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.
After a big win in August, equity funds withdraw a record net amount in 2 years.
Net withdrawals increased sharply in August 2025, mainly coming from equity funds with a value of nearly VND 7.6 trillion, marking the strongest month of net withdrawals in more than 2 years since August 2023.
- Signal: Neutral
- Impact on: FTSE, VEIL, ACB, VCB, TCB, MWG, MBAM, ABBF, DCIP, VLGF
- Comment: The strong net buying by foreign investors shows confidence in the long-term of the market, however, the net withdrawal may be a capital preservation strategy. Investors should see this as an opportunity to adjust their portfolio, focus on stocks with good growth potential and consider risks according to a long-term strategy.
Gold price rebounds after two sessions of decline, USD recovers
The giant gold fund SPDR Gold Trust bought a net of nearly 19 tonnes in the last trading session of the week.
- Signal: Neutral
- Impact on: SPDR, RJO
- Comment: The recovery of gold prices shows that investors are still concerned about macro factors. For banking stocks, the outlook for interest rates and asset quality should be closely monitored. Investing in gold may be a reasonable strategy in the short term to hedge against financial market risks.
US stocks hit record high, oil prices slide on oversupply concerns
The boost to Wall Street stocks this week was the Fed's 0.25 percentage point interest rate cut on Wednesday.
- Signal: Neutral
- Impact on: WTI, OPEC, EIA
- Comment: The Fed's interest rate cut creates strong buying power in the market, but falling oil prices may affect energy stocks. Investors should be cautious when buying oil stocks and consider macro factors to adjust their investment strategies accordingly.
The two ministries have not yet agreed on tax collection at the time of receiving dividends in cash...
Commenting on the draft Law on Personal Income Tax (amended), the Ministry of Justice and business representatives said that collecting tax immediately when individuals receive dividends in the form of securities or bonus shares does not accurately reflect the financial nature.
- Signal: Neutral
- Impact on: Government Office
- Comment: Tax policies can affect investment decisions and cash flows of businesses. Large stocks such as Vingroup have a strong influence on the VN-Index. Legislative moves on dividends need to be closely monitored to come up with appropriate strategies to help optimize profits.
EU initiates anti-dumping investigation into cold-rolled steel coil products
The EC has issued a Notice of Initiation of Anti-dumping Investigation into Cold Rolled Steel Products imported into the EU from a number of countries, including Vietnam.
- Signal: Neutral
- Impact on: TRON
- Comment: The anti-dumping investigation puts great pressure on steel and export stocks. Investors need to carefully assess international market factors and the impact on the supply chain. Caution and risk management are extremely important to avoid unnecessary fluctuations.
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.
