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.
Large stocks "heat up" the score, VN-Index has a record week of increase in nearly 3 years
An extremely rare phenomenon occurred when both VIC and VHM increased to the ceiling. Not to mention VRE increased by 6,18%, and VPL increased by 2,06%. These 4 stocks alone brought more than 17 points to the VN-Index.
- Signal: Neutral
- Impact on: VIC, VHM, VRE, VPL, STB, SSB, MWG, MSN, VPB, CTG
- Comment: Strong foreign cash flow into large-cap stocks, especially VIC, VHM, VRE, VPL, has strengthened confidence in the market's upward momentum. This phenomenon signals a positive period in the short term, and investors are advised to consider opening positions in leading stocks or increasing their proportion in industry groups that benefit from the psychological recovery. However, it is necessary to pay attention to risk management before the possibility of profit-taking after a strong week of increase.
Large stocks continue to push VN-Index to new heights
Demand for price increases has shown more positive signs despite the significant decrease in cash flow into blue-chips. VHM exploded strongly for the third consecutive session, pulling the VN-Index past the 1,730-point mark, leaving behind investors who were still struggling in doubt.
- Signal: Positive
- Impact on: VHM, BID, HPG, FPT, MBB, SHB, SSI, VPB, STB, TCB
- Comment: The breakthrough of VHM and the support from other blue-chips helped VN-Index overcome the important resistance level, establishing a new peak. This is a very positive signal for the short-term trend, showing that smart money is still looking for opportunities in pillar stocks. Investors should continue to hold existing positions and consider disbursing more into stocks with good fundamentals, benefiting from the overall growth prospects of the market. It is necessary to set a clear stop-loss point to protect the results.
In September, only 6 businesses joined the "club" with a capitalization of over 10 billion USD.
In September 2025, VN-Index, VNAllshare and VN30 decreased compared to August 2025 with a decrease of 1.22%, 1.47% and 0.12%, respectively.
- Signal: Neutral
- Impact on: HCM, HOSE, VNIT, NAB, VGC, CTCP, VPB, VIC, VCB, VHM
- Comment: Although the general market has positive signals, the decline in the number of enterprises in the large-cap "club" and the net selling of foreign investors in September 2025 show that adjustment pressure may appear locally. Investors should be cautious, focusing on stocks with stable business results and clear growth potential, instead of chasing stocks that have increased rapidly. Closely monitoring foreign cash flow and macroeconomic information will help shape an effective long-term investment strategy.
ABS Securities: In the short term, VN-Index can increase to 1,820 points
Bullish scenario, expect the market to increase to the next price levels at Resistance 2 (1740-1780) and Resistance 3 (1813-1820).
- Signal: Neutral
- Impact on: ABS, MACD, FTSE, FDI
- Comment: The expectation that VN-Index will reach 1,820 points in the short term from ABS is an optimistic prospect, but it still needs to be considered in the context of recent net selling by foreign investors. This creates opportunities for patient investors to accumulate at reasonable price levels when there is an adjustment. The appropriate strategy is to focus on stocks with attractive valuations and good resistance to general market pressure, while using technical analysis tools to determine optimal entry/exit points, avoiding the risk of unexpected adjustments.
Kill Short!
Two strong increases at the end of the week brought VNI out of the accumulation zone below 1700 points. Although not all stocks benefited from this strong increase, any high increase in points will boost positive sentiment.
- Signal: Positive
- Impact on: VNI, VHM, VIC, VRE, TCB, HPG, FPT, CII, VCI, TCH
- Comment: The strong increase of VN-Index at the end of the week pushed back the short-selling sentiment, creating a positive spillover effect, although not all stocks benefited. The recovery of large-cap stocks such as VHM, VIC, VRE was the main driving force, confirming that the uptrend is still maintained. Investors can maintain an optimistic state, prioritizing stocks in the market-leading group, but need to pay special attention to liquidity and technical divergence signals to avoid unexpected reversals, and consider reasonable portfolio allocation for effective risk management.
BSR has set the date to distribute bonus shares at the rate of 61.5%
On October 8, 2025, the State Securities Commission approved the dossier of issuing shares to pay dividends and increase capital from equity capital of Binh Son Refining and Petrochemical Joint Stock Company (HoSE: BSR). After the issuance, BSR's charter capital will exceed VND 50,000 billion, and the last registration date to close the right to receive bonus shares is coming soon.
- Signal: Neutral
- Impact on: BSR, NMLD, RFCC, CCR, NHT, ISOM
- Comment: BSR's high bonus share issuance of 61.5% is a positive signal for existing shareholders, demonstrating the financial health and growth potential of the enterprise. After the issuance, the increased charter capital will create the premise for expansion projects. Investors can consider BSR as a long-term investment opportunity, especially after the price is adjusted after the dividend. However, it is necessary to carefully evaluate the prospects of the petrochemical industry, world oil prices and business performance to make appropriate investment decisions.
Big wave 2026: Bank stocks no longer lead, consumption and retail rise
If history repeats itself, 2026 will mark the second leg of the bull wave, as the leading role gradually expands from the banking group and shifts to the consumer and technology sectors.
- Signal: Neutral
- Impact on: SSI, FRT, MWG, MSN, DGW, PNJ, FOL, FTSE, VNM, MCH
- Comment: The forecast of a shift in market leadership from banking to consumer and retail by 2026 opens up a long-term strategic perspective. Investors should start researching and gradually accumulating potential stocks in the consumer, retail and technology sectors with good fundamentals. Meanwhile, the banking group still needs to be closely monitored for interest rate prospects and asset quality. Diversifying the investment portfolio according to this trend can optimize profits in the next growth cycle.
Gold price slipped below the $4,000/oz mark due to profit-taking pressure and a strong USD
“Gold has rallied so fast that there is no real support above $3,850/oz,” said one trader.
- Signal: Neutral
- Impact on: CME, SPDR
- Comment: The sharp decline in gold prices shows strong profit-taking pressure after a period of overheating and the increase in the USD. Although this is gold news, it can indirectly affect investor sentiment in the stock market, especially those looking for safe havens. Investors should be cautious and not rush into the gold market when prices are still volatile. Instead, focus on stocks with clear growth stories and less affected by fluctuations in precious metal prices to ensure portfolio stability.
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.
