On April 1, 2025, the stock market bulletin recorded notable developments, providing investors with multi-dimensional flash news on trends and growth potential. Below is a summary of some outstanding news and analysis of the market situation in the form of a flash news bulletin.
VN-Index fell for the second consecutive session, losing another 6 points to 1,324 points due to widespread profit-taking pressure, especially in the banking and oil groups.yes
- Signal: Negative
- Impact on: VN-Index, VCB, BID, CTG, GAS, FPT
- Comment: The market is in a short-term correction trend after a long period of increase. However, the selling pressure is not strong and the increased liquidity shows that the cash flow is still ready to disburse at lower prices.
Foreign investors net sold a record 1,500 billion VND, FPT was the most 'dumped' with 1,072 billion
VN-Index decreased 6.34 points to 1,324.63 points in the session on March 19. In contrast, VHM and VCI were net bought 124 billion and 99 billion VND respectively.
- Signal: Negative
- Impact on: VN-Index, FPT, MWG, VPB, VHM, VCI
- Comment: Strong selling pressure from foreign investors may cause caution among domestic investors. However, the fact that some stocks are still net bought shows that the market still has bright spots and selective investment opportunities.
Foreign investors dumped FPT, VN-Index fell sharply. FPT shares were under strong selling pressure, falling by 5% to 123,500 VND with record trading volume. Foreign investors net sold FPT, earning nearly 1,100 billion VND.
- Signal: Negative
- Impact on: FPT, VN-Index
- Comment: The strong net selling of FPT shares by foreign investors may create negative sentiment, affecting other large-cap stocks and the VN-Index. Investors should be cautious and closely monitor short-term market developments.
POW and NT2 stocks are positively recommended, expected to grow thanks to the electricity industry's prospects.
- Signal: Positive
- Impact on: POW, NT2
- Comment: Positive recommendations for electricity stocks reflect the prospects of growing electricity demand and improving business operations of enterprises. However, investors need to monitor market developments and business results in the first quarter of 2024 to make appropriate decisions.
SJC gold price skyrocketed to nearly 100 million VND/tael, the highest ever
- Signal: Positive
- Impact on: PNJ, SJC, DOJI
- Comment: The sharp increase in gold prices may boost investment demand for gold and gold-related stocks. However, it is necessary to monitor international market developments and the State Bank's management policies to assess long-term trends.
The two daughters of OCB’s chairman want to sell nearly 4% of the bank’s capital, expected to earn more than VND1,000 billion. This move could affect the shareholder structure and valuation of OCB shares on the market.
- Signal: Neutral
- Impact on: OCB
- Comment: The sale of shares by insiders may put short-term downward pressure on OCB shares. However, if attracting new potential investors, it may bring positive prospects for the bank in the long term.
Many large-cap stocks outperform gold, increasing by over 20% since the beginning of the year
VIC, VHM, VND, SHB, GEX stocks have increased more strongly than gold prices since the beginning of the year. Plain gold rings increased by 17.9%, gold bars increased by 16%, while many bluechips increased by over 20%.
- Signal: Positive
- Impact on: VN-Index, VIC, VHM, VND, SHB, GEX
- Comment: The outstanding growth of large-cap stocks compared to gold shows that investors' confidence in the stock market is increasing. This could boost cash flow into the market, supporting the VN-Index to continue its upward trend.
Malaysia leads Southeast Asia IPOs in 2024, Vietnam stays modest with 1 deal
Malaysia will see 55 IPOs raising $1.7 billion in 2024, leading the region. Vietnam will see just one IPO worth $37 million from DNSE. Southeast Asia’s IPO market is expected to recover in 2025.
- Signal: Neutral
- Impact on: VN-Index, HNX-Index
- Comment: Vietnam’s modest IPO results show that the capital market still has many challenges. However, the prospect of recovery in 2025 and foreign investor interest could create positive momentum for the market in the future.
Expert: Stock market is unlikely to experience massive sell-off thanks to many positive supporting factors
- Signal: Positive
- Impact on: VN-Index, HNX-Index, banking stocks, securities, industrial real estate, energy
- Comment: This information can help stabilize investor sentiment, limit sell-offs and maintain market liquidity. Stocks in industries with positive reviews can attract cash flow in the short term.
Fed keeps interest rates unchanged, expected to cut twice this year
The Fed decided to keep interest rates at 4.25%-4.50% and signaled that it could cut them twice this year. The US stock market reacted positively, with major indexes all rising strongly.
- Signal: Positive
- Impact on: VN-Index, HNX-Index, VN30-Index
- Comment: The Fed's decision may have a positive impact on Vietnamese investor sentiment. The domestic stock market may receive a positive reaction in the short term, especially banking and real estate stocks.
The stock market news brief aims to provide investors with an overview, while emphasizing the importance of careful analysis before making investment decisions. Following the stock market news brief from HVA The provision will help investors seize opportunities from short-term fluctuations and adjust their portfolios in line with market trends.
