On February 15, 2025, the stock market news bulletin recorded notable 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 in the form of a quick news bulletin.
HGM shares skyrocket to historic peak, preparing to pay cash dividend of 3,000 VND/share thanks to holding the globally hot antimony mineral
- Signal: Positive
- Impact on: HGM, mineral stocks
- Comment: Positive news about the outlook for the mining industry, especially antimony, could boost the rally of HGM and its peers. However, investors should be cautious as HGM prices have risen sharply recently.
FPT is not afraid to compete with DeepSeek, ready to operate AI factories in Vietnam and Japan
- FPT is confident in its ability to compete with international AI rivals such as DeepSeek. The company is preparing to launch AI factories in Vietnam and Japan, affirming its position in the high-tech sector.
- Signal: Positive
- Impact on: FPT, VN-Index
- Comment: This news shows FPT's strong development in the field of AI, which can positively impact FPT's stock price and contribute to supporting the VN-Index. This is a positive signal for the Vietnamese technology industry.
Vingroup dismisses board members, SK Group is no longer a major shareholder
- Vingroup proposed to shareholders to dismiss Ms. Chun Chae Rhan from the Board of Directors. SK Group sold 51 million shares, reducing its ownership ratio to 4.72%. Vingroup's 2024 revenue reached a record of VND192,159 billion, up 19%.
- Signal: Neutral
- Impact on: VIC, VHM, VinFast
- Comment: SK Group's withdrawal may put short-term pressure on VIC shares. However, Vingroup's positive business results in 2024 will support the long-term prospects of the group and its subsidiaries.
Cash flow poured into small and medium-sized stocks, VN-Index increased slightly by 3 points in a mixed trading session
- Signal: Neutral
- Impact on: VN-Index, VNMidcap, VNSmallcap, SC5, TRC, BMC, FCM, SFG, UIC, HU1
- Comment: The market is still in a phase of strong differentiation. Cash flow into mid- and small-cap stocks shows that investors are looking for opportunities in stocks with their own stories. However, net selling pressure from foreign investors is still a factor to monitor.
Mobile World issues 20 million cheap ESOP shares to key employees
- MWG is about to issue nearly 20 million ESOP shares to key management staff at VND10,000/share, equal to 18% current market price. The program does not apply to Chairman Nguyen Duc Tai.
- Signal: Positive
- Impact on: MWG
- Comment: The issuance of ESOP at an attractive price shows that MWG is trying to retain talent after restructuring. This can motivate employees, contribute to improving business efficiency and attract investors to MWG shares.
Masan has achieved success after 5 years of taking over the retail system from Vingroup, marking a turning point in the group's market expansion strategy.
- Signal: Positive
- Impact on: MSN, VIC, VRE
- Comment: Masan's success in the retail sector shows the growth potential of this sector in Vietnam. This can motivate other businesses to invest in the retail sector, promoting competition and market development.
Stock liquidity plummets, VN-Index slightly drops 1.5 points in gloomy trading session
- Signal: Negative
- Impact on: VN-Index, BID, VCB, HPG, MBB, TCB, MWG
- Comment: Low liquidity and falling points show investors' cautious sentiment. Foreign investors' continued net selling may put pressure on the market. It is necessary to monitor exchange rate developments and the impacts of US policies in the coming time.
VNDIRECT cooperates with VCBF to distribute open-end funds on VNDGO platform, expanding investment opportunities for individual investors
- Signal: Positive
- Impact on: VND, VCB
- Comment: This cooperation helps diversify investment products on VNDGO, attracting more individual investors. This can boost VND's brokerage revenue and management fees, while increasing the fund size for VCBF, indirectly supporting VCB.
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.
