On December 13, 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.
FPT set a new peak price of 151,700 VND, leading the market in liquidity with over 726 billion VND. Foreign investors net bought nearly 82 billion, helping the VN-Index not to fall deeply during the session.
- Signal: Positive
- Impact on: FPT, VN-Index
- Comment: FPT shares continue to increase strongly and reach new peaks, showing large cash flows into the market. This can create a positive spillover effect, attract investors and promote liquidity of the entire market in the short term.
Foreign investors net sold nearly 450 billion VND, focusing on selling VRE on HOSE
- Signal: Negative
- Impact on: VN-Index, VRE, FPT, TCB, PVS, ACV
- Comment: Strong net selling by foreign investors may put downward pressure on the general market, especially stocks that are being sold heavily like VRE. However, some stocks that are still being bought net like FPT and TCB may help balance the market somewhat.
VN-Index slightly decreased, market waited for US inflation data and Fed's interest rate decision
- Signal: Neutral
- Impact on: VN-Index, VCB, BID, CTG
- Comment: The market fluctuates in a narrow range due to lack of momentum. Investors cautiously await US CPI data and Fed interest rate decision next week. Low liquidity shows apprehension. Bank stocks are the focus of attention.
New Securities Law strengthens investor protection, limits corporate bond risks
- The National Assembly passed the amended Securities Law, effective from January 1, 2025, tightening regulations on bond issuance, enhancing information transparency and the authority of management agencies. The majority of overdue bonds in the 2022-2024 period have a recovery rate of less than 10%.
- Signal: Positive
- Impact on: VNIndex, HNX-Index, securities and banking stocks
- Comment: The new law is expected to improve market confidence, promoting more vibrant bond issuance activities in 2025. Strengthening investor protection and information transparency can attract capital back to the stock market.
VNDirect: Steel prices continue to fall due to weakening Chinese real estate, affecting Hoa Phat's prospects
- Signal: Negative
- Impact on: HPG, NKG, HSG
- Comment: Falling steel prices may put pressure on profit margins and revenue of steel companies. However, the operation of Dung Quat 2 in 2025 may help HPG increase output, partly offsetting the impact of falling selling prices.
Water industry stocks grow impressively, outperforming the general market
- Signal: Positive
- Impact on: BWE, TDM, DNW, BWS, PMW, NS2
- Comment: The strong growth of water sector stocks reflects the positive outlook of this sector. M&A activities and production expansion may continue to drive growth in the future. This is a notable bright spot in the current stock market.
Dau Tu Newspaper organized the seminar Investment 2025: Decoding variables - Identifying opportunities to provide an in-depth perspective on the investment environment and opportunities in the coming year for investors.
- Signal: Positive
- Impact on: VN-Index, HNX-Index, blue-chip stocks
- Comment: The seminar can provide useful information, helping investors make better decisions. This can create momentum for the stock market, especially blue-chip stocks and major indices.
Nasdaq crosses 20,000 for first time as tech stocks surge
- The Nasdaq Composite Index crossed the 20,000 mark for the first time, rising 1,77%, boosted by strong gains in tech stocks such as Tesla, Nvidia, Alphabet and Amazon. Expectations of a Fed rate cut after the inflation report fueled the rally.
- Signal: Positive
- Impact on: Nasdaq, Tesla, Nvidia, Alphabet, Amazon
- Comment: Stable inflation reports and expectations of a Fed rate cut have boosted the market, especially technology stocks. This is a positive signal for the short-term growth prospects of the US stock market.
Investment Workshop 2025: Decoding the variables – Identifying opportunities to analyze economic prospects and investment opportunities
- Signal: Positive
- Impact on: VN-Index, HNX-Index
- Comment: The seminar provides information and in-depth perspectives on economic and market prospects, helping investors have a more comprehensive view to make appropriate investment decisions in the coming year. This can create a positive sentiment for the stock market.
FPT Retail (FRT) attracts attention with sky-high P/E, shareholders have high expectations for growth prospects
- Signal: Neutral
- Impact on: FRT, FPT, MWG
- Comment: FRT's high P/E reflects investors' positive expectations about growth potential. However, this also puts great pressure on the company to maintain growth rates to meet expectations. It is necessary to monitor business results in the coming quarters.
VCA continues to hit the ceiling, rookie RYG makes waves in the morning session of December 12
- VN-Index increased slightly thanks to the dominance of green in the bluechip group. VCA maintained its ceiling increase to 17,600 VND. Newcomer RYG attracted attention when it increased by more than 13% in the first trading session.
- Signal: Positive
- Impact on: VN-Index, VCA, RYG
- Comment: The market is improving, led by bluechips and small and medium-sized stocks. Investor sentiment has improved, but liquidity remains low, indicating that more time is needed to consolidate the uptrend.
VNDirect expert: Trump 2.0 can bring opportunities to Vietnam, public investment is a notable topic
- Signal: Positive
- Impact on: HHV, ACV, VN-Index
- Comment: Positive outlook for exports and public investment could support the stock market. However, inflation and exchange rate risks need to be monitored, which could affect monetary policy.
Experts warn of 4 financial variables in 2025, the Fed may tighten monetary policy
- Signal: Negative
- Impact on: VN-Index, HNX-Index, UPCoM-Index
- Comment: This forecast could put pressure on the Vietnamese stock market, especially banking and real estate stocks. Investors should be cautious and prepare for the scenario of the Fed tightening monetary policy.
SRA leaves waste treatment industry, joins electronics retail market with FPT Retail
- SRA has decided to divest from the waste treatment sector and invest in more than 50 new investments, including the billion-dollar electronics retail market with FPT Retail. This is an important strategic shift for the company.
- Signal: Positive
- Impact on: SRA, FRT
- Comment: SRA's diversification of its investment portfolio and entry into the potential e-retail market could bring new growth opportunities. This could create momentum for SRA and FRT stocks in the coming time.
VN-Index slightly decreased 0.12%, low liquidity and absence of leading group
- Signal: Negative
- Impact on: VN-Index, HNX-Index, VN30
- Comment: The market continues to be gloomy with low liquidity and lack of momentum from leading stocks. This shows investors' cautious sentiment, which could lead to a sideways trend in the short term if there is no new supporting information.
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.
