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 continues to flow strongly, stocks recover broadly
After a positive bottom-fishing session, buyers changed their tactics. High-priced buy orders appeared in large numbers despite the fact that some pillar stocks were under pressure, causing the VN-Index to slide. Order matching liquidity on both exchanges increased by 10% compared to the previous session.
- Signal: Neutral
- Impact on: VIC, VHM, VCB, CTG, LPB, SSI, VNM, VRE, MSN, GVR
- Comment: Strong cash flow into the market, especially from foreign investors, is an optimistic signal of the recovery of confidence. This creates opportunities for short-term investors, but it is necessary to closely monitor profit-taking movements to manage risks. Choosing stocks with good fundamentals and high liquidity can bring optimal investment efficiency in this context.
Stocks surge, foreign capital reverses to buy
The liquidity of the two exchanges dropped by about 12% in the afternoon session, but it was because the rapid increase in price had abandoned many passive buying orders. A part of the cash flow chased the price up, starting a rather impressive price increase, combined with the pillars also supporting the score.
- Signal: Positive
- Impact on: VIC, VHM, VCB, STB, VJC, VPB, TPB, SHB, SSI, MWG
- Comment: The active participation of foreign capital is strengthening the market's upward momentum, showing strong recovery potential. Investors can consider increasing the proportion of stocks leading the market, but also need to pay attention to the risk of technical correction after hot sessions. Maintaining a tight risk management strategy will help protect investment results.
Foreign ETF funds continue to withdraw net from Vietnam
Foreign ETFs saw a net withdrawal of more than VND95 billion, mostly concentrated in the Fubon FTSE Vietnam ETF (-VND98 billion). In contrast, the VanEck Vietnam ETF recorded a net inflow of more than VND3 billion.
- Signal: Negative
- Impact on: FTSE, VFM, VIC, HPG, VCB, VHM, MSN, VIX, SSI, SHB
- Comment: Net withdrawals from foreign ETFs have put significant downward pressure on the market, especially stocks in the portfolios of these funds. Investors should be cautious, consider restructuring their portfolios to minimize short-term risks and prioritize stocks with strong internal growth stories that are less dependent on foreign capital flows.
VLCA 2025: ESG and good governance are the “keys” to attracting international investment
The Vietnamese stock market is entering a period of comprehensive standard raising in terms of transparency, governance and sustainable development. Along with this process, the Vietnam Listed Company Awards (VLCA) has become a prestigious measure, standardizing reports, improving governance and promoting ESG according to international standards.
- Signal: Positive
- Impact on: VLCA, ESG, FTSE, CHI, THU, SRA, HOSE, IFC, ACCA, IFRS
- Comment: The trend of sustainable development (ESG) and good corporate governance is becoming a key factor attracting international capital flows, creating a positive long-term outlook for the Vietnamese stock market. Investors with a long-term vision should look for pioneering businesses in ESG practices, as these are stocks with sustainable growth potential and better resilience to market fluctuations.
Gold price slides, SPDR Gold Trust "stands still"“
World gold prices fell slightly during the trading session, although weaker-than-expected US economic data increased the possibility of the US Federal Reserve (Fed) cutting interest rates at its upcoming meeting and causing the USD to depreciate.
- Signal: Negative
- Impact on: SPDR, BLS, PPI, ADP
- Comment: The slight decrease in world gold prices may shift some of the cash flow from safe havens to riskier assets such as stocks. However, the "inaction" of SPDR Gold Trust shows that cautious sentiment remains. Investors need to monitor the Fed's moves on interest rates, as this will directly affect gold prices and indirectly affect risk appetite in the global stock market.
US stocks rise sharply on expectations of lower interest rates, oil prices slide
US stock markets rose sharply in the trading session thanks to bigger bets on the possibility of the US Federal Reserve (Fed) cutting interest rates at its meeting next month.
- Signal: Positive
- Impact on: BLS, PPI, ADP, CNBC, LNW, WTI, ABC, CBS
- Comment: The strong increase in the US stock market reflects the expectation that the Fed will cut interest rates, creating a widespread optimistic sentiment globally. This is a positive signal for emerging markets, including Vietnam, as it can attract indirect investment flows. Investors should pay attention to export industries or businesses related to the global supply chain that can benefit from the recovery of the US economy.
Global fund management industry assets could hit $200 trillion in five years
The private equity market is expected to be a mainstay of the industry in the coming years.
- Signal: Neutral
- Impact on: AUM,LTAF
- Comment: The strong growth forecast of the global fund management industry, especially the private asset market, shows the potential for sustainable development of the financial industry. This opens up opportunities for long-term investment in fund management companies and related financial services industries. Investors should consider reputable investment funds to diversify their portfolios, taking advantage of this growth trend without directly analyzing individual stocks.
What can we see from the fact that Chinese government bond yields are lower than Vietnam's for the first time?
This is the first time this development has been recorded since the data series began being tracked in September 2000.
- Signal: Neutral
- Impact on: LSEG, PBOC, IMF, PPI
- Comment: The fact that Chinese government bond yields are lower than Vietnam’s is a notable sign, showing the difference in monetary policy and economic outlook of the two countries. This phenomenon may increase the attractiveness of Vietnam’s bond and stock market to some international investors seeking higher yields. It is necessary to monitor Vietnam’s macroeconomic stability and monetary policy to assess the long-term impact on investment flows.
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.
