On March 12, 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.
VN-Index continued to increase strongly, surpassing 1,330 points thanks to the breakthrough of banking and securities groups.
Liquidity remains active with VND, VIX, SSI leading. VIC actively supports after information about Vinpearl submitting listing application.
- Signal: Positive
- Impact on: VN-Index, VCB, VIC, VND, VIX, SSI
- Comment: The market is trending positively with high liquidity and breakthroughs in banking and securities groups. Prospects for market upgrade and positive macro factors support the growth momentum in the coming time.
VN-Index accelerates, real estate stocks flourish
- Signal: Positive
- Impact on: VN-Index, VIC, BCM, IJC, VND, VIX, SSI
- Comment: The market is trending positively, led by the real estate and securities groups. Liquidity remains high at over VND20,000 billion/session. VN-Index is likely to continue its upward momentum in the short term thanks to strong cash flow and investor optimism.
TLH shares surged 40% in 3 weeks due to expectations of benefiting from rising steel prices, but risks still exist
- Signal: Neutral
- Impact on: TLH, HPG, HSG, NKG
- Comment: Although rising steel prices may help TLH improve its short-term profit margins, the business situation remains challenging. Domestic competition and export difficulties may negatively affect the long-term prospects of the company and the steel industry in general.
ACBS increases charter capital to 11,000 billion VND, sets 2025 profit target to increase by 60%
ACBS Securities Company, owned by ACB Bank, has just announced a plan to increase its charter capital by VND1,000 billion to VND11,000 billion. The company also sets a pre-tax profit target of VND1,350 billion in 2025, an increase of over VND60% compared to the previous year.
- Signal: Positive
- Impact on: ACB, VN-Index
- Comment: ACBS’s capital increase and ambitious profit target reflect the positive outlook of the stock market. This could boost investor confidence, supporting the VN-Index’s short-term growth.
Investment opportunities in bank stocks with plans to increase capital in 2025
Many banks are expected to increase capital in 2025, creating attractive investment opportunities. VCB and BID have approved private placement plans, with BID having just successfully raised VND4.8 trillion from five investors.
- Signal: Positive
- Impact on: VCB, BID, CTG, TCB, MBB, ACB
- Comment: Banks’ capital increase plans can boost credit growth and improve capital adequacy ratios. However, investors need to carefully select stocks with good fundamentals and long-term growth prospects.
Vingroup's capitalization surpasses Hoa Phat's, Mr. Pham Nhat Vuong closes in on the top 500 richest billionaires in the world
VIC shares increased sharply by 4.4%, bringing Vingroup's capitalization to 7 billion USD, surpassing Hoa Phat. Billionaire Pham Nhat Vuong's assets reached 6.7 billion USD, ranking 501st in the world. VinFast became the best-selling car brand in Vietnam in 2024.
- Signal: Positive
- Impact on: VIC, HPG, VFS
- Comment: The growth of Vingroup and VinFast creates optimism for investors. This can boost cash flow into the market, especially blue-chip stocks and the electric car industry.
FTSE Russell is about to announce the results of its review to upgrade Vietnam's stock market to Secondary Emerging Market.
This decision could bring large capital flows to Vietnam's stock market.
- Signal: Positive
- Impact on: VN-Index, HNX-Index, VN30-Index
- Comment: The upgrade will attract more foreign capital, increase liquidity and trading value. Large-cap stocks and blue-chips may benefit the most. However, we need to wait for official results and a specific implementation roadmap.
Vibrant cash flow pushes liquidity to exceed 1 billion units, VN-Index increases slightly thanks to bluechips VCB, VIC, BCM
- Signal: Positive
- Impact on: VN-Index, VCB, VIC, BCM
- Comment: Strong liquidity and the recovery of blue-chip stocks show that investor sentiment is improving. However, the market still needs more time to confirm a sustainable uptrend.
VNDIRECT integrates VCBF fund on VNDGO, expanding investment opportunities for individual investors
From February 2025, VNDIRECT will officially distribute 4 VCBF open-end funds on the VNDGO platform, helping investors easily access high-quality investment products with capital from only 100,000 VND.
- Signal: Positive
- Impact on: VND, VCB
- Comment: This move strengthens VNDIRECT's position in the asset management sector, attracting more individual investors. VNDIRECT is expected to grow in the number of accounts and revenue from management fees, while supporting VCB in expanding its fund product distribution channel.
VN-Index increased for the third consecutive session, surpassing the 1,330 point mark thanks to banking and securities stocks leading the way.
- Signal: Positive
- Impact on: VCB, VIC, SSI, FPT
- Comment: The market is in a positive uptrend with improved liquidity. However, it is necessary to monitor profit-taking pressure and foreign net selling which may impact the short-term uptrend.
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.
