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.
With support, VN-Index slightly decreased, market balance weak before upgrading time
Cash flow in the market continued to weaken, accompanied by increased selling pressure during the trading session, reducing the price level of many stocks. Although the VN-Index only slightly decreased by 10.2 points thanks to support from some large-cap stocks, many other stocks suffered significant losses.
- Signal: Positive
- Impact on: VIC, VHM, LPB, VPL, SSI, MWG, GAS, DGC, CII, STB
- Comment: Foreign investors' active net buying shows that confidence in the long-term prospects of the Vietnamese market is still maintained, especially in the context of waiting for an upgrade. This is an important support signal, which can help the market regain its balance and create a foundation for recovery in the coming period, although short-term pressure still exists. Investors should focus on stocks with good fundamentals and are favored by foreign investors.
Demand weakens, VN-Index falls below 1700 points
Investor sentiment has become more cautious, causing cash flow into the market to decline significantly. Although the VN-Index and stocks have not fallen sharply, transactions have been slow and stock prices have tended to gradually decrease.
- Signal: Neutral
- Impact on: SHB, CII, GEX, VCI, SSI, CTS, VIC, VHM, FPT, VCB
- Comment: Weak demand and VN-Index losing the 1700 point mark reflect investors' cautious sentiment in the face of unclear macro information. This is a challenging period for the market, but also an opportunity for long-term investors to accumulate quality stocks at attractive prices. It is necessary to observe more technical indicators and cash flow developments to determine the right time to buy, avoiding FOMO mentality.
Decoding the phenomenon of two large-scale foreign ETF funds continuously withdrawing net
The possibility of Vietnam being upgraded to primary emerging market status could result in the Fubon ETF needing to liquidate existing equity positions to close the fund or switch to a new set of indices.
- Signal: Positive
- Impact on: FTSE, BSC, MSCI
- Comment: The continuous net withdrawal of foreign ETFs may create short-term selling pressure on stocks in their portfolios, but this is usually more of a fund structure than a reflection of the negative market outlook. If Vietnam is upgraded, new capital flows from larger investment funds will have the opportunity to flow in, creating strong growth momentum in the long term. Investors should closely monitor the upgrade roadmap and prepare their portfolios to catch the wave.
Gold price heads towards $4,000/oz as global uncertainty increases, SPDR Gold Trust sells slightly
According to a report from UBS bank, gold prices are forecast to reach $4,200/oz before the end of this year due to increasing global uncertainties.
- Signal: Negative
- Impact on: UBS, SPDR, LDP, SDPR
- Comment: The sharp increase in gold prices due to global instability often reflects concerns about inflation and economic risks, causing money to seek safe havens. Although it does not directly affect the Vietnamese stock market, fluctuations in gold prices can affect inflation expectations and monetary policy, indirectly affecting interest-sensitive industries. Investors should consider diversifying their portfolios to cope with these unpredictable fluctuations.
Diamond Fund is about to sell tens of millions of bank shares.
DCVFMVN Diamond Fund, with total asset value of about VND13.2 trillion, is expected to sell tens of millions of shares in the banking group in the upcoming portfolio restructuring period.
- Signal: Neutral
- Impact on: VNX, SSI, VIB, FOL, CTD, MAFM, KIM, ABF, ACB, FPT
- Comment: The Diamond Fund's sale of a large amount of bank stocks may create short-term adjustment pressure on this group of stocks, which currently account for a large proportion of the VN-Index. However, this is a periodic portfolio restructuring activity, not necessarily a negative signal about the industry's prospects. Investors need to monitor the sales volume and the market's absorption capacity, and re-evaluate the profit prospects and asset quality of each bank to make appropriate investment decisions.
In the third quarter of 2025, VPS will lead the market share of listed stock brokerage, UPCoM, and derivatives.
HNX has announced the market share of listed stock brokerage, UPCoM market, derivatives and debt instruments market on HNX floor in the third quarter of 2025.
- Signal: Neutral
- Impact on: HNX, VPS, TCBS, SSI, VNDS, MBS, DNSE, VCBS, FPTS, HSC
- Comment: VPS's continued leadership in the brokerage market share demonstrates the competitive strength and solid position of major securities companies in the industry. This reflects the trend of market share concentration and the ability to provide diversified services. Investors can consider securities company stocks as a proxy for market health, but need to carefully analyze factors related to technology, risk management and development strategy to select investment codes.
More than 50 international partners explore opportunities in VPBank's IPO
VPBankS organized an international roadshow in Thailand, Singapore, Hong Kong (China) and the UK, meeting with many foreign partners to introduce investment opportunities, share development strategies and expand international cooperation, in preparation for the largest IPO of a securities company.
- Signal: Positive
- Impact on: NGO, JSC, TMCP, VPB, CHO, HCM
- Comment: VPBankS attracting more than 50 international partners in the roadshow shows the great interest of foreign investors in the growth potential of the Vietnamese financial market. This IPO, if successful, will not only bring a large source of capital to VPBankS but also create positive momentum for the entire securities industry and the market in general. This is an attractive investment opportunity for investors who believe in the development of the domestic financial system.
HoSE has just launched an attractive index basket, a portfolio of all dividend-paying growth stocks.
HoSE has announced the Decision to issue the Rules for constructing and managing an index of dividend-paying growth stocks, called "Vietnam Dividend Growth Index".
- Signal: Neutral
- Impact on: HCM, HOSE
- Comment: The launch of the “Vietnam Dividend Growth Index” by HoSE is a positive step forward, providing an additional reference tool for investors interested in stocks with stable dividend growth. This index can attract cash flow from funds and long-term investors, prioritizing dividend and sustainable growth factors, thereby reshaping investment appetite. Investors should carefully study the stocks in this index basket to find defensive and sustainable investment opportunities.
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.
