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.
The stock market faced strong selling pressure at the end of the session, but pillar stocks still tried to maintain the pace.
The first half of the afternoon session was a fairly positive recovery, with the VN-Index even reaching a new intraday peak. However, it was immediately followed by an equally strong sell-off. Despite VIC’s efforts, pressure from the majority still caused the index to reverse and decline. The stock price level was significantly lower than in the morning, confirming increased selling pressure.
- Signal: Positive
- Impact on: VIC, VRE, TPB, HDB, SSI, VJC, VIX, DXG, VSC, VCI
- Comment: Although the market was under strong selling pressure at the end of the session, the efforts of the major pillars to maintain the momentum showed the potential for a short-term recovery. Investors can consider strong support zones to gradually accumulate, especially in leading stocks with good fundamentals when market sentiment stabilizes again. This is an opportunity to position the portfolio for a medium-term uptrend, requiring patience and a reasonable disbursement strategy.
Cash flow is clearly weakening, stocks are falling widely and foreign investors continue to withdraw strongly.
The market weakened significantly in the morning session when cash flow refused to buy at high prices. The entire trading breadth was inclined to the downside while the liquidity on the HoSE floor was significantly lower than the previous session. In particular, foreign investors had the worst disbursement session in the past six months, showing the caution of foreign investors.
- Signal: Neutral
- Impact on: VIC, CTG, HPG, VHM, BID, TCB, VPB, MBB, FPT, LPB
- Comment: Weak cash flow and foreign net selling put great pressure on market sentiment, leading to widespread weakness. Investors should be cautious, limit short-term trading and wait for signals of improved cash flow or for solid support zones to be established before considering disbursement. Risk management and maintaining a high cash ratio are appropriate strategies during this period, prioritizing capital preservation.
Experts say domestic organizations are dominating liquidity, VN-Index may have growth prospects
We have a new force entering the market and smart money coming from domestic enterprises. This is a very positive signal and the money is expected to continue to stay in the market in the coming period, creating a foundation for the sustainable development of the index. This shows the maturity of the domestic market.
- Signal: Negative
- Impact on: VWAS, VWA, ACB, ACBS, CFA, TVAM, HOSE, HNX
- Comment: Although smart money from domestic organizations is leading the market, over-reliance on a group of money flows can create risks in terms of sustainability and volatility. Investors need to carefully evaluate the quality of this money flow and should not ignore the role of foreign capital in the long term. The strategy should focus on stocks with good fundamentals, less affected by crowd psychology, and closely monitor the allocation of money flows to avoid unexpected fluctuations.
Vietnam Moves Closer to Emerging Market: A Big Turning Point for Markets and Key Stocks
Expectations of an upgrade are putting Vietnamese stocks in the sights of international investors. In addition to the expected increase in foreign capital flows, pillar industries such as finance, consumer-retail and infrastructure are considered priority destinations, opening up many new stories about growth prospects and attractive investment opportunities.
- Signal: Positive
- Impact on: CHO, NGO, FTSE, MSCI, SSI, MSN, SINH, HOSE, WCM, MML
- Comment: The expectation of upgrading the market to the emerging group is an extremely strong growth driver, attracting international capital flows and elevating the position of Vietnamese securities. Investors should prioritize pillar stocks in the financial, consumer and infrastructure groups, the sectors that directly benefit from this event. This is a long-term investment opportunity with significant price increase potential, but it is necessary to monitor the roadmap and actual conditions to have an optimal disbursement strategy and seize the right time.
VPBankS's competitive advantage in developing a comprehensive technology platform
Technology is becoming a key factor in shaping the position of securities companies. Inheriting the digital transformation experience from parent bank VPBank and a serious investment strategy in technology, VPBankS affirms its pioneering role in comprehensive digitalization, creating a launching pad for sustainable growth and enhancing customer experience.
- Signal: Neutral
- Impact on: SINH, CTCP, TMCP, VPB, NEO, CIR, NGH, CHO
- Comment: VPBankS's focus on investing in technology is a key factor in helping the company affirm its position and improve its competitiveness in the securities industry. However, actual effectiveness needs time to be verified and requires the ability to effectively apply technology to products and services. Investors interested in securities stocks can monitor VPBankS as a potential code, especially if the company maintains sustainable growth momentum thanks to a comprehensive digitalization strategy.
The problem of debt repayment ability of Amira Chon Thanh project owner with high bond interest
The most recent financial report shows that Song Phuong Company continued to report losses in the first six months of 2025. The accumulated loss up to the reporting date was 39 billion VND. The interest coverage ratio was -1.828, indicating difficulty in meeting financial obligations.
- Signal: Neutral
- Impact on: MBS, LLC, HNX
- Comment: Information about Song Phuong Company's financial difficulties, especially its ability to repay bonds, poses risks to bondholders and may affect the general sentiment towards debt-related real estate stocks. Although this is a specific problem for the enterprise, it is also a reminder of the importance of carefully assessing the financial health and solvency of enterprises before investing. Avoid stocks with high financial leverage and poor information transparency.
Estimated third quarter profit of the whole market increased by 25%, Construction group exploded strongly
Industries with outstanding profit growth in the third quarter include Construction with an increase of 16,851 TP3T over the same period, Oil and Gas with an increase of 12,51 TP3T over the same period, Securities with an increase of 731 TP3T over the same period, Residential Real Estate with an increase of 701 TP3T over the same period, showing a clear recovery of economic sectors.
- Signal: Neutral
- Impact on: MBS, NIM, HDB, TCB, BID, VPB, LPB, CTG, LLR, VCG
- Comment: Strong earnings growth forecast for the third quarter, especially the boom in the Construction group, is a positive signal for the economic and stock market outlook. However, investors need to assess whether this growth has been reflected in stock prices and whether there are any unexpected factors that can affect the actual results. This is an opportunity to look for quality stocks in prominent growth sectors, but also need to pay attention to valuation risks and other macro factors.
Estimated profit of banking group increased by 21.51% in Q3, many banks achieved impressive growth
MBS forecasts that after-tax profits of listed banks will increase by about 21.51 TP3T year-on-year in the third quarter of 2025, better than the 18.71 TP3T in the second quarter of 2025, showing the stability and business efficiency of the industry.
- Signal: Positive
- Impact on: MBS, TMCP, VPB, HDB, LPB, TCB, NIM, CASA, NHTM, BID
- Comment: The banking sector, with strong expected profit growth in the third quarter, continues to be an important pillar leading the market. This growth reflects the stable economic outlook and the ability of banks to effectively control asset quality. Investors should focus on banks with good NIM, high CASA ratio and superior risk management to benefit from this trend. This is a good time to consider increasing the proportion of leading banks in the sector in long-term investment portfolios.
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.
