On January 9, 2025, the stock market news bulletin recorded remarkable developments, providing investors with multi-dimensional information about trends and growth potential. Below is a summary of some outstanding news and analysis of the market situation.
Global investment funds are pouring into Vietnam, expecting to attract $35 billion over the next decade. Big names like Warburg Pincus, KKR, and Blackstone are expanding their investments in many areas in Vietnam, from real estate to technology.
- Signal: Positive
- Impact on: VN-Index, HNX-Index, VNREAL
- Comment: Large foreign capital inflows will boost liquidity and valuations in Vietnam’s stock market. Real estate, technology and financial stocks may benefit. However, macro and policy factors need to be monitored to assess the long-term impact.
TMT Motors shares hit the ceiling for 9 consecutive sessions, management says it's out of control
- Signal: Positive
- Impact on: TMT, VN-Index
- Comment: The strong growth of TMT shares may create a positive effect for the group of automobile and component stocks. However, caution should be exercised against overheating, which may lead to a short-term correction.
Foreign investors increase their presence in Vietnam's stock market in 2024
- 2024 saw 2,623 foreign investors granted new trading codes, a slight increase compared to 2023. However, foreign investors sold a record net of 3.6 billion USD, 4 times higher than the previous year.
- Signal: Neutral
- Impact on: VN-Index, HNX-Index, VN30-Index
- Comment: The increase in the number of foreign investors shows their interest in the Vietnamese stock market. However, the large net selling value may put pressure on the market in the short term. It is necessary to monitor foreign capital flows in the coming time.
PV OIL sets record revenue of 131,000 billion VND, expands electric vehicle charging stations at 369 gas stations nationwide
- Signal: Positive
- Impact on: OIL, GAS, PLX
- Comment: PV OIL's positive business results show the recovery of the petroleum industry. The expansion of electric vehicle charging stations represents a strategy to adapt to the clean energy trend, which can create new growth momentum for the company in the long term.
VPS and VNDirect lost brokerage market share to their rivals in the fourth quarter of 2024, signaling fierce competition in the Vietnamese stock market. Other securities companies are rapidly increasing their market share.
- Signal: Neutral
- Impact on: VCI, SSI, HCM
- Comment: The shift in market share may create short-term fluctuations for securities companies' stocks. However, this is a sign of healthy market competition, which can benefit long-term investors.
NAB shares break out with record liquidity, VN-Index increases slightly thanks to BID, BCM
- Signal: Neutral
- Impact on: NAB, BID, BCM, VN-Index
- Comment: The market is strongly differentiated with selling pressure in the mid- and small-cap groups, but large blue chips are still holding firm. NAB stands out with record high liquidity and hits the ceiling, while BID and BCM support the index. However, market sentiment is still weak and needs further monitoring.
NamABank's NAB shares surged, leading the banking group to help VN-Index increase points.
- Signal: Positive
- Impact on: NAB, VN-Index, banking stocks
- Comment: The breakthrough of NAB and the banking group shows that money is flowing into the financial sector. This could create momentum for the VN-Index to continue to increase in the short term, especially when market liquidity is low.
Top 10 HOSE Brokers 2024: VPS leads, VCBS appears for the first time
- VPS continues to lead with 18.26% market share. SSI and TCBS maintain their top 3 positions. VCBS appears for the first time in 10th place, replacing FPTS. VN-Index increases by 12.1% in 2024.
- Signal: Neutral
- Impact on: VPS, SSI, TCBS, VCBS, FPTS
- Comment: The stability of the top and the appearance of new members show that the market is competitive but there are still opportunities for new companies. VN-Index has positive growth but low liquidity needs to be monitored.
Foreign investors reversed to net sell nearly 100 billion VND on HOSE, continued to net buy on HNX and UPCoM in the session of January 7.
- Signal: Negative
- Impact on: VN-Index, HNX-Index, UPCoM-Index, FPT, NLG, VNM, SSI, HPG, VRE
- Comment: Strong net selling by foreign investors on HOSE may put pressure on the general market, especially large-cap stocks. However, net buying on HNX and UPCoM shows that foreign capital is still interested in the Vietnamese market.
VPS loses HoSE brokerage market share, MBS surpasses VNDirect into top 6 in Q4/2024
- VPS continued to lose market share to 16,45%, the lowest in 2 years. MBS broke out to 6,16%, pushing VNDirect down to 7th place. SSI and TCBS expanded market share, maintaining the top position.
- Signal: Neutral
- Impact on: VPS, MBS, VND, SSI, TCB
- Comment: The change in market share among leading securities companies shows fierce competition. This may promote service improvement, but also put pressure on the profits of businesses in the industry.
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.
