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.
Blue-chip stocks lead the recovery wave, foreign capital also competes
As soon as the market reopened in the afternoon session, cash flow suddenly increased. The blue-chip group started first, especially the pillars, creating a fairly wide recovery spread. Surprisingly, foreign investors also disbursed enthusiastically, switching to a net buying position….
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- Signal: Positive
- Impact on: VIC, VHM, VRE, TCB, CTG, MBB, HDB, DGC, GVR, SSI
- Comment: The strong return of foreign capital to the blue-chip group is a positive signal, showing that international investors' confidence in the prospects of the Vietnamese market is being strengthened. This could be an important driving force to help the VN-Index maintain its recovery momentum in the short term, creating opportunities for investors to accumulate market-leading stocks with the expectation of more sustainable growth in the future. Investors should focus on blue-chip stocks with solid fundamentals and clear growth potential to optimize profits.
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Stuck market: Green index still loses, red index loses more
The group of Vin stocks reversed this morning, putting pressure on the VN-Index. This phenomenon is not surprising, but what is frustrating is that when the index increases, most of the portfolios lose money, and when the index decreases, the portfolio loses even more!…
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- Signal: Neutral
- Impact on: VIC, VHM, VRE, VPL, CTG, TCB, VJC, SAB, VPB, GEX
- Comment: The phenomenon of green index but many stocks still decrease or lose shows the deep differentiation of the market, with cash flow concentrated on a few pillars. Investors need to be very cautious, focus on choosing stocks with good fundamentals and clear growth stories, avoid investing according to crowd psychology or relying only on fluctuations of the general index. Risk management by diversifying the portfolio and setting stop-loss points is necessary at this stage to protect profits.
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What do you see when only 55/223 stocks with liquidity on HOSE are trading above MA50?
Only 55/223 stocks with liquidity on HOSE are trading above MA50, most of them are in the small and medium capitalization group. This shows that the general market level is still quite cautious, even though the index has positive developments....
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- Signal: Positive
- Impact on: HOSE, VIC, VHM, VPL, VNM, VPB, TCX, VIX, SHB, HDB
- Comment: The fact that only a small portion of stocks on HOSE are trading above MA50, mainly in the mid- and small-cap group, reflects the general cautious sentiment of the market. This shows that cash flow is being carefully selected, looking for opportunities in potential stocks with lower risks instead of spreading widely. Investors should focus on carefully analyzing each enterprise, prioritizing stocks with stable business results and clear development prospects, while maintaining a reasonable cash ratio to cope with unexpected fluctuations.
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Foreign investors still net sold nearly 8,000 billion VND in matched orders in November.
Foreign investors net sold 6,881.1 billion VND in November 2025, of which matching transactions alone net sold 7,966.6 billion VND. …
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- Signal: Neutral
- Impact on: VIC, VPL, HPG, VNM, FPT, PVD, VPB, MSN, TCX, DGW
- Comment: Strong net selling pressure from foreign investors in November, especially through the order matching channel, is a factor that needs attention, which can put some pressure on market sentiment and the general index. Although this may be a portfolio restructuring activity of funds, investors need to closely monitor this development to assess the potential impact on the long-term trend. Focusing on stocks with strong fundamentals and less dependence on foreign capital flows will help minimize risks in this context.
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ABS General Director: Interest rate increase has not affected the macro context
Mr. Nguyen Quang Dat, General Director of An Binh Securities Company, said that although domestic interest rates have increased, they are still low compared to the previous level and the world. This has not had a big impact on the current macro context. …
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- Signal: Neutral
- Impact on: ABS, SBV, CAR, III, FDI
- Comment: The ABS General Director's view that the slight increase in interest rates has not had a major impact on the macro economy provides a reassuring view for the market, especially in the context of concerns about capital costs. This shows that the business environment still has a lot of room for development, supporting businesses to maintain growth momentum. Investors can consider cyclical or interest-sensitive industries, but still need to closely monitor monetary policies to promptly adjust investment strategies, prioritizing businesses with good resilience to interest rate fluctuations.
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Securities company recommends buying two bank stocks in December
MBS's typical stock portfolio selected for December 2025 includes CTG, ACB, VGC, VRE, PDR, BSR, PVD, HDG, FPT, MSN. Of which, CTG has the potential to increase in price by 42%... …
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- Signal: Neutral
- Impact on: MBS, CTG, ACB, VGC, VRE, PDR, BSR, PVD, HDG, FPT
- Comment: The recommended portfolios from securities companies, especially for bank stocks and other codes, are often a useful reference source for investors. However, each investor needs to carefully research the business prospects, valuation and risks of each stock before making a final decision. This can be a good opportunity to restructure the portfolio with codes with high growth potential, but it needs to be combined with technical analysis and strict risk management to optimize profits in the short and long term.
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ETFs investing in Vietnam continue to be net withdrawn
Foreign ETFs saw a net withdrawal of more than VND276 billion, mostly concentrated in the Fubon FTSE Vietnam ETF (-VND178.7 billion). In addition, the VanEck Vietnam ETF recorded a net withdrawal of more than VND97 billion....
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- Signal: Neutral
- Impact on: FTSE, VFM, VIC, HPG, MWG, MSN, LPB, MAFM, VHM, SSI
- Comment: The net withdrawal of ETF funds, especially Fubon FTSE Vietnam ETF and VanEck Vietnam ETF, is a signal that indirect capital flows are tending to be more cautious or shifting to other markets. This may create selling pressure on stocks with large proportions in the portfolios of these funds, especially blue-chip stocks. Investors should closely monitor ETF cash flows to assess general market sentiment and consider buying opportunities in stocks that are too affected compared to their real value due to technical selling pressure, while managing risks by not focusing too much on stocks in the ETF portfolio.
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The market is well stimulated and retains investors.
The market was quite stimulated this afternoon. It was still led by the pillars like the previous sessions but with a wider spread. Liquidity is still a weak point, but such recovery reversal sessions contribute to creating hope and "keeping customers"...
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- Signal: Neutral
- Impact on: VNI, VIC, VHM, TCB, MBB, HPG, FPT, HSX
- Comment: The market recovery led by pillar stocks, along with wider spreading signals, is contributing to strengthening investor sentiment and 'keeping' them in the market. Although liquidity is still a weakness, such recovery sessions create expectations of a more positive trend in the short term. Investors can take advantage of corrections to increase their positions in stocks with good prospects, but still need to maintain vigilance and should not FOMO when the market has not really confirmed a sustainable uptrend, always prioritizing risk management.
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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.
