On April 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.
Long Chau continues to expand strongly, expected to reach 3,000 stores by 2028
Bao Viet Securities forecasts a positive outlook for Long Chau in the next 3-5 years, with a net profit margin that could reach 4.5% by 2030. This pharmacy chain maintains a competitive advantage thanks to its extensive network and diverse product portfolio.
- Signal: Positive
- Affects: FRT, DGW, PHP
- Comment: Positive news for FPT Retail, especially the Long Chau chain. Prospects for expansion and improved profit margins could boost FRT’s share price. Pharmaceutical distribution companies such as DGW and PHP could also benefit from the industry’s growth.
Liquidity increased sharply but margin debt increased slightly, Vietnam's stock market actually increased points
- Signal: Positive
- Impact on: VN-Index, HNX-Index, small and medium-cap stocks
- Comment: The sharp increase in liquidity while the margin balance has not increased significantly shows investors' confidence in the long-term prospects of the market. This could lead to more sustainable growth of the index and stocks in the coming time.
Wall Street falls on auto tariff concerns, Tesla and Nvidia shares plunge
- Signal: Negative
- Impacted: TSLA, NVDA, GM, SPX, DJI, IXIC
- Commentary: News of impending auto tariffs weighed on U.S. stocks. Auto and semiconductor stocks were hit hard. Investors cautiously awaited policy details and PCE inflation data later in the week.
Dragon Capital proposes tokenizing ETF in Vietnam, opening up new investment opportunities
Dragon Capital, Vietnam's leading fund management company, proposed tokenizing ETFs to increase liquidity, reduce investment barriers and extend trading hours to 24/7. This is considered a reasonable step to convert from traditional assets to digital assets in Vietnam.
- Signal: Positive
- Impact on: DCVFMVN30 ETF, SSIAM VNX50 ETF, VFMVN Diamond ETF
- Comment: This proposal can promote the development of Vietnam's ETF market, attracting more individual and institutional investors. However, a clear legal framework is needed to ensure safety and transparency for investors.
High prices, many state divestment deals fail
- Many recent auctions of state shares have been cancelled due to lack of investors participating. The main reasons are the starting price being much higher than the market price and the lack of interest from foreign investors.
- Signal: Negative
- Impact on: DMC, CHP, REE
- Comment: Delayed state capital divestment may negatively affect equitization plans and attract investment capital. This may put pressure on the stock market in the short term, especially stocks related to state capital divestment.
Individual registered to sell more than 60 million HDBank shares, expected to collect over 1,300 billion VND
Mr. Nguyen Huu Dang, Chairman of the Board of Directors of Vikki Digital Bank, registered to sell all 60 million HDB shares (1.713% capital) from April 1-29. The transaction is to solve personal financial needs, expected to earn more than VND 1,300 billion at current market price.
- Signal: Neutral
- Impact on: HDB, VIB, TCB, ACB
- Comment: Large divestments may put short-term pressure on HDB’s price. However, HDBank’s positive business outlook in 2025 may help limit the negative impact. Banks in the same segment may also be indirectly affected.
Vinhomes expects a sudden profit growth of 1,254% in Q1/2025, leading the real estate industry
- Signal: Positive
- Impact on: VHM, VIC, NVL, DXG, KDH
- Comment: The forecast of strong profit growth of Vinhomes and leading real estate enterprises shows the recovery prospects of the industry. This can boost investor confidence, creating growth momentum for the stock market in 2025.
Saigonres Chairman spends 800 billion VND to buy shares, increasing ownership to 47,75% capital
Mr. Pham Thu, Chairman of the Board of Directors of Saigonres, registered to buy 20 million SGR shares through private placement at VND40,000/share, 5% higher than the market price. The proceeds will be used to pay off debts and invest in projects.
- Signal: Positive
- Impact on: SGR, VN-Index
- Comment: The company chairman buying a large amount of shares at a price higher than the market price shows confidence in the business's prospects. This can have a positive impact on investor sentiment, especially in the real estate sector.
Stock liquidity plummets, hits 1-month low as market struggles
- Signal: Negative
- Impact on: VN-Index, HoSE, banking stocks
- Comment: Low liquidity and a slight decrease in the index indicate investors' cautious sentiment. The correction trend may continue in the short term, especially in the banking group. However, foreign net buying is showing signs of improvement.
HSBC expects Vietnam to have a chance to upgrade its stock market to Emerging Market status in 2025
Mr. Gary Harron, Head of HSBC Vietnam Securities Services, commented that the Vietnamese stock market has made significant progress over the past decade and is striving to meet FTSE Russell's criteria for upgrading. The upgrade could attract about $6 billion in foreign capital into the market.
- Signal: Positive
- Impact on: VN-Index, HNX-Index, HOSE, HNX
- Comment: The prospect of market upgrade will create positive momentum for Vietnam's stock market in the short and medium term. This can promote foreign capital inflows into the market, improve liquidity and stock valuation, especially large-cap stocks.
Vikki Bank Chairman divests from HDBank, registers to sell all 60.1 million HDB shares worth more than 1,300 billion VND
- Signal: Neutral
- Impact on: HDB
- Comment: Mr. Nguyen Huu Dang's divestment may create short-term selling pressure on HDB shares. However, this is a personal transaction, so the long-term impact on HDBank may be limited. It is necessary to monitor the market reaction in the coming trading sessions.
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.
