On March 15, 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 investors sharply reduce net selling value, Vietnam stock market shows positive signs
Foreign investors' net selling value decreased by 62.86% in the session of March 11, down to 214.92 billion VND. VHM was the most net bought with 90 billion VND, while MSN was the most net sold with 86.5 billion VND.
- Signal: Positive
- Impact on: VN-Index, VHM, MSN, DGC, VIX
- Comment: The sharp decrease in net selling by foreign investors may create momentum for the market to continue its upward momentum. However, further monitoring in the coming sessions is needed to confirm whether this trend is sustainable or not.
Thailand launches attractive tax incentive package to stimulate stock market
The Thai government has announced big tax incentives for individual investors in ESG X equity funds, with tax deductions of up to 300,000 baht. The move is aimed at supporting the struggling stock market, with the SET index down more than 15% since the start of the year.
- Signal: Positive
- Impact on: SET Index, ETFs tracking Thai market
- Comment: Tax incentives may boost capital inflows into the Thai stock market, helping to improve liquidity and support stock prices. However, the effectiveness depends on the macroeconomic situation and global market developments.
VN-Index reversed to increase, surpassing the 1,330 point mark thanks to support from large-cap stocks
- Signal: Positive
- Impact on: VN-Index, VNM, VIC, VHM, BID
- Comment: The increase of VN-Index shows the optimistic sentiment of investors. Stable liquidity and the recovery of blue chips are positive signals, supporting the short-term uptrend. However, it is necessary to monitor the international market developments for a more accurate assessment.
Hai Phong Funeral Service: Net profit increased by 6%, Chairman earned more than 100 million/month Hai Phong Funeral Service Joint Stock Company (CPH) recorded net revenue in 2024 reaching nearly 152 billion VND, an increase of 15% compared to 2023. Net profit reached 10.8 billion VND, an increase of 6%. The income of the Chairman of the Board of Directors reached 109.5 million VND/month.
- Signal: Neutral
- Impact on: CPH
- Comment: Despite positive business results, CPH shares have almost no liquidity due to the concentrated shareholder structure. Investors mainly hold for the long term to enjoy stable dividends of 15-20%/year.
Foreign investors increase ownership at TNH, VIB witnesses large transaction from CBA
Sicav Fund and Blooming Earth Pte. Ltd increased their ownership in TNH to 46%. VIB recorded a large deal transaction, believed to be from CBA selling to another foreign investor.
- Signal: Neutral
- Impact on: TNH, VIB
- Comment: Foreign investors' interest in certain stocks may create confidence in the market. However, net selling in many other stocks still puts pressure on the overall market.
Upcoming shareholder meeting season: Opportunity to hunt for 'waves' for smart investors
April will be the peak of the annual shareholder meeting season, providing investors with the opportunity to access information directly from the companies. Business plans, dividend policies and personnel changes are the most concerned issues.
- Signal: Positive
- Impact on: VN-Index, HNX-Index, banking stocks, real estate, retail
- Comment: Information from the congress season can create momentum for many stocks to increase in price. Investors should closely follow the meetings to seize opportunities, especially in industries with positive prospects such as banking and retail.
Experts predict that the potential stock groups to attract cash flow in 2025 are: Basic Resources, Retail, Financial Services and Real Estate. It is expected that upgrading the market could attract 4-5 billion USD of foreign capital.
- Signal: Positive
- Impact on: VN-Index, HNX-Index, VN30-Index, banking stocks, securities, real estate
- Comment: This information creates positive expectations for the stock market in 2025. The upgrade and foreign capital inflows can boost liquidity, supporting the index's upward trend. Investors should pay attention to investment opportunities in the potential industry groups mentioned.
Wall Street swings amid trade concerns and hopes for Ukraine-Russia ceasefire
US stocks fell after Trump raised tariffs on Canada, but pared losses on hopes of a Ukraine-Russia ceasefire. The S&P 500 fell more than $10% at one point, wiping out $4 trillion in market capitalization.
- Signal: Neutral
- Impact on: S&P 500, Dow Jones, Nasdaq
- Comment: The market is torn between pressure from trade tensions and hopes for peace in Ukraine. We need to monitor further developments to assess the trend more clearly in the short term.
VCB shares increased sharply by nearly 7% on the record date for cash dividend payment of up to 48,47%. This is Vietcombank's record dividend level ever.
- Signal: Positive
- Impact on: VCB, VN-Index, HNX-Index
- Comment: This news may have a positive effect on the whole market, especially other bank stocks. However, investors should be cautious because VCB's stock price may adjust after the dividend is paid.
VCB leads the wave, VN-Index surpasses 1,340 points in the morning session of March 12
VCB shares increased sharply by 4%, along with Vingroup group, helping VN-Index break out and surpass 1,340 points. However, profit-taking pressure later caused the index to cool down.
- Signal: Positive
- Impact on: VN-Index, VCB, VIC, VHM
- Comment: The momentum from VCB and Vingroup shows that cash flow is still positive. Despite short-term profit-taking pressure, the uptrend is still maintained. Investors should closely monitor developments to have appropriate strategies.
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.
