On March 17, 2025, the stock market news bulletin recorded notable developments, providing investors with multi-dimensional news bulletins on trends and growth potential. Below is a summary of some of the highlights and analysis of the market situation in the form of a quick bulletin.
PSH shares of Nam Song Hau Petroleum have hit the floor for 6 consecutive sessions, losing nearly 45% in value since the beginning of the year due to the impending suspension of trading and large tax debts.
- Signal: Negative
- Impact on: PSH, oil and gas industry index
- Comments: PSH's situation shows the difficulties in the oil and gas industry and the risks for businesses with financial and tax problems. This can cause caution among investors, especially with penny stocks and the oil and gas group.
VN-Index increased thanks to the trio VCB, VIC and VHM, surpassing the threshold of 1,338 points
The Vietnamese stock market maintained its upward momentum in the morning session of March 12, with the VN-Index increasing by 5.48 points (+0.41%) to 1,338.02 points. The trio of stocks VCB, VIC and VHM played a key role, helping the index overcome profit-taking pressure.
- Signal: Positive
- Impact on: VN-Index, VCB, VIC, VHM
- Comments: The uptrend is maintained thanks to confidence in the market's uptrend. Cash flow is actively looking for opportunities, focusing on large stocks. However, it is necessary to monitor profit-taking pressure that may appear at high points.
SGI Capital boosts disbursement of HPG shares, less cautious with Vietnam's stock market
Ballad Vietnam Growth Equity Fund managed by SGI Capital has increased its equity exposure to over 50%, focusing on HPG, MWG and QNS. This is the first time since February 2024 that the fund has reduced its cash exposure below 50%.
- Signal: Positive
- Impact on: HPG, MWG, QNS, VN-Index
- Comments: SGI Capital's move shows that confidence in the market is improving. The fact that a conservative fund like SGI is stepping up its disbursement can create a positive effect, attracting cash flow into the market in the short term.
Expert: Real estate stocks have great growth potential, but need to be carefully selected
Real estate group valuations are low, creating great room for growth. However, P/E has reached a historical peak if Vingroup group is excluded. Experts recommend selecting stocks based on the actual sales capacity of the business.
- Signal: Neutral
- Impact on: VHM, DXG, NLG, DXS
- Comments: This information can create positive sentiment for investors about the prospects of the real estate industry. However, caution is needed due to high P/E valuations and pressure on bonds maturing in 2025. Investors should choose carefully before investing.
VN-Index increased for the 5th consecutive session, maintaining the upward momentum above the 1,330 point threshold.
- Signal: Positive
- Impact on: VN-Index, VN30, VCB, VHM, VIC
- Comments: The market maintained a positive upward momentum with support from large-cap stocks. Improved liquidity shows that cash flow is returning. However, profit-taking pressure is still present at the resistance zone of 1,340 points, so it is necessary to monitor developments in the coming sessions.
Vietcombank and Vin stocks bring VN-Index up for 5th consecutive session, market is green on the outside, red on the inside
- Signal: Neutral
- Impact on: VN-Index, VCB, VHM, VIC
- Comments: Although the VN-Index increased, the number of stocks decreasing was greater than the number of stocks increasing, indicating that the market is diverging. Investors should be cautious and consider taking profits when the index approaches the resistance zone of 1,360-1,365 points.
VN-Index surpasses 1,300 points but many investors still haven't made big profits
The VN-Index remained above 1,300 points, up 5% since the beginning of the year, but many individual investors have not achieved expected profits due to stock selection not being suitable with market trends.
- Signal: Neutral
- Impact on: VN-Index, FPT, MWG, VIC, VHM
- Comments: The market is increasing but not evenly among stock groups. Cash flow is shifting to large-cap stocks in the banking and real estate groups. Be careful when choosing stocks to invest in.
Foreign investors net sold more than 920 billion VND in the session of March 12, focusing on selling FPT, GMD and VCB.
- Signal: Negative
- Impact on: VN-Index, FPT, GMD, VCB, VHM, VIC
- Comments: Strong net selling by foreign investors may put downward pressure on the general market and the stocks that are being sold heavily. However, the fact that they are still net buying some codes such as VHM and VIC shows that there is still differentiation and investment opportunities in the market.
VPB, TNG and ACB stocks are recommended to buy with positive growth prospects
- Signal: Positive
- Impact on: VPB, TNG, ACB, MCH
- Comments: Buy recommendations indicate an optimistic outlook for earnings growth and attractive investment opportunities in the banking and consumer goods sectors. This could drive cash flows into these stocks, creating short-term price momentum.
Gold prices soar, Bitcoin hits new peak above $83,000 amid escalating US-Canada trade tensions
- Signal: Positive
- Impact on: VNM, PNJ, SJC
- Comments: The surge in gold and cryptocurrency prices reflects investors’ search for safe-haven assets, which could spur short-term flows into gold- and tech-related stocks.
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.
