On May 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.
Attractive opportunity to buy stocks to enjoy dividends when the market is down
Many companies maintain high dividend rates of 8-10% or more, more attractive than savings interest rates. Investors can consider buying these stocks when prices fall to benefit from double dividends and expect prices to recover.
- Signal: Positive
- Impact on: VN-Index, GIL, CII, QNS, DGC, VNM, REE
- Comment: This information can create positive sentiment for investors, helping the market stabilize and recover after a period of deep decline. Stocks with a history of paying high and stable dividends may attract more attention.
HSG shares fell sharply by 32% after the shareholders' meeting, causing 71,000 shareholders to worry. The reason is said to be poor business results and a controversial capital increase plan.
- Signal: Negative
- Impact on: HSG, NKG, HPG
- Comment: The sharp decline of HSG may cause negative sentiment to spread to other steel stocks. Investors need to carefully monitor short-term market developments, especially steel stocks.
Vietnam's IPO market faces challenges, Becamex IDC postpones its share offering. Businesses and investors need to be cautious, looking for opportunities in difficult contexts.
- Signal: Neutral
- Impact on: BCM, VNI
- Comment: The postponement of Becamex IDC's IPO reflects the difficult market situation. However, this is also an opportunity for businesses to prepare more thoroughly, creating a foundation for sustainable development in the future.
Becamex IDC postpones the largest IPO in the history of Vietnam's stock market due to the impact of US tariffs
- Signal: Negative
- Impact on: BCM, VN-Index
- Comment: The postponement of Becamex IDC's IPO reflects investors' cautiousness in the face of market fluctuations. However, this could be an opportunity for the company to adjust its strategy and better prepare for a future offering when conditions are more favorable.
Investors shifted to small and medium-sized stocks, focusing on the seafood and industrial park groups when blue chips slowed down. VN-Index increased slightly, trading cautiously.
- Signal: Neutral
- Impact on: VN-Index, VHC, DCL, SIP, IDI, LHG, ORS, CTR, MSH, VCG, AGM, NVL, SZC, DXS
- Comment: The market is clearly differentiated between stock groups. The cash flow shifting from blue chips to mid- and small-cap stocks shows that investors are looking for new investment opportunities, but are still cautious about the general market developments.
US and European stocks rose on hopes of easing US-China trade tensions and positive earnings reports.
- Signal: Positive
- Impact on: Dow Jones, S&P 500, Nasdaq, STOXX 600, FTSE 100, DAX, CAC 40
- Comment: The market reacted positively to the prospect of improved US-China relations and positive business results of many large enterprises. However, investors remained cautious due to concerns about the progress of trade negotiations and the Fed's monetary policy.
F0 investors suffer expensive introductory lessons in Vietnam's stock market
The Vietnamese stock market suddenly plummeted in early April, causing many new investors (F0) to panic and suffer huge losses. This is considered a valuable lesson in risk management in investment.
- Signal: Neutral
- Impact on: VN-Index, VGC, HHV, HPG, VIC, VHM, VRE
- Comment: Although many F0s suffered losses, the market has shown signs of recovery with strong liquidity. Investors need to be cautious, focus on risk management skills and choose stocks with good foundations during volatile periods.
The government assigned domestic enterprises to carry out the $67 billion North-South high-speed railway project.
- Signal: Positive
- Impact on: VNI, HNX-Index, construction and building materials stocks such as CTD, HBC, VCG, BCC
- Comment: This information can create positive momentum for the stock market, especially businesses in the construction and building materials sector. This large project will promote economic growth and improve infrastructure, creating long-term investment opportunities.
Closing date of May 5th to operate KRX system, marking a technological turning point for Vietnam's stock market
- Signal: Positive
- Impact on: VN-Index, HNX-Index, UPCoM-Index, banking and technology stocks
- Comment: The application of the modern KRX system will improve trading efficiency, increase transparency and attract investors. This can boost liquidity and trading value in the market, especially for large-cap and blue-chip stocks.
KRX system officially operates from May 5, 2025, marking an important step forward for the Vietnamese stock market.
- Signal: Positive
- Impact on: VN-Index, HNX-Index, UPCoM-Index
- Comment: The implementation of the KRX system will improve the efficiency, transparency and reliability of the Vietnamese stock market. This can attract more domestic and foreign investors, creating growth momentum for the market in the long term.
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.
