On February 21, 2025, the stock market news bulletin recorded notable 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 in the form of a quick news bulletin.
US stocks cautious, Europe up slightly as Russia-Ukraine peace talks take place
Wall Street was subdued on concerns about protectionist trade policies. Europe rose slightly, led by banking and defense stocks, as Russia-Ukraine peace talks were held in Saudi Arabia.
- Signal: Neutral
- Impact: S&P 500, STOXX 600, European banks and defense stocks
- Comments: Markets cautious ahead of Fed minutes and Russia-Ukraine talks. European defense stocks could benefit from expectations of increased military spending. Oil prices rise on supply disruptions in Russia.
Ha Nam creates maximum conditions for VSIP to invest in 663ha project, commits to support from infrastructure to human resources
- Signal: Positive
- Impact on: VGC, IDC, BCM
- Comment: Attracting large investments into industrial parks can boost local economic growth, create jobs and improve infrastructure. This can have a positive impact on industrial park real estate and infrastructure construction businesses.
Rong Viet launches 3 attractive margin incentive packages, interest rates from only 6,88%/year
- Rong Viet Securities launched 3 preferential margin packages with extremely low interest rates from 6,88% to 9,85%/year, with free transactions, to support investors to optimize capital and seize market opportunities in 2025.
- Signal: Positive
- Impact on: VDS, listed securities companies
- Comment: Attractive incentive packages can boost market liquidity, increase brokerage revenue and margin lending of securities companies. This can have a positive impact on securities industry stock prices in the short term.
Vietnam's industrial real estate breaks out: Supply increases sharply, attracting large FDI
- Vietnam’s industrial park market has recorded impressive growth in supply and foreign investment attraction. Many new projects have been approved, and large enterprises have expanded their operations.
- Signal: Positive
- Impact on: VGC, KBC, IDC, LHG, SIP
- Comment: Long-term outlook for industrial real estate is positive thanks to stable FDI inflows. Enterprises with large land funds and low costs will benefit. Stocks in this group may grow well in the coming time.
VNX recorded a record profit of VND2,203 billion in 2024, an increase of VND15% over the same period. This result exceeded the set target, thanks to strong market liquidity and a high number of new accounts.
- Signal: Positive
- Impact on: VN-Index, HNX-Index
- Comment: VNX's growing profits reflect the positive development of the stock market. This can attract more investors, increase liquidity and help the market continue its growth momentum in 2025.
Mobile World boss confident of exceeding 2025 plan, expected revenue of 150,000 billion and profit of 4,850 billion VND
- Signal: Positive
- Impact on: MWG, VN-Index
- Comment: MWG's ambitious plan shows a positive outlook for the retail industry. The issuance of ESOPs can boost performance, supporting growth targets. However, macro fluctuations are still a factor to monitor.
Bank stocks are attractive for investment, P/B valuation is lower than 5-year average
- Many bank stocks are positively evaluated and recommended for investment in 2025. P/B is currently at 1.5x, lower than the 5-year average of 1.7x, showing upside potential.
- Signal: Positive
- Impact on: VN-Index, HNX-Index, bank stocks such as CTG, MBB, TCB, ACB, HDB, VPB
- Comment: The positive outlook for the banking sector could boost the overall market. Credit growth and improving asset quality are the main drivers. Investors should keep an eye on banks with competitive advantages and room for growth.
VN-Index increased the most in 2 weeks, real estate stocks led the market
- The Vietnamese stock market recorded the most impressive increase in the past 2 weeks, with the VN-Index increasing by 10.42 points (+0.82%) to 1,288.56 points. The real estate group stood out with many codes hitting the ceiling such as TCH, SIP, TDH.
- Signal: Positive
- Impact on: VN-Index, HNX-Index, real estate stocks
- Comment: The strong increase of VN-Index and the improvement of real estate group shows that market sentiment is improving positively. However, further monitoring is needed to confirm the long-term trend.
Vingroup has been approved to plan a 7,300 billion VND electric car factory project in Ha Tinh, opening up opportunities to develop the electric car industry in Vietnam.
- Signal: Positive
- Impact on: VIC, VinFast
- Comment: This information could create momentum for VIC shares and businesses related to the electric car industry to increase in price. This large-scale project demonstrates Vingroup's strong commitment to investing in the electric car sector, promising long-term growth for the group.
APRC 2025 Conference in Vietnam: Strengthening Supervision and Enforcement in Asia-Pacific Securities Markets
- The State Securities Commission of Vietnam hosted the APRC 2025 Conference, discussing securities market supervision and enforcement in the context of strong technological development. Regulators emphasized the importance of international cooperation and the application of technology to protect investors.
- Signal: Positive
- Impact on: VN-Index, HNX-Index, UPCOM-Index
- Comment: The event demonstrates Vietnam’s commitment to strengthening stock market management, which can create confidence for investors. This can positively support the market in the short term, especially banking and securities 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.
