On January 11, 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.
PV Drilling ensures work until 2028, invests heavily in new rigs to anticipate major domestic oil and gas projects
- Signal: Positive
- Impact on: PVD, GAS, PVS
- Comment: PVD’s positive business outlook reflects the recovery of the oil and gas industry. Major projects such as Block B – O Mon open up long-term growth opportunities. This could boost the share price of PVD and other oil and gas companies.
Public investment in 2025 accelerates, expected to boost many stock groups
- The Government aims to disburse VND791 trillion in public investment capital in 2025, equivalent to 6.41 trillion GDP. This is considered an important driving force for economic growth and many stock groups on the stock market.
- Signal: Positive
- Impact on: VN-Index, HNX-Index, C4G, HHV, CII
- Comment: Boosting public investment disbursement can create growth momentum for many stock groups such as construction, building materials, banking, and securities. However, it is necessary to monitor the actual progress and risks related to site clearance and fluctuations in raw material prices.
VPS maintains the throne of stock brokerage in 2024, affirming its leading position for 16 consecutive quarters
- VPS Securities Company continues to maintain the No. 1 position in brokerage market share on all four exchanges HOSE, HNX, UPCOM and Derivatives in 2024, marking 16 consecutive quarters of leading since Q1/2021. VPS also launched a new brand identity along with an improved website and trading application.
- Signal: Positive
- Impact on: VN-Index, HNX-Index, UPCOM-Index
- Comment: VPS's success reflects the strong development of the Vietnamese stock market. This can boost investor confidence, increase liquidity and attract more capital into the market in the coming time.
Trump considers declaring economic emergency, imposing new tariffs, investors worried
- CNN reports that Trump is considering imposing new tariffs by declaring a national economic emergency, raising concerns about a trade war and rising inflation.
- Signal: Negative
- Impact on: S&P 500, Dow Jones, Nasdaq, STOXX 600
- Comment: This information may put pressure on global stock markets, especially export stocks. Investors may be cautious and shift to safer assets in the short term.
NAB attracts strong cash flow, TMT is forced to take profits after a series of ceiling increases
- On the morning of January 9, NAB shares stood out with the highest liquidity in the market, with more than 10 million units matched. Meanwhile, TMT was sold heavily, hitting the floor at 7% after a series of consecutive ceiling increases before.
- Signal: Neutral
- Impact on: NAB, TMT, VN-Index
- Comment: The market is still divided with low liquidity. The mixed increase and decrease of individual stocks such as NAB and TMT shows that the cash flow is shifting, with no clear trend. The VN-Index is moving sideways around the 1,250 point mark.
Public investment, exports and technology to lead Vietnam's stock market in 2025
- The government targets GDP growth of 8-10% in 2025, focusing on public investment, exports and high technology. These will be the main drivers for the stock market next year.
- Signal: Positive
- Impact on: VN-Index, HNX-Index, VN30, construction, material, banking, technology stocks
- Comment: Positive outlook for the stock market thanks to expectations of strong economic growth. Investors should pay attention to stocks in sectors that benefit from public investment, exports and high technology.
FPT affirms its position as the 'Leading Crane' of Vietnam's information technology industry in 2024 with a sustainable growth strategy and strong investment in digital transformation.
- Signal: Positive
- Impact on: FPT, VNI, VN30
- Comment: FPT continues to maintain impressive growth momentum, promoting the development of the IT industry. This can create a positive spillover effect for the stock market, especially other technology stocks.
Pinetree gives away 5 NAB shares when opening an account via Nam A Bank's Open Banking until March 31, 2025
- Signal: Positive
- Impact on: NAB, Pinetree
- Comment: The cooperation program between Pinetree and Nam A Bank can promote the opening of securities accounts, increase liquidity and interest in NAB shares. This can create positive momentum for both parties and the stock market in general.
Nhon Trach 2 Petroleum Power (NT2) is about to pay 230 billion VND in dividends, PV Power is expected to receive 137 billion VND
- Signal: Positive
- Impact on: NT2, POW
- Comment: Regular dividend payments demonstrate NT2's healthy financial situation, which can create confidence for investors. However, the sharp decline in profits in the first 9 months of 2024 needs further monitoring to assess long-term prospects.
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.
