On December 20, 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.
Large investment funds shift to retail banking stocks, expecting consumer credit recovery
- Signal: Positive
- Impact on: VIB, ACB, STB, VPB
- Comment: This move reflects expectations of economic recovery and domestic consumption. Retail banking stocks are likely to benefit in the short and medium term. However, investors need to closely monitor market developments to have appropriate strategies.
VN-Index could surpass 1,300 points after Mr. Trump takes office as US President in 2025
- HSC experts predict that the VN-Index will increase sharply, possibly exceeding 1,300 points after Mr. Donald Trump officially takes office as US President in January 2025. Previously, this index was expected to fluctuate slightly in the range of 1,245-1,275 points.
- Signal: Positive
- Impact on: VN-Index, ACB, TCB, SSI, HCM, HPG
- Comment: This forecast creates optimism for investors. However, caution should be exercised with risks such as Mr. Trump's tax and immigration policies that could negatively affect global inflation and interest rates.
Experts predict that the VN-Index could reach 1,400 points by the end of 2025 despite foreign investors' record net selling of 3.1 billion USD in the first 11 months of 2024.
- Signal: Neutral
- Impact on: VN-Index, HNX-Index, UPCoM-Index
- Comment: Despite strong net selling by foreign investors, experts remain optimistic about the long-term prospects of the market. However, the short-term period may still be volatile due to the lack of breakthrough factors and competition from other investment channels.
Fed expected to keep interest rates unchanged, market cautiously awaits year-end policy announcement
- US and European stocks fell ahead of the Fed meeting. Investors worried about the prospect of a rate cut in 2025 after positive US economic data.
- Signal: Negative
- Impact on: S&P 500, Dow Jones, Nasdaq, VIX
- Comment: The market may continue to correct in the short term due to concerns that the Fed will maintain tightening policy longer than expected. Technology and banking stocks may be under the most pressure.
Vietnam stock market is divided, YEG stands out with 2 consecutive ceiling price sessions
- Signal: Neutral
- Impact on: VN-Index, YEG, HVH
- Comment: The market is in the accumulation phase, with the VN-Index fluctuating around 1,260 points. Although the large-cap group is correcting, some small and medium-sized stocks such as YEG and HVH are still attracting cash flow, showing that investment opportunities still exist in specific codes.
CII pays 5% cash dividend before Lunar New Year, shareholders have additional revenue for shopping. The company will spend about 160 billion VND on December 21, including the remaining 3% dividend in 2022 and the first 2% in 2023.
- Signal: Positive
- Impact on: CII
- Comment: This move shows CII's positive outlook after a difficult period. Regular quarterly dividend payments can attract investors, increase liquidity and CII's stock price in the short term.
Mr. Duc's daughter bought 1 million HAG shares after a company tour, showing her confidence in Hoang Anh Gia Lai's business prospects.
- Signal: Positive
- Impact on: HAG, HNG
- Comment: This move may have a positive effect on HAG shares in the short term. However, investors need to be cautious and carefully evaluate the fundamentals of the business before making an investment decision.
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.
