On December 25, 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.
Small and medium-sized stocks break out, leading VN-Index to increase by more than 5 points
- Signal: Positive
- Impact on: VN-Index, VN Mid Cap, VN Small Cap, BMP, YEG
- Comment: The superiority of midcap and penny stocks shows that cash flow is diversifying, moving towards stocks with their own stories. This could create growth momentum for the market in the short term, especially for small and medium-sized stocks.
Corporate profits in the fourth quarter of 2024 are expected to increase sharply by 25%, the highest since the second quarter of 2022.
- MBS forecasts that the overall market profit could grow by 25% year-on-year in Q4/2024, supported by low interest rates and a recovery in manufacturing. The real estate sector is expected to grow strongly by 1,005%, while banks will increase by 14.5%.
- Signal: Positive
- Impact on: VN-Index, VHM, KDH, NLG, DXG, OCB, TPB, VPB, CTG, TCB
- Comment: Strong profit growth forecast is a positive signal for the stock market. This can boost investment cash flow into stocks, especially in industries that are forecast to have high profit growth such as real estate and banking.
Many large enterprises announced their business results in 2024: GAS, OIL, PVT, DCM, HVN, ACV and MVN have positive prospects
- Signal: Positive
- Impact on: GAS, OIL, PVT, DCM, HVN, ACV, MVN, VIC
- Comment: Positive business results of large enterprises show the recovery of the economy. This can create growth momentum for the stock market in the coming time, especially stocks in the oil and gas, aviation and construction industries.
DIC Corp has suspended its plan to issue shares due to unfavorable market conditions, in order to protect shareholders' interests. This is not the first time the company has abruptly canceled its plan to increase capital.
- Signal: Negative
- Impact on: DIG, VN-Index
- Comment: The cancellation of DIC Corp's offering plan reflects the company's cautious sentiment in the face of market developments. This could negatively affect investor confidence and put pressure on DIG shares as well as the VN-Index in the short term.
Good opportunity to collect goods in 2025: Experts recommend investing in banking, real estate, consumer and information technology when stocks fluctuate
- Signal: Positive
- Impact on: VN-Index, VNFinLead, VNREAL, VNConsumer, VNIT
- Comment: Forecasted profit growth of listed companies improved from 13% (2024) to 17% (2025). Projected P/E valuation is 12 times, attractive compared to the region. Liquidity can reach 23,000-26,000 billion VND/session. VN-Index can reach 1,400 points by the end of 2025.
VN-Index could surpass 1,400 points in 2025 thanks to prospects of upgrading and corporate profit growth
- Signal: Positive
- Impact on: VN-Index, VN30, HNX-Index
- Comment: The prospect of market upgrade and expected growth in corporate profits 25-30% in 2025 are the main drivers of the VN-Index. Foreign capital flows are expected to increase sharply in the second half of 2025 when the market is close to being upgraded.
Kafi Securities increases capital to VND5,000 billion, ready for a new era of Vietnam's financial market
- Signal: Positive
- Impact on: VN-Index, HNX-Index, UPCOM-Index
- Comment: Kafi's capital increase reflects confidence in the growth potential of the Vietnamese stock market. This could encourage other securities companies to increase capital, improve liquidity and attract more foreign investors to the market.
VPS launches new brand identity, affirming its role as a reliable companion to investors
- VPS Securities Joint Stock Company has just officially introduced a completely new brand identity, with a logo that means spreading waves and the main colors are purple and black, representing sustainable development and looking towards the future.
- Signal: Positive
- Impact on: VPS, HNX, HOSE
- Comment: The rebranding shows that VPS has a long-term development strategy, consolidating its position in the stock market. This can have a positive impact on investor confidence and trading activities on the floor.
From January 1, 2025, securities accounts that have not updated their chip-embedded ID cards will be restricted from online transactions and must transact directly at the counter. The State Securities Commission requires investors to update their information before the deadline to ensure their trading rights.
- Signal: Neutral
- Impact on: VN-Index, HNX-Index, listed securities companies such as SSI, VND, VCI
- Comment: The news may cause short-term market disruption due to the large number of affected accounts. However, this is a necessary measure to standardize information and improve transaction safety in the long term.
Cash flow favors small and medium stocks, VN-Index surpasses 1,260 points
- The stock market on the morning of December 23rd recorded widespread green, VN-Index surpassed the 1,260 point mark. Cash flow focused on small and medium-sized stocks such as VIX, YEG, VOS, DIG. YEG stood out with 5 consecutive ceiling-raising sessions, doubling its market price in 1 month.
- Signal: Positive
- Impact on: VN-Index, VIX, YEG, VOS, DIG
- Comment: Interest in mid- and small-cap stocks shows that investors are looking for short-term profit opportunities. However, low liquidity warns that caution is still present ahead of the year-end holidays.
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.
