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.
Foreign investors continued to net sell over 1 trillion VND in the last trading session of the week.
Liquidity on all three exchanges reached 38,000 billion VND – a significant figure, indicating that selling pressure was more intense than supply depletion. Foreign investors continued to net sell 920 billion VND, with net selling of 1034.9 billion VND in matched order transactions alone.
- Signal: Negative
- Impact on: VIC, VHM, VRE, MBB, LPB, GAS, BSR, GMD, VGC, KSV
- Analysis: Strong net selling pressure from foreign investors may make domestic investors cautious in the short term, especially with large-cap stocks. The withdrawal of smart money also puts the market at risk of correction. The current strategy should prioritize holding cash and monitoring technical support levels. In the long term, this pressure opens up opportunities to gradually accumulate good fundamental stocks at attractive discounted prices.
Gold and silver prices surged again, while SPDR Gold Trust continued its net selling.
The precious metals market rebounded strongly in Friday's trading session (February 6), driven by bargain hunting, a slight weakening of the US dollar, and concerns over US-Iran nuclear negotiations.
- Signal: Neutral
- Impact on: SPDR, CME
- Analysis: The recovery in precious metals reflects the defensive sentiment of global investors in the face of geopolitical risks. With SPDR continuing its sell-off, the upward momentum may lack sustainability in the short term. Investors should consider prioritizing domestic financial and securities stocks rather than pouring into safe-haven assets. In the medium term, if gold prices break through key resistance levels, metal mining stocks could benefit, creating selective investment opportunities.
US stocks hit record highs, bitcoin rebounded strongly, and oil prices rose amid anticipation of Iran news.
The US stock market surged on Friday (February 6th), as technology stocks rebounded after consecutive sell-offs. Bitcoin recovered above $45,000, and WTI oil prices rose amid concerns about supply disruptions.
- Signal: Neutral
- Impact on: CNBC, WTI
- Assessment: The rebound in international markets could create a positive psychological effect on domestic technology and oil and gas stocks. However, global risks remain if geopolitical instability escalates. For domestic investors, this is a period to seek opportunities in stocks that benefit from commodity prices. In the long term, the upward trend in oil prices will support energy companies, but careful risk management at high price levels is necessary.
FTSE CEO Russell: Allowing foreign investors to buy and sell through global brokers is an important step forward.
The issuance of Circular No. 08/2026/TT-BTC, which includes provisions allowing foreign investors to conduct transactions through global brokers, is one of the conditions for FTSE Russell's assessment in March 2026.
- Signal: Neutral
- Impact on: BTC, FTSE, VNX
- Assessment: The move to improve trading mechanisms for foreign investors is a positive factor in the medium and long term, supporting the market upgrade process. While it may not create immediate new demand in the short term, the expectation of an upgrade will boost overall market valuations. Investors should consider building long-term positions in VN30 stocks, especially those with a high percentage of foreign ownership. A hedging strategy should focus on a balanced allocation across sectors and caution regarding policy changes.
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.
