On December 11, 2024, the stock market news bulletin recorded notable 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.
Global capital flows strongly into the US, foreign investors may return to Vietnam in 2025
- The US market attracted $144 billion in November, while emerging markets withdrew a net $8 billion. Vietnam recorded a sharp increase in capital withdrawal pressure, but expects foreign capital flows to return from 2025 thanks to improved transaction regulations.
- Signal: Neutral
- Impact on: VN-Index, HNX-Index, VanEck VNM ETF, Fubon FTSE Vietnam ETF
- Comment: Although short-term capital withdrawal pressure remains high, the long-term outlook for the Vietnamese market remains positive thanks to reforms. Investors should be cautious and selective in selecting stocks with good fundamentals.
Expert Recommendation: It's Time to Choose Your Portfolio for 2025
- VN-Index has confirmed a strong support zone and is in a good recovery phase. Experts predict that the index may head towards the 1,280-1,300 point zone in December. Investors should consider restructuring their portfolios, focusing on technology, pharmaceuticals, real estate and chemicals.
- Signal: Positive
- Impact on: VN-Index, FPT, VTP, VGI, CMG, DBD, IMP, DHT, CSV, DDV, DGC, CSM, DPM
- Comment: The market outlook for 2025 is positive with expectations of economic growth and loose monetary policy. Investors should focus on leading stocks with good business results and long-term vision.
US market falls, investors cautiously wait for inflation report and Fed decision
- Signal: Negative
- Impact: Dow Jones, S&P 500, Nasdaq, Nvidia, AMD stocks
- Comment: The market is cautious ahead of important economic data to be released. This could put short-term downward pressure on major stock indexes. However, expectations of a Fed rate cut could support investor sentiment.
Vietnam's stock market struggled, lacking a leading group in the morning session of December 10. VN-Index fluctuated around the reference level, small and medium-sized stocks took turns attracting cash flow.
- Signal: Neutral
- Impact on: VN-Index, FIR, VRC, VCA, DC4, HTN, CIG, DXS, CTI
- Comment: The market lacks clear growth momentum. Cash flow is dispersed into small and medium-sized stocks instead of focusing on bluechips. This could lead to narrow fluctuations of the VN-Index in the short term.
VPBankS and SSIAM cooperate to distribute open-end fund certificates on the NEO Invest platform, expanding investment opportunities for customers
- Signal: Positive
- Impact on: VPB, SSI
- Comment: This cooperation can promote capital flow into the stock market through open-end funds, creating growth momentum for VPB and SSI. This can have a positive impact on investor sentiment and market liquidity in the short term.
Eximbank (EIB) deals with 11% capital, attracting investors' attention\
- Signal: Neutral
- Impact on: EIB, VN-Index
- Comment: The large deal could be a sign of shareholder restructuring or strategic investment. However, further information on the buyer needs to be monitored to assess the long-term impact on Eximbank and the general market.
HDB surges ahead of dividend payout date, attracting largest cash flow in nearly 2 years
- Signal: Neutral
- Impact on: HDB, VN-Index
- Comment: HDB's price increase may create short-term positive sentiment for bank stocks. However, the general market still lacks clear momentum for growth, with weak cash flow and high differentiation among stock groups.
Yeah1 (YEG) shares surge, hit 2-year peak after success of TV shows
- Signal: Positive
- Impact on: YEG, VNIndex
- Comment: YEG's recovery reflects the recovery potential of the entertainment media industry. However, investors need to be cautious as the RSI is in the overbought zone and trading volume has increased dramatically, which could lead to a short-term correction.
KB Securities recommends buying HSG, MWG shares and neutral with FPT; SSI raises PNJ recommendation to buy
- Signal: Positive
- Impact on: HSG, MWG, FPT, PNJ
- Comment: Buy recommendations from reputable securities companies show positive prospects for some blue-chip stocks. This can create optimism and attract cash flow into this group of stocks, supporting the overall market's growth.
VN-Index increased slightly, trading sentiment improved significantly
- The VN-Index increased by 3.7 points (+0.29%) to 1,273.84 points in the session on December 9. The strong increase in liquidity shows that investor sentiment is more positive.
- Signal: Positive
- Impact on: VN-Index, HNX-Index, UPCoM-Index
- Comment: Cash flow is returning to the market, creating favorable conditions for the uptrend to continue in the short term. Investors can consider investing in blue-chip stocks when there is a correction.
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.
