On November 16, 2024, 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.
Banking and real estate stocks are forecast to be attractive investment keywords in 2025, when the economy recovers and interest rates remain low. The securities group also has potential thanks to expectations of market upgrade.
- Signal: Positive
- Impact on: VN-Index, VNM, VIC, VHM, VCB, HPG, SSI, HCM, VCI
- Comment: The positive outlook for the banking and real estate sectors could boost the overall market. The upgrade could attract significant foreign capital inflows, supporting liquidity and stock valuations, especially in the large-cap group.
Vietnam's economy enters a new recovery cycle, GDP in the third quarter of 2024 increases by 7.41%
- Signal: Positive
- Impact on: VN-Index, HNX-Index, stocks in finance, industry, construction materials
- Comment: Positive signal for the stock market as the economy enters the recovery phase. Cash flow is forecast to flow strongly into groups of stocks that benefit from public investment and low interest rates such as banking, construction, and materials.
Asia Group lost 1,700 billion VND in capitalization after only 3 sessions of listing on UPCoM. AIG shares decreased 16% in value, causing concerns about the prospects of newly listed businesses.
- Signal: Negative
- Impact on: AIG, UPCoM
- Comment: AIG's sharp decline could negatively affect investor sentiment towards newly listed stocks. This could put pressure on the UPCoM market in the short term and reduce the attractiveness of upcoming IPOs.
US CPI in October increased 2.6%, in line with forecast – Fed may cut interest rates in December
- Signal: Neutral
- Impact on: VN-Index, HNX-Index, banking stocks
- Outlook: Stable inflation data could give the Fed room to ease monetary policy. However, cautious views from some Fed officials and concerns about long-term inflation could limit market gains.
Vietnam's stock market continued to trade sluggishly, with the VN-Index fluctuating around the reference level as investors cautiously waited for clear trend signals.
- Signal: Neutral
- Impact on: VN-Index, VGC, SGR, PTL, QCG
- Comment: The market is in a wait-and-see mode, lacking growth momentum. Weak and divergent cash flow shows that investors are still cautious. It is necessary to monitor further signals from leading stocks to determine the next trend.
Sustainability Report 2024: Record Number of Increases, Finance Leads the Trend
- Signal: Positive
- Impact on: VN-Index, HNX-Index, VN30-Index, BID, OCB, HDB, LPB, MSB
- Comment: The growing trend of sustainability disclosure, especially in the financial sector, reflects a strong commitment by businesses. This can attract long-term investment, improve the reputation and stock value of the companies involved.
Experts warn of risks from Trump's policies, advise Vietnamese businesses to strengthen internal strength
- Signal: Neutral
- Impact on: VN-Index, export stocks
- Comment: Warnings about policy risks from the US may create short-term caution. However, recommendations to strengthen internal resources may support the long-term prospects for Vietnamese businesses and the stock market.
Vinhomes (VHM) is boosting its industrial park real estate segment, taking the lead in the FDI wave with a VND13,300 billion project. The company expects to reap large profits in the near future.
- Signal: Positive
- Impact on: VHM, VIC, VRE
- Comment: This move by Vinhomes could boost FDI inflows into Vietnam, creating a positive effect on the real estate and stock markets. Businesses in the same industry could benefit from this trend.
Foreign investors net sold nearly 1,000 billion VND on HOSE, focusing on selling FPT and VPB
- Signal: Negative
- Impact on: VN-Index, FPT, VPB, MSB, SSI
- Comment: Strong net selling by foreign investors may put downward pressure on the general market and the stocks being sold. However, they still strongly accumulate some codes such as HAH, VRE, MWG, showing that there are still opportunities for selective investment.
Hoang Anh Gia Lai's HAG shares surge as durian prices double, becoming a rare commodity on the stock market
- Signal: Positive
- Impact on: HAG, HNG, agricultural stocks
- Comment: The high price of durian could boost Hoang Anh Gia Lai's profits, attracting investors' interest in HAG shares and other agricultural companies. This could create momentum for this group of stocks in the short term.
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.
