with good fundamentals and high liquidity, while closely monitoring foreign capital flows to manage potential risks.
Hopeless support, stocks decrease 5 times more than increase, liquidity decreases
The three largest capitalization stocks on the HoSE floor still maintained green, holding the VN-Index down only slightly by 0.28%. However, the group of stocks that decreased by more than 2% alone reached nearly 120 stocks, while market liquidity decreased significantly.
- Signal: Neutral
- Impact on: VIC, VCB, VHM, MBB, LPB, SHB, FPT, HDB, MWG, DXG
- Comment: Although the pillar stocks maintained their green color, the fact that many stocks fell sharply with decreasing liquidity shows a clear differentiation and cautious sentiment is dominating the group of small and medium stocks. This is a neutral signal, requiring investors to carefully evaluate each stock instead of relying on the general index. The appropriate strategy is to focus on stocks with stable business results, manage risks by diversifying the portfolio and limit emotional trading during this period.
Forecasting a "tsunami" in 2026, can VN-Index reach 2,200 points?
In the long term from 2026 onwards, there is a forecast of a “big wave”, with a total foreign capital flow estimated at 3-5 billion USD from FTSE and MSCI if the requirements of this organization are met, plus 1.5-2 billion USD/session from active funds. VN-Index is forecast to reach 2,200 points.
- Signal: Positive
- Impact on: FTSE, MSCI, III
- Comment: The forecast of a “big wave” and the possibility of the VN-Index reaching 2,200 points in 2026 thanks to the huge foreign capital inflow from the market upgrade is an extremely positive prospect for the long term. This is a great opportunity for strategic investors with a long-term vision, who can start accumulating leading stocks or industries that benefit from FDI and upgrade. However, it is necessary to pay attention to macro factors and the progress of implementing the upgrade requirements to adjust investment strategies in a timely manner.
Foreign ETFs investing in Vietnam attracted cash flow last week
Foreign ETFs net withdrew nearly VND2 billion, concentrated entirely in the CSOP FTSE Vietnam 30 ETF (+VND9.2 billion). Although the net withdrawal value was insignificant, it reversed the net withdrawal trend compared to previous weeks.
- Signal: Neutral
- Impact on: CSOP, FTSE, KIM, VEM, VFM, PNJ, GMD, MBB, VPB, ACB
- Comment: The fact that foreign ETFs have reversed their net absorption, although the value is not large, is a positive signal showing the return of passive capital to the Vietnamese market. This can support market sentiment and bring short-term opportunities for stocks in the basket of these funds. Investors should closely monitor ETF capital flows and consider disbursing part of their investment into potential stocks, while maintaining the discipline of cutting losses to control risks.
Dr. Ho Quoc Tuan: Active capital has begun to observe the Vietnamese market.
For active funds, from now on they have started observing and after March 2026 when there is favorable information for the official upgrade in September, active funds will start disbursing money, at that time they will select stocks into their selection basket.
- Signal: Positive
- Impact on: FTSE, NGOs
- Comment: The information that funds are actively starting to observe the Vietnamese market, preparing to disburse after the official upgrade information in September 2026, is an extremely optimistic signal for the medium and long-term prospects. This is an opportunity for investors to research and build a portfolio of potential stocks that these funds can choose from. Catching this trend early will bring advantages, however, patience and expectation management are needed because the upgrade process takes time.
Gold price holds at 4,000 USD/oz, SPDR Gold Trust returns to net buying
Gold prices are showing signs of slowing down after two weeks of sharp correction from a record high of nearly $4,400/oz set in October.
- Signal: Negative
- Impact on: SPDR, ADP, CME, VAT
- Comment: Gold prices have stagnated after a sharp correction and the return of net buying by SPDR Gold Trust shows potential support for this precious metal. Although this is a negative signal for gold prices in the short term compared to the peak, it opens up opportunities for investors looking for safe havens in the context of inflation or global economic instability. Macroeconomic factors and monetary policies need to be carefully assessed to make appropriate decisions on investing in gold.
A sudden blow
A strong downward pressure ended with an equally strong upward reversal. The market movement revealed a good amount of latent demand around the 1600 mark, although it should be further verified because many buy orders fell during the last upward movement.
- Signal: Neutral
- Impact on: VNI
- Comment: The market's development with a deep downward pressure and then a strong reversal shows that the potential demand around the 1600 point mark is quite good, although the sustainability of this increase still needs to be verified. This is a neutral signal, showing the tug of war between buyers and sellers. Investors need to be cautious, avoid fomo (fear of missing out) and should only disburse into stocks with solid fundamentals after the market clearly confirms the uptrend.
Dynam Capital Limited Chairman: The market will continue to rise and is about to enter a golden decade
Strong reform efforts have laid a solid foundation for Vietnam to enter the “golden decade” of the capital market, according to the Chairman of Dynam Capital Limited.
- Signal: Positive
- Impact on: FTSE, KRX, FDI, IFC, HCM, MSCI, MBB, FPT, VNH
- Comment: The Chairman of Dynam Capital Limited's comment on the "golden decade" of Vietnam's capital market thanks to strong reform efforts is an extremely positive signal, reinforcing confidence in long-term growth prospects. This creates great opportunities for strategic investors, especially those who are able to hold blue-chip stocks and industries that benefit from macroeconomic development for a long time. Gradually accumulating potential stocks during the adjustment period is a reasonable strategy to take advantage of the long-term growth wave.
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.
