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.
Stocks race to the ceiling, liquidity hits record high, foreign investors net sell trillions
The market continued to be extremely excited in the afternoon session, causing the number of stocks hitting the ceiling to be twice as high as in the morning with 33 codes. The VN-Index increased by another 1,72% to 1,557.42 points. The matched liquidity of the two exchanges also set a new historical record along with the index, reaching nearly 48,300 billion VND. Calculating the total transactions of the three exchanges, the total transaction volume reached a record level.
- Signal: Neutral
- Impact on: SHB, VIX, PDR, DIG, SSI, VPB, MSN, VCI, NVL, DXG
- Comment: The market recorded record liquidity and many stocks hit the ceiling, showing that domestic cash flow is very strong and sentiment is excited. However, large-scale net selling by foreign investors may put certain pressure on some pillar stocks or large-cap stocks in the short term, requiring investors to closely monitor cash flow developments and manage risks closely.
VN-Index hits new historical peak, liquidity surges, foreign investors net sell more
The market “exploded” in the morning session when the strength of blue-chip stocks pushed the VN-Index completely past its historical peak, reaching 1,550.06 points. The intense cash flow pushed HoSE liquidity to increase dramatically by 43% compared to the previous session to 25,943 billion VND, second only to the morning selling session.
- Signal: Neutral
- Impact on: VHM, FPT, VCB, VIC, BID, HPG, VPB, SHB, VJC, SSI
- Comment: VN-Index set a new historical peak with sudden liquidity affirming the strength of the market. However, net selling pressure from foreign investors in the context of the strong increase of the index needs to be carefully considered. Investors should focus on stocks with good fundamentals and strict risk management, avoiding excessive chasing.
Synchronizing institutions and accelerating digitalization creates "leverage" to help the stock market break through
After 25 years of development, the stock market has increasingly affirmed its role as a key capital channel for the economy with an increasingly complete legal foundation, modern trading technology and strong digitalization speed, creating momentum for a new growth phase.
- Signal: Neutral
- Impact on: HCM, HOSE, THI, NGH, FTSE, HNX, VSDC, KRX
- Comment: Institutional synchronization and accelerated digitalization are solid foundational factors, creating long-term momentum for the sustainable development of the Vietnamese stock market. This not only improves market quality but also attracts new capital flows, creating investment opportunities in businesses that benefit from digital transformation and administrative reform.
Speculation is at its peak, an early signal for VN-Index to correct?
In the short term, the 10-year average is a strong resistance level, which is also the resistance level in the 2023-2024 period, so the market may soon correct after the recent strong increase.
- Signal: Neutral
- Impact on: HOSE, MBS, TTM
- Comment: When speculative sentiment peaks and the VN-Index hits a historical resistance zone, the risk of correction is possible. Investors should be more vigilant, consider taking profits from positions that have made significant profits, and only disburse into stocks with reasonable valuations, while setting clear stop-loss points to effectively manage risks.
Stock Market 25 Years: Solid Foundation, Ready to Breakout
Minister of Finance Nguyen Van Thang affirmed that after 25 years of development, the Vietnamese stock market has formed a solid foundation, quality and institutions, creating an important premise to realize the goal of upgrading the market in the coming time.
- Signal: Positive
- Impact on: HCM, HOSE, REE, SAM
- Comment: The Minister of Finance's affirmation of the solid foundation of the Vietnamese stock market after 25 years of development is a very positive signal for the goal of upgrading the market. This opens up opportunities to attract larger foreign capital flows and improve the quality of goods, creating sustainable growth momentum for key industries in the long term.
VN-Index surpasses historical peak, more and more predictions appear that it will reach 1800 points
In the context of Vietnamese stocks reaching a historic peak, many organizations have predicted that the VN-Index could surpass 1,800 points this year.
- Signal: Positive
- Impact on: PYN,FTSE,VAT,HVN
- Comment: The fact that VN-Index surpassed its historical peak and there are optimistic forecasts about the 1,800-point mark shows the strong confidence of the market. This is a great driving force for the long-term growth trend, but investors need to select stocks based on real business prospects and avoid over-excitement, especially when the market has heated up.
Price increased sharply, VietinBank Capital sold 7.8 million PET shares
According to data on HOSE, in the session of July 23, PET shares recorded 7.8 million shares traded by agreement with a value of VND 217 billion, equivalent to VND 27,850/share.
- Signal: Neutral
- Impact on: HOSE, PET, LLC, MTV, TMCP, CTCP
- Comment: The deal to sell a large amount of PET shares of VietinBank Capital in the context of a sharp increase in price shows the fund's profit-taking move. This may create a certain supply pressure on PET shares in the short term, so investors need to monitor supply and demand and re-evaluate the business prospects of the enterprise before deciding to trade.
Singaporean foreign fund continues to register to buy more than 18 million REE shares
If the transaction is successful, Platinum Victory will increase its ownership of REE shares from nearly 225.4 million shares, accounting for 41.611 TP3T, to nearly 243.7 million shares, accounting for 44.991 TP3T of capital at REE.
- Signal: Neutral
- Impact on: REE, PTE, LTD, HOSE, BCTC, CGIF, VCSC
- Comment: The fact that foreign fund Platinum Victory continuously increases its ownership ratio in REE shows its confidence in the growth potential and intrinsic value of this enterprise. This is a positive signal for REE shares, demonstrating the interest of foreign capital flows, and investors can consider REE in their long-term portfolio based on stable business operations and attractive dividend policy.
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.
