On February 26, 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.
VN-Index approaches 1,300 point mark, steel stocks break out strongly
- The stock market recorded a positive increase this morning, with the VN-Index heading towards the important resistance level of 1,300 points. Notably, the steel group of stocks made waves with HPG increasing by nearly 5%, HSG and NKG increasing by over 2%.
- Signal: Positive
- Impact on: VN-Index, HPG, HSG, NKG, TLH, VGS
- Comment: The increase of VN-Index and the breakthrough of steel stocks show positive sentiment of investors. However, the market may face short-term profit-taking pressure when approaching the strong resistance zone of 1,300 points.
Cash flow is looking for opportunities in stocks with low valuations and growth potential, focusing on banking, securities and real estate groups.
- Signal: Positive
- Impact on: VN-Index, VPB, VIX, VHM, VRE, MWG
- Comment: Market sentiment is more optimistic thanks to expectations of improved economic growth and corporate profits. Cash flow is shifting flexibly to look for opportunities, focusing on stocks with their own stories and attractive valuations. This could boost liquidity and the VN-Index in the short term.
Mr. Nguyen Tu Quang's Bkav Pro was called out by VNDirect for violating because it had not paid the full 1.5 billion VND.
- VNDirect Securities Company announced a list of companies violating financial obligations, including Bkav Pro of Mr. Nguyen Tu Quang with an unpaid debt of 1.5 billion VND.
- Signal: Negative
- Impact on: VND, BKV (if listed)
- Comment: This information may negatively affect Bkav's reputation and indirectly affect VNDirect. However, the overall impact on the stock market may be limited because the size of the debt is not large.
Tan Tao files lawsuit in international court after being delisted, demanding compensation for damages
- Tan Tao Investment and Industry Corporation (ITA) announced that it will file a lawsuit against the delisting of its shares in an international court, demanding compensation from the parties involved. The company said it is facing serious difficulties in its business operations after being forced to delist.
- Signal: Negative
- Impact on: ITA, VN-Index, HNX-Index
- Comment: ITA’s lawsuit may cause investor concern, negatively affecting market confidence. Industrial real estate stocks may also face selling pressure in the short term.
US-China trade tensions resurface, Asian markets face major challenges
- President Trump’s re-election has prompted a swift increase in tariffs on Asian goods. Currencies and bonds in the region have come under pressure. Investors are looking to diversify their portfolios, seeking new opportunities in India, Australia and South Korea.
- Signal: Negative
- Impact on: Asian stock indices, especially China, South Korea, Thailand, Malaysia, Singapore
- Comment: Re-emerging trade tensions could cause strong volatility in Asian financial markets. However, some markets such as India and Australia still have growth opportunities thanks to attractive valuations and efforts to improve.
21 trillion VND of overdue bonds have been paid, the corporate bond market has strongly recovered
- Signal: Positive
- Impact on: VNIndex, HNX-Index, banking and real estate stocks
- Comment: The delayed bond payments and the recovery of the corporate bond market are positive signals for the economy. This can boost investor confidence, improve liquidity and create growth momentum for the stock market in general.
VN-Index explodes past 1,300 points, market liquidity reaches 5-month peak with over 21,000 billion VND
- Signal: Positive
- Impact on: VN-Index, HNX-Index, VN30, securities stocks, banking, steel
- Comment: The fact that VN-Index surpassed the psychological threshold of 1,300 points and liquidity increased strongly shows that investors are optimistic. Strong cash flow into the market, especially key sectors, can boost the short-term growth momentum.
Foreign investors continue to sell strongly, 'dumping' more than 400 billion VND at FPT and HPG despite VN-Index surpassing 1,300 points
- Signal: Neutral
- Impact on: VN-Index, FPT, HPG, VNM, MWG
- Comment: Although the VN-Index surpassed the 1,300-point mark, continued strong net selling by foreign investors could put pressure on the market. However, net buying in some retail stocks such as VNM and MWG shows that there is still selective interest from foreign investors.
Bond funds attract strong cash flow, reaching nearly 13,000 billion VND in 2024
- Bond funds received a large capital inflow of nearly VND12,900 billion in 2024, with Techcombank's TCBF Fund leading the way. The investment performance of this group of funds is also stable, outperforming savings interest rates.
- Signal: Positive
- Impact on: TCB, VCB, MBB, VIC
- Comment: The return of cash flow into bond funds shows that investor confidence is recovering. This can create positive momentum for the bond market and indirectly support the stock market in general.
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.
