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.
Bank stocks "lead" the market to reverse growth
Trading suddenly became much more active in the afternoon session and the buying sentiment was also enthusiastic. Stocks increased rapidly and liquidity was also significantly stronger than in the morning session. The banking group reversed in series, pulling up the points, leading a series of other codes.
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- Signal: Positive
- Impact on: HDB, VPB, TCB, CTG, BID, VCB, TPB, STB, VIB, KLB
- Comment: The leadership of banking stocks, especially with the active participation of foreign capital flows, is a very optimistic signal for the market. This not only strengthens confidence in the recovery prospect but also creates momentum to spread to other sectors. Investors can consider accumulating banking stocks with good foundations during corrections, while paying attention to the risk of short-term profit taking after a strong increase.
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Selling pressure increased sharply, the downtrend returned
The cash flow supporting the reference price failed in the morning session, especially in the basket of blue-chip stocks. Liquidity on the HoSE floor increased sharply by 38% compared to the previous session, but the breadth showed that the pressure was also much "heavier".
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- Signal: Neutral
- Impact on: TPB, VIC, VHM, BID, CTG, SHB, STB, VJC, SSI, ACB
- Comment: The selling pressure has increased sharply, especially in the blue-chip group, showing that cautious sentiment still exists and cash flow is not really stable enough to create a sustainable growth momentum. Investors should prioritize defensive strategies, reduce the proportion of stocks that have increased rapidly and wait for clearer signals from the market. Strict risk management, especially cutting losses if the support level is violated, is the key factor at this time.
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ETF funds investing in Vietnam have the highest net withdrawals in the region.
Vietnam's stock market continued to lead the net withdrawal in the Southeast Asian region when ETFs withdrew a net $15 million last week, mainly Fubon FTSE and E1VFVN30 with net withdrawal values of $11.9 million and $3.1 million, respectively.
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- Signal: Positive
- Impact on: FTSE, VHM, SSI, STB, HVN, VNM, MSB
- Comment: Although ETFs recorded significant net withdrawals, this may create attractive buying opportunities for domestic investors and other institutions when stock prices are adjusted. The positive signal here may imply that the market is absorbing this pressure well, or it is a sign of portfolio restructuring from large funds. Investors should monitor foreign capital flows and evaluate affected stocks to find reasonable entry points for long-term prospects.
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Excited to return
The impressive recovery in the afternoon session was accompanied by high liquidity and led by banking stocks. Regardless of the motivation or information, the ability to stimulate sentiment is a good sign.
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- Signal: Neutral
- Impact on: VNI, VPB, VIB, HDB, ACB, TPB, HSX
- Comment: The recovery, accompanied by high liquidity and the leadership of the banking group, shows that the excitement is spreading, which is an important factor supporting the uptrend. However, investors need to carefully assess the sustainability of cash flow and avoid FOMO, because the excitement may be temporary. Closely monitoring macro factors and foreign investors' movements in the following sessions will help determine the trend more clearly, leading to safe investment decisions.
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Gold price sets new record after Fed Chairman's speech then reverses to decrease
World gold prices hit a new all-time high in the trading session on Tuesday (September 23) thanks to demand to hedge against geopolitical risks and expectations that the US Federal Reserve (Fed) will continue to cut interest rates.
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- Signal: Negative
- Impact on: RJO, SPDR, PCE, NATO
- Comment: The fluctuations in the world gold price, especially after the Fed Chairman's speech, reflect the market's sensitivity to macroeconomic information and monetary policy. Although gold is a safe haven, the price's reversal after reaching a peak may indicate profit-taking pressure or that expectations about the Fed's policy have been somewhat priced in. Investors should closely monitor inflation and central banks' interest rate management moves to assess the indirect impact on the stock market, especially interest-sensitive industries.
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US stocks fall from record, oil prices rise more than 1 USD/barrel
US stocks fell in trading on Tuesday (September 23), as investors became skeptical about the sustainability of the bull market trend based on the artificial intelligence (AI) craze.
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- Signal: Neutral
- Impact on: PCE, WTI, IEA, OPEC
- Comment: The correction of US stocks from record highs after the AI fever shows caution in valuations and realistic growth prospects. At the same time, sharp increases in oil prices can create inflationary pressure and affect the production costs of enterprises. Investors need to carefully assess these global macro factors, especially the impact on oil-sensitive industries and import-export enterprises. This is the time to restructure the portfolio, prioritizing stocks with good resilience to economic fluctuations.
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Billionaire Nguyen Thi Phuong Thao visits the New York Stock Exchange
On September 22, 2025, as part of a working trip during President Luong Cuong's attendance at the United Nations General Assembly, Dr. Nguyen Thi Phuong Thao, Chairwoman of Vietjet, a Vietnamese billionaire, visited the New York Stock Exchange (NYSE), the world's largest and oldest financial center.
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- Signal: Neutral
- Impact on: NYSE, HCM, HOSE
- Comment: The visit of a Vietnamese female billionaire to the NYSE is a symbolic event, demonstrating the integration and potential of Vietnamese enterprises in the international arena. Although it does not directly impact stock prices in the short term, this news can contribute to building confidence and attracting the attention of international investors to the Vietnamese market in the long term. Investors should monitor potential cooperation that may arise from such visits, creating the premise for new investment opportunities.
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OECD: Fed has room to cut interest rates 3 more times
The OECD believes that the US policy interest rate will be adjusted down to 3.25-3.5% in the spring of next year.
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- Signal: Neutral
- Impact on: OECD, OCEC
- Comment: The OECD's comment that the Fed has room to cut interest rates three more times is important information, signaling the possibility of easing monetary policy in the near future. This could create a favorable environment for the stock market, especially interest-sensitive sectors such as real estate, securities and businesses with high debt. Investors should consider the opportunity from lower interest rates, but also need to be cautious about potential inflation risks and the actual adjustment speed of the Fed.
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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.
