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.
Individual investors continue to take profits at market peak
Individual investors net sold VND453 billion at the end of the week, of which they net sold VND590.7 billion in matched orders. This happened in the context of foreign investors maintaining strong net buying momentum.
- Signal: Neutral
- Impact on: VHM, VJC, VIC, VIX, SSI, MBS, SHS, VCI, VPB, HDB
- Comment: The profit-taking actions of individual investors at the peak area show a cautious sentiment after a period of strong price increases. However, if foreign investors maintain a strong net buying momentum, this could help absorb supply and create a solid foundation for the next uptrend of the market. Investors should monitor the foreign cash flow and consider a strategy of accumulating purchases when the market has slight corrections. This is an opportunity to restructure the investment portfolio.
The breakthrough of “WealthTech giant” TCBS before IPO plan
TCBS Securities is expected to become the “IPO star” of the year. Leading the industry in profits for 6 consecutive years, TCBS recently set a new record in the second quarter of 2025 with over VND 1,700 billion in pre-tax profit.
- Signal: Neutral
- Impact on: TCBS,GIA,CHO,NAM,CIR,THEN,TECH
- Comment: TCBS's continuous industry leadership in terms of profits and highly anticipated IPO plans create great attraction for stocks in the securities and financial technology sectors. This could be a positive driving force for the general market sentiment, especially for financial stocks when a large enterprise with outstanding business performance is preparing to list. Investors need to carefully study TCBS's long-term growth potential and its spillover effects on companies in the same industry, and evaluate pre-IPO valuations to determine a reasonable investment point.
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.
