On February 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.
Cash flow shifts to small and medium-sized stocks, VN-Index breaks out to surpass 1,270 points
- Signal: Positive
- Impact on: VN-Index, HNX-Index, UpCoM-Index, small and medium-sized stocks such as NO1, PAC, TCL, TNT, APG, CMS, BMC, VRC, TMT, FCM, LGL
- Comment: The shift of cash flow from blue chips to mid- and small-cap stocks shows that investors are looking for opportunities in stocks with higher growth potential. This could lead to a new wave of price increases for this group of stocks in the short term.
Stocks increased slightly, many small and medium stocks hit the ceiling
- VN-Index increased nearly 2 points, closing at 1,272 points. 12 stocks hit the ceiling, mainly in the mid- and small-cap group such as TMT, CSM, PAC. Liquidity decreased, foreign investors continued to net sell.
- Signal: Neutral
- Impact on: VN-Index, CSM, TMT, PAC
- Comment: The market is in the accumulation phase with reduced liquidity. Cash flow is shifting to mid- and small-cap stocks. Foreign investors continue to net sell, which is a factor to watch in the short term.
Foreign investors continued to net sell 350 billion VND in the session of February 6, although the market recovered for the third consecutive session after Tet.
- Signal: Negative
- Impact on: VNM, FRT, MWG, VPB, CTG, PC1
- Comment: Foreign investors' continuous net selling may put pressure on the market in the short term. However, the net selling level has decreased compared to the previous session, indicating that selling pressure is gradually cooling down. Investors should be cautious and monitor foreign cash flows in the coming sessions.
SJC gold price suddenly dropped sharply by 1.3 million VND/tael, down to 86.4 - 89.6 million VND/tael for buying and selling, while world gold remained at a high level of 2,860 USD/ounce.
- Signal: Negative
- Impact on: Listed gold and gemstone companies such as PNJ, SJC
- Comment: The sharp drop in SJC gold price may negatively impact investor sentiment in the short term. However, the world gold price remains high, indicating that the upward trend in gold prices has not ended.
VCS, TCB, KDH stocks are positively recommended before trading session on February 7
- Signal: Positive
- Impact on: VCS, TCB, KDH, VN-Index
- Comment: Positive recommendations for large stocks in the construction materials, banking and real estate sectors can create optimism for investors. This is likely to boost cash flow into the market, supporting the VN-Index's short-term growth.
VN-Index approaches resistance zone of 1,275 points, investors need to monitor carefully
- Signal: Neutral
- Impact on: VN-Index, VCB, VHM, VIC
- Comment: The market is in a short-term uptrend but facing an important resistance zone. Investors should closely monitor developments when the index approaches 1,275 points, and consider investing in stocks with good fundamentals if the market breaks through this resistance zone.
VN-Index is heading towards the 1,280-1,300 point range, securities companies recommend caution
- The VN-Index is on an upward trend and is expected to return to the 1,280-1,300 point range. However, securities companies still recommend that investors be cautious and maintain a reasonable proportion.
- Signal: Neutral
- Impact on: VN-Index, VN30, HNX-Index
- Comment: The market is in a short-term uptrend but may experience fluctuations when approaching the resistance zone. Investors should be cautious and choose stocks with good fundamentals.
Xanh SM implements new welfare regime for drivers, increasing competitiveness with Grab and its $8 billion European rival in Vietnam's technology-based ride-hailing market.
- Signal: Positive
- Impact: Tech and transportation stocks
- Comment: Xanh SM's move shows fierce competition in the ride-hailing industry, which could spur market growth and benefit consumers. This could have a positive impact on stocks related to the technology and transportation sectors.
State-owned enterprises rise: Vietcombank, Viettel Global, BIDV surpass 100,000 billion capitalization mark, VIMC increases 60% since the beginning of the year
- Signal: Positive
- Impact on: VCB, VGI, BID, MVN, VN-Index
- Comment: The growth of state-owned enterprises shows the strong development potential of the economy. This can attract more investment capital into the stock market, especially blue-chip stocks of the state sector.
Investment Outlook 2025: Real Estate Recovery, Stocks Promising, Gold Heading for $3,000/Ounce
- Signal: Positive
- Impact on: VN-Index, HNX-Index, VN30, Real Estate, Banking, Industrial Parks
- Comment: Positive outlook for many investment channels in 2025 thanks to stable macro economy, supportive policies and corporate profit growth. The stock market may enter a new growth cycle, attracting investment capital flows.
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.
