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.
The pillar "could not hold up", stocks increased rapidly, a series of small codes hit the ceiling
It has been a long time since investors have experienced the feeling of sluggish index growth but a high return on their portfolio. The correction of large-cap stocks can only restrain the VN-Index, while cash flow pushes up prices of many other stocks.
- Signal: Positive
- Impact on: VIC, VHM, FPT, HVN, VPL, VRE, HDB, LPB, VPB, TCB
- Comment: The market is showing clear differentiation, with cash flow going to mid- and small-cap stocks, even when large-cap stocks are under pressure to correct. This shows the market's inherent vitality and the opportunity to seek profits in stocks with their own stories. Investors should focus on stocks with good fundamentals, avoid investing according to crowd psychology, and apply a strict risk management strategy to protect their portfolios.
Separating the influence of the pillar, the stock price increased dramatically
Despite the fact that some of the largest market capitalization stocks were still red and strongly pushing the index, most stocks still increased positively in the morning session, even many small and medium stocks increased rapidly. Cash flow also showed strong signs of movement in this group.
- Signal: Neutral
- Impact on: VIC, VHM, VRE, VCB, HDB, VJC, GVR, VPB, TPB, LPB
- Comment: The increase in the price of most stocks, especially small and medium-sized stocks, in the context of the restrained stocks, shows a remarkable shift in cash flow. This may be a sign of investors looking for opportunities in stocks with more attractive valuations or with distinct growth prospects. However, it should be noted that the hot growth of this group may contain the risk of unexpected correction, so it is very important to carefully research the business and take profits appropriately to optimize profits.
Most Asian funds invest very little in Vietnamese stocks, with a weighting of less than 0.5%.
According to BSC statistics, funds in the Asian market have mostly invested in listed stocks in Vietnam but the proportion is very low, under 0.5%.
- Signal: Positive
- Impact on: BSC, BIDV, FTSE, III, OTC
- Comment: The modest investment proportion of Asian funds in the Vietnamese stock market opens up a great growth potential in the future, especially when Vietnam is trying to upgrade the market. This signals a long-term opportunity for investors when foreign capital flows can increase significantly. Selecting blue-chip stocks and leading enterprises with the ability to attract foreign capital will be a suitable strategy, while closely monitoring macroeconomic factors and policies related to the market upgrade.
Strengths that put VPBankS in the leading group of bond issuance market share
Issuing shares to increase capital and corporate bonds are being oriented to become important medium- and long-term capital channels, reducing pressure on the banking system. With a strong capital base, a large customer network and international reputation, VPBankS is in a favorable position to take the lead in the investment banking sector.
- Signal: Neutral
- Impact on: WAREHOUSE, VAI, DCM, ECM, TMCP, VPB, SMBC, TTC, PHI, CAGR
- Comment: The strong development of corporate bond issuance channels is a positive signal for the diversification of capital sources of the economy, reducing dependence on bank credit. VPBankS' leading position in this field shows the capacity and growth potential of both the securities company and the parent bank VPB. Investors should evaluate financial institutions with advantages in the investment banking sector, but also need to consider the risks from interest rate fluctuations and changes in the legal framework of the bond market to make safe investment decisions.
US stocks set a record for the second consecutive session, oil prices fell 2%
The rally in stock prices on Wall Street is being supported by many factors, including easing US-China tensions, the possibility of the Fed cutting interest rates, and a positive third-quarter 2025 business results reporting season.
- Signal: Neutral
- Impact on: CNBC, WTI, OPEC, IEA
- Comment: The US stock market's consecutive record highs reflect global investors' optimism about the economic outlook, reinforced by favorable macro factors such as the possibility of Fed rate cuts and positive business results. Although falling oil prices may negatively affect the energy sector, it is positive for manufacturing and consumer sectors due to lower input costs. Investors should take advantage of the improvement in global sentiment to reassess domestic investment opportunities, focusing on sectors that benefit from low raw material costs and closely monitor international monetary policies.
Continued "downhill", gold price hits 3-week bottom
The prospect of a US-China trade deal has boosted global investor risk appetite, sending gold into a tailspin.
- Signal: Neutral
- Impact on: LBMA, SPDR
- Comment: Gold prices fell to a three-week low, reflecting a shift in cash flows from safe havens to riskier assets such as stocks, due to increased risk appetite among global investors. In particular, the positive outlook for the US-China trade deal has reduced the demand for safe haven gold. For investors, this is the time to consider restructuring their portfolios, possibly reducing the proportion of gold and looking for opportunities in growth assets. It is necessary to closely monitor geopolitical developments and monetary policy to make appropriate adjustments.
5 questions about this week's European Central Bank meeting
Regarding the European Central Bank (ECB) monetary policy meeting this Thursday, analysts predict that interest rates will be kept unchanged.
- Signal: Negative
- Impact on: ECB,UBS,BNP
- Comment: The ECB's expected decision to keep interest rates unchanged could put some pressure on European financial markets, especially if investors expect a more accommodative policy. For global markets, decisions by major central banks always have a significant impact on capital flows and sentiment. Investors should closely monitor the results of the ECB meeting to assess the impact on exchange rates and international capital flows, thereby adjusting their investment strategies. Pay attention to businesses with business activities related to the European region or affected by currency fluctuations.
The law does not regulate short selling, so there cannot be warrants for sale in the next 1-2 years.
Securities companies propose that the Ministry of Finance provide guidance on warrants for sale when the market and risk management system meet the conditions, develop a specific roadmap, and pilot the issuance of this product in the next 1-2 years.
- Signal: Neutral
- Impact on: BTC, ASAM, HSX
- Comment: The proposal for put and short warrants demonstrates the continuous efforts of the Vietnamese stock market in diversifying products and increasing liquidity. Despite legal barriers, the development of a roadmap and piloting of these products in the future is a positive signal for the long-term development of the market. Investors should proactively learn about these potential derivative instruments, as they can open up opportunities for risk management and more flexible investment strategies, but also require in-depth knowledge and understanding of the risks involved.
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.
