On May 19, 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.
Vietnam Electricity Industry 2025: Exploding demand, golden opportunity for leading enterprises
Electricity consumption is expected to increase by 10.5-14.3% in 2025, opening up bright prospects for businesses such as GEG, PC1, REE, HDG. Coal-fired thermal power still plays a key role, while renewable energy is gradually becoming a strategic driving force.
- Signal: Positive
- Impact on: GEG, PC1, REE, HDG
- Comment: The strong growth prospects of the electricity sector could boost the stock prices of leading companies in the sector. In particular, shares of renewable energy companies could benefit from supportive government policies and the energy transition trend.
VN-Index challenges 1,270 point mark, steel stocks under strong selling pressure
The VN-Index approached the 1,280-point threshold but quickly corrected due to increased selling pressure. Steel stocks, especially HPG, are under strong selling pressure.
- Signal: Neutral
- Impact on: VN-Index, HPG, NKG, SMC
- Comment: The market is in the accumulation phase after a series of increases. The differentiation between industry groups shows that investors are cautious. It is necessary to monitor the performance of leading stocks to assess short-term trends.
DNSE waives derivative margin trading fees, supporting investors from May 1 to September 30. The company ranks 2nd in market share, applies free deposit/withdrawal of margin and management of margin assets to promote derivative trading.
- Signal: Positive
- Impact on: VN30F1M, VN30F2M, stocks in VN30 basket
- Comment: DNSE's fee-free policy can boost derivatives market liquidity and increase the number of participating investors. This can create a positive effect on the general market, especially stocks in the VN30 basket.
VN-Index challenges 1,270 point mark, TCB stock explodes with record high liquidity
- Signal: Positive
- Impact on: VN-Index, TCB, VIC, HPG
- Comment: The market is trending positively with the VN-Index approaching the 1,270-point mark. TCB shares stand out with strong growth and high liquidity, while the VN30 group mostly increases. However, it is still necessary to monitor selling pressure at the resistance zone.
Vietnam faces great opportunities to attract foreign capital thanks to growth prospects and economic reforms.
- Signal: Positive
- Impact on: VN-Index, VNM, VIC, VCB, FPT
- Comment: The prospect of attracting foreign capital can boost cash flow into the stock market, supporting liquidity and stock valuation. Large enterprises in potential industries such as finance, consumer, technology can benefit from new capital flows and improved valuation.
Vietnam's fund management industry welcomes breakthrough opportunities thanks to prospects of upgrading the stock market
- Signal: Positive
- Impact on: VN-Index, HNX-Index, VNM ETF, FTSE Vietnam ETF
- Comment: Upgrading the market will attract large-scale foreign capital flows, boosting liquidity and market size. The fund management industry is expected to develop strongly, playing an important role in connecting long-term capital with the economy.
SHS Chairman Do Quang Vinh faces challenges in the 'zero transaction fee' wave of the securities industry, needs to choose the right strategy to maintain competitive advantage.
- Signal: Neutral
- Impact on: SHS, SSI, VND, HCM
- Comment: The 'zero fee' wave creates great competitive pressure for securities companies. SHS needs to have an innovative strategy to adapt, but there are still opportunities if it focuses on service quality and differentiated investment products.
Many listed companies benefit from investment in intelligent transportation systems (ITS) on the North-South Expressway. This is a potential niche market in the public investment sector, attracting the participation of technology companies.
- Signal: Positive
- Impact on: VNM, FPT, CMG
- Comment: This news could create growth momentum for technology and transport infrastructure stocks. However, it is necessary to monitor the specific investment scale and the ability to win bids of each enterprise.
Major shareholder group Novaland registered to sell nearly 19 million NVL shares
Five major shareholders related to Mr. Bui Thanh Nhon, including NovaGroup and Diamond Properties, registered to sell a total of nearly 19 million NVL shares to balance the portfolio and support debt restructuring for Novaland.
- Signal: Neutral
- Impact on: NVL, VN-Index
- Comment: The share sale may create short-term downward pressure on NVL. However, the purpose of supporting debt restructuring shows the commitment of major shareholders, which can help improve Novaland's financial situation in the long term.
Strong cash flow into stocks, VN-Index increases nearly 16 points
The stock market flourished with liquidity reaching VND21,640 billion, the highest in the past half month. The VN-Index increased by nearly 16 points to 1,283 points, approaching the 1,320 point mark before the information about tariffs.
- Signal: Positive
- Impact on: VN-Index, VN30, HPG, TCB, SHB, FPT
- Comment: Strong cash flow and the index's recovery show investors' optimistic sentiment. However, caution should be exercised with profit-taking pressure when the VN-Index approaches the 1,275-1,280 point range. Foreign investors' reduced disbursement is a point to note.
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.
