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.
Selling pressure increased sharply, a series of stocks fell deeply, VN-Index headed towards the bottom of 1600
The effect of the ETF portfolio restructuring in the afternoon session caused blue-chip stocks to plummet. The large loss of points also affected the general sentiment, prompting a sell-off that pushed liquidity up quite high in the afternoon session.
- Signal: Neutral
- Impact on: VIC, VHM, VCB, BID, TCB, VPB, MBB, FPT, HDB, TPB
- Comment: Strong selling pressure from restructuring domestic ETF funds may cause a significant decline for VN-Index, especially blue-chips. Investors should be cautious, avoid hasty bottom-fishing and observe further to determine the new equilibrium point of the market. Buying opportunities may appear with good fundamental stocks when selling pressure decreases, but strict risk management is needed during periods of high volatility.
Opportunities in "out of sync" stocks as VN-Index approaches 1,800 mark
During the period of declining liquidity, besides the banking industry that supports the market, investment opportunities may appear in groups that have been out of sync with the market in recent times.
- Signal: Positive
- Impact on: MBS, CTG, ACB, GVR, VRE, PDR, BSR, PVD, HDG, CTR
- Comment: In the context of a general market correction, “out of sync” stocks can bring attractive investment opportunities, especially in industries that have their own stories or have accumulated enough. Investors should focus on analyzing the business prospects of each enterprise, avoiding stocks that only increase with the wave without a foundation. This is a good time to restructure the portfolio, aiming for stocks that are more resilient and recover better when the market stabilizes again.
Investors are looking towards the IPO of VPS Securities.
“Scoring” in both operating model and business efficiency, the question “why VPS Securities does not announce a fixed offering price?” is increasingly of interest to investors. In fact, the answer lies in the IPO mechanism that VPS is implementing.
- Signal: Neutral
- Impact on: VPS, TCBS, HAY, KINH, VIX, SSI, HNX, GIAO, FTSE
- Comment: The IPO of VPS Securities attracted great attention from investors, showing the growth potential of the securities industry. The non-announcement of a fixed offering price creates curiosity and opportunities for investors who understand the IPO mechanism. It is necessary to carefully evaluate the business model, operating efficiency and potential valuation to make reasonable investment decisions, considering the risks of liquidity and price fluctuations after listing.
Opportunity to buy cheap
The ETF restructuring has increased selling pressure, blue-chips have been heavily affected, leading to a negative general sentiment. The market has opened a downward range and with low liquidity, the chance of further decline is high.
- Signal: Neutral
- Impact on: VNI, HSX, HNX, ATC
- Comment: Selling pressure from ETF restructuring and low liquidity are creating buying opportunities at attractive prices for long-term investors. However, the market opening in a decreasing range and the possibility of further correction requires patience and a reasonable capital allocation strategy. It is advisable to divide buying orders and prioritize stocks with good fundamentals that have fallen to strong support levels to optimize profits when the market recovers.
SHB announced a plan to increase capital to 53,442 billion VND
Saigon - Hanoi Bank (SHB) has just announced a plan to increase its charter capital by an additional VND7,500 billion, to seek shareholders' opinions in writing.
- Signal: Neutral
- Impact on: SHB, ESOP, TMCP, CHO, CHUY, NGHI, LAO, CIR, NHNN, CAR
- Comment: SHB's capital increase plan shows a strong development orientation and enhances financial capacity, creating potential for upcoming business activities. Although this is a positive signal in the long term, capital increase can dilute stock value in the short term. Investors need to evaluate the bank's capital efficiency and impact on EPS to make appropriate investment decisions, considering long-term benefits compared to short-term price fluctuations.
Gold price bounces strongly above the threshold of 4,000 USD/oz, SPDR Gold Trust returns to net buying
The world's largest gold ETF, SPDR Gold Trust, net bought nearly 4 tons of gold in the recent trading session.
- Signal: Neutral
- Impact on: SPDR, CMP
- Comment: The sharp increase in gold prices and the net purchase of SPDR Gold Trust shows the safe haven trend of cash flow in the context of many fluctuations in the global financial market. This is a positive signal for gold and assets related to precious metals. Investors can consider allocating a part of their portfolio to gold to diversify and hedge against inflation risks, especially when macro factors are still uncertain and a stable investment channel is needed.
Vietjet grows strongly in Q3/2025 – dividend payment 20% in shares
Vietjet Aviation Joint Stock Company (HoSE: VJC) announced its business results for the third quarter of 2025 with strong growth, reaching 97% of the yearly plan, affirming its recovery and development momentum after the pandemic.
- Signal: Positive
- Impact on: VJC, THU, NHU, SAF
- Comment: Vietjet's impressive business results in the third quarter and its plan to pay dividends in shares are very positive signals, affirming the strong recovery of the aviation industry after the pandemic. This growth can create momentum for VJC's stock price in the short and long term. Investors should consider VJC's growth potential based on tourism prospects and network expansion capabilities, and consider holding to benefit from its dividend policy and sustainable business growth.
US stocks slip from record after Big Tech reports, oil prices rise slightly
US stock markets fell sharply in recent trading sessions, as investors pondered a series of quarterly financial reports from large-cap technology companies and assessed the results of the US-China summit.
- Signal: Neutral
- Impact on: CNBC, WTI, PVM, OPEC
- Comment: The negative performance of US stocks after the Big Tech financial report may affect global investor sentiment, including the Vietnamese market. Meanwhile, a slight increase in oil prices may have a positive impact on energy stocks. Investors need to closely monitor international macro indicators and information from large corporations to assess the spillover effects, flexibly adjust their portfolios, and prioritize sectors that are less sensitive to global fluctuations or are likely to benefit from macro trends.
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.
