STOCK MARKET NEWS MAY 15, 2025

On May 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.

Listed enterprise profits in the first quarter of 2025 increased sharply by 23%, the highest since 2018

The first quarter of 2025 marked the 6th consecutive quarter of positive growth in after-tax profit for the entire market, bringing the profit level to VND 146.6 trillion - the highest level since 2018. The real estate and banking sectors led the increase.

• Signal: Positive
• Impact on: VIC, VHM, VRE, BCM, KDH, KBC, NLG and banking stocks
•  Comment: Strong earnings growth indicates a solid economic recovery. Positive outlook for the stock market in the short and medium term, especially real estate and banking stocks.

Real estate stocks put pressure on the market, VN-Index down 2.5 points

VIC, NVL, TCH and many real estate stocks fell sharply, pulling the VN-Index to close at 1,267 points. Liquidity decreased, foreign investors returned to net selling after 4 buying sessions.

• Signal: Negative
• Impact on: VN-Index, VIC, NVL, TCH, VCB, VHM
•  Comment: Selling pressure is widespread, especially in the real estate sector, showing investors' cautious sentiment. Low liquidity and net foreign selling are factors to watch in the short term.

 Thai tycoon suffers heavy losses as $5 billion petrochemical complex in Vietnam ceases operations, losing VND23 billion per day. The incident raises concerns about the prospects of the petrochemical industry and foreign investment.

•  Signal: Negative
• Impact on: VN-Index, oil and gas stocks such as GAS, PLX, PVD
•  Comment: This incident may negatively affect investor confidence, especially foreign investors. The oil and gas and chemical industries may face selling pressure in the short term. It is necessary to monitor the response of the management agency and the recovery plan.

VN-Index slightly adjusted after 4 consecutive increasing sessions, VIC 'turned around' and decreased sharply

• Signal: Neutral
• Impact on: VN-Index, VIC, VN30
•  Comment: The market has a necessary break after a series of increases, VN-Index approaches the resistance zone of 1270-1280 points. Cash flow remains stable, the index may accumulate more before establishing a clear trend.

Fund certificate investors mature through volatility, taking advantage of opportunities when the market drops deeply

The purchase of fund certificates increased sharply during the recent correction, showing the maturity of individual investors. Many funds have increased their cash ratio and structured their portfolios to be safer against fluctuations.

• Signal: Positive
• Impact on: VN-Index, open-end funds such as DCDS, VLGF, VESAF, VMEEF, SSI-SCA, VCBF-MGF
•  Comment: Fund certificate investors are showing a more disciplined and methodical investment mindset. This can help stabilize the market in the long term, reducing strong fluctuations due to crowd psychology. Open-end funds can continue to attract cash flow in the coming time.

Foreign investors unexpectedly net sold nearly 100 billion VND after a series of 4 consecutive net buying sessions.

• Signal: Negative
• Impact on: VCB, VHM, NVL, FPT
•  Comment: The sudden shift from net buying to net selling by foreign investors may put downward pressure on the general market and the stocks that are being sold heavily. However, the net selling level is not too large, so the impact may only be short-term.

Bitcoin price soars above $104,000, Vietnamese and Asian stock markets move in opposite directions

• Signal: Neutral
• Impact on: VN-Index, HNX-Index, cryptocurrency and technology stocks
•  Comment: The sharp increase in Bitcoin prices may attract cash flow into stocks related to virtual currency and technology. However, the Vietnamese stock market still decreased slightly due to profit-taking pressure after the previous increase. It is necessary to monitor developments in the coming sessions.

Small and medium real estate group breaks out, VN-Index increases strongly by 3,34% in the first week of May

The Vietnamese stock market recovered positively after the holiday, with the VN-Index increasing 41 points to 1,267.30 points. Foreign investors net bought more than 1,000 billion VND, real estate stocks such as ITC, NLG, TN1 increased sharply.

• Signal: Positive
• Impact on: VN-Index, ITC, NLG, TN1, PRC
• Comment: The market's uptrend is supported by positive information about the US-Vietnam trade negotiations. Cash flow shifts to small and medium-sized real estate groups, along with the return of foreign investors, creating momentum for the market in the short term.

Oil and gas stocks traded well, led by BSR, up 12% last week.

• Signal: Positive
• Impact on: BSR, GAS, DPM, OIL
•  Comment: The positive developments in the oil and gas sector show that investors' confidence in the industry's prospects is improving. This could boost cash flow into related stocks, creating momentum for short-term price increases. However, it is necessary to continue monitoring developments in world oil prices.

Thailand's SCG Group is facing difficulties in Vietnam, forced to close its $5 billion petrochemical complex and record a loss of more than VND2,000 billion.

•  Signal: Negative
• Impact on: Petrochemical industry, GAS, PVD, PVS stocks
•  Comment: The closure of SCG's major project could negatively affect foreign investors' confidence in the Vietnamese market. This could put pressure on stocks related to the oil and gas and petrochemical industries in the short 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.