On May 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.
Investment opportunities open up as markets fluctuate due to US tariff concerns
Investors should restructure their portfolios in a selective defensive direction, prioritizing stocks of businesses with stable cash flows and less affected by tax policies.
- Signal: Neutral
- Impact on: VN-Index, VN30, HNX-Index
- Comment: The market is clearly differentiated between industry groups. Industrial real estate and export stocks are under strong downward pressure. On the contrary, banking, retail and public investment groups have the opportunity to recover. Investors should be cautious and select suitable stocks.
Seafood stock outlook downgraded due to US tax pressure, businesses seek new direction
- Signal: Negative
- Impact on: VHC, FMC, MPC
- Comment: The US reciprocal tax policy is putting pressure on the Vietnamese seafood industry. Businesses are taking advantage of the 90-day suspension to boost exports and seek new markets such as ASEAN and the Middle East. The short-term outlook may improve, but the medium and long-term remain challenging.
Japanese investors dump over $20 billion in foreign bonds over US-China trade war concerns
- Signal: Negative
- Impact: DJI, S&P 500, US Treasury yields
- Comment: The sell-off by Japanese investors reflects concerns about global trade tensions. This could put pressure on the US stock market and push up Treasury yields in the short term. However, the scale of the selling is still small compared to the total daily trading volume of US Treasury bonds.
Phan Thiet Export Garment pays record cash dividend of 150%, 14 times market price
Phan Thiet Garment Export Joint Stock Company (PTG) will pay the second cash dividend in 2024 at a rate of 100%, raising the total annual dividend to 150% - the highest ever. Notably, this dividend is 14 times higher than the current market price of PTG shares on the UPCoM floor.
- Signal: Positive
- Impact on: PTG, VN-Index
- Comment: The record high dividend payout shows PTG's positive business situation. However, low liquidity and the stock price at a historical peak may limit the possibility of price increase in the short term.
PNJ reports profit decline in Q1/2025 due to sharp increase in gold price and scarce supply
- Signal: Negative
- Impact on: PNJ, SJC, DGC
- Comment: PNJ's declining business results may negatively affect gold and gemstone stocks. However, this may only be a short-term impact due to fluctuations in gold prices and supply. It is necessary to monitor market developments in the following quarters.
US stocks rebound strongly, investors buy at the bottom after positive profit report and expectations of easing US-China trade tensions
- Signal: Positive
- Impact on: VN-Index, HNX-Index, VN30-Index
- Comment: The market may recover in the short term thanks to positive sentiment from the US market. However, it is necessary to monitor the developments of trade tensions and the first quarter business results of listed companies to assess the long-term trend.
Vietnam stock market flourishes, VN-Index increases more than 18 points in the morning session of April 23
Green spread across the Vietnamese stock market this morning thanks to the strong bottom-fishing session yesterday afternoon and positive news from the US market. The VN-Index opened up more than 18 points, surpassing the 1,215-point threshold.
- Signal: Positive
- Impact on: VN-Index, VNM, VIC, VHM, HPG
- Comment: Investor sentiment has improved after the previous strong bottom-fishing session. Positive news from the US may continue to support the short-term uptrend. However, selling pressure remains, so we need to monitor the next developments.
VNDIRECT steadily overcomes hacker incidents, confidently looks forward to 2025 with many opportunities
VNDIRECT Chairman Pham Minh Huong shared about the hacker incident in early 2024, affirming that the company has overcome the challenge and learned valuable lessons. VNDIRECT expects the VN-Index to reach 1,670 points in a positive scenario in 2025.
- Signal: Positive
- Impact on: VND, VN-Index
- Comment: The hacker incident was resolved quickly, demonstrating VNDIRECT's good risk management capacity. Positive expectations for the market in 2025 with EPS growth forecast of 17% could boost cash flow into stocks.
VN-Index increased strongly by 12.5 points, real estate and securities groups led the market
- Signal: Positive
- Impact on: VN-Index, HNX-Index, UPCoM-Index, VRE, DXG, SSI
- Comment: The green color spreading across the Vietnamese stock market shows that investor sentiment is improving. Real estate and securities stocks led the increase, while liquidity also increased slightly, which are positive signals for the short-term trend.
US postpones reciprocal tariffs on Vietnamese goods, stock market recovers
- Signal: Neutral
- Impact on: VN-Index, VNM, HPG, FPT
- Comment: The market may face resistance at 1,250 points. Investors should be cautious, avoid chasing and consider trading strategies according to price channels. Export and FDI stocks may fluctuate strongly in the coming time.
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.
