On April 21, 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.
Hoa Binh Construction (HBC) faces doubts about its ability to continue operations after accumulated losses of nearly VND2,300 billion, auditors express concerns
- Signal: Negative
- Impact on: HBC, VN-Index, construction industry
- Comment: This news may put pressure on HBC shares and negatively affect the construction industry. Investors should be cautious with businesses with similar financial situations, closely monitor upcoming audit reports and business results.
Net profit margin of many banks expected to improve in 2025, VN-Index increases by more than 10 points
Vietnam's stock market has been buoyant with the VN-Index rising 10.47 points to 1,317.33 points. Experts predict that the net profit margin of many banks will improve in 2025, especially at VIB, Techcombank, MB, HDBank and VPBank.
- Signal: Positive
- Impact on: VN-Index, VIB, TCB, MBB, HDB, VPB
- Comment: The prospect of improving net interest margins of banks could boost profit growth, supporting the stock market's upward momentum. However, it is necessary to further monitor macroeconomic developments and monetary policy.
Sunshine Group's KSF shares increased sharply by 67.34% in March, leading the HNX. The general market decreased slightly, the HNX-Index closed at 235.06 points, down 1.72% compared to the previous month.
- Signal: Neutral
- Impact on: KSF, HNX-Index, SHS, CEO
- Comment: Although there are stocks that have increased sharply like KSF, the general market still decreased slightly. Liquidity decreased compared to the same period last year. Foreign investors' net selling shows cautious sentiment. Need to monitor further developments in the coming time.
SCS faces profit challenges from 2025 due to end of tax incentives and competition from Long Thanh airport
- Signal: Negative
- Impact on: SCS, ACV, GMD
- Comment: The loss of tax incentives and competition from Long Thanh airport may negatively affect SCS's profits in the short term. However, the strong financial situation and attractive dividend policy are still the bright spots of this enterprise.
Foreign room in banks is increased to 49%, creating opportunities to attract foreign capital.
MB, HDBank and VPBank will have their foreign room increased to 49% from May 19, 2025 after receiving the mandatory transfer of weak banks. This is a great opportunity for these banks to attract foreign capital and increase their financial capacity.
- Signal: Positive
- Impact on: MBB, HDB, VPB, VN-Index
- Comment: The expansion of foreign room may attract new investment capital into banking stocks, especially the 3 banks with increased room. This may create momentum for increasing prices of banking stocks and the VN-Index in the short term.
TCBS plans to invest VND3,000 billion abroad from 2025, targeting international stocks and bonds to diversify its investment portfolio.
- Signal: Positive
- Impact on: TCB, banking stocks and securities
- Comment: This move shows that TCBS is expanding its vision and investment strategy, which can bring profits and experience from the international market. This can create a trend for other securities companies, promoting the development of the industry.
Trump to announce new tariff plan, global financial markets cautiously wait
The US president is expected to formally announce plans to impose tariffs on imported goods on Wednesday afternoon, sending stock and commodity markets into turmoil.
- Signal: Negative
- Impact on: Dow Jones, S&P 500, Nasdaq, STOXX 600, DAX, CAC 40, WTI and Brent oil prices
- Comment: The new tariff plan could cause a sharp increase in volatility in global financial markets. Investors should be cautious and prepare for a possible short-term decline, especially in export stocks.
VN-Index recovers impressively, aiming to conquer the old peak of 1,340 points
- Signal: Positive
- Impact on: VN-Index, VCB, VIC, FPT, HPG, GEX
- Comment: The market is on a positive uptrend led by large-cap stocks. Breaking through the resistance levels of 1,320-1,330 points could pave the way for the VN-Index to retest the old peak of 1,340 points. However, it is necessary to continue monitoring the cash flow and foreign transactions.
Vietnam mining stocks soar on new opportunities from US-China trade war
- Signal: Positive
- Impact on: KSV, MTA, BKC, HGM, MSR
- Comment: Vietnam has great potential to replace strategic mineral supplies for the global market. This can promote investment in the mining industry, improve mining and processing technology, and strengthen Vietnam's position in the global supply chain.
Manulife open-end funds simultaneously reported impressive profits in 2024, outperforming the market
Manulife Investment Management Vietnam's open-end funds recorded positive results in 2024. The equity fund achieved a profit of 20.41TP3M, far exceeding the increase of 12.11TP3M of the VN-Index. The balanced fund also brought in a profit of 13.21TP3M. The company's total assets under management reached VND134,500 billion, an increase of 15.11TP3M compared to the previous year.
- Signal: Positive
- Impact on: VN-Index, open-end funds, banking and insurance stocks
- Comment: The positive results of Manulife funds show a positive outlook for the Vietnamese stock market. This could attract more investment flows into open-end funds and stocks, especially blue-chip stocks with good fundamentals.
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.
