On April 9, 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.
VN-Index surpasses 1,330 points, central exchange rate increases sharply since the beginning of the year
The VN-Index increased by 8.44 points (+0.64%) to 1,330.32 points in the session on March 24. The central exchange rate has increased by 471 VND (+1.9%) since the beginning of the year, a sharp increase compared to the same period in previous years.
- Signal: Neutral
- Impact on: VN-Index, VIC, VHM, SHB
- Comment: The market shows positive signs as VN-Index surpasses 1,330 points, however, the sharp increase in exchange rate needs to be monitored. Vingroup and banking stocks lead the way. Cash flow remains cautious in the face of unpredictable fluctuations in exchange rates.
ETF funds worth 13,000 billion will restructure their portfolios in early May 2025, creating great buying and selling pressure on some stocks.
- Signal: Neutral
- Impact on: VNDiamond, VNFIN Select, CTD, VRE, VIB, MWG, TCB, NAB, MSB, TPB
- Comment: The portfolio restructuring of large ETFs may create short-term fluctuations for some stocks, but will not significantly affect the general trend of the market. Investors need to closely monitor the fund's buying and selling movements to have appropriate trading strategies.
Steel stocks plunge as exports face difficulties, countries increase protectionism
Vietnam's steel exports have fallen sharply as major markets have imposed anti-dumping taxes and increased protectionism. Stock prices of steel companies such as HSG, HPG, NKG, and TLH have been adjusted down due to an unfavorable business outlook.
- Signal: Negative
- Impact on: HSG, HPG, NKG, TLH, VN-Index
- Comment: This news may put downward pressure on steel stocks and drag the VN-Index down in the short term. However, expectations of public investment and economic recovery may provide some support to the steel industry.
Bond fund attracts cash flow thanks to stable performance, focusing on Vingroup and Novaland bonds
Bond funds such as TCBF and ABBF are attracting large capital flows thanks to their stable investment performance. The portfolio focuses on bonds of Vingroup, Vinhomes, and Novaland with a high proportion. Net cash inflows to bond funds reached nearly VND300 billion in February 2025.
- Signal: Positive
- Impact on: VIC, VHM, NVL, MSN
- Comment: The stability of bond funds shows that investors are looking for safe investment channels in the context of volatile stock markets. This can support liquidity for businesses issuing bonds.
DIC Corp cancels capital increase share issuance, facing cash flow challenges for large projects
- Signal: Negative
- Impact on: DIG, VN-Index
- Comment: The cancellation of the share issuance may negatively affect DIC Corp's business plan and cash flow in the short term. This may adversely affect DIG's stock price and indirectly affect investor sentiment towards other real estate stocks.
VPBankS Director advises focusing on good horses in the stock market, expecting to upgrade in the next 6 months
- Signal: Positive
- Impact on: VN-Index, VHM, VRE, TCB, VCB, FPT
- Comment: The optimistic message about the prospect of upgrading and investment recommendations for leading stocks can boost cash flow into the market, especially large-cap stocks. However, investors need to be cautious about the possibility of short-term adjustments.
Trump may ease tariffs, US stocks excited
US stocks surged on news that President Trump may adopt a more flexible tariff policy. Tech stocks led the gains, with Nvidia, AMD and Tesla breaking out.
- Signal: Positive
- Impact: S&P 500, Nasdaq, Dow Jones, tech stocks
- Comment: News of possible tariff easing could boost short-term gains in US stocks, especially technology stocks. However, investors should remain cautious amid geopolitical and macroeconomic uncertainties.
Securities stocks benefit when the KRX system officially operates from May 5, 2025
The KRX trading system is expected to go into operation from May 5, 2025, opening up opportunities to develop new products and increase liquidity for the Vietnamese stock market. Many investment funds have increased the proportion of securities stocks in their portfolios, expecting this group to benefit greatly from this event.
- Signal: Positive
- Impact on: VN-Index, VCI, HCM, SSI, VND, SHS, VIX
- Comment: The operation of KRX will create growth momentum for the stock market in general and securities stocks in particular. This is a positive factor supporting the market's upward trend in the medium and long term.
Proposal to increase fine to VND2.5 billion for serious violations in private offering and issuance of securities
- Signal: Positive
- Impact on: VN-Index, HNX-Index, listed securities companies such as SSI, VND, HCM
- Comment: Increasing fines will help deter violations and increase market transparency. This can boost investor confidence and support the market's upward trend in the medium and long term. However, in the short term, it may put pressure on some businesses.
Foreign fund PYN Elite takes profit on technology stocks, warns of potential bubble in this field
PYN Elite has sold FPT and CMG shares due to concerns about high valuations, recalling lessons from the dotcom bubble in 2000. The fund is now focusing on banking stocks with expectations of strong growth in the future.
- Signal: Neutral
- Impact on: VN-Index, FPT, CMG, bank stocks
- Comment: Foreign funds' profit-taking in technology stocks may put pressure on this group in the short term. However, the shift to banking stocks shows positive expectations about the industry's prospects, which could support the market in general.
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.
