On May 5, 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.
Investment funds take advantage of the opportunity to 'buy the bottom' when the market is shaky, while many individual investors are confused and looking for ways to 'cut their losses'. Experts advise patience with long-term investments.
- Signal: Neutral
- Impact on: VN-Index, open-end stock funds such as VEOF, VESAF, VDEF
- Comment: The market is attractively valued with a P/E of 25% lower than the 5-year average. However, short-term volatility may continue due to the impact of US tariff policy. Investors should focus on long-term goals.
Vietnam stocks plunge, VN-Index loses nearly 70 points in the afternoon session
The Vietnamese stock market witnessed a strong sell-off after the lunch break, causing the VN-Index to plummet below 1,140 points. Selling pressure spread widely, with nearly 100 stocks hitting the floor.
- Signal: Negative
- Impact on: VN-Index, HNX-Index, UPCoM-Index, large-cap stocks such as VIC, VHM, VCB, BID, CTG
- Comment: The sudden sell-off shows that investor sentiment is very weak. The sharp increase in liquidity during the deep decline reflects the great selling pressure. The market may continue to correct in the short term.
The domestic ETF fund with a scale of VND9,800 billion is expected to buy strongly FPT, sell ACB and HDB in the restructuring period of Q2/2025 due to changes in VN Diamond's portfolio structure.
- Signal: Neutral
- Impact on: FPT, ACB, HDB, DCVFMVN Diamond ETF
- Comment: The restructuring of large ETF portfolios can create short-term fluctuations for related stocks. However, the long-term impact depends on the business results and prospects of each enterprise.
Vietnam's stock market recovers spectacularly after a plunge, VN-Index narrows its decline to only 9.94 points
- Signal: Neutral偏向positive
- Impact on: VN-Index, HNX-Index, VHM, MWG, SHB
- Comment: Strong buying pressure at the end of the session shows that investors still have confidence in the market. However, selling pressure is still high, especially in large-cap stocks. The market may continue to fluctuate in the short term.
Sacombank plans to acquire a securities company, SBS suddenly hits the ceiling
Sacombank announced a plan to contribute capital/purchase shares of a securities company with a maximum total investment value of VND1,500 billion. SBS - Sacombank Securities Company currently owns 13.8% - unexpectedly hit the ceiling price on April 22.
- Signal: Positive
- Impact on: STB, SBS
- Comment: This move by Sacombank may promote M&A activities in the securities industry, creating a positive effect on banking and securities stocks. However, it is necessary to monitor more specific information about the acquisition target.
Foreign investors net bought nearly 600 billion VND on the Vietnamese stock market on April 22, focusing on blue-chip codes such as HPG, MWG and STB.
- Signal: Positive
- Impact on: VN-Index, HPG, MWG, STB, FPT, KBC
- Comment: Strong foreign cash flow into the market is a positive signal, showing the confidence of international investors. This can support the growth of VN-Index and stocks that are strongly net bought in the short term.
PNJ reported a decrease in Q1/2025 profit due to a shortage of gold supply, but still completed the yearly plan of 35%
PNJ's Q1/2025 after-tax profit decreased by 8% to VND678 billion. 24K gold revenue decreased by 66% due to limited supply. However, retail jewelry revenue increased by 6%, helping to improve gross profit margin.
- Signal: Neutral
- Impact on: PNJ, gold and gemstone stocks
- Comment: Business results decreased but still positive compared to the annual plan. PNJ is focusing on jewelry segment with higher profit margin. The outlook depends on the ability to ensure gold supply in the coming quarters.
BCM and PTB stocks face challenges from new US tariff policy, but still have long-term opportunities
- Signal: Neutral
- Impact on: BCM, PTB
- Comment: Despite short-term pressure, BCM remains attractive thanks to its large land fund and the opportunity from the merger of Binh Duong into Ho Chi Minh City. PTB adjusts its business plan but maintains its long-term growth prospects. Investors should monitor developments in the Vietnam-US trade negotiations.
Vietnam stocks fall, VN-Index loses nearly 10 points in volatile session
- Signal: Negative
- Impact on: VN-Index, HNX-Index, VCB, VHM, VIC
- Comment: Strong selling pressure caused many large stocks to fall sharply, dragging down the main indices. However, the decline narrowed towards the end of the session, showing that bottom-fishing demand is still present. Investors should be cautious and wait for more stable signals from the market before making a decision.
Vietnam stock market fluctuates strongly: VN-Index drops 70 points then recovers thanks to bottom-fishing demand
- Signal: Neutral
- Impact on: VN-Index, VNM, MSN, VIC, VCB
- Comment: Despite strong fluctuations during the session, the market still shows good resilience thanks to bottom-fishing demand. However, investor sentiment is still weak and sensitive to external news. It is necessary to monitor developments in the coming sessions.
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.
