On December 14, 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.
VNDirect expert warns of US inflation risks and pressure to raise interest rates in Vietnam if Trump's trade policy causes strong fluctuations in exchange rates in the new term
- Signal: Negative
- Impact on: VNIndex, VN30, banks (BID, CTG, VCB), real estate (VIC, NVL, DXG)
- Comment: Inflation risks and rising interest rates may negatively affect the stock market, especially the banking and real estate groups. Investors should be cautious and closely monitor developments in US policy in the coming time.
VPBankS points out 4 groups of promising stocks in 2025: energy, real estate, retail and banking. Vietnam's stock market is forecasted to be positive with many supporting factors.
- Signal: Positive
- Impact on: VN-Index, HNX-Index, VCB, CTG, GAS, PVD, VIC, VHM, MWG, PNJ
- Comment: This information can create optimism for investors, promoting cash flow into the stock market. Stocks in the 4 mentioned industry groups can attract attention and increase liquidity in the coming time.
A series of banks issue shares to pay dividends to increase charter capital, improve financial capacity and expand operations in the run-up to Tet.
- Signal: Positive
- Impact on: Bank stocks, VN-Index
- Comment: This move helps banks improve their competitiveness and growth in the long term. However, the issuance of additional shares may put short-term dilution pressure on bank stock prices. The VN-Index may be affected in the opposite direction.
VN-Index is in the accumulation phase, fluctuating around the 1,270 point threshold.
- The main index is facing selling pressure, but still maintains a short-term recovery trend. Average liquidity shows that cash flow is cautiously waiting for clearer signals.
- Signal: Neutral
- Impact on: VN-Index, HNX-Index
- Comment: The market is in the accumulation phase, needing more momentum from fundamental factors to overcome the strong resistance zone of 1,280-1,300 points. Investors should be cautious and monitor developments in the coming sessions.
ACB and VPB bank stocks are recommended to buy, with positive growth prospects in 2025
- Signal: Positive
- Impact on: ACB, VPB, POW, HHV
- Comment: The buy recommendation for banking and energy stocks reflects expectations of economic recovery, improved NIM and credit growth in 2025. This could boost cash flow into these stocks, supporting the overall market's uptrend.
Experts predict that Vietnam's stock market will grow positively from 15-20% in 2025, recommending investors to buy and accumulate stocks
- Signal: Positive
- Impact on: VN-Index, FPT, VNM, DRC, CSM
- Comment: The prospect of economic growth and improved exports will create momentum for the market. Investors should consider long-term investments in the technology, chemical, rubber, seaport and financial sectors. However, they need to flexibly adjust their portfolios to control risks.
FPT launches $100 million AI factory, creating competitive advantage with global tech giants
- Signal: Positive
- Impact on: FPT
- Comment: The AI factory helps FPT compete with major rivals, opening up strong growth potential in the AI field. It is expected to contribute significantly to revenue and profit, boosting the positive outlook for FPT shares in the medium and long term.
Top 500 leading employers in Vietnam 2024 create jobs for more than 1.7 million workers with an average income of nearly 22.8 million VND/month
- Signal: Positive
- Impact on: VN-Index, HNX-Index, human resource stocks such as PNJ, FPT, VIC
- Comment: The news shows positive developments in Vietnam's labor market and economy. This could boost investor confidence, supporting the stock market, especially large enterprises in the VBE500 list.
Wall Street fell as investors took profits despite expectations of a Fed rate cut. The Nasdaq, S&P 500 and Dow Jones all fell after earlier gains. Big tech stocks such as Nvidia, Meta, Alphabet and Amazon all fell.
- Signal: Neutral
- Impact: Nasdaq, S&P 500, Dow Jones, Nvidia, Meta, Alphabet, Amazon
- Comment: Despite short-term profit-taking pressure, the market outlook remains positive thanks to expectations of a Fed rate cut. However, investors should be cautious about the volatility of large-cap technology stocks.
Dung Quat oil refinery owner changes floors, ready to enter VN30 basket
- More than 3.1 billion BSR shares of Binh Son Refining and Petrochemical are about to move from UPCoM to HoSE, opening up the opportunity to enter the VN30 basket and attract large cash flows from investment funds.
- Signal: Positive
- Impact on: BSR, VN30, VNIndex
- Comment: BSR's floor transfer may create a positive effect on the market, especially oil and gas stocks. This may boost liquidity and attract investors' attention to large stocks on the HoSE.
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.
