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.
Large stocks pull VN-Index above 1700 points, cash flow remains indifferent
Vin stocks all increased strongly, even bringing in more points than the total increase of VN-Index. This strength "lifted" the index to 1701.67 points, but not many investors were happy. Most stocks were still significantly weaker than the index, even nearly a hundred codes decreased sharply by more than 1%.
- Signal: Neutral
- Impact on: VIC, VHM, VPL, VRE, SAB, GAS, MSN, PLX, VNM, SHB
- Comment: Although the VN-Index surpassed an important milestone, the deep divergence and indifferent cash flow show that the market lacks consensus. Investors should focus on selecting stocks with solid fundamentals instead of trading according to the index, and at the same time, strictly manage risks with high-risk stocks. Strong net foreign buying in this context may be a signal of long-term confidence in some pillar stocks, however, it is necessary to consider whether this cash flow spreads to other sectors to assess the sustainability of the trend.
List of growth stocks with good business results and high liquidity
Mirae Asset has selected and evaluated based on the comparison of gross profit margin between the two most recent quarters and the previous year to list potential stocks with revenue and profit growth. At the same time, it must satisfy the criteria of transaction value, meaning the stock code must have a certain level of liquidity.
- Signal: Positive
- Impact on: HOSE, SEPA, HHV, VCG, KSB, DHA, HCM, KDH, NLG, BMP
- Comment: This list provides a good opportunity to find stocks with strong fundamentals and sustainable growth potential in the medium and long term. The combination of outstanding business results and high liquidity shows the interest of the market, while making it easy for investors to trade. Investment strategies can focus on accumulating these codes during corrections, with a long-term vision and diversifying the portfolio to minimize risks. Liquidity fluctuations reflect changes in investor sentiment, which need to be closely monitored to grasp the optimal buying and selling time.
It is difficult to expect a strong increase in liquidity this week.
With domestic cash flow being cautious, mainly due to the mismatch between the VN-Index and portfolio status, it is difficult to expect a strong increase in market liquidity next week.
- Signal: Neutral
- Impact on: MBS, HSX, VIX
- Comment: Low liquidity reflects the cautious sentiment of domestic investors, especially when there is a strong differentiation between the index and individual portfolios. This can make the market lack the momentum to break out strongly in the short term and increase the risk for investors trading on the rise. Investors should maintain a reasonable stock ratio, avoid trading based on emotions and prioritize stocks with a separate story, less dependent on the general cash flow of the market. Foreign net selling can put pressure on the market, need to monitor further to determine the long-term trend.
Strong cash flow from global equity investment funds
Global stock markets have had a volatile month, with worries about soaring tech valuations and a record-breaking US government shutdown weighing on investor sentiment.
- Signal: Neutral
- Impact on: LSEG, CDS
- Comment: The withdrawal of capital from global equity funds reflects concerns about valuations and international macro factors, such as inflation or monetary policy. Although this is global information, it can indirectly affect foreign sentiment in the Vietnamese market, potentially causing net selling pressure or reducing new cash flow. Investors need to closely monitor fluctuations in the international market to assess macro risks and adjust their strategies accordingly, prioritizing sectors less affected by external factors. Strong net foreign buying in this context can be a positive signal for the short-term trend of some specific stocks.
What motivated the "shark" Pyn Elite to adjust the VN-Index target to 3,200?
PYN Elite Fund has decided to raise its target for VN-Index to 3,200 points, in the context that the index is currently trading around 1,650 points.
- Signal: Positive
- Impact on: PYN, III, STB, MBB, VIB, OCB, VIX, HVN, ACV, MWG
- Comment: The fact that PYN Elite, a reputable investment fund, raised its VN-Index target to 3,200 points is an extremely optimistic signal, strengthening confidence in the long-term growth potential of the Vietnamese market. This could attract new investment flows from abroad and encourage domestic investors to be more daring. Investors can consider accumulating pillar stocks, especially banking groups and industries that benefit from macroeconomic growth, with a long-term vision to take advantage of the growth momentum. Banking stocks often have a large impact on the overall market performance, so it is necessary to carefully assess the interest rate outlook and asset quality of recommended banks.
Two foreign ETFs worth 1.2 billion USD are about to sell a "super pillar" real estate stock.“
VIC shares will be sold heavily because the price increased sharply in the third quarter, exceeding the allowed weight in the VNM ETF fund.
- Signal: Positive
- Impact on: VIC, VNM, MBS, FTSE, VFM, MCH, PVS, POW, HUT, BSC
- Comment: The foreign ETF selling VIC shares due to exceeding the allowed weight is a normal portfolio restructuring action, not a negative reflection on the company's prospects. Although it may create short-term downward pressure on VIC, this cash flow is likely to be allocated to other stocks in the ETF's portfolio, creating opportunities for stocks that have not increased in price or other potential industries. Investors should monitor VIC's performance to consider the right time to buy if there is an adjustment, and pay attention to other potential stocks that can benefit from the restructuring cash flow. Liquidity fluctuations reflect changes in investor sentiment, so they need to be closely monitored in the coming sessions to seize opportunities.
Gold's accumulation phase may be over
The renewed rally in silver prices is breathing new life into the precious metals market in general.
- Signal: Neutral
- Impact on: SGE, ADP, PMI, ISM
- Comment: Gold and silver news do not directly impact the stock market, but changes in precious metal price cycles can reflect macro factors such as inflation, interest rates or global economic instability. If gold and silver enter a new bull cycle, some of the money flow may shift from stocks to precious metals as a safe haven, potentially reducing liquidity in the stock market. Investors should consider diversifying their portfolios, keeping some of their assets in gold if they are concerned about market risks or rising inflation, but still focus on opportunities in the stock market with careful analysis.
Major banks optimistic about gold price prospects in 2026
Several global banks have recently increased their gold price forecasts, saying the precious metal is likely to reach $5,000/oz by 2026.
- Signal: Neutral
- Impact on: CNBC,UBS,WGC
- Comment: The bullish forecasts for gold prices from major banks reinforce the view that gold is a long-term store of value, especially in the context of geopolitical instability or concerns about global inflation. While this information does not directly affect the stock market in the short term, it reminds investors of the importance of diversifying assets in their investment portfolios. For the stock market, this may be a sign to watch industries related to gold mining or trading if they want to take advantage of this trend, but this should not overshadow fundamental analysis of stocks and their growth potential.
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.
