On May 7, 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.
SHB breaks liquidity record with 2 consecutive trading sessions of over 100 million shares, reaching 6 sessions of over 100 million since the beginning of 2025
- Signal: Positive
- Impact on: SHB, VN30, VNIndex
- Comment: SHB's sudden liquidity shows great interest from investors, reflecting the positive outlook of the bank and the industry. This can create a positive spillover effect for other bank stocks and the general index.
VN-Index surpasses 1,210 points thanks to the rise of industrial real estate and bluechip groups
- Signal: Positive
- Impact on: VN-Index, VRE, BCM, HSG, NKG
- Comment: The increase in VN-Index along with large trading volume shows that investor sentiment is improving. Industrial real estate and steel groups lead the market, creating short-term growth momentum.
Vietnam stocks rebounded strongly, VN-Index surpassed 1,210 points thanks to cash flow into consumer, retail and steel groups.
- Signal: Positive
- Impact on: VN-Index, SAB, MWG, MSN, HSG, HPG
- Comment: The uptrend spread widely with 416 stocks increasing in price, 3 times the number of stocks decreasing. Large-cap stocks led the market. Liquidity decreased but remained at a good level. However, foreign investors turned to net selling after 3 consecutive buying sessions.
Foreign investors suddenly net sold 120 billion VND in the session of April 23, focusing on FPT and bank stocks.
- Signal: Negative
- Impact on: VN-Index, FPT, SHB, MBB, TPB, VPB
- Comment: The strong net selling of foreign investors after the previous net buying session may put pressure on the market in the short term. In particular, stocks that were sold heavily such as FPT and the banking group may be negatively affected. Investors should be cautious and monitor developments in the coming sessions.
Vietnam stock market closed for 3 days on the occasion of April 30 and May 1, 2025
Trading will be suspended from April 30 to May 2, 2025, returning to normal on May 5. T+2 transactions on April 28-29 will be settled on May 5-6. VSD will still pay interest/principal of debt instruments on the make-up day of April 26.
- Signal: Neutral
- Impact on: VN-Index, HNX-Index, UPCoM-Index
- Comment: The extended holiday may cause slight fluctuations before and after the holiday. However, this is an annual event so the market has prepared for it and will not significantly affect the general trend.
Attractive high dividend stocks: VEA, QTP, SAB, QNS, BMP, PAT are being recommended
- Signal: Positive
- Impact on: VEA, QTP, SAB, QNS, BMP, PAT
- Comment: Stocks that pay high and regular dividends such as VEA, QTP, SAB, QNS, BMP, PAT are being positively evaluated. This can attract cash flow into this group of stocks, creating momentum for short-term price increases and supporting general market sentiment.
SJC gold price drops sharply by 5.5 million VND/tael, Bitcoin surpasses 94,000 USD
- Signal: Neutral
- Impact on: Gold stocks such as PNJ, SJC
- Comment: The sharp drop in gold prices may have a negative impact on gold trading businesses. However, the rise in Bitcoin prices may attract money into the cryptocurrency market, creating new investment opportunities.
Inspectors discovered violations at the Nam Vinh Yen project of DIC Corp (DIG), raising concerns about the financial and legal situation of the enterprise.
- Signal: Negative
- Impact on: DIG, VN-Index
- Comment: This information may negatively affect DIG's stock price and investor confidence in the real estate industry. It may put downward pressure on the VN-Index in the short term. Investors should be cautious and monitor further information from DIC Corp.
Margin debt increased to a record high but brokerage revenue decreased, suspicion that borrowed money was not used for trading
Margin lending balance reached a record VND273,000 billion in Q1/2025, an increase of VND33,000 billion compared to the end of 2024. However, brokerage revenue of securities companies decreased by VND71,300 billion to VND2,700 billion, although market liquidity increased by VND12,300 billion.
- Signal: Negative
- Impact on: VN-Index, HNX-Index, banking and securities stocks
- Comment: High margin debt that does not correspond to market liquidity may pose systemic risks. It is necessary to closely monitor loan flows, especially large loans that are not used for trading, to avoid negative impacts on the market.
Rubber stocks under double pressure from falling latex prices and less positive industrial real estate outlook
Since the beginning of April, rubber stocks such as PHR, DPR, DRI have fallen sharply by 30-361 TP3T, far exceeding the 8.11 TP3T decrease of VN-Index in the same period. The reason comes from the plummeting rubber prices and concerns about the prospects of industrial real estate.
- Signal: Negative
- Impact on: PHR, DPR, DRI, VN-Index
- Comment: Rubber stocks are under strong pressure due to negative factors from both core business activities and land conversion prospects. The downtrend may continue 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.
