On March 11, 2025, the stock market news bulletin recorded notable developments, providing investors with multi-dimensional news bulletins on trends and growth potential. Below is a summary of some of the highlights and analysis of the market situation in the form of a quick bulletin.
Experts predict VN-Index to approach 1,360-1,375 points, recommend caution with small-cap stocks and Upcom
- Signal: Positive
- Impact on: VN-Index, VNM, FPT, HPG
- Comment: The positive outlook of the market is supported by expectations of upgrading, strong FDI inflows and public investment. However, investors should be cautious with small-cap stocks and Upcom due to negative signs in the short term.
HSG, MWG and BCM stocks are recommended to buy with positive growth prospects in 2025
- Signal: Positive
- Impact on: HSG, MWG, BCM, VN-Index
- Comment: The buy recommendation for large-cap stocks such as HSG, MWG and BCM shows the positive outlook for the Vietnamese stock market in 2025. This could boost cash flow into large-cap stocks, supporting the growth of the VN-Index.
VN-Index surpasses 1,300 points, Vietnam stock market continues steady growth with improved trading volume
- Signal: Positive
- Impact on: VN-Index, HNX-Index, large-cap stocks
- Comment: The market's uptrend is expected to continue in the short term, with the next target being the 1,335-1,400 point range. However, investors need to be cautious as the market may experience accumulation fluctuations at high prices.
VN-Index may conquer the 1,350 point mark in the week of March 10-14 thanks to cash flow into pillar stocks and investors' FOMO psychology.
- Signal: Positive
- Impact on: VN-Index, VNM, VIC, VHM, VCB
- Comment: The uptrend of VN-Index may continue in the short term, creating momentum for investors. However, caution is needed when approaching the strong resistance zone of 1,340-1,360 points, profit-taking pressure may appear.
Billionaire Pham Nhat Vuong's assets skyrocketed by 2.4 billion USD, rising to the 516th richest person in the world.
- Signal: Positive
- Impact on: VIC, VPL, VFS
- Comment: The news reflects the strong growth of Vingroup and its subsidiaries, especially VinFast. This could boost investor confidence in the Vietnamese stock market, especially stocks related to Vingroup.
US-China trade tensions escalate, US stock market under strong correction pressure
China imposes retaliatory tariffs on US agricultural products from March 10. The S&P 500 recorded its biggest weekly decline since September 2024, down 3.1%. The US dollar weakened, down more than 3% against a basket of currencies.
- Signal: Negative
- Impact on: S&P 500, Dow Jones, Nasdaq, VN-Index
- Comment: Escalating trade tensions could put pressure on global stock markets, especially export stocks. Investors should be cautious and closely monitor developments in the US-China trade war in the coming time.
2025 AGM Season: Businesses optimistic about prospects, expecting market revaluation
Listed companies are preparing for the 2025 AGM season with aggressive business plans and high expectations for growth. Many large enterprises have announced attractive information, creating momentum for the stock market.
- Signal: Positive
- Impact on: VN-Index, large-cap stocks such as KBC, VIB, SHS, APG
- Comment: Positive information from the AGM could support the uptrend of VN-Index, especially if it overcomes resistance with high liquidity. Expectations of market upgrade and economic growth prospects 8% in 2025 are also supporting factors.
VN-Index surpasses 1,320 points, new growth prospect for Southern real estate
VN-Index reached its highest level in the past 3 years, surpassing 1,320 points. Liquidity increased by 11%, foreign investors reduced net selling. Cash flow is forecast to return to Southern real estate from 2025.
- Signal: Positive
- Impact on: VN-Index, DXG, HDC, DIG, CEO
- Comment: The prospect of continued increase in points, VN-Index may head towards 1,340 points before correction. The real estate group has the opportunity to break out after a period of accumulation, especially enterprises with projects in the South.
HSC expert: VN-Index can reach 1,400 points, investors should disburse more when the market adjusts
- Signal: Positive
- Impact on: VN-Index, HCM, VIC, VHM, BCM, MWG
- Comment: Positive cash flow and market sentiment, along with favorable macro factors, support the growth of the VN-Index. Investors should take advantage of corrections to disburse more capital, focusing on stocks with good fundamentals and benefiting from policies.
Chinese AI DeepSeek R1 Shakes Up Global Tech Marketu
China's open-source AI model DeepSeek R1 is changing the tech landscape, winning support from global leaders like Nvidia. DeepSeek R1's flexibility and high performance are driving demand for AI chips, contributing to Nvidia's record revenue in 2024.
- Signal: Positive
- Impact on: VN-Index, VNM ETF, HNX-Index, technology stocks
- Comment: China's strong AI development could boost demand for chips and related technologies, creating opportunities for Vietnamese businesses in this field. However, it is necessary to monitor US policies and their impact on the global supply chain.
The stock market news brief aims to provide investors with an overview, while emphasizing the importance of careful analysis before making investment decisions. Following the stock market news brief from HVA The provision will help investors seize opportunities from short-term fluctuations and adjust their portfolios in line with market trends.
