The stock market bulletin records notable developments, providing investors with multi-dimensional information about trends and growth potential. Below is a summary of some of the highlights and analysis of the market situation in the form of a bulletin.
A series of banking stocks pulled VN-Index to a new peak
The market this afternoon slowed down and fluctuated more, but in the end, it still had a happy ending. VN-Index increased by 1,72% to 1,573.71 points, officially closing at a new historical peak, although the amplitude was not as high as yesterday's peak. TCB, VCB and the banking group in general contributed greatly to pushing the index above the peak.
- Signal: Positive
- Impact on: TCB, VCB, STB, ACB, CTG, MBB, SHB, VPB, MWG, DGC
- Comment: Strong net foreign buying shows that confidence in the market is improving. Banking stocks are likely to continue to lead the growth trend in the short term. Investors should consider expanding their portfolios in this group to take advantage of the market's growth momentum.
Pushing the end of the session, will the old scenario repeat itself?
A steep increase in the last 30 minutes of this morning's session brought the VN-Index back close to yesterday's peak before the sudden sell-off. The biggest difference is that the liquidity on the HoSE floor has decreased by 42% compared to yesterday morning, at the lowest level in 9 sessions.
- Signal: Positive
- Impact on: VIC, VHM, TCB, CTG, VCB, HPG, BID, MWG, MSN, FPT
- Comment: The preservation of the upward momentum at the end of the session shows that the market still retains investor confidence. It is worth noting that the decline in liquidity may be a sign of returning caution. Investors should closely monitor liquidity developments and may consider taking short-term profits.
Individual investors rush to open securities accounts, setting a one-year record
Individual investors are opening new securities accounts in droves as the VN-Index sets a historic record in July.
- Signal: Neutral
- Impact on: VSDC, DBC, BSR, PDR, KDH, HPG, VPL, VHC, GVR, MSN
- Comment: The liquidity fluctuations reflect the change in investor sentiment, as the participation of individual investors increases sharply. However, the above massiveness can lead to larger price fluctuations. Investors need to manage risks by diversifying their portfolios and closely monitoring market trends.
Profit growth from flexible capital flows and cost savings
Favorable market conditions open up opportunities for investors to maximize profits by taking advantage of low-cost leverage combined with flexible capital turnover.
- Signal: Neutral
- Impact on: NHI, CHO, NAM, FDI, LINH, CHI
- Comment: Flexible capital flows and cost savings will continue to be the driving force for profit growth. Investors should focus on businesses that can operate efficiently to maximize short-term benefits. In particular, monitor monetary policy and interest rate fluctuations to guide long-term investment strategies.
The third quarter will mark the "powerful" return of industrial park real estate stocks.
The industrial park sector will benefit from the new tariff level – a factor that contributes to strengthening Vietnam’s inherent competitive advantages in terms of cost, infrastructure and strategic geographical location. Three stocks that are highly appreciated this quarter are SIP, ANV and FMC.
- Signal: Neutral
- Impact on: SIP,ANV,FMC,FDI,PCE,VDSC
- Comment: Tax support policies create favorable conditions for the industrial real estate industry. Investors can consider holding stocks in this sector to gain a competitive advantage. Risks lie in policy fluctuations and the general real estate market, so close monitoring is needed.
VN-Index by the end of 2025 will only be at 1,550 points, experts point out two attractive groups
Risk-taking investors can look at cyclical and market-driven sectors such as equities that benefit from cash flow, new products, and market upgrades, technology that benefits in the long term from Resolution 57 on innovation, AI, semiconductors, and digital data.
- Signal: Positive
- Impact on: UOB, VAT, FDI, KRX
- Comment: As the market tends to diversify, sectors such as securities and technology will create high-profit opportunities. Investing in these sectors may require accepting large fluctuations, but the potential value will compensate. Investors need to carefully assess the internal factors of the business and market risks.
Seafood has a wide path to the US, stocks are racing to explode
The tariff level is considered to bring many advantages to Vietnamese seafood compared to competitors. The business outlook for this group is positive, thanks to which stocks are racing to explode.
- Signal: Positive
- Impact on: ANV, IDI, VHC, FMC, ASM, FDI
- Comment: The seafood industry is benefiting from preferential tariff policies, creating conditions for strong growth in stock value. Investors should consider investing in companies with stable export capacity and market share. Risk factors to note include changes in international trade policies and fluctuations in raw material prices.
MBB pays dividends in cash and shares
MBB announced that August 14 is the last registration date to receive 2024 dividends in stocks and cash. The ex-dividend date is August 13.
- Signal: Neutral
- Impact on: MBB, HOSE, TOI, CIR, NIM, CASA
- Comment: MBB's attractive dividend payment has attracted great interest from investors in bank stocks. This could be a good opportunity to reinvest profits. However, investment strategies should consider the interest rate outlook and the quality of bank assets before deciding to buy or sell. A long-term holding strategy can be considered to receive regular dividends.
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.
