On December 18, 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.
VN-Index may surpass 1,400 points in 2025, the market is preparing for a big wave
- VPBankS's strategy director forecasts that the VN-Index could reach over 1,400 points in 2025, driven by corporate profit growth and expectations of market upgrade.
- Signal: Positive
- Impact on: VN-Index, HNX-Index, VN30
- Comment: Positive forecast for medium and long-term market prospects, creating optimism for investors. However, the market may still experience short-term fluctuations due to net selling pressure from foreign investors and exchange rate fluctuations.
Bank stocks forecast to grow 15-20% in 2025, many experts recommend investment
- Signal: Positive
- Impact on: VCB, CTG, MBB, TCB, VPB, TPB, HDB
- Comment: The positive growth prospects of the banking sector may boost cash flow into stocks in this group. However, investors need to closely monitor important indicators such as CASA, NIM and asset quality of each specific bank.
Cash flow is strong into small and medium-sized stocks, PAC, FIR, HVH, YEG, GSP hit the ceiling in the morning session of December 17
- Signal: Neutral
- Impact on: PAC, FIR, HVH, YEG, GSP, VN-Index
- Comment: The market has no clear trend, the VN-Index fluctuates around the reference. Low liquidity is a worrying point. However, cash flow is still looking for opportunities in small and medium-sized stocks, showing that investors are still cautious.
US tech stocks rebound strongly, investors wait for Fed to cut interest rates
- Nasdaq rose 1.24% as big tech stocks rallied. Alphabet rose 3.6%, Amazon rose 2.4%. Investors expect the Fed to cut interest rates 0.25% at this week's meeting.
- Signal: Positive
- Impact: AAPL, MSFT, GOOGL, AMZN, META, TSLA
- Comment: The recovery of US technology stocks may have a positive effect on Vietnamese technology stocks. Investors should closely monitor the developments of the Fed meeting and the reaction of global markets.
Kinh Bac (KBC) cooperates with VPBank for the first time, hoping for the Trang Cat project. This move could open up new opportunities for KBC in raising capital and developing industrial real estate projects.
- Signal: Positive
- Impact on: KBC, VPB
- Comment: The cooperation with VPBank can help KBC improve its financial situation and accelerate the progress of Trang Cat project. This can have a positive impact on KBC's stock price in the short and medium term, and reflect the positive outlook of the industrial real estate industry.
Vietnam's stock market may shake in 2025, but there is a big opportunity from upgrading at the end of the year
- Experts predict that the VN-Index will fluctuate between 1,200 and 1,300 points in the first half of 2025 and may exceed 1,400 points by the end of the year thanks to market upgrades. Liquidity is expected to increase sharply, attracting foreign capital from the third quarter of 2025.
- Signal: Neutral
- Impact on: VN-Index, HNX-Index, VN30
- Comment: The market may face short-term difficulties due to foreign net selling pressure and exchange rate fluctuations. However, the prospect of upgrading by the end of 2025 will create strong growth momentum for the market in the long term.
Insurance stocks are still in the storm, with the industry's average P/B valuation at only 1.4x after damage from Typhoon Yagi. Profits in the fourth quarter of 2024 are expected to continue to decline due to large compensation costs.
- Signal: Negative
- Impact on: VNI, ABIC, BSH, MIC, BVH
- Comment: The insurance industry outlook for 2025 could be more positive thanks to the government’s target of increasing penetration and expectations of a recovery in interest rates. However, businesses need to strengthen their risk assessment capabilities and diversify their investment portfolios to improve efficiency.
Experts predict a 'fourth big wave' on the Vietnamese stock market in 2025, opening up attractive investment opportunities for long-term investors.
- Signal: Positive
- Impact on: VN-Index, HNX-Index, bluechip stocks
- Comment: This forecast can create optimism for investors, promoting cash flow into the market in the long term. However, it is necessary to be cautious with short-term fluctuations and potential risks from macro factors.
Vietnam's stock market traded sluggishly, VN-Index slightly decreased 0.16% to 1,261.72 points in the session on December 17. Low liquidity, foreign investors continued to net sell.
- Signal: Negative
- Impact on: VN-Index, HNX-Index, VN30
- Comment: The market lacks growth momentum, cash flow is cautious. Investors tend to withdraw from the market due to lack of supporting information. The main indexes all decreased slightly, liquidity decreased, showing investors' cautious and risk-averse psychology.
Vietnam's chemical industry has strong growth potential, CSV is considered a promising stock
- Signal: Positive
- Impact on: CSV, DGC, PAC, DDV, PAT
- Comment: The growth prospects of the chemical industry with a growth target of 10-11%/year by 2030 will boost businesses in the industry. CSV has potential thanks to the new factory project and relocation compensation, which can bring about sudden profits.
Yeah1 (YEG) shares hit the ceiling after the success of the concert Anh trai tran ngan cong gai, attracting the attention of investors with doubled liquidity.
- Signal: Positive
- Impact on: YEG, VN-Index
- Comment: This event may create positive momentum for YEG shares in the short term. However, the general market is still in a downtrend with VN-Index weakening and foreign investors continuously net selling.
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.
