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.
Recovery in a tug of war, liquidity declines, foreign investors sell strongly
VN-Index regained more than 6 points in the morning session, after losing 12.2 points earlier. However, most of the points gained still depended on the 4 stocks with the largest market capitalization: VCB, VIC, VHM and BID. Foreign investors continued to sell heavily even without counting the VJC deal.
- Signal: Positive
- Impact on: VCB, VIC, VHM, BID, VJC, HDB, VIX, GEX, HCM, DXG
- Comment: Although the market has recovered, the decline in liquidity and strong net selling by foreign investors show that investors are still cautious, especially when the recovery is mainly based on pillar stocks. This shows that the risk of correction still exists. Investors should prioritize stocks with solid fundamentals and closely monitor foreign cash flows to determine sustainable trends.
Large pillars lead, securities stocks support, VN-Index breaks through the 1500 point mark
Finally, the VN-Index had a session that closed completely above the 1,500-point mark. The excitement in the afternoon encouraged investors to increase their buying prices across the board. The number of stocks increasing in price was twice as high as the number decreasing and the index closed at the highest level of the day.
- Signal: Positive
- Impact on: VIC, VHM, VCB, BID, VJC, HDB, VRE, TCB, GVR, WSS
- Comment: VN-Index surpassed 1500 points with the leadership of large pillars and securities groups, showing widespread optimism. This is a positive signal that strengthens the short-term uptrend, creating opportunities for investors to consider expanding positions in sectors that benefit from the rising market, while maintaining profit-taking discipline when reaching the target.
Expert: Once in "uptrend", VN-Index's peak can reach 1,900 points
If we do not take advantage of the opportunity in this period, it will be very difficult to make a profit. We can learn from the experiences of top investors such as George Soros, Druckenmiller to make money in the uptrend, and to understand why we need to have a positive mentality in the current uptrend.
- Signal: Positive
- Impact on: MSN, VIC, FOMO, HPG
- Comment: Comments on the possibility of VN-Index reaching 1900 points in an uptrend show great expectations from experts. This motivates investors to maintain a positive mindset and seize opportunities, especially with blue-chip stocks and industries with sustainable growth potential. However, investment should be based on careful analysis, not on FOMO.
Name 4 stocks with expected explosive profits thanks to unusual revenues
New recurring income streams or large one-time recognitions can create shareholder value.
- Signal: Positive
- Impact on: VDSC, HAX, PHR, NLG, VCG, VSIP, III, CTCP, ITC, VCR
- Comment: Stocks with explosive earnings from one-off earnings offer attractive short-term investment opportunities. Investors should carefully study the sustainability of these earnings and assess the risks associated with one-off events. This can be a highlight for portfolios seeking extraordinary returns if risk is well managed.
Restructuring portfolio, Singapore foreign fund registered to sell all 7,64% of capital at NLG
The expected transaction period is from July 24 to August 22, 2025. After the successful transaction, Ibeworth will reduce its ownership ratio of NLG from 7,64% to 0%.
- Signal: Positive
- Impact on: NLG, PTE, LTD, HOSE, CTCP, VCSC, WACC
- Comment: The foreign fund’s registration to sell all its capital in NLG may create short-term supply pressure for this stock. However, if this is a pure portfolio restructuring action and not related to NLG’s core business prospects, the stock may recover after the selling pressure ends. Investors should monitor the liquidity and price of NLG during the expected trading period to make appropriate decisions.
Undistributed profit after tax is negative over 2,293 billion VND, HBC is late in paying bond interest
HBC bond lot HBCH2126001 has only completed paying nearly VND 10.2 billion in interest for the first interest payment period, and is currently unable to pay the equivalent interest for the second period.
- Signal: Neutral
- Impact on: HBC, JSC, TMCP, BIDV, BID, HOSE, CTG
- Comment: HBC’s negative earnings and delayed bond interest payments are warning signs about the company’s financial health. Despite being rated “neutral” in the newsletter, investors should exercise extreme caution when considering this stock, especially given the risks related to liquidity and debt repayment. It is extremely important to carefully assess HBC’s recovery prospects and financial structure before making any investment decisions.
Securities Commission fines a series of companies
The State Securities Commission has issued a decision to sanction administrative violations in the field of securities and the securities market against a series of companies, with fines ranging from VND80 million to VND112.5 million.
- Signal: Neutral
- Impact on: HOSE, CVN, HNX, SGS, HVG, AAS, DST
- Comment: The Securities Commission’s sanctioning of companies is an activity aimed at enhancing transparency and market discipline, protecting investors’ interests. Although this news is classified as “neutral” to the general market, for the penalized companies, investors need to assess the impact of the violation on the business operations, reputation, and long-term growth potential of the related stocks.
Money is too powerful
The market rebounded strongly, many stocks recovered more strongly than the previous decline, creating a feeling of regret for those who had taken profits. The liquidity of the two exchanges remained above the 33 trillion threshold, showing that the cash flow was still very strong.
- Signal: Neutral
- Impact on: VIC, VHM, VCB, BID, VNI
- Comment: Cash flow maintained at a high level of over VND33 trillion is a testament to the market's attractiveness, even after correction sessions. This shows that investor confidence remains strong, creating a foundation for the market to continue its upward trend. Investors can take advantage of corrections to accumulate stocks with good growth prospects, but still need to manage risks closely and should not be too optimistic when the market shows signs of reversal.
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.
