On March 6, 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.
VN-Index surpasses 1,300 points, steel and stocks lead the increase
- VN-Index continued its strong growth, surpassing the resistance level of 1,300 points. The steel and securities industries stood out with positive support information on policies and prospects for market upgrade.
- Signal: Positive
- Impact on: VN-Index, HPG, HSG, NKG, SSI, HCM, VND
- Comment: The VN-Index's growth is supported by strong cash flows from domestic investors and expectations of economic stimulus policies. The steel industry and securities can lead the market in the short term thanks to their own supporting factors.
KDH shares fell under net selling pressure from foreign investors, despite the prospect of launching new projects by Khang Dien. Foreign investors seem to be cautious about the company's business plan.
- Signal: Negative
- Impact on: KDH, VN-Index, real estate industry
- Comment: The continuous net selling of KDH by foreign investors may negatively affect market sentiment, especially real estate stocks. However, Khang Dien's plan to open new projects is still a positive factor to monitor.
Pinetree expert: This week's stock market depends on the return of cash flow into pillar stocks.
- Experts from Pinetree Securities Company said that the stock market's performance in the week of March 3-7 will depend largely on the return of cash flow into pillar stocks and their ability to spread to the entire market.
- Signal: Neutral
- Impact on: VN-Index, VN30, large-cap stocks
- Comment: The market is in the accumulation phase, waiting for cash flow to return to pillar stocks. Investors should closely monitor liquidity developments and foreign investors' movements in the coming sessions.
KIS Securities: VN-Index may rise to 1,450 points thanks to confirmation of the rectangle pattern in 2024. Increased trading volume and throwback phenomenon strengthen the possibility of a breakout.
- Signal: Positive
- Impact on: VN-Index, large-cap stocks
- Comment: The optimistic forecast of the VN-Index's upward trend may boost cash flow into the market, especially blue-chip stocks. However, investors should be cautious and monitor signals confirming the trend in the coming time.
Vietnam stock market divides, Bamboo Capital shares sold off heavily
- VN-Index fluctuated around the reference level, while all stocks in the Bamboo Capital ecosystem were simultaneously sold off with a large volume of excess floor sales.
- Signal: Negative
- Impact on: BCG, TCD, BCR, BGE, VN-Index
- Comment: The sell-off of Bamboo Capital shares may cause investors to worry, putting pressure on the general market. However, the divergence shows that there are still opportunities in some individual stocks.
Two large ETFs are expected to buy SHB and EIB shares and sell VIC and VHM in the restructuring of the first quarter of 2025.
- Signal: Neutral
- Impact on: SHB, EIB, VIC, VHM, FRT, VTP, HDG
- Comment: The restructuring of ETF portfolios may create short-term fluctuations for some stocks, but will not significantly affect the long-term trend of the market. Investors should closely monitor affected stocks to have appropriate strategies.
Bamboo Capital shares were sold off, BCG hit the floor with no buyers
- The codes BCG, BCR, BGE, TCD of Bamboo Capital Group all hit the floor after the news that Mr. Nguyen Ho Nam was prosecuted. BCG hit the floor by 5,360 VND, with 72 million shares remaining for sale.
- Signal: Negative
- Affects: BCG, BCR, BGE, TCD
- Comment: Negative information about Bamboo Capital's leadership has caused strong selling pressure on related stocks. This could negatively impact investor sentiment and reduce confidence in the general market.
Mining stocks boom, up more than 200% in 2 months as China restricts exports
- Signal: Neutral
- Impact on: KSV, MTA, BMC, MGC, KCB
- Comment: Although mining stocks have risen sharply, investors should be cautious of FOMO and the risk of illiquidity. P/B valuations much higher than the industry average indicate a potential short-term correction.
Parent company and a series of senior leaders simultaneously want to divest from real estate enterprise L40, despite record business results in 2024
- Signal: Negative
- Impact on: L40, LHC
- Comment: The simultaneous divestment of capital by many major shareholders and senior leaders may cause concern for investors, despite positive business results. It is necessary to monitor the transaction developments and information from the upcoming extraordinary general meeting of shareholders of L40.
TPS Securities shares hit the floor, investors panicked and fled. Liquidity increased dramatically with trading volume 3 times the average of 20 sessions.
- Signal: Negative
- Impact on: TPS, VN-Index, HNX-Index
- Comment: The sharp decline in TPS may cause negative sentiment to spread to other stocks and the general index. Investors should be cautious and closely monitor market developments in the coming sessions to have appropriate strategies.
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.
