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.
High-price demand weakens, market cautious with large stock volume
The excitement level has decreased significantly, possibly due to concerns about the large volume of stocks on August 5. Both VN-Index and stock prices peaked early in the day, then gradually weakened with the matched liquidity increasing by nearly 9% compared to before.
- Signal: Neutral
- Impact on: VPB, HPG, GVR, TPB, VIC, VHM, STB, SSI, LPB, DGC
- Comment: Although foreign investors are buying strongly, caution still prevails in the market. Investors should consider waiting for clearer signals before deciding to invest more in these stocks. Strong fluctuations can create opportunities, but risks also increase.
Big money circulates, mid-sized and small stocks increase their appeal
Although blue chips still lead the index, profit-taking pressure has restrained prices in many stocks. However, the group of small and medium-sized stocks has attracted more attention, many stocks in this group have reached the ceiling.
- Signal: Positive
- Impact on: VPB, TPB, VDS, FCN, ORS, LCG, KSB, HHS, KHG, TCM
- Comment: The trend of big money shifting to mid- and small-cap stocks may remain attractive in the short term. Investors should consider a flexible strategy, focusing on big opportunities in this group of stocks before shifting back to blue-chips.
Strong cash flow, speculative party is not over yet
Cash flow is shifting strongly to speculative opportunities while blue-chips are diverging. Price restraint from VCB, VIC, VHM has reduced the growth momentum of VNI and VN30.
- Signal: Neutral
- Impact on: VCB, VIC, VHM, VNI, HSX, HNX
- Comment: Investors should continue to monitor cash flow fluctuations and prepare risk management strategies for current investment portfolios. The current time may be an opportunity to rebalance the portfolio between blue-chips and highly speculative stocks.
HOSE announced to add TAL shares to margin cut list
HOSE announced that the code TAL of Taseco Real Estate Investment Joint Stock Company is not eligible for margin trading due to the listing period of less than 6 months.
- Signal: Neutral
- Impact on: HOSE, TAL, BSR, CTCP, BCG, HAG, HVN, NVL, TDH, LDG
- Comment: TAL's margin cut information may temporarily affect purchasing power, but also reduce risks for investors. This is a sign of caution in newly listed stocks and adjusting expectations for high-risk portfolios.
DGC plans strong profits and investments in Q3/2025
Pre-tax profit in the second quarter reached more than VND980 billion in the consolidated financial report, and the company plans to make a profit of VND880 billion in the third quarter along with investing VND600 billion in new projects.
- Signal: Neutral
- Impact on: DGC, HOSE, Production and Business, Financial Statements, HPO, DAP, MAP
- Comment: This plan represents DGC’s long-term vision for business expansion. Investors can take advantage of the opportunity to invest in businesses with sustainable growth potential, but should carefully monitor the actual plan and investment efficiency.
Dragon Capital reduces ownership ratio at FRT to below 5%
After the sale, Dragon Capital's ownership ratio at FRT decreased to 8.4 million shares, accounting for 4.95% of capital, thereby reducing the pressure on this stock in the market.
- Signal: Neutral
- Impact on: FRT, FPT, HOSE, Financial Statements
- Comment: This move may affect the psychology of other investors, but it also opens up opportunities for those who want to hold a long-term position in FRT. The re-evaluation of the shareholder structure is also a positive signal for the company's strategic adjustment.
Pyn Elite Fund reduces ownership ratio at HAX
This foreign fund sold 600,000 shares, reducing its ownership ratio from 11.1% to 10.54% of capital at HAX.
- Signal: Neutral
- Impact on: HAX, HOSE, PYN, HCM
- Comment: Selling a portion of the stock may create temporary selling pressure, but it can also create momentum for new investors to enter the market. Investors should consider portfolio risk management and monitor appropriate buy signals.
State Securities Commission strengthens supervision of transactions in the market
The Commission requires stock exchanges to closely monitor volatile stock transactions to ensure market transparency and stability.
- Signal: Positive
- Impact on: VNX, GDCK, HNX, HOSE, VSDC, VDSC
- Comment: Increased supervision from authorities is necessary to maintain stability and transparency, creating confidence for investors. This is also an opportunity for investors to adjust their portfolios, focus on stocks with good fundamentals and control risks more closely.
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.
