On January 2, 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.
Sugar stocks promise sweet future in 2025 thanks to rising sugar prices and large global supply deficit
- Signal: Positive
- Impact on: SBT, SLS, LSS, QNS
- Comment: The positive outlook for the sugar industry can boost the stock prices of related companies. However, investors need to monitor the developments in world sugar prices and domestic supply and demand to make a more accurate assessment.
Open-end funds recorded a net inflow of VND2,000 billion in November 2024, the highest since the beginning of the year. Many funds achieved impressive performance of over 20% in the first 11 months of the year, outperforming the VN-Index.
- Signal: Positive
- Impact on: VN-Index, HNX-Index, VN30-Index
- Comment: The strong cash flow into open-end funds shows that investor confidence is gradually recovering. This trend can help stabilize the market and attract more long-term investment capital, creating momentum for stock indexes to increase in the coming time.
Retail, steel, logistics industry groups forecast profits to skyrocket 50-180% in Q4/2024
- Signal: Positive
- Impact on: VN-Index, HoSE, stocks in retail, steel, logistics, construction, textile industries
- Comment: Optimistic forecasts on corporate profits could boost cash flow into the market, especially stocks in industries expected to grow strongly. This could support the VN-Index to continue its uptrend in the short term.
The Ministry of Finance tightens conditions for issuing corporate bonds, with the debt-to-equity ratio not exceeding 4 times the owner's equity. VCCI recommends loosening regulations for large enterprises.
- Signal: Neutral
- Impact on: VN-Index, HNX-Index, banking and real estate stocks
- Comment: The new regulation may help reduce risks for investors, but it may also limit the ability of businesses to raise capital. This may affect the liquidity of the corporate bond market in the short term.
US stocks fall in year-end session, but still have a bumper 2024 with Nasdaq up 30%
- Signal: Positive
- Impact on: S&P 500, Nasdaq, Dow Jones, NVDA
- Comment: Despite the decline in the final session of the year, US stocks still had a successful 2024 with impressive gains. This shows investors' confidence in the economic outlook and corporate profits next year, especially technology and AI companies.
Ministry of Finance loosens conditions for issuing corporate bonds, debt/equity ratio increases from 3 to 4 times
- Signal: Positive
- Impact on: VN-Index, HNX-Index, real estate stocks and large enterprises
- Comment: The new regulation creates favorable conditions for businesses to raise capital, especially real estate businesses and large enterprises. This can promote business activities and growth of the stock market in the coming time.
Stock market gloomy in the last session of the year, investors cautiously close books
- Signal: Negative
- Impact on: VN-Index, HDB, YEG
- Comment: Low trading volume shows investors' cautious sentiment before the holiday. Negative developments of some large stocks such as HDB and YEG may put pressure on the index in the short term. However, this may only be a temporary phenomenon due to seasonal factors at the end of the year.
Real estate market recovers, expecting strong growth in 'land' stocks
- Real estate industry profits are forecast to grow by 1,005% in Q4/2024. Real estate credit increased by 9,15%, higher than the general growth. Many large projects were handed over, improving corporate revenue and profits. The market expects a long-term uptrend for real estate stocks.
- Signal: Positive
- Impact on: VHM, KDH, NLG, DXG and other real estate stocks
- Comment: The recovery prospects of the real estate industry will create growth momentum for this group of stocks. However, it is necessary to monitor the debt repayment capacity and liquidity of enterprises to assess investment risks.
Mr. Duc's HAGL is reborn after 8 years of paying off 22,000 billion VND in debt, about to receive back 33,000 hectares of land
- Signal: Positive
- Impact on: HAG, HNG
- Comment: HAGL's successful restructuring and the upcoming return of a large land fund could create new growth momentum for the business. This could attract investors' interest in HAG and HNG stocks, as well as have a positive impact on the agricultural and real estate sectors.
VN-Index could surpass 1,600 points by 2025 thanks to expectations of market upgrade. VCBS forecasts the index to reach 1,555-1,663 points in the base and optimistic scenarios.
- Signal: Positive
- Impact on: VN-Index, bluechip stocks
- Comment: The positive forecast for the VN-Index reflects the growth prospects of the Vietnamese stock market. The expectation of upgrading could attract foreign capital flows, creating growth momentum for large stocks and the entire market in the medium and long term.
Vietnam's stock market is ready to enter a new bull cycle in 2025
- Experts predict that Vietnam's stock market could become one of the best growing markets globally in 2025, with expectations from market upgrades and the return of foreign capital.
- Signal: Positive
- Impact on: VN-Index, VNM ETF, FTSE Vietnam ETF
- Comment: Positive outlook for Vietnam's stock market in 2025 thanks to expectations of upgrading, foreign capital return and economic growth. Potential sectors include technology, banking, industrial parks and logistics. However, investors need to be cautious with market fluctuations.
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.
