On January 7, 2025, the stock market news bulletin recorded remarkable developments, providing investors with multi-dimensional information about trends and growth potential. Below is a summary of some outstanding news and analysis of the market situation.
VN-Index dropped sharply by 1,61% in the first week of 2025, liquidity dropped by nearly 40%
- Signal: Negative
- Impact on: VN-Index, HNX-Index
- Comment: Increased selling pressure and sharp decline in liquidity indicate cautious investor sentiment. The market may continue to correct in the short term before finding a new equilibrium. Investors should be cautious and closely monitor market developments.
Experts expect the VN-Index to move towards the support level of 1,240-1,250 points next week, creating an opportunity for investors to accumulate stocks before the Q4/2024 business results announcement season.
- Signal: Neutral
- Impact on: VN-Index, VNM, FPT, VCB
- Comment: Despite short-term correction pressure, the market is still supported by expectations of positive business results. Investors should closely monitor market developments and consider partial disbursement at support zones.
Vietnam expects to be upgraded to a market by September 2025, attracting more than VND136,000 billion in foreign capital.
- Signal: Positive
- Impact on: VN-Index, VCI, HCM, SSI, VND, FTS, BSI, MBS
- Comment: The upgrade is expected to boost foreign capital flows into the market, supporting the growth of the VN-Index. Securities stocks, especially companies with advantages in institutional customers such as VCI and HCM, may benefit. Investors should closely monitor developments and consider investment opportunities.
Selling pressure may continue, VN-Index is testing the important support zone of 1,255 points
- Signal: Negative
- Impact on: VN-Index, HNX-Index
- Comment: RSI and MACD indicators are pointing down, indicating a weakening trend. VN-Index is testing the support zone of 1,255 points. If it fails to hold, the index could fall further. Investors should be cautious and wait for a signal to confirm the trend before making a decision.
Experts recommend: Don't rush to sell off, gradually collect long-term stocks with a small proportion
- Signal: Neutral
- Impact on: VN-Index
- Comment: Despite negative signs when VN-Index broke through MA200, experts still recommend not to sell off. The market may continue to fluctuate, testing the support zone of 1,248-1,255 points. Investors should be cautious, waiting for a clear trend before disbursing heavily.
BCM and KBC stocks are positively evaluated thanks to the prospect of attracting FDI and developing new industrial zones.
- Signal: Positive
- Impact on: BCM, KBC, VN-Index
- Comment: The news reflects a positive outlook for the industrial real estate sector, which could boost investment flows into this group of stocks. However, it is necessary to monitor risk factors such as economic recession and rising land clearance costs.
USD index soars, VN-Index drops 15 points in cautious trading session
- The Dollar Index (DXY) surpassed 109 points, a 2-year high, causing the VN-Index to fall more than 15 points to 1,250 points in the session on January 3, 2025. Investors are cautious about the possibility that the USD will continue to strengthen.
- Signal: Negative
- Impact on: VN-Index, banking and export stocks
- Comment: The increase in DXY may put pressure on the USD/VND exchange rate, negatively affecting the stock market. However, the impact may be limited as the foreign ownership ratio has dropped to a 10-year low.
TMT shares skyrocketed for 7 consecutive sessions thanks to expectations for the electric vehicle market, while VN-Index fell 1,61% in the first week of 2025
- Signal: Neutral
- Impact on: TMT, VN-Index
- Comment: The stock market started 2025 unfavorably with selling pressure in many sectors. However, some individual stocks such as TMT still increased strongly thanks to positive business prospects, showing that cash flow is still differentiated.
Vietnam Stock Market in Early 2025: Opportunities Still Remain Despite VN-Index Correction
- VN-Index fell to 1,260 points at the beginning of the year but is unlikely to fall below 1,250 points. Investment opportunities still exist in some sectors such as chemicals, technology, and industrial real estate. The story of upgrading can create new momentum for the market.
- Signal: Neutral
- Impact on: VN-Index, VNM, FPT, GVR, HPG
- Comment: Despite the short-term correction, the long-term outlook for the market remains positive thanks to expectations of upgrades and economic reforms. Investors should be cautious but not overly pessimistic, focusing on stocks with good fundamentals.
USD index soars, VN-Index drops 15 points in cautious trading session
- The Dollar Index (DXY) surpassed 109 points, a 2-year high, causing the VN-Index to fall more than 15 points to 1,250 points in the session on January 3, 2025. Investors are cautious about the possibility that the USD will continue to strengthen.
- Signal: Negative
- Impact on: VN-Index, banking and export stocks
- Comment: The increase in DXY may put pressure on the USD/VND exchange rate, negatively affecting the stock market. However, the impact may be limited as the foreign ownership ratio has dropped to a 10-year low.
The stock market news bulletin aims to provide investors with an overview, while emphasizing the importance of careful analysis before making investment decisions. Following market news from HVA The provision will help investors seize opportunities from short-term fluctuations and adjust their portfolios in line with market trends.
