On January 13, 2025, 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.
Nhon Trach 2 Petroleum Power (NT2) is about to pay 230 billion VND in dividends, PV Power is expected to receive 137 billion VND
- Signal: Positive
- Impact on: NT2, POW
- Comment: Regular dividend payments demonstrate NT2's healthy financial situation, which can create confidence for investors. However, the sharp decline in profits in the first 9 months of 2024 needs further monitoring to assess long-term prospects.
Liquidity dropped sharply, VN-Index turned down 0.42% to 1,245.77 points amid concerns about global risks and external impacts.
- Signal: Negative
- Impact on: VN-Index, HNX-Index, UpCoM-Index, HDB, APG, YEG, TMT
- Comment: Low liquidity and falling indices reflect cautious investor sentiment. Risks from US trade policy, Fed interest rate movements and the uneven recovery of the domestic real estate market may continue to put pressure on the market in the short term.
Yeah1 shares hit the floor after news of stopping production of two popular shows, being fined for taxes and offering an additional 55 million shares for sale
- Signal: Negative
- Impact on: YEG, VN-Index
- Comment: The suspension of popular shows could negatively impact Yeah1’s revenue in the short term. However, the plan to issue new shares shows that the company is looking to raise capital to grow. Investors should follow more information about the company’s new business strategy.
Foreign investors net sold nearly 500 billion VND in the session of January 9 despite gloomy trading
- Signal: Negative
- Impact on: VN-Index, HNX-Index, UPCoM-Index, STB, VNM, SSI, BID, CTG, HPG, VCB
- Comment: The continued strong net selling by foreign investors amid declining market liquidity may put pressure on stock indices and blue-chip stocks. This reflects the cautious sentiment of foreign investors towards the Vietnamese market.
The situation of delayed corporate bond repayments will improve significantly in 2024
- The number of issuers with first-time delinquent principal/interest payments on bonds has dropped sharply from 79 in 2023 to 11 in 2024. The cumulative delinquent rate at the end of 2024 was 14.5%, with the Residential Real Estate group accounting for 62% of the total delinquent bonds.
- Signal: Positive
- Impact on: VNIndex, HNX-Index, NVL
- Comment: The improvement in late bond payments shows positive signs of corporate solvency. This could help strengthen investor confidence and support a stock market recovery in 2025.
Retail stocks PNJ, MWG and FRT are recommended to buy ahead of the prospect of consumption recovery in 2025
- Signal: Positive
- Impact on: PNJ, MWG, FRT, VN-Index
- Comment: The recommendation to buy leading retail stocks reflects the positive outlook for the retail industry in 2025. This could boost cash flow into retail stocks, supporting the VN-Index to increase in the short term.
VN-Index slightly decreased, liquidity at 14-month low due to weak cash flow
- Signal: Negative
- Impact on: VN-Index, HNX-Index, UpCoM-Index
- Comment: Low liquidity reflects investors' cautious sentiment. The market may continue to move sideways in the short term due to lack of growth momentum. It is necessary to monitor cash flow developments in the coming sessions.
VinFast launches new car model, CEO Xanh SM shows interest. This move shows confidence in the potential and quality of VinFast's new products.
- Signal: Positive
- Impact on: VIC, VFS (if listed)
- Comment: The interest of CEO Xanh SM can create a positive effect for the VinFast brand, boosting investor confidence in Vingroup. This can support VIC's stock price in the short term and create momentum for VFS when listed.
Electricity stocks promise strong growth in 2025 thanks to rising electricity demand and increased investment in new power sources
- Signal: Positive
- Impact on: REE, POW, PC1, QTP
- Comment: Positive outlook for the electricity sector in 2025 due to high demand, especially coal-fired thermal power and hydropower. Attractive investment opportunities in stocks of power generation, power construction and new power project development enterprises.
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.
