On March 8, 2025, the stock market news bulletin recorded notable developments, providing investors with multi-dimensional news bulletins on trends and growth potential. Below is a summary of some of the highlights and analysis of the market situation in the form of a quick bulletin.
US stock market plunges after Trump's new tax decision, Europe rebounds thanks to defense stocks
- Signal: Negative
- Impact on: Dow Jones, S&P 500, Nasdaq, STOXX 600
- Comment: The US decision to impose new tariffs and concerns about an economic recession put pressure on global markets. The US market fell sharply while Europe rose on expectations of defense spending. The mixed developments could cause strong volatility in the short term.
Dragon Capital: Strong cash flow returns to stocks thanks to growth stimulus policies and upgrade prospects
- Signal: Positive
- Impact on: VN-Index, HNX-Index, bluechip stocks
- Comment: The market is having many positive supporting factors such as loose monetary policy, boosting public investment and upgrading prospects. Valuation is at an attractive level with P/E VN-Index around 14x, much lower than 21x in 2021. Cash flow is returning strongly and spreading among industry groups.
Vietnam Access Days 2025: Record-breaking investment conference with over 550 international institutional investors in attendance
- Vietcap Securities successfully organized the 12th Vietnam Access Days conference, attracting a record number of more than 550 institutional investors from leading countries, with the participation of 30 prestigious experts and 46 leading Vietnamese enterprises.
- Signal: Positive
- Impact on: VN-Index, HNX-Index, UPCoM-Index
- Comment: The event demonstrates the strong confidence of international investors in the economic prospects and stock market of Vietnam. This can promote foreign capital flows into the market, actively supporting the upward trend of stock indices in the coming time.
JTA Investment Qatar will invest at least $1 billion in VinFast and is also considering investing in Vinpearl. The deal marks an important step in Vingroup's expansion and development.
- Signal: Positive
- Impact on: VIC, VFS
- Comment: This deal could create strong growth momentum for Vingroup and its subsidiaries. Large foreign capital flows into VinFast and potential investment in Vinpearl could boost investor confidence, creating a positive spillover effect for the Vietnamese stock market.
'Iced tea' stocks SRA, AMV, VES unexpectedly hit the ceiling for many consecutive sessions despite trading restrictions, surprising investors
- Signal: Neutral
- Impact on: SRA, AMV, VES
- Comment: This phenomenon may be due to short-term speculation rather than reflecting the real value of the business. Investors need to be cautious and carefully analyze the fundamental factors before deciding to invest in these stocks to avoid risks.
Retail stocks continue to be the star of hope in 2025, expected to grow 10-20%
- Signal: Positive
- Impact on: MWG, FRT, DGW, PNJ
- Comment: The positive outlook for the retail sector is supported by economic recovery, export growth and the real estate market. Large enterprises are planning high growth, accelerating digital transformation and network expansion. This could boost retail stock prices in 2025.
YBC shares increased by nearly 200% in February, UPCoM-Index increased by 5.6% with strong improvement in liquidity
- Signal: Positive
- Impact on: UPCoM-Index, YBC, TNV, HNG, KLB
- Comment: The strong recovery of UPCoM-Index and high liquidity show that investor sentiment has improved significantly. However, the continued net selling of foreign investors and the reversal of net selling of proprietary traders need to be monitored further in the coming time.
UPCoM liquidity exploded in February, with trading volume and value increasing sharply. Investors are more optimistic about the prospects of the Vietnamese stock market.
- Signal: Positive
- Impact on: UPCoM-Index, stocks listed on UPCoM
- Comment: The increase in liquidity on UPCoM shows that investor confidence is improving. This can spread to major listed exchanges, boosting cash flow and creating growth momentum for the entire market in the short term.
VN-Index surpasses 1,300 points: Different thanks to low interest rates and prospects of upgrading
- The VN-Index has remained above 1,300 points for the past six sessions, supported by loose monetary policy, increased public investment and expectations of market upgrade.
- Signal: Positive
- Impact on: VN-Index, banking stocks, real estate and securities
- Comment: The uptrend may continue in the short term thanks to supporting factors. However, investors should be cautious of profit-taking pressure and the risk of technical correction after a long increase.
The stock market is favorable for businesses to issue new shares.
- VN-Index surpasses 1,300 points and stable liquidity creates conditions for businesses to raise capital through stock issuance. Many companies such as ILB, ELC, NLG have announced plans to offer new shares to existing shareholders in 2025.
- Signal: Positive
- Impact on: VN-Index, ILB, ELC, NLG
- Comment: A wave of new stock issuance may take place strongly from the third quarter of 2025, especially in the real estate group. This helps supplement supply to the market, creating new investment opportunities for investors.
The stock market news brief aims to provide investors with an overview, while emphasizing the importance of careful analysis before making investment decisions. Following the stock market news brief from HVA The provision will help investors seize opportunities from short-term fluctuations and adjust their portfolios in line with market trends.
