On April 2, 2025, the stock market news bulletin recorded notable developments, providing investors with multi-dimensional news bulletins on trends and growth potential. Below is a summary of some of the highlights and analysis of the market situation in the form of a quick bulletin.
Foreign fund expert: Vietnamese stocks are extremely cheap, expecting a reversal of foreign capital flows
Petri Deryng, head of PYN Elite Fund, said that Vietnamese stocks are undervalued with attractive profit potential. Supporting factors include the trade agreement with the US, the FTSE Russell upgrade and the launch of the KRX platform.
- Signal: Positive
- Impact on: VN-Index, STB, MBB, TPB, CTG
- Comments: Comments from foreign fund experts can create positive sentiment for investors. If these supporting factors occur, they will attract foreign capital flows, supporting the VN-Index and banking stocks in the PYN Elite Fund portfolio.
Southeast Asian stocks lose appeal, Indonesia and Thailand fall the most
Southeast Asian stock markets are losing their appeal due to individual country factors. Indonesia and Thailand recorded the sharpest declines in the region, while Malaysia also ranked among the top 10 worst performers.
- Signal: Negative
- Impact on: Major stock indices of Indonesia, Thailand, Malaysia, Philippines
- Comment: Foreign capital is withdrawing from Southeast Asian markets due to concerns about economic policies, weak macro situation and trade tensions. This may put downward pressure on stock indices in the region in the short term.
DNSE plans to issue 85.65 million shares, increasing its charter capital to VND4,282.5 billion. The company will also issue VND1,200 billion in bonds and 12.6 million ESOP shares in 2025.
- Signal: Positive
- Impact on: DNSE, HNX
- Comment: DNSE's plan to increase capital and issue bonds shows the positive outlook of the company and the securities industry. This can boost market liquidity and attract more investors to this sector.
Gemadept's GMD shares plummeted, P/E fell below the 3-year average due to net selling pressure from investors.
- Signal: Negative
- Impact on: GMD, VN-Index, HoSE
- Comment: GMD's decline may negatively affect investor sentiment in the short term, especially for stocks in the logistics and seaport sectors. However, low valuations may attract value investment cash flows in the medium and long term.
MB, HDBank, VPBank have foreign room increased to 49% after receiving mandatory transfer of weak banks.
- Signal: Positive
- Impact on: MBB, HDB, VPB, VN-Index
- Comment: The expansion of foreign room can attract more foreign investment into banks, helping to increase liquidity and stock prices. This can create a positive spillover effect for the entire banking industry and the stock market in general.
FPT Telecom sets a record profit target of VND4,200 billion in 2025, pays cash dividends of VND5,000/share and issues an additional 50% shares.
- Signal: Positive
- Impact on: FOX, FPT
- Comment: FPT Telecom's strong growth plan and attractive dividend policy may create a positive effect on FOX shares and the telecommunications - technology group. This may attract cash flow into this sector in the short term.
The Gioi Di Dong grows strongly, expanding Bach Hoa Xanh chain to the Central region
Mr. Nguyen Duc Tai's company recorded revenue of VND24,524 billion in the first two months of the year, an increase of VND13.51 trillion over the same period last year. Bach Hoa Xanh opened 94 more stores, mostly in the Central region. Sales of phones and computers grew by over VND201 trillion.
- Signal: Positive
- Impact on: MWG, VN-Index
- Comment: MWG's positive business results reflect the recovery trend of the retail industry. The expansion of the Bach Hoa Xanh network shows future growth potential, which can have a positive impact on MWG's stock price.
The market slightly decreased in the derivatives expiration session, the bluechip group regained balance with many bank stocks gaining points.
- Signal: Neutral
- Impact on: VN-Index, HNX-Index, UpCoM-Index, VN30F2503, CTG, ACB, VCB, TCB, SHB, STB, MBB
- Comment: Despite a slight decrease, the market has regained balance with the recovery of banking stocks. This shows that investors are less cautious after the pressure from the derivatives expiration session was relieved.
Foreign investors continue to net sell nearly 1,500 billion VND on Vietnam's stock market
Foreign investors net sold more than 31 million units, equivalent to VND 1,455.9 billion on all three exchanges HOSE, HNX and UPCoM in the trading session on March 20.
- Signal: Negative
- Impact on: VN-Index, FPT, TPB, HPG, VHM, DIG
- Comment: Strong net selling pressure from foreign investors may cause caution among domestic investors, creating downward pressure on key indices and large-cap stocks that are being sold heavily such as FPT and HPG.
TPBank dropped sharply by 5.3%, ORS and TPS hit the floor in a volatile trading session
- Signal: Negative
- Impact on: TPB, ORS, TPS, VN-Index
- Comment: The sharp decline of TPB and related stocks shows the cautious sentiment of investors. Declining liquidity and strong net selling by foreign investors may put pressure on the market in the short term. However, there are still opportunities for short-term transactions on adjusted 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.
