On December 12, 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.
Foreign investors unexpectedly net bought nearly 200 billion VND worth of DHT shares on HNX, reversing the previous net selling trend.
- Signal: Positive
- Impact on: DHT, FPT, HDB, MWG, PVS
- Comment: Strong net buying by foreign investors, especially DHT shares, may create positive sentiment among domestic investors. This may boost cash flow into the market, supporting the short-term growth of the VN-Index.
China's central bank pledges most aggressive monetary easing in a decade to boost economic growth in 2025
- Signal: Positive
- Impact on: VN-Index, HNX-Index, VCB, CTG, BID
- Comment: This move could boost China's economic recovery, creating a positive spillover effect to neighboring countries like Vietnam. Foreign investment capital is likely to return to the Vietnamese stock market in the short term.
VN-Index may test the resistance zone of 1,280-1,300 points if market sentiment improves.
- Signal: Neutral
- Impact on: VN-Index, HNX-Index
- Comment: The market is in the accumulation phase around 1,270 points. The possibility of an increase depends on the spread of cash flow and the movements of foreign investors. It is necessary to monitor the banking and real estate stocks to assess the trend.
Investment Conference 2025: Decoding variables - Identifying opportunities gathers leading experts to forecast economic prospects and investment opportunities in 2025
- Signal: Positive
- Impact on: VN-Index, HNX-Index
- Comment: The seminar provides an in-depth view of economic prospects and investment opportunities, helping investors have more information to make decisions. This can create positive sentiment and promote cash flow into the stock market in the short term.
PC1 and VJC – Two stocks promising strong growth in 2025
- PC1 is recommended to buy with a target price of VND30,300/share, up 31%. VJC is expected to grow thanks to the recovery of international visitors, target price of VND118,000/share.
- Signal: Positive
- Impact on: PC1, VJC, VN-Index
- Comment: Positive prospects of PC1 and VJC can boost VN-Index. However, investors need to monitor market developments and macro factors before making investment decisions.
KIDO is about to hold an extraordinary shareholders' meeting, asking for opinions on selling KDF shares and ownership of Merino and Celano ice cream brands.
- Signal: Neutral
- Impact on: KDC, VNM
- Comment: KIDO's divestment from the ice cream segment may help focus resources on other core business areas. However, losing control of KDF may affect short-term revenue. It is necessary to monitor the capital usage plan from this transaction.
Super shark KKR and giant Nvidia race to invest in Vietnam
- Investment fund KKR ($528 billion) and Nvidia ($3,000 billion) have consecutively visited Vietnam, pledging to expand investment and deepen cooperation. Nvidia promises to turn Vietnam into its second home and the world's AI center.
- Signal: Positive
- Impact on: VN-Index, HNX-Index, VIC, MSN, FPT, CMC
- Comment: The interest from global technology and investment giants shows Vietnam's great potential. This could boost foreign capital flows into the stock market, especially technology and real estate stocks.
The revised Electricity Law was passed, opening up new opportunities for Vietnam's electricity industry.
- The National Assembly passed the revised Electricity Law, creating a favorable legal framework for the development of a competitive electricity market and accelerating investment in energy infrastructure. Many electricity companies are expected to benefit from the new regulations.
- Signal: Positive
- Impact on: POW, GAS, CNG, TV2, BCG, TTA, PC1, REE, HDG
- Comment: The new law creates growth momentum for the electricity sector, especially LNG and renewable energy. However, the market may have partly reflected this expectation in electricity stock prices.
Vietnam stock market cautious, VN-Index approaching 1,300 point mark
- Investors cautiously traded, low liquidity. Securities and banking groups led the market. SHB, BSI and SMC stood out with high liquidity.
- Signal: Neutral
- Impact on: VN-Index, SHB, BSI, SMC
- Comment: The market is in a state of balance, waiting for new information. Banking and securities stocks can lead the trend. Need to monitor fluctuations around the 1,300 point threshold of VN-Index.
Mirae Asset: Vietnam's stock market in 2025 will be driven by exports, domestic consumption and bad debt settlement, but faces many global risks
- Signal: Neutral
- Impact on: VN-Index, VCB, BID, CTG, MWG
- Comment: The market has both opportunities and challenges in 2025. Internal factors such as export and domestic consumption recovery will support growth. However, risks from the global macro environment and pressure to handle bad debt may cause fluctuations. Investors need to be cautious and closely monitor developments.
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.
