On January 10, 2025, the stock market news bulletin recorded remarkable developments, providing investors with multi-dimensional information about trends and growth potential. Below is a summary of some outstanding news and analysis of the market situation.
Deposit and withdrawal services at The Gioi Di Dong and Dien May Xanh reached 150,000 transactions, worth nearly 1,000 billion VND after 1 month of implementation. Customers only need CCCD to make transactions with any bank.
- Signal: Positive
- Impact on: MWG, VPB
- Comment: The cooperation between MWG and VPBank expands the financial service network and increases convenience for customers. This can boost the revenue and profit of both businesses, creating a positive outlook for MWG and VPB stocks.
Banking and securities stocks are forecast to be the focus of price increases in 2025, with profit growth prospects of 17.7% and 15%, respectively.
- Signal: Positive
- Impact on: VN-Index, HNX-Index, VN30-Index, banking and securities stocks
- Comment: This information may boost cash flow into banking and securities stocks, supporting the general market's growth. However, investors need to be cautious with stocks that have increased rapidly in the past year.
Vietnamese GenZ rushes into financial investment, 68% has entered the market with high risk appetite
- Signal: Neutral
- Impact on: VN-Index, HNX-Index, UPCoM-Index
- Comment: The new wave of GenZ investment can create liquidity for the market but also poses risks of instability. This trend needs to be closely monitored to assess the long-term impact on the sustainable development of the Vietnamese stock market.
VPS maintains leading position in HoSE brokerage market share in 2024, SSI drops sharply to 9,18%
- Signal: Neutral
- Impact on: VPS, SSI
- Comment: SSI's decline in market share may affect the company's business results. However, VPS's ability to maintain its No. 1 position shows that the market still has healthy competition among leading securities companies.
VN-Index drops 300 points after 3 years from historical peak, but number of securities accounts increases sharply
- The VN-Index is currently trading around 1,200-1,300 points, down about 300 points from its peak of 1,528 points set three years ago. However, the number of securities accounts has increased by nearly 5 million, reaching more than 9.2 million accounts.
- Signal: Neutral
- Impact on: VN-Index, HNX-Index, UPCoM-Index
- Comment: Despite the decline in the index, the sharp increase in the number of investors shows great interest in the stock market. Expectations of an upgrade and a positive economic outlook could support the market in 2025.
US tech stocks plunge, dragging Wall Street lower after upbeat economic data
- Signal: Negative
- Impact on: VN30, VNM ETF, FTSE Vietnam ETF
- Comment: Vietnam's stock market may face short-term correction pressure due to negative impacts from the US market. However, the long-term outlook remains positive thanks to a stable macroeconomic foundation.
Phat Dat leaders simultaneously sold shares, PDR's market price decreased for 3 consecutive sessions.
- The CEO and two Deputy General Directors of Phat Dat registered to sell a large number of PDR shares to solve personal financial needs. This move took place in the context that the company only completed 6% of its revenue plan after 9 months.
- Signal: Negative
- Impact on: PDR, VN-Index, HNX-Index
- Comment: The leaders' simultaneous sale of shares may create negative sentiment among investors, affecting confidence in the prospects of PDR and the real estate industry in general. This may put downward pressure on PDR shares and other real estate codes.
VN-Index decreased in the morning session of January 8, red color spread across the stock market
- The Vietnamese stock market opened the morning session on January 8 with a downward trend, VN-Index broke through the 1,240 point mark. Banking groups put great pressure, while securities stocks increased. NAB stood out with high liquidity, up 2.4%.
- Signal: Negative
- Impact on: VN-Index, BID, VCB, NAB
- Comment: The market is in a short-term downtrend, with the VN-Index below the EMA20, EMA50 and EMA100 moving averages. Investors should be cautious, paying attention to the support level of 1,230 points and the performance of banking stocks.
Open-end funds outperform VN-Index in 2024, opening up positive prospects for 2025
- 13 equity funds achieved profits of over 201 TP3T, far exceeding the increase of 12,111 TP3T of VN-Index. VMEEF Fund led with 34,041 TP3T. Experts recommend long-term investment and careful fund selection to optimize profits in 2025.
- Signal: Positive
- Impact on: VN-Index, open-end funds such as VMEEF, SSISCA, VLGF, VCBF-BCF
- Comment: The superior performance of open-end funds compared to the VN-Index reflects the positive outlook of the market in 2025. Investors can consider investing in effective open-end funds to optimize long-term profits.
Nam Long Group's NLG shares fell 10% after news of its capital increase plan. The market reacted negatively despite no specific details on the issuance ratio.
- Signal: Negative
- Impact on: NLG, VN-Index, HNX-Index
- Comment: The strong market reaction shows concerns about the possibility of dilution of NLG shares. This could negatively affect investor sentiment and put pressure on other real estate stocks in the short term.
New series of health policies create growth momentum for Vietnamese pharmaceutical enterprises
- Circulars 03 and 07/2024 of the Ministry of Health restrict bidding for imported drugs, paving the way for domestic pharmaceutical companies to gain market share. SSI Research expects IMP and DBD to lead growth thanks to their EU GMP-compliant production capacity.
- Signal: Positive
- Impact on: VN-Index, IMP, DBD, DHG, TRA, TNH
- Comment: New policies create momentum for the pharmaceutical industry to develop, especially enterprises with production capacity that meets international standards. This can promote investment in pharmaceutical stocks in the short and medium term.
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.
