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.
Leading stock group, small and medium stocks increase extremely hot
While trading in the blue-chip group was quite stagnant, the weekend session witnessed an increase in the heat in the group of small and medium-sized stocks. Of the 17 stocks hitting the ceiling, only VJC was in the VN30 basket. Of the 140 stocks on the HoSE floor that increased by more than 1%, only 7 were blue-chips.
- Signal: Neutral
- Impact on: VJC, VIC, VCB, BID, CTG, TCB, HPG, VPB, SSI, SSB
- Comment: The shift of cash flow to small and medium-sized stocks along with the net buying of foreign investors shows that investors are looking for opportunities in industries with higher growth potential after the accumulation period. Although the blue-chip group has not yet made a strong breakthrough, the rapid increase of small-cap stocks can create a positive spillover effect but also carries the risk of strong fluctuations. Investors need to consider selecting stocks with good fundamentals to avoid the risk of correction.
The market is still continuing to move towards the old peak of 1,530 - 1,540 with fluctuations.
VN-Index continued its fluctuating trend and closed at 1,521.02 points, up nearly 9 points compared to the previous session.
- Signal: Neutral
- Impact on: BVSC, BSC, HSX, HNX, SHS, III, TVS, YSVN, LLC, TMCP
- Comment: The VN-Index's tug-of-war movement shows that the market is facing strong resistance at the old peak of 1,530 - 1,540 points. Foreign investors' net selling may increase short-term correction pressure, requiring caution from investors. The appropriate strategy at this time is to manage risks closely, take partial profits at high price levels and observe the movements of large cash flows to determine the next trend.
HAH closes the last registration date to pay 2024 dividends, rate 40%
On August 8, 2025, HAH will close the list of shareholders to exercise the right to receive 2024 dividends in cash and shares at the rate of 40% - of which cash is 10% and shares is 30%.
- Signal: Neutral
- Impact on: HAH, HOSE, TEU, SSI, WCI, DCF
- Comment: HAH's announcement of a high dividend (40%, including cash and shares) is a positive signal for shareholders, reflecting the company's good business results in 2024. This can attract cash flow interested in HAH before the record date, creating momentum for price increases in the short term. However, investors need to consider the dilution impact when the stock is returned to the account and assess the company's long-term growth potential to make appropriate decisions.
CC1 wants to divest all 23,771 TP3T of capital at CDC
The transaction is expected to take place by order matching or negotiation from July 17, 2025 to August 15, 2025.
- Signal: Positive
- Impact on: JSC, CDC, HOSE
- Comment: CC1's divestment from CDC shows that the company is restructuring its investment portfolio or focusing on core business areas more effectively. This could be a positive signal for CC1 in the long term as the cash flow can be used to develop new projects or reduce debt. For CDC, having new shareholders or changing the ownership structure can bring new development strategies, creating opportunities for investors to re-evaluate potential.
FPTS appoints new Deputy General Director
FPTS has just appointed Ms. Nguyen Thi Hanh - Director of Corporate Finance Consulting to hold the position of Deputy General Director of the company, replacing Mr. Nguyen Van Dung who has resigned, from July 23, 2025.
- Signal: Neutral
- Impact on: FPTS, FPT, FTS, HOSE
- Comment: The appointment of new senior personnel at FPTS is a normal corporate governance activity, which can bring a breath of fresh air to the business operation and development strategy. This shows that FPTS is preparing for the next steps to consolidate its position in the stock market. Investors should monitor changes in FPTS's business orientation under the leadership of the new leadership to assess the potential impact on future performance.
FTSE Russell could be upgraded to a market leader in September as central clearing partner company is about to go into operation
According to VSDC's assessment, FTSE Russell's September review is when Vietnam can be upgraded to a secondary emerging market.
- Signal: Positive
- Impact on: VSDC, FTSE, BTC, KRX, MSCI
- Comment: Information about the operation of the central clearing partnership (CCP) and the possibility of market upgrade by FTSE Russell in September are extremely positive macro factors for the Vietnamese stock market. The upgrade will attract larger foreign investment flows, improve liquidity and market valuation in the long term. This is a great opportunity for investors to get ahead of the trend, especially large-cap stocks and securities companies that directly benefit from the market development.
AM Best rates Bao Viet Insurance's financial strength as Good
Bao Viet Insurance Corporation has just been announced by AM Best to be rated Financial Strength Rating (FSR) at B++ (Good) and Long-Term Issuer Credit Rating (ICR) at “bbb+” (Good).
- Signal: Neutral
- Impact on: FSR, ICR, NSR, BCAR
- Comment: The financial capacity rating of “Good” from AM Best is an affirmation of the stability and transparency of Bao Viet Insurance. This not only strengthens the trust of customers but also enhances the reputation of the enterprise in the financial market, contributing to attracting institutional investors. Although the direct impact on the stock price may not be too large in the short term, this is a solid foundation for the sustainable development of BVH in the long term.
Foreign funds: For the rest of July, optimistic but cautious
The outlook for the rest of July is cautiously optimistic. Clarity on US tariff policy remains to be closely watched.
- Signal: Positive
- Impact on: HCMC, TACO
- Comment: The cautious optimism of foreign funds on the market outlook is a notable signal, especially when they emphasize the need to monitor US tariff policies. This shows the balance between opportunities and risks from global macro factors. Investors should maintain a flexible portfolio, be ready to adjust the proportion of stocks if there are unexpected fluctuations from international policies, and prioritize businesses with good resilience to macro fluctuations.
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.
