On January 17, 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.
Stock liquidity plummets, VN-Index turns red
- Today's stock market liquidity reached just over VND8,500 billion, down VND301trn compared to the previous session. The VN-Index was completely red, with securities and banking stocks being the main factors causing downward pressure.
- Signal: Negative
- Impact on: VN-Index, HoSE, banking and securities stocks, BID, FPT, HDB, MSN, HVN
- Comment: Low liquidity and selling pressure from foreign investors may continue to cause difficulties for the market in the short term. Investors should be cautious and pay attention to developments in February to have appropriate strategies.
Expected $47.5 billion from blockbuster IPOs to pour into Vietnam's stock market in the next 3 years
- The market is expected to welcome a new wave of IPOs from big names such as Thaco Auto, Bach Hoa Xanh, VNG, Vinpearl in the period of 2027-2028. At the same time, the transactions to move from UPCoM to HOSE of ACV, BSR, MCH are also expected.
- Signal: Positive
- Impact on: VN-Index, HNX-Index, UPCoM-Index
- Comment: The new wave of IPOs will create growth momentum for the market, attracting domestic and foreign investment capital. This can boost liquidity and capitalization value, while enhancing the position of the Vietnamese stock market in the international arena.
Vietnam's seafood exports are growing strongly, with positive prospects extending to 2025. Pangasius and shrimp export values increased by 61.3 billion USD and 141.3 billion USD respectively in the first 9 months of 2024. Major markets such as the US and China are recovering strongly.
- Signal: Positive
- Impact on: VHC, ANV, IDI, FMC
- Comment: The news shows a positive outlook for the seafood export industry, especially pangasius and shrimp. This could boost investment in stocks of large seafood companies, creating growth momentum for the stock market.
Waiting for the billion-dollar capital sale deal of Vietcombank and BIDV, Vietnam's financial market aims for great M&A opportunities in 2025
- Signal: Positive
- Impact on: VCB, BID, VN-Index
- Comment: The large-scale capital sale deal could create growth momentum for bank stocks and the general market. However, more detailed information on the plan and implementation progress is needed to make a more accurate assessment.
Mr. Bui Thanh Nhon still holds the position of Chairman of the Board of Directors of Novaland, the resignation information is incorrect.
- Signal: Neutral
- Impact on: NVL
- Comment: The correction helps stabilize investor sentiment about Novaland. However, this may not be enough to create momentum for NVL shares to increase in the short term because the company's current challenges remain.
The Government directs to handle Novaland's difficulties, ensuring the rights of home buyers and investors.
- Signal: Positive
- Impact on: NVL, VN-Index, VNReal
- Comment: This information can help improve investor sentiment towards Novaland and the real estate industry in general. NVL is expected to have positive developments in the short term, supporting the recovery of VN-Index and the VNReal real estate industry index.
Foreign investors strongly net sold nearly 650 billion VND, focusing on 'dumping' bluechip stocks
- Foreign investors net sold 19.85 million units in the whole market, equivalent to 644.26 billion VND, 8 times higher than the previous session. FPT, VPB, MSN, MWG were the most sold codes.
- Signal: Negative
- Impact on: VN-Index, FPT, VPB, MSN, MWG
- Comment: Strong net selling pressure from foreign investors can create negative sentiment, affecting the overall market performance. Bluechip stocks that are being sold heavily may face downward pressure in the short term.
HOSE tightens liquidity criteria in HOSE-Index 4.0, applicable from March 2025
- HOSE upgraded the HOSE-Index to version 4.0, with the focus on tightening liquidity criteria and adding regulations on after-tax profits. The VN30 index will limit the maximum capitalization ratio of 40% for stocks in the same industry.
- Signal: Positive
- Impact on: VN30, VNAllshare
- Comment: Raising liquidity and profit standards helps improve the quality of the indexes, attracting investment capital. However, some stocks may be removed from the portfolio because they do not meet the new criteria.
Asia Set for Billion-Dollar IPO Wave in 2025, Led by India and Hong Kong
- India is expected to break records with an IPO worth more than $20.7 billion. In Hong Kong, CATL plans to raise $5 billion, which could be the largest deal since 2021. Emerging markets like the Philippines have also seen breakout deals.
- Signal: Positive
- Impact on: Asian stock indices, especially India and Hong Kong
- Comment: The wave of large-scale IPOs shows a strong recovery of Asian capital markets, attracting investment flows and increasing liquidity. However, investors need to be cautious about the risk of high valuations and market volatility.
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.
