On March 31, 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.
A series of businesses extend bonds, maturity pressure is concentrated towards the end of 2025
Many real estate and investment companies have announced to extend the bond term by 2 years, with a fixed interest rate of 7.9-10.5%/year. The great maturity pressure is concentrated towards the end of 2025 with an estimated 192,267 billion VND, of which 54% are real estate bonds.
- Signal: Negative
- Impact on: VIX, CRE, real estate businesses
- Comment: The mass bond extension shows the difficult financial situation of many businesses, especially in the real estate sector. This can negatively affect investor confidence and liquidity in the corporate bond market.
The 2024 shareholder meeting season promises to create big waves, many high-capitalization enterprises set strong growth targets for 2025
- Signal: Positive
- Impact on: VN-Index, VN30, large-cap stocks
- Comment: Ambitious business plans of large enterprises can create growth momentum for the market. However, investors need to carefully assess the feasibility of the goals and avoid FOMO when the market approaches the resistance zone of 1,340-1,350 points.
Fed expected to hold rates steady, Wall Street falls on tariff concerns and tech sell-off
- Signal: Negative
- Impact: Dow Jones, S&P 500, Nasdaq, GOOGL, NVDA, TSLA
- Comment: The market is cautious about the Fed's decision and the impact of tariff policy. The sell-off of large technology stocks is putting pressure on the general index. Investor sentiment may continue to be cautious in the short term.
Profit-taking pressure from Vingroup group pushes VN-Index to correct, but cash flow is still actively looking for opportunities
- Signal: Neutral
- Impact on: VIC, VHM, VRE, VN-Index
- Comment: Despite selling pressure in the Vingroup group, the market still showed resilience when the VN-Index quickly recovered from the low. Cash flow is still actively looking for opportunities in other sectors, especially banking and securities, showing that investor sentiment is still optimistic about the long-term outlook.
15 billion USD investment in power transmission grid, power equipment and construction enterprises benefit greatly
Power Plan VIII promotes investment in transmission grid, creating opportunities for businesses producing electrical equipment and electrical construction. GELEX Electric, PC1, TV2 are expected to grow strongly in the long term.
- Signal: Positive
- Impact on: GEX, PC1, TV2
- Comment: Large investments in the power grid will boost demand for electrical equipment and construction services. Leading companies such as GELEX, PC1, TV2 have the potential to grow revenue and profit in the long term, supporting stock prices.
Trump tariffs unsettle Asian stock markets, investors fear US recession
- Signal: Negative
- Impact: Hang Seng Index (Hong Kong), Asian tech stocks
- Comment: Unpredictable tariffs create strong fluctuations in Asian markets. Investors are cautious and may switch to other markets. Technology stocks remain attractive thanks to AI trends. It is necessary to monitor developments in US trade policy in the coming time.
Stock funds continue to face net withdrawal pressure, while bond funds attract capital
Net capital withdrawal from equity funds reached VND1,200 billion in February 2025, while bond funds net withdrew VND300 billion. This trend lasted for 4 consecutive months, reflecting investors' cautious sentiment.
- Signal: Neutral
- Impact on: VN-Index, HNX-Index
- Comment: The shift from stocks to bonds suggests investors are seeking safety. However, the reduced net outflows and improved equity fund performance in February are positive signs that the market may be finding a balance.
FPT Schools pioneers in bringing AI into education from grade 1, Mr. Truong Gia Binh calls for popularizing AI
FPT Schools students have access to AI from primary school through the SMART program. 100% students have been equipped with AI knowledge, applied to study and life. FPT Chairman proposed to include AI in the national education program as soon as possible.
- Signal: Positive
- Impact on: FPT
- Comment: Being at the forefront of applying AI to education can help FPT strengthen its position in the technology and education sectors. This can have a positive impact on FPT's long-term prospects and stock price.
Cash flow sought opportunities, stocks narrowed their decline in the afternoon session. VN-Index slightly decreased 0.48% to 1,324.63 points. Liquidity increased, reaching 23,455 billion VND. Investors boldly bought good stocks, helping the market slow down its decline.
- Signal: Neutral
- Impact on: VN-Index, HNX-Index, VN30-Index
- Comment: The market has slightly corrected but cash flow is still actively looking for opportunities. Investors are confident in the long-term uptrend. However, selling pressure is still present, especially in technology and steel stocks.
Foreign investors strongly sold nearly 1,520 billion VND, FPT was sold off more than 1,000 billion VND in the session of March 19.
- Signal: Negative
- Impact on: VN-Index, FPT, VHM, VIC, MWG, VPB
- Comment: Strong net selling pressure from foreign investors may cause concern among domestic investors, especially with large-cap stocks being sold heavily. This may lead to a short-term downtrend in the general market.
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.
