On January 24, 2025, the stock market news bulletin recorded remarkable developments, providing investors with multi-dimensional information about trends and growth potential. Below is a summary of some outstanding news and analysis of the market situation.
SCIC is about to auction 35% of Domesco shares at a starting price of VND127,046/share, much higher than the current market price. Abbott Laboratories – a major shareholder holding 51% of capital, is expected to participate in the auction.
- Signal: Positive
- Impact on: DMC, VN-Index
- Comment: The large-scale auction shows the interest of foreign investors in the Vietnamese market. The starting price is higher than the current market price, reflecting positive expectations about the prospects of Domesco and the pharmaceutical industry in general.
VN30 raises standards: Promoting liquidity and quality of the stock market
- HOSE-Index 4.0 index set improves VN30 screening criteria, increases liquidity and profit requirements, and limits industry weighting. Experts positively assess the sustainable development of the market.
- Signal: Positive
- Impact on: VN30, bank codes in VN30, HPG, MWG, VIC
- Comment: Upgrading the VN30 standard will improve the quality of the index, attracting investment cash flow, especially from foreign investors. However, it may cause short-term fluctuations when ETF funds restructure their portfolios according to the new criteria.
Cash flow shifted to small and medium-sized stocks in the morning trading session of January 22, when pillar groups such as banks and securities traded differently. The pair HAG and YEG increased sharply, while Viettel stocks improved.
- Signal: Neutral
- Impact on: VN-Index, HAG, YEG, VTP, VGI, CTR, VTK
- Comment: The market is in a period of slow trading before the Tet holiday. Cash flow tends to shift to mid- and small-cap stocks, creating short-term opportunities for investors. However, low liquidity and narrow fluctuations show that cautious sentiment still prevails.
Viettel shares surge, VTP hits new peak amid gloomy general market
- Signal: Neutral
- Impact on: VTP, CTR, VTK, FOX, FOC, TTN, ICT
- Comment: Viettel stocks increased sharply, showing that cash flow is shifting to the telecommunications sector. However, the general market is still in a slight downtrend with low liquidity, reflecting investors' cautious sentiment before the Tet holiday.
VN-Index could surpass 1,400 points in 2025 thanks to positive economic outlook and market upgrade expectations
- Signal: Positive
- Impact on: VN-Index, VNM ETF, FTSE Vietnam ETF
- Comment: GDP growth forecast of 6.8% and attractive P/E at 10-12x create growth momentum for the stock market. Market upgrading and new financial policies will attract foreign capital, supporting the growth of VN-Index.
Four ETFs are expected to buy LPB, VIB, MSN shares heavily and sell POW, VHM, TCB before the Tet holiday. This move could create significant fluctuations for related stocks.
- Signal: Neutral
- Impact on: VN30, LPB, VIB, MSN, POW, VHM, TCB
- Comment: ETF trading may create short-term volatility for the stocks involved. However, the overall market impact is expected to be balanced due to both buying and selling activity.
The Chairman of the Ho Chi Minh City People's Committee announced the groundbreaking date for the $5.5 billion super seaport project, raising Vietnam's position in the international maritime industry.
- Signal: Positive
- Impact on: VOS, GMD, HAH, VSC
- Comment: Large-scale port projects will boost economic growth, attract foreign investment and improve supply chains. Businesses in the logistics, shipping and port sectors can benefit from the opportunity to expand their business operations.
YEG stock hit the ceiling thanks to the heat of the concert "Anh trai tra ngan thorn", going against the general market trend which was gloomy before Lunar New Year.
- Signal: Neutral
- Impact on: YEG, VN-Index
- Comment: Although YEG increased sharply, the general market still decreased slightly. This shows the cautious sentiment of investors before Tet holiday, along with selling pressure from foreign investors in some large stocks.
Foreign investors strongly net sold 257 billion VND, focusing on buying LPB and HDB in the session of January 22.
- Signal: Negative
- Impact on: VN-Index, LPB, HDB, FPT, VPB, ACV
- Comment: The continued net selling of large amounts by foreign investors may put downward pressure on the general market. However, the interest in some banking stocks such as LPB and HDB shows that there are still opportunities for selective investment in this sector.
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.
