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.
Bottom fishing money is active again, liquidity is recovering
Although the VN-Index closed the weekend session still below the reference price of 0.23%, the price-raising effect of bottom-fishing cash flow was quite clear. A series of stocks "escaped the bottom" during the day and overall liquidity increased by nearly 26%, reaching nearly 31.2 trillion VND, the highest in the last 3 sessions.
- Signal: Neutral
- Impact on: SSI, VIX, VCI, VIC, FPT, VPL, VNM, MSN, TCB, VPB
- Comment: The return of bottom-fishing cash flow and the recovery of liquidity shows that investor sentiment is gradually stabilizing and looking for opportunities at low price levels. Although the VN-Index has not been able to break out strongly, this is a positive signal for the short-term trend, especially when stocks have "escaped the bottom" during the session. Investors can consider gradually disbursing into bluechip stocks with good foundations when there are corrections.
63 equity funds reported negative performance in September, many funds performed poorly due to holding FPT
In September 2025, 63/73 equity funds had negative performance while VN-Index and VN30 recorded lower declines, -1.2% and -0.1%, respectively.
- Signal: Positive
- Impact on: HOSE, VJC, VIC, VHM, PYN, VEOF, SSI, SCA, MWG, HPG
- Comment: The poor performance of most equity funds in September reflects the general market difficulties and may create pressure for portfolio restructuring for funds in the future. This may open up opportunities for individual investors to find quality stocks that are undervalued due to selling pressure from funds. This is also a time to re-evaluate investment strategies and consider potential sectors that are less affected by market fluctuations.
Expert: High demand but scarce market, silver price hits peak
Like gold, silver prices hit a historic peak of $50 an ounce and at one point rose to more than $54 before a sharp drop on October 21.
- Signal: Neutral
- Affects: FOMO, FIDT, APG, SBJ
- Comment: Silver prices hit a historic high amid strong demand and tight supply, indicating a shift in money flows to safe havens and precious metals. Although not directly affecting the stock market, this trend reflects concerns about inflation and macroeconomic instability, which may indirectly impact equity investor sentiment. Investors should monitor precious metal price movements to assess the global macroeconomic picture.
The bridge is still very patient.
Changes in the way stocks are chosen for buying prices have limited the recovery of stocks, the breadth shows that the red is still widespread. However, the majority of stocks have "escaped the bottom" intraday with overall liquidity improving.
- Signal: Negative
- Impact on: VNI, VIC, VHM, CTG
- Comment: The patience of buyers in the context of the market not having a breakthrough shows that the cautious sentiment still prevails, even though the overall liquidity has improved. The limited recovery of stocks and the red color still covering shows that investors are very selective and are only willing to buy at deep discounts. This is a good time to gradually accumulate stocks with attractive valuations and good long-term prospects, avoiding investing based on FOMO psychology.
VSDC Chairman: Towards upgrading KRX capacity to serve T0, short selling
It is necessary to upgrade the system capacity, increase the server scale and utilities in the investment package such as selling pending securities, intraday trading, short selling, CCP are also integrated in which there will be a roadmap at the level of risk control to which level it will be opened and dismantled.
- Signal: Neutral
- Impact on: CCP, VSDC, STP, VDSC, FTSE, KRX, HOSE
- Comment: The plan to upgrade the KRX system to implement T0, short selling and other utilities is an important step, promising to bring more excitement and liquidity to the Vietnamese stock market in the long term. This will increase the attractiveness of the market, attract new capital flows and create more trading tools for investors. However, attention should be paid to the implementation roadmap and accompanying risk control measures to ensure stability.
Gold price rebounds after 2 sessions of decline
World gold prices recovered in the trading session, regaining some of the losses in the two previous sell-off sessions.
- Signal: Negative
- Impact on: SPDR
- Comment: The recovery of world gold prices after a sharp decline often reflects concerns about economic or political instability, causing money to seek safe havens. Although it is news related to the commodity market, this development can affect the sentiment of stock investors, especially stocks that are correlated with gold prices or companies that export/import raw materials. Investors should monitor closely to assess potential macro risks.
US stocks rise while waiting for CPI report, oil prices jump 5%
Investors were further boosted after White House press secretary Karoline Leavitt confirmed that President Donald Trump and Chinese President Xi Jinping will meet next week.
- Signal: Neutral
- Impact on: WTI, OPEC
- Comment: The rise in US stocks and the recovery in oil prices indicate a certain optimism in the global market, partly due to expectations of high-level dialogues. This could create a positive spillover effect to the Vietnamese stock market, especially export or oil-related stocks. However, investors should carefully monitor the upcoming US CPI report, as this data could have a major impact on the Fed's monetary policy.
Fed faces a slew of challenges ahead of its meeting next week
One of the biggest challenges facing the Fed right now – just days before its next monetary policy meeting – is the lack of official economic data.
- Signal: Neutral
- Impact on: ISM
- Comment: The US Federal Reserve (Fed) is facing many challenges and lack of official economic data ahead of its upcoming policy meeting, creating great uncertainty in the global financial market. The Fed's decision on interest rates will have a profound impact on exchange rates, investment flows and risk sentiment in emerging markets such as Vietnam. Investors should prepare a risk management strategy, prioritizing businesses with strong finances and less sensitive to interest rate fluctuations.
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.
