On February 14, 2025, 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 in the form of a quick news bulletin.
VN-Index is expected to continue accumulating in February, fluctuating from 1,230-1,300 points.
- SHS forecasts that VN-Index will maintain a medium-term accumulation process in February 2025, with a fluctuation range from 1,230-1,240 points to 1,280-1,300 points. The forward P/E valuation of 11.9 times is considered quite attractive compared to the current growth prospects.
- Signal: Neutral
- Impact on: VN-Index, bluechip stocks
- Comment: The market is in the accumulation phase, with no clear breakthrough. Investors should carefully monitor international trade developments and the impact of US policies on the Vietnamese economy.
VN-Index recovers, FPT and HPG lead the increase after the correction session
- The Vietnamese stock market regained green in the session on February 11, with many large stocks such as FPT and HPG recovering strongly after the previous sell-off. The VN-Index closed up, erasing concerns about a short-term downtrend.
- Signal: Positive
- Impact on: VN-Index, FPT, HPG
- Comment: The recovery of large-cap stocks helps strengthen investor confidence. However, it is necessary to monitor the coming sessions to confirm the market's sustainable upward trend.
KDH, GAS and NLG stocks are recommended to buy and increase the proportion thanks to positive prospects.
- Signal: Positive
- Impact on: KDH, GAS, NLG
- Comment: Recommendations to buy and increase the proportion of real estate and oil and gas stocks show the recovery prospects of these industries. This can promote cash flow into related stocks, positively supporting the general market in the short term.
VN-Index recovers slightly, gold price fluctuates strongly during the day
- VN-Index increased 5.19 points (+0.41%) to 1,268.45 points. SJC gold price increased sharply by 1 million VND/tael at the beginning of the day but then decreased by 1.8 million VND/tael, closing at 90.5 million VND/tael.
- Signal: Neutral
- Impact on: VN-Index, HNX-Index, bank stocks, HPG, FPT
- Comment: The stock market recovered slightly thanks to blue chips in banks and some large stocks. However, the strong fluctuations in gold prices show investors' cautious sentiment. It is necessary to monitor developments in the coming sessions.
ABS forecasts that the Vietnamese stock market will continue its positive trend, expecting the VN-Index to surpass the threshold of 1,284-1,310 points in February.
- Signal: Positive
- Impact on: VN-Index, VN30, VNMID, VNSML
- Comment: ABS's positive forecast can boost investor sentiment, creating momentum for the market to continue its upward momentum. Recommended sectors such as public investment, industrial park real estate, and seaports can attract cash flow in the short term.
VPBankS expert: VN-Index may surpass 1,300 points from the third quarter, foreign investors may return to net buying
- Signal: Positive
- Impact on: VN-Index, bluechip stocks
- Comment: Positive prospects for corporate earnings growth, attractive valuations and the possibility of market upgrades could push the VN-Index above 1,300 points in the second half of the year. At the same time, net selling pressure from foreign investors is expected to gradually decrease.
Three Vietnamese stocks are included in MSCI's largest frontier index, no stocks are excluded
- MSCI added BMP, CMG and VTP to the MSCI Frontier Markets Index basket from February 28. Vietnam continues to lead with a weight of 24.69% in the basket, with 2 representatives in the top 10, HPG and VHM.
- Signal: Positive
- Affects: BMP, CMG, VTP, HPG, VHM
- Comment: The addition of 3 new Vietnamese stocks to the MSCI Frontier Markets Index without removing any stocks is a positive signal, reflecting the development of the Vietnamese stock market. This may attract more foreign capital into the market in the near future.
VN-Index continues to increase slightly, stocks improve while banks are divided
- The VN-Index fluctuated around 1,270 points in the morning session of February 12. Securities stocks led the increase, while banks were divided. Public investment stocks HHV and VCG stood out with an increase of over 3%.
- Signal: Neutral
- Impact on: VN-Index, HCM, VCI, ORS, VND, VIX, SHS, HHV, VCG
- Comment: The market is divergent, with no clear trend. The good growth of the stock group can support sentiment, but we need to monitor the performance of the banking and blue-chip groups to determine the short-term trend.
HAGL Agrico suffers heavy losses, Thaco Agri reports profits: Contrasting pictures at 2 companies of billionaire Tran Ba Duong
- While HAGL Agrico (HNG) continuously reported losses, Thaco Agri recorded stable profits. This difference reflects the different management strategies and development orientations of the two enterprises, both owned by billionaire Tran Ba Duong.
- Signal: Neutral
- Impact on: HNG, HAG
- Comment: The news shows the differentiation in the business activities of agricultural companies. Investors need to be cautious when evaluating stocks in this sector, focusing on enterprises with sustainable business models and good governance.
Fed Chairman Powell cautious about interest rate cuts, US markets trade cautiously
- Signal: Neutral
- Impact on: Dow Jones, S&P 500, Nasdaq
- Comments: Powell's remarks suggest the Fed will be cautious about cutting interest rates. This may create short-term uncertainty in the stock market, but also shows confidence in the strength of the US economy. Investors should keep an eye on upcoming economic data.
The stock market news brief aims to provide investors with an overview, while emphasizing the importance of careful analysis before making investment decisions. Following the stock market news brief from HVA The provision will help investors seize opportunities from short-term fluctuations and adjust their portfolios in line with market trends.
