On April 29, 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's stock market is at attractive valuations, creating opportunities for long-term investors.
- Signal: Positive
- Impact on: VN-Index, VN30, bluechip stocks
- Comment: The lowest P/E valuation in the past 10 years shows that the market is in an attractive zone. The VN-Index is forecasted to reach 1,400 points thanks to the prospect of corporate profit growth of 15-20% in 2025. This is a good opportunity for medium and long-term investors.
Record high margin, securities companies still have room for lending
Margin debt reached VND273,000 billion, the highest in history. Margin/Equity ratio increased sharply to 100%, but still lower than the period when VN-Index was above 1,500 points. Securities companies still have about VND277,000 billion in lending room.
- Signal: Positive
- Impact on: VN-Index, HCM, SSI, VND
- Comment: Record high margin debt shows positive investor sentiment. Securities companies still have room to lend, supporting market liquidity. The capital increase plan will help securities companies expand operations and improve competitiveness.
Pinetree waives margin interest for 30 days, kicking off a race to attract investors. The policy applies to new and existing customers, combined with free lifetime transactions, creating a great competitive advantage.
- Signal: Positive
- Impact on: Bank stocks, securities
- Comment: This policy can promote margin trading, increasing market liquidity. However, investors need to be careful when using leverage. Other securities companies can introduce similar policies to compete.
VPBankS experts advise to take profits from gold and gradually switch to cheap stocks
VPBankS Digital Business Director predicts that gold prices are about to peak at 3,400-3,500 USD/ounce, advising investors to consider taking profits from gold and switching to cheaper stocks.
- Signal: Neutral
- Impact on: VN-Index, VIC, FPT, SSI, HCM, SHS
- Comment: The market may correct in the short term but the long-term outlook remains positive. Investors should be cautious and wait for buying opportunities at strong support levels such as 1,140 points of the VN-Index.
Trump threatens the Fed, US stocks plummet. Dow Jones lost nearly 1,000 points, S&P 500 and Nasdaq fell more than 2%. Investors are concerned about the independence of the Fed and US-China trade tensions.
- Signal: Negative
- Impact on: Dow Jones, S&P 500, Nasdaq, WTI, Brent
- Outlook: The selling pressure could spread to other markets. Investors should be cautious about the risk of economic recession and policy volatility. Technology and energy stocks could be hit hardest.
VN-Index recovers quickly after deep decline, 1,200 point threshold shows strength
Opening sharply down due to the influence from Wall Street, VN-Index quickly regained the 1,200 point mark. NVL led liquidity with an increase of more than 4%, rookie CCC continued to hit the ceiling for the second consecutive session.
- Signal: Neutral
- Impact on: VN-Index, NVL, CCC
- Comment: The market fluctuated strongly but quickly recovered, showing a cautious sentiment but there is still cash flow waiting for opportunities. The 1,200 point threshold is showing a good support role for the VN-Index.
SHS sharply reduces self-trading, focuses on listed stocks and bonds
At the end of the first quarter, SHS's financial assets recorded through profit/loss reached VND 8,804 billion, of which listed stocks accounted for VND 4,685 billion and listed bonds accounted for VND 1,849 billion.
- Signal: Neutral
- Impact on: SHS, VN-Index
- Comment: SHS's focus on listed stocks and bonds shows a cautious investment strategy. This may affect market liquidity, but also helps SHS better manage risks in a volatile market context.
Wave of banks racing to acquire securities companies to expand investment banking activities
MSB, Sacombank and SeABank all plan to acquire securities companies in 2025, aiming to diversify revenue sources and participate more deeply in the capital market. This trend is forecast to continue to spread in the banking industry.
- Signal: Positive
- Impact on: VN-Index, HNX-Index, UPCoM-Index, banking stocks and securities
- Comment: This move shows the positive outlook of the Vietnamese stock market. The bank's expansion into the securities sector will help increase resources and service quality, attracting more investors to the market.
SSI Chairman: Private enterprises plan to grow 15% in 2025, opportunities are greater than risks
SSI Research estimates that corporate profits in 2025 could increase by 17% in a favorable scenario. Many listed companies have announced positive business plans for this year.
- Signal: Positive
- Impact on: VN-Index, bluechip stocks
- Comment: Business growth expectations reflect the positive outlook of the economy. This could support investor sentiment and boost cash flow into the stock market in the coming time.
MB Chairman: Bank stock valuation is low, MB proposes to buy 100 million treasury shares in 2025 to protect value
- Signal: Positive
- Impact on: MBB, VPB, HDB, VN-Index
- Comment: MB's move to buy treasury stocks could have a positive effect on bank stocks. Low valuations could attract investors to this group, supporting the VN-Index's short-term recovery.
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.
