On December 31, 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.
VN-Index increased 12% since the beginning of the year, but many investors still suffered heavy losses due to choosing the wrong stocks.
- Signal: Neutral
- Impact on: VN-Index, VIC, VHM, VRE, VJC, SAB, NVL, KDC, DXG, VGC, KBC, VND, GAS
- Comment: The market is increasing but is strongly divergent, concentrated in a few large stocks. Individual investors are facing difficulties due to lack of experience in stock selection and swing trading strategies. Strong net selling by foreign investors is putting pressure on the market. Caution is needed in the short term.
The stock flash newsletter aims to provide investors with an overview, while emphasizing the importance of thorough analysis.
- The VN-Index increased positively last week, creating momentum towards the 1,300-point mark. Cash flow circulated strongly among industry groups, especially large-cap and banking groups.
- Signal: Positive
- Impact on: VN-Index, VN30, banking stocks, securities, steel, real estate
- Comment: The market is showing many positive signs with strong cash flow. If large-cap stocks and banks continue to lead, the VN-Index could head towards the 1,300-point mark in the near future. However, it is necessary to monitor the differentiation between stock groups.
VN-Index may exceed 1,500 points in 2025 according to TPS forecast
- Tien Phong Securities (TPS) forecasts that the VN-Index could reach 1,470 points in 2025, and could even exceed 1,500 points if macro factors are favorable. The current P/E valuation is attractive compared to the 10-year average.
- Signal: Positive
- Impact on: VN-Index, banking stocks, real estate, consumer
- Comment: Optimistic forecasts for the VN-Index could boost investor sentiment and increase market liquidity. However, it is still necessary to monitor risk factors such as global monetary policy and geopolitical situations.
Vietnamese billionaire loses assets for 2 consecutive years: A sign of economic difficulties?
- A Vietnamese billionaire has seen his fortune decline for two consecutive years, reflecting the economic challenges facing large businesses.
- Signal: Negative
- Impact on: VN-Index, bluechip stocks
- Comment: The decline in billionaires' wealth could negatively affect investor sentiment, especially for large-cap stocks. This could lead to short-term selling pressure in the Vietnamese stock market.
Public investment stocks rose against the trend in the morning session of December 30, VCG increased by 2.2%, HHV and LCG increased by 1.5% despite the VN-Index falling due to the weakening of the banking group.
- Signal: Neutral
- Impact on: VCG, HHV, LCG, VN-Index
- Comment: The divergence between public investment and the general market shows that money is circulating. However, selling pressure is still present as Tet approaches. Investors should be cautious and monitor developments in the sectors in the coming sessions.
VCBS forecasts that VN-Index could reach 1,663 points in 2025 thanks to expectations of market upgrade and EPS growth 12%
- Signal: Positive
- Impact on: VN-Index, BSR, MCH
- Comment: VCBS's positive forecast shows strong growth prospects for the Vietnamese stock market in 2025. Expectations of market upgrade and favorable macro factors could boost foreign capital inflows, especially into bluechips and midcaps.
BVSC expert: Bank stocks are being priced cheaply, with great investment potential in 2025
- Vietnam's stock market in 2025 has many growth drivers. Real estate supply recovers, inflation is stable, and the interest rate environment is favorable. The banking industry is assessed to have attractive valuations and investment potential.
- Signal: Positive
- Impact on: VN-Index, HNX-Index, VN30-Index, banking stocks
- Comment: Positive outlook for the stock market in 2025, especially banking stocks. Favorable macro environment and attractive valuations can boost cash flow into the market, supporting the upward trend of indices.
Vietnam stock market growth expectations in 2025 based on many positive factors
- Experts expect Vietnam's stock market to have strong growth potential in 2025, thanks to attractive valuations, economic recovery prospects, and increased foreign capital inflows when the market is upgraded.
- Signal: Positive
- Impact on: VN-Index, VN30, HNX-Index
- Comment: Information about growth expectations in 2025 may create optimism for investors. However, it is still necessary to monitor macroeconomic factors and actual market developments to have a more accurate assessment.
VN-Index breaks out strongly, Santa Claus effect stirs up Vietnam's stock market at the end of the year
- Signal: Positive
- Impact on: VN-Index, CTG, STB, LPB, HPG, PLC, VCG, HHV
- Comment: The Santa Claus effect boosts investor sentiment, expecting the market to continue to increase in the short term. Cash flows into banking and infrastructure stocks, creating momentum for the VN-Index to move towards the 1,300-point zone. However, caution should be exercised with risks from global interest rate fluctuations.
Bright outlook for Vietnam stocks in 2025: GDP growth expected to reach 6.5-7.5%, market upgrade opportunity and corporate profits to increase by 20%
- Signal: Positive
- Impact on: VN-Index, HNX-Index, VN30, banking sector (BID, CTG, VCB), real estate (VIC, NVL), export (MSN, VNM)
- Comment: The positive outlook for the economy and stock market could boost investment flows, especially from foreign investors. However, macroeconomic and geopolitical factors need to be closely monitored to ensure sustainable growth.
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.
