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.
Cash flow is cautious when buying at the bottom, liquidity has decreased sharply.
Market breadth recorded a slight improvement compared to the previous session, however, HoSE liquidity decreased by 11%. The number of stocks that fell deeply still completely overwhelmed, showing that bottom-fishing money is still waiting at lower prices.
- Signal: Neutral
- Impact on: VIC, VHM, VCB, VPB, GEX, KDH, VJC, GEE, HDG, ORS
- Comment: Although the market has slightly improved in breadth, the sharp decline in liquidity shows that investor sentiment is still cautious. The cautious bottom-fishing cash flow at lower price ranges reflects expectations of a better discount. Investors should monitor liquidity developments and strong support zones to look for opportunities to accumulate good fundamental stocks, but need to manage risks closely in the context of low liquidity.
"Broken pillar", stocks plummet, liquidity drops sharply
The negative signals from VIC and VHM stocks have been confirmed. The impact on the general market performance is quite negative, although the VN-Index has not decreased significantly. The number of stocks falling is twice as high as the number rising, with 101 stocks falling more than 1%.
- Signal: Negative
- Impact on: VIC, VHM, VPL, VRE, VPB, MBB, LPB, VJC, SHB, FPT
- Comment: The decline of pillar stocks such as VIC and VHM is putting significant pressure on the general market, although the VN-Index has not yet fully reflected the level of price decline. The overwhelming number of stocks losing points shows that negative sentiment is spreading. Investors should prioritize risk management by reducing the proportion of underperforming stocks and wait for clearer recovery signals from leading groups.
Foreign funds: Vietnam emerges as one of the attractive growth markets
Despite the volatile domestic and international economic environment, Vietnam continues to emerge as one of the world's most attractive growth markets, attracting attention from foreign funds.
- Signal: Positive
- Impact on: VNA, VEIL, VOF, KRX, FTSE, MSCI
- Comment: The fact that foreign funds highly appreciate Vietnam's growth potential is a positive signal in the long term, strengthening confidence in the economic development prospects and the stock market. This is an opportunity for strategic investors to seek out businesses with solid foundations and sustainable growth potential. However, it should be noted that short-term fluctuations from global macro factors can still affect the general sentiment.
ETF funds reduce net withdrawal of Vietnamese stocks
Capital flows through ETF funds investing in the Vietnamese stock market recorded a net withdrawal of more than VND128 billion in the recent period, however, the net withdrawal level has decreased sharply compared to the previous period.
- Signal: Neutral
- Impact on: FTSE, MSCI, LEAD, VFM, VIC, VHM, HPG, MSN, VCB, VIX
- Comment: Although there are still net withdrawals, the sharp decrease in the level of net withdrawals from ETFs is a sign that the selling pressure has eased. This may signal the stabilization of foreign capital flows in the coming time. Investors should closely monitor this capital flow trend to assess market sentiment and buying opportunities when the cash flow shows signs of returning.
Good choice of goods
The group of large stocks has made adjustments, but thanks to the ability to rotate, the impact on the overall score is limited. However, the number of stocks that have decreased in points still overwhelmingly compared to the number of stocks that have increased, with many stocks even decreasing quite sharply. The decrease amplitude seems not to be attractive enough to attract cash flow waiting to buy, leading to weakened liquidity.
- Signal: Neutral
- Impact on: VPB, SHB, GEX, VIX, SSI, VIC, VHM, HDB, TPB, VIB
- Comment: Weakening liquidity in the context of market correction shows that investors are still cautious, waiting for more attractive discounts. This could be an opportunity for investors with long-term strategies to find high-quality stocks that are undervalued. However, one needs to be patient and not rush to buy the bottom when there are no clear signs of recovery from liquidity and large cash flows.
At the end of the third quarter, DNSE exceeded its 2025 profit target.
DNSE Securities Company achieved record business growth in the third quarter, with revenue increasing 2.5 times and profit increasing 3 times compared to the same period last year, exceeding the 2025 profit target.
- Signal: Positive
- Impact on: DNSE, KINH, NHI, TOP, HNX, FTSE
- Comment: DNSE's outstanding business results in the third quarter are a positive signal, showing good operational efficiency and adaptability to the market. This can strengthen investors' confidence in DNSE shares and the securities industry in general. Investors can consider this stock as a potential option, but still need to analyze further the sustainable growth prospects and current valuation to manage risks.
SHS records impressive business results: 3rd quarter profit increased 8 times, total assets increased
Saigon - Hanoi Securities Joint Stock Company (SHS) has just announced its financial report for the third quarter of 2025 with many positive growth indicators, notably an 8-fold increase in profit, reflecting increasingly strong operational efficiency and financial foundation.
- Signal: Positive
- Impact on: SHS, NHU, THU, ROAE, ROAA, KINH
- Comment: SHS announced impressive business results with 8-fold increase in Q3 profit, demonstrating strong growth and good governance in a volatile market. This is a positive factor supporting SHS stock price and can attract investors' attention. However, investors should analyze more deeply the source of profit and the prospect of maintaining growth momentum to make appropriate and optimal investment decisions.
FPT is about to have the largest weight in the VN-Diamond basket?
After the portfolio restructuring, FPT (15%), MWG (15%), TCB (9.4%), PNJ (9.1%) and ACB (7.2%) are expected to be the component stocks with the highest weight in the VN-Diamond basket.
- Signal: Positive
- Impact on: FPT, MWG, TCB, PNJ, ACB, VIB, FOL, CTD, KDH, NLG
- Comment: FPT and MWG having the largest weighting in the VN-Diamond basket will help increase the stability and attractiveness of this fund, while creating potential cash flow into these stocks when the fund restructures. This is a positive supporting factor for FPT, MWG and other stocks with high weighting. Investors can consider accumulating these stocks, especially if the businesses have good long-term growth prospects and reasonable valuations.
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.
