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 "hoards goods" to catch the bottom, the market is balanced on low liquidity
Extremely small fluctuations continued to be maintained during the trading session, despite the fact that more bottom-fishing stocks were profitable in their accounts. This is a good sign when investors no longer want to surf quickly, showing the mentality of wanting to hold stocks for long-term goals.
- Signal: Neutral
- Impact on: HNX, STB, FPT, HPG, VPB, VCB, BID, TCB, GAS, PVD
- Comment: Low liquidity signals and narrow fluctuation range indicate cautious sentiment but also positive factors from bottom-fishing cash flow. Investors should closely monitor liquidity developments to determine sustainable trends in the coming period. Opportunities may come from stocks with good fundamentals accumulated during this period, with a value investment strategy and medium-long term holding.
Cash flow strongly hits speculative stocks, foreign investors net sell
Foreign investors, like in previous sessions, net sold 458.6 billion VND, and in matching transactions alone, they net sold 391.2 billion VND. This shows a clear differentiation between domestic and foreign cash flows, while domestic money still prioritizes highly speculative stocks.
- Signal: Neutral
- Impact on: VIC, VHM, GEE, CII, NVL, VRE, KDH, KBC, PDR, SSI
- Comment: Strong net selling from foreign investors, especially in the context of domestic cash flow focusing on speculative stocks, can create adjustment pressure for the general market. Investors need to manage risks closely, avoid speculative stocks that have increased rapidly and prioritize stocks with solid fundamentals. Consider the right time to disburse when the market shows signs of stability is a wise strategy.
The market fluctuated slightly, bottom-fishing cash flow increased again
A slight profit-taking wave in the morning pushed the VN-Index red at times, but the breadth still showed positive differentiation in stocks. Pillar codes were not strong but stable enough to maintain their scores, while the active bottom-fishing cash flow pushed liquidity to a 7-session high.
- Signal: Positive
- Impact on: VIC, VCB, TCB, GAS, VHM, BID, CTG, HPG, MBB, FPT
- Comment: Despite slight fluctuations, the increase in bottom-fishing cash flow and improved liquidity are positive signs showing confidence in the market's recovery prospects. Investors can consider disbursing into leading stocks or stocks with potential for sustainable growth after correction. Expectations for a medium-term recovery trend may be reinforced, but risk management by properly allocating the portfolio is still needed.
Will correction pressure still prevail in the market?
The pressure to correct still prevails as the increase is concentrated on a few large-cap stocks leading the industry to maintain the market's rhythm. This shows the lack of consensus and the market's internal strength is not really sustainable.
- Signal: Negative
- Impact on: PHS, FTSE, VIC, HOSE, MACD, RSI
- Comment: The pressure to correct is still present when the uptrend is not widespread, showing the lack of consensus in the market in the short term. Investors should be cautious, prioritize capital preservation and consider reducing the proportion of stocks that have increased rapidly or have high valuations. Monitoring technical indicators such as MACD and RSI will help determine when the market reaches equilibrium and can recover more sustainably in the future.
Foreign investors net sold nearly 5 billion USD since the beginning of 2025
In the first 10 months of 2025, the total net selling value of foreign investors was more than 129.1 trillion VND, 65.81 trillion VND higher than the total net selling value of the same period in 2024. This is a significant number, showing the trend of capital withdrawal by foreign investors.
- Signal: Negative
- Impact on: FTSE, MSCI, HNX, MBB, SSI, MSN, CTG, VRE, FPT, GEX
- Comment: The record net selling activity of foreign investors since the beginning of the year is a worrying factor, creating great pressure on the market and possibly affecting long-term investment capital flows. Investors need to re-evaluate macro and micro factors, prioritizing stocks with good internal strength and less dependence on foreign capital flows in their portfolios. Defensive strategies and portfolio diversification are important recommendations in the context of strong foreign capital withdrawals.
World gold price jumps to 4,200 USD/oz
World gold prices rose sharply during the trading session as US Treasury bond yields fell sharply ahead of the House vote to reopen the Government. This reflected a shift in cash flow to safer assets.
- Signal: Neutral
- Impact on: RJO, CME, SPDR
- Comment: The sharp increase in gold prices in the context of falling US bond yields shows that risks in the global financial market are still latent, or expectations of looser monetary policy. Although it does not directly affect Vietnamese stocks, this is a signal that needs attention regarding global investor sentiment towards risky assets. Investors should diversify their portfolios and consider safe haven assets if they are concerned about increased risks in the short term.
Fed officials divided on whether to cut interest rates in December
There is a split among US Federal Reserve policymakers over whether to cut interest rates at their December meeting, creating a major uncertainty for global markets.
- Signal: Negative
- Impact on: QUAN, PCE, ANG, FOMC
- Comment: The division within the Fed on interest rate policy creates uncertainty for the global financial market, including Vietnam. The Fed's interest rate decision will directly impact the cost of capital, exchange rates and foreign capital flows. Investors need to closely monitor this development to adjust their portfolios, especially interest rate-sensitive sectors such as banking and real estate, and prepare for different scenarios.
US stocks set new record, oil prices plunged 4% after OPEC forecast
The US stock market continued to be supported by the possibility of the US government reopening as early as this weekend, helping it set a new record. However, the sharp drop in oil prices after OPEC's forecast created mixed volatility in the energy market.
- Signal: Neutral
- Impact on: OPEC, WTI, IEA
- Comment: US stocks hitting new records could spread positive sentiment to other markets, creating momentum for investors. However, the sharp drop in oil prices following OPEC's forecast could negatively affect oil stocks and at the same time impact inflation and transportation costs. Investors should carefully evaluate energy stocks and consider opportunities in sectors that benefit from lower oil prices, adjusting their portfolios accordingly.
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.
