On March 24, 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 sold strongly, FPT was 'dumped' more than 600 billion VND in the session of March 14
Vietnam stocks fluctuated, VN-Index decreased slightly by 0.12 points. Foreign investors net sold 371 billion VND, of which FPT was sold the most with 645 billion VND.
- Signal: Negative
- Impact on: VN-Index, FPT, DBC, NLG, HPG
- Comment: Strong net selling by foreign investors, especially blue-chip FPT, may create short-term downward pressure on the market. However, liquidity remains high, indicating that domestic cash flow is still positive.
Real estate stocks are attractive but strongly differentiated, investors need to choose carefully
- Signal: Neutral
- Impact on: VHM, KDH, PDR, NVL, NLG, DXG, AGG
- Comment: Although real estate stocks are considered attractive in terms of valuation, price movements show clear differentiation. Investors should focus on businesses with good financial foundations, quality project portfolios and complete legal documents to minimize risks.
Stock market shakes, money flows strongly into small and medium stocks
- Signal: Neutral
- Impact on: VN-Index, HNX-Index, UPCoM-Index, SHB, NVL, DIG
- Comment: The market has slightly corrected but cash flow is still actively flowing into small and mid-cap stocks. This shows that investors are still optimistic, but need to be cautious with fluctuations in large-cap stocks.
Novaland and SHB break out, VN-Index maintains slight increase
NVL and SHB stocks hit the ceiling thanks to positive news, helping VN-Index only slightly decrease by 0.12 points. NVL won the lawsuit over the An Phu project, SHB finalized the list of dividend payments 11%.
- Signal: Positive
- Impact on: VN-Index, NVL, SHB
- Comment: The breakthrough of NVL and SHB shows that investors are still optimistic. Although VN-Index decreased slightly, maintaining above 1,320 points is a good sign. The market may continue to increase in the short term.
Foreign investors net sold nearly 650 billion VND worth of FPT shares, strongly net bought VIX in the session of March 14.
- Signal: Neutral
- Impact on: FPT, VIX, DBC, PVS, ACV
- Comment: Foreign cash flow is strongly differentiated among stocks. FPT's net selling may create short-term pressure, but VIX's net buying shows that there is still interest in some stocks. The market may fluctuate in the short term due to foreign cash flow adjustment.
NVB shares of National Bank are under control due to losses for 2 consecutive years, and cannot be traded on margin since March 19.
- Signal: Negative
- Impact on: NVB, VN-Index
- Comment: NVB being controlled may negatively affect investor confidence in banking stocks. However, NVB's plan to increase capital and improve business operations may help limit negative impacts in the long term.
FPT loses the throne of largest private enterprise on the stock exchange to Vingroup
FPT shares have decreased by 14% since the beginning of the year, causing its capitalization to drop by 30,000 billion VND. Vingroup has surpassed to become the private enterprise with the largest capitalization on the Vietnamese stock exchange.
- Signal: Negative
- Impact on: FPT, VIC, VHM, VRE
- Comment: FPT's decline may negatively affect investor sentiment, especially in technology stocks. However, FPT's business results and growth plans are still positive, which may support the stock price in the long term.
Fund certificate transaction fees increase, market becomes more vibrant
Many fund management companies are adjusting their transaction fees for fund certificates, especially for buying and selling with short holding periods. This move comes amid an increasingly vibrant fund certificate market.
- Signal: Neutral
- Impact on: Open-end funds such as SSIAM, BaoVietFund, VCBF
- Comment: The fee increase may discourage short-term trading, encouraging long-term investment in fund certificates. However, the higher cost may also cause some investors to switch to other investment channels with lower costs.
World gold price approaches 3,000 USD/ounce, domestic SJC gold price increases sharply to 95.8 million VND/tael
- Signal: Positive
- Impact on: Gold stocks such as PNJ, SJC
- Comment: The sharp rise in gold prices could boost investment demand for gold and other safe-haven assets. This could put pressure on the stock market in the short term as investors turn to gold.
Vietnam stock market corrects after 7 consecutive weeks of increase, many recommended stocks face selling pressure
- Signal: Neutral
- Impact on: VN-Index, HNX-Index, stocks HPG, HSG, PC1, SSI, MBB, ACB, VPB, TNG, MCH, GMD, KBC, NLG, VNM, DPM, MWG
- Comment: The market is showing signs of technical correction after a long increase. However, liquidity remains high and cash flows are circulating between sectors, showing that investor sentiment remains positive in the medium and long term.
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.
