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.
Foreign investors net sold nearly 2,500 billion VND more at the end of the week, selling the most pillar stocks
The liquidity of the three trading floors remained high at VND46.1 trillion, showing that investor sentiment was very strong despite foreign investors net selling VND2,488.5 billion. In terms of matching transactions alone, they net sold VND2,444.1 billion.
- Signal: Positive
- Impact on: DIG, PDR, NLG, VIC, VHM, NVL, VRE, KDH, CTG, BID
- Comment: Although foreign investors' net selling is strong, showing profit-taking pressure, market liquidity remains high, reflecting that domestic cash flow is still abundant and ready to absorb. This shows that domestic investors' sentiment is resilient and they believe in the overall growth trend of the market. Investors need to closely monitor the sectors that are strongly net sold to reassess their potential, and at the same time look for opportunities in stocks with good fundamentals and supported by domestic cash flow, especially when the pressure from foreign investors decreases, which can create attractive buying points.
In the record July of VN-Index, individual investors took profits and sold a large amount of stocks.
Individual investors net sold 7,324.1 billion VND, of which this group net sold 11,260.5 billion VND through order matching last July.
- Signal: Positive
- Impact on: SSI, VPB, SHB, HDB, VNM, NVL, TPB, VIC, HPG, KDH
- Comment: The strong net selling by individual investors during the month of record growth of VN-Index shows profit-taking after a period of hot growth. This is a healthy development, helping the market adjust and consolidate the foundation to continue the upward trend, especially if the capital flow of organizations or foreign investors is strong enough to absorb. Investors can take advantage of these corrections to restructure their portfolios, prioritizing stocks with reasonable valuations and positive long-term business prospects, while being cautious with stocks that have increased too quickly.
On August 8, F88 will be listed on UPCoM with the official trading price of 634,900 VND/share.
HNX announced that August 8 will be the first trading day for registered shares of F88 Investment JSC (F88).
- Signal: Neutral
- Impact on: HNX, JSC, HCM, HOSE
- Comment: The listing of F88 on UPCoM with a high reference price shows the great potential and expectations of the market for businesses in the non-banking financial sector. Although this is a neutral signal for the whole market, it opens up opportunities for investors who want to access new businesses with less liquidity but with potential for breakthrough growth. Monitoring the price and liquidity movements of F88 in the first sessions will be very important to assess the attractiveness of this stock and its ability to create a spillover effect to stocks in the same industry on UPCoM.
Pyn Elite Fund continues to increase its ownership ratio at YEG to more than 7%, affirming its belief in long-term prospects.
Pyn Elite Fund successfully purchased 1 million YEG shares in the session on July 24. Thereby increasing ownership from more than 13.2 million shares, accounting for 6.91% to more than 14.2 million shares, accounting for 7.43% of capital at Yeah1.
- Signal: Positive
- Impact on: YEG, HOSE, Financial statements
- Comment: The fact that Pyn Elite Fund, a reputable foreign investment fund, has continuously increased its ownership ratio in YEG shows its confidence in the long-term prospects of this enterprise. This is a positive signal for YEG, implying that this stock may be undervalued or has an attractive growth story in the future. Investors can consider YEG in their watchlist, conduct further research on its business operations and valuation to make a decision. However, it should be noted that the price increase based on information from the fund's purchase may only be short-term, so it is necessary to carefully evaluate the company's internal foundation and sustainable profitability.
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.
