On May 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.
Stocks explode on news that KRX will operate from May 5, 2025
Securities company stocks increased sharply after the announcement that the KRX System will officially operate from May 5, 2025. Many stocks increased to the ceiling such as SBS, EVS, VIG, APG. The new system is expected to bring big changes to the market.
- Signal: Positive
- Impact on: VN-Index, HNX-Index, SBS, EVS, VIG, APG, TVB, AGR, CTS, VDS, MBS, SSI, FTS, VCI
- Comment: Information about KRX creates growth momentum for securities stocks. It is expected that the new system will improve trading efficiency, increase liquidity and attract foreign capital, supporting future market upgrades.
Vingroup breaks out, VN-Index increases more than 12 points in the afternoon session
- Signal: Positive
- Impact on: VIC, VHM, VRE, VN-Index
- Comment: The strong growth of Vingroup stocks, especially VIC hitting the ceiling, has created the main driving force for the VN-Index to recover positively. This can promote optimism and attract cash flow into the market in the short term.
Vin duo breaks out, VN-Index increases more than 12 points
VIC hit the ceiling and VHM increased by 4.6%, becoming the main driving force for the stock market to increase. Information about Vingroup expanding into the infrastructure and energy sectors positively impacted investor sentiment.
- Signal: Positive
- Impact on: VN-Index, VIC, VHM
- Comment: The breakout of Vingroup shares shows investors' confidence in the group's growth prospects. This could create a positive spillover effect, boosting cash flow into the market in the short term.
Foreign investors returned to net buy nearly 500 billion VND, focusing on HPG, MWG and VHM
The Vietnamese stock market continued to recover for the second consecutive session. The VN-Index increased by more than 12 points to 1,223.35 points. Foreign investors net bought VND468 billion in the whole market, of which HPG was the strongest net buyer with VND152 billion.
- Signal: Positive
- Impact on: VN-Index, HPG, MWG, VHM
- Comment: The return of strong net buying by foreign investors shows that confidence in the market is improving. This could be a positive signal for the short-term trend, especially for stocks with large net purchases such as HPG, MWG and VHM.
Foreign investors net bought strongly 453 billion VND in the session of April 24, focusing on bluechip stocks HPG, MWG and VHM.
- Signal: Positive
- Impact on: HPG, MWG, VHM, VN-Index
- Comment: Strong net buying by foreign investors, especially large-cap stocks, shows that foreign investors' confidence in the Vietnamese market is improving. This could create momentum for price increases for related stocks and support the short-term growth of the VN-Index.
VIC hit the ceiling after billionaire Pham Nhat Vuong shared about the future of VinFast, Vinpearl and VinBrain
Vingroup's VIC shares hit the ceiling after Chairman Pham Nhat Vuong shared his strategy for developing key business segments. Mr. Vuong is confident in the prospects of VinFast, Vinpearl and VinBrain's AI technology.
- Signal: Positive
- Impact on: VIC, VFS, VHM
- Comment: Information from Vingroup's top leader has created a positive effect on VIC shares and may spread to related codes. This may boost cash flow into large-cap stocks in the short term.
Securities companies recommend positively for GMD and HPG, neutral for TCB before the session on April 25
BVSC recommends Outperform GMD with a target price of VND 64,000/share, upside 36.2%. HPG is maintained as Outperform with a target price of VND 35,500/share, upside potential 39%. TCB is recommended as Neutral, target price 29,100 VND/share.
- Signal: Positive
- Impact on: GMD, HPG, TCB
- Comment: Positive recommendations for large stocks such as GMD and HPG show the positive outlook of the market. However, the neutral recommendation for TCB also warns investors to be cautious with some banking stocks.
VN-Index increased by more than 12 points, Vietnam stock market flourished thanks to the push from Vingroup stocks
- Signal: Positive
- Impact on: VN-Index, VIC, VHM, VRE
- Comment: The increase of VN-Index shows that investor sentiment is improving. Vingroup stocks leading the market is a positive signal, which can attract cash flow into the market in the short term. However, it is necessary to monitor the developments in the coming sessions to confirm the trend.
Profit opportunities from financial investment portfolios of securities companies
Many securities companies such as VIX, SHS, AAS are holding large financial investment portfolios, opening up opportunities to make profits when the market fluctuates strongly.
- Signal: Positive
- Impact on: VIX, SHS, AAS, VND
- Comment: Large investment portfolios of securities companies can generate significant profits in volatile market conditions. However, investors should be cautious due to the high risks involved and should evaluate the portfolio management skills of the company's management.
Shadow banking booms, securities companies earn record profits from margin lending in Q1/2025
Margin debt balance reached VND 273,000 billion, an increase of VND 33,000 billion compared to the end of 2024. Many securities companies recorded lending profits exceeding VND 500 billion, the trend of banking is increasingly evident.
- Signal: Neutral
- Impact on: VN-Index, HNX-Index, SSI, HCM, VND, VCI
- Comment: The sharp increase in shadow banking can support short-term market liquidity, but poses great risks if the market fluctuates strongly. It is necessary to closely monitor the development of margin debt and asset quality of securities companies.
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.
