On May 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.
Pyn Elite Fund increases MWG weight, puts VIX in top 10 portfolio in April
Foreign fund Pyn Elite Fund has increased its holdings of MWG shares from 4% to 7.2%, putting it in the top 4 of its portfolio. At the same time, the fund also put VIX shares in the top 10, replacing DSE. Pyn Elite Fund believes that the recent correction is a good opportunity to accumulate potential stocks.
- Signal: Positive
- Impact on: MWG, VIX, DSE, SHS
- Comment: Pyn Elite Fund's move shows confidence in the market outlook and some specific stocks. Increasing MWG's weight and adding VIX to the portfolio could create a positive effect, attracting investment cash flow into these stocks in the short term.
US inflation data and US-China trade talks take center stage this week
US CPI is expected to increase 0.3% in April. US-China trade talks in Switzerland last weekend were positively evaluated by President Trump. His trip to the Middle East may bring new agreements.
- Signal: Neutral
- Impact on: VN-Index, HNX-Index
- Comment: The market may fluctuate in the short term based on US inflation information and trade negotiations. However, the long-term outlook still depends on the specific results of the negotiations and the policies of major countries.
VN-Index continues to recover, real estate leads the market
The VN-Index increased by 3.31 points in the past week, reaching 1,267.3 points. The real estate group, especially Vingroup, led the increase. Foreign investors net bought nearly 1,000 billion VND, focusing on mid- and large-cap stocks.
- Signal: Positive
- Impact on: VIC, VHM, VRE, NLG, KDH, DXG
- Comment: The increase of VN-Index and the strong return of foreign investors show positive signals. However, the market may encounter resistance around 1,280 points and short-term fluctuations due to divergent cash flows.
Investment opportunities in export stocks as Vietnam – US negotiate trade by sector
Vietnam’s stock market may recover but is highly differentiated among sectors. Investors should closely monitor the negotiation process and choose large-scale, financially stable exporting enterprises to seize opportunities.
- Signal: Positive
- Impact on: VN-Index, textile, wood, seafood stocks
- Comment: Sectoral trade negotiations open up opportunities for large exporting enterprises. However, caution should be exercised with tariff risks and exchange rate fluctuations. The VN-Index may consolidate around 1,250 points in the short term.
VNDirect forecasts 3 scenarios for VN-Index in 2025, ranging from 1,230 to 1,520 points depending on the results of tariff negotiations with the US.
- Signal: Neutral
- Impact on: VN-Index, export stocks
- Comment: The market is waiting for the negotiation results. A positive scenario could push the VN-Index up 20%, while a negative scenario could cause the index to fall 3%. Investors should be cautious and adjust their strategies in accordance with the negotiation developments.
Open-end funds net inflowed VND700 billion in the first quarter of 2025 despite market fluctuations, led by the Selected Vietnam Equity Fund with net inflow of VND1,000 billion.
- Signal: Positive
- Impact on: VFMVSF, DCDS, VN-Index
- Comment: Capital inflows into open-end funds show investors' confidence in the long-term prospects of the market. Funds proactively adjust their portfolios to help limit risks and take advantage of opportunities when the market fluctuates. VN-Index is expected to recover in the coming months.
Vietnam investment funds are showing great potential, needing more breakthrough policies to develop
- Signal: Positive
- Impact on: VN-Index, fund certificate codes
- Comment: The development of the fund industry will help balance the investor structure and reduce market fluctuations. New policies such as allowing banks to distribute fund certificates and tax incentives can create strong momentum. The growth potential of the fund industry is still very large compared to other countries in the region.
The National Assembly proposed clarifying how to determine the market price of equity capital, aiming to make the stock market transparent.
- Signal: Positive
- Impact on: VN-Index, HNX-Index, listed stocks
- Comment: Clarifying how stock market prices are determined will help increase transparency and reduce risks for investors. This can boost confidence in the market and attract more investment capital in the long term.
Pinetree connects seamlessly to the KRX system, taking advantage of the available Korean core
Pinetree Securities Company said it has successfully connected to HOSE's new KRX system, operating stably in the first week thanks to owning a core system compatible with Korean standards since 2019.
- Signal: Positive
- Impact on: VN-Index, HNX-Index
- Comment: Pinetree's smooth connection with KRX shows that securities companies are well prepared. This actively supports market stability, increases investor confidence and the possibility of future upgrades.
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.
