On February 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.
Foreign investors net sold nearly 1,000 billion VND in the positive stock market session on February 4.
- Foreign investors continued to net sell strongly VND985.94 billion on all 3 exchanges, focusing on VNM and LPB on HOSE. In contrast, they net bought HPG with VND43.51 billion.
- Signal: Negative
- Impact on: VN-Index, VNM, LPB, HPG
- Comment: The continued strong net selling by foreign investors may put pressure on the market in the short term. However, their focus on buying HPG shows that there is still interest in some specific stocks. Investors should be cautious and closely monitor foreign cash flows.
PAN Group invested nearly 10,000 billion VND in trading securities, the company's leaders spoke up to explain this bold investment strategy.
- Signal: Neutral
- Impact on: PAN, stocks related to PAN Group
- Comment: PAN Group's large investment move may create volatility for PAN shares and related companies. However, the overall impact on the market is unclear due to the lack of detailed information about the specific investment portfolio. It is necessary to further monitor investor reactions and investment performance in the coming time.
DBC, DCM, DPM stocks are recommended as positive with potential for price increase.
- Signal: Positive
- Impact on: DBC, DCM, DPM
- Comment: Positive recommendations for fertilizer and livestock stocks reflect positive prospects for business results in 2025. This could boost cash flow into this group of stocks, creating momentum for price increases in the short term.
VN-Index increased sharply by nearly 12 points, surpassing the resistance level of 1,260 points thanks to the spreading green color and support from the securities and banking groups.
- Signal: Positive
- Impact on: VN-Index, HNX-Index, VND, VIX, CTG
- Comment: The upward momentum from many sectors, especially securities and banking, shows that cash flow is returning to the market. Crossing the MA200 threshold is a positive technical signal, which can attract more demand in the short term.
PAN Group spends nearly VND10,000 billion on its securities portfolio, company representative explains long-term investment strategy and future growth expectations.
- Signal: Positive
- Impact on: PAN, stocks in PAN Group's portfolio
- Comment: PAN Group's large investment shows confidence in the stock market's prospects. This can create a positive effect, encouraging other businesses to increase investment, contributing to promoting liquidity and market development.
VN-Index increased sharply by 11.65 points, liquidity improved significantly showing that cash flow returned to the market.
- Signal: Positive
- Impact on: VN-Index, HNX-Index
- Comment: The recovery trend is maintained with high liquidity, exceeding the 20-session average. The index surpassed short-term MA lines, technical indicators improved. The VN-Index is likely to head towards the 1,280-1,300 point range in the short term.
TFC shares skyrocketed 1,800% after 7 years, capitalization exceeded 1,000 billion VND for the first time
Trang Joint Stock Company (TFC) recorded a strong increase, reaching a peak of VND60,000/share. The enterprise specializing in the production of frozen foods for export reported a record profit of VND153 billion in 2024, exceeding the plan by 70%. Expected cash dividend is 12% - the highest ever.
- Signal: Positive
- Impact on: TFC, VN-Index
- Comment: TFC's impressive growth reflects the positive outlook of the processed food export industry. This can create a positive spillover effect to stocks in the same industry and contribute to supporting the VN-Index.
Vietnam determined to upgrade stock market to emerging market by 2025, attract foreign capital flow up to 25 billion USD by 2030
- Signal: Positive
- Impact on: VN-Index, HNX-Index, UPCOM-Index
- Comment: The upgrade will attract large foreign capital flows, improve liquidity and investor structure. Large-cap, highly liquid stocks and enterprises with high foreign ownership ratios will benefit the most.
DIG shares suddenly hit the ceiling, leading the real estate group to pull the VN-Index up.
- Signal: Positive
- Impact on: DIG, VN-Index, real estate stocks
- Comment: The strong recovery of DIG and the real estate group shows that investor sentiment is improving. This could push cash flow back into the market, supporting the uptrend of the VN-Index in the short term.
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.
