On January 18, 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.
Banking stocks promise attractive investment opportunities in 2025, especially state-owned groups and banks with high net profit margins.
- Signal: Positive
- Impact on: VN-Index, HNX-Index, VCB, CTG, BID, VPB, HDB, STB
- Comment: Credit growth prospects 15-16% and supporting factors such as capital increase and strategic capital sale can boost bank stocks. However, it is still necessary to closely monitor bad debt developments after Circular 02 expires.
Corporate bond market forecast to recover in 2025, but still faces great maturity pressure from real estate group
- Signal: Neutral
- Impact on: VNM, HPG, VIC, VHM
- Comment: The market may be strongly differentiated. Financially healthy enterprises can easily access bond capital, while weak groups face difficulties. The recovery of the real estate market is a key factor supporting the large maturity in the third quarter of 2025.
Becamex BCE shares skyrocketed 60% in 3 months despite losses, thanks to expectations for the Green City Binh Duong project
- Signal: Neutral
- Impact on: BCE, Binh Duong Real Estate
- Comment: BCE’s strong price increase despite losses shows that the market has high expectations for the potential of the new project. However, caution is needed as prices may adjust if business results do not improve in the near future.
Stocks break out, VND hits ceiling of 7% in morning session of January 16
- The Vietnamese stock market has been buoyant with the VN-Index rising 10 points to over 1,245 points. The group of securities company stocks stood out with VND hitting the ceiling of 7%, other codes such as HCM, VIX, SSI also increased strongly.
- Signal: Positive
- Impact on: VN-Index, VND, HCM, VIX, SSI
- Comment: The breakthrough of the securities group can create momentum for the market in the short term. However, liquidity has not improved significantly, so we need to monitor developments in the coming sessions.
The State Securities Commission successfully completed its tasks in 2024, laying a solid foundation for upgrading the Vietnamese stock market.
- Signal: Positive
- Impact on: VN-Index, HNX-Index, UPCoM-Index
- Comment: The achievements of the State Securities Commission and the progress of the stock market in 2024 create positive momentum for the sustainable development of the market. The passage of the amended Securities Law and the issuance of Circular 68 are important steps towards the goal of upgrading the market.
VNDirect hit ceiling, pulling VN-Index up in exciting trading session
- VNDirect's VND shares hit the ceiling price of VND12,250, contributing positively to the growth of the VN-Index. Liquidity reached nearly VND239 billion, ranking 7th in the entire market.
- Signal: Positive
- Impact on: VND, VN-Index
- Comment: The VND's performance shows that investor sentiment is improving towards securities stocks. Increased liquidity and the VN-Index's accumulation of points reflect the short-term positive trend of the market.
Novaland (NVL) lost more than 1,000 billion VND in capitalization after rumors of the Chairman's resignation, the unit posted an apology
- Signal: Negative
- Impact on: NVL, VN-Index, VN30-Index
- Comment: Rumors are causing confusion among investors, negatively affecting market confidence. NVL shares and major indices may face selling pressure in the short term. It is necessary to monitor the official response from Novaland to assess the long-term impact.
Banking and technology stocks expected to grow strongly in 2025
- Securities companies give positive recommendations for VCB, CTG, MBB, TCB and FPT stocks with prospects of credit growth, improved net interest margin and increased demand for digital transformation.
- Signal: Positive
- Impact on: VCB, CTG, MBB, TCB, FPT, VN-Index
- Comment: Positive recommendations for banking and technology stocks could boost cash flow into this group, supporting the VN-Index's growth. However, investors need to keep a close eye on macro factors and market developments.
The son of Novaland Chairman appeared at the trial of Saigon Dai Ninh case, attracting the attention of investors and public opinion about the relationship between the two parties.
- Signal: Negative
- Impact on: NVL, VN-Index
- Comment: This appearance may raise concerns about Novaland's transparency and corporate governance, negatively affecting investor confidence. This may impact NVL's stock price and indirectly affect the VN-Index in the short term.
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.
