The stock market bulletin records notable developments, providing investors with multi-dimensional information about trends and growth potential. Below is a summary of some of the highlights and analysis of the market situation in the form of a bulletin.
Selling pressure remains strong, with the 1700-point mark finally breaking.“
The market continued to sink under selling pressure, especially stocks within the VinGroup ecosystem. With almost the entire VN30 basket experiencing sharp declines, the VN-Index lost more than 52 points, marking two consecutive sessions of losses exceeding 100 points.
- Signal: Neutral
- Impact on: VIC, VHM, VPL, VRE, BID, TCB, MCH, VPB, MBB, CTG
- Assessment: The sharp correction in large-cap stocks has created significant psychological pressure on the overall market. In the short term, a recovery needs to rely on active capital inflows and strong external demand. In the long term, investors should monitor foreign investor activity to reassess the trend. The appropriate strategy at this time is to maintain a high cash position, waiting for clearer signals confirming a trend reversal.
Bottom-fishing activity emerged, with liquidity reaching its highest level in 40 sessions.
After a series of disastrous declines, the market witnessed a return of bargain-hunting capital. Trading volume surged, pushing liquidity to its highest level in 40 sessions, indicating that buyers are actively returning, especially to leading stocks that had previously faced selling pressure.
- Signal: Positive
- Impact on: VIC, VHM, VRE, VPL, HPG, STB, MWG, VCI, GEE, PVD
- Analysis: Bottom-fishing activity reflects positive expectations for a short-term recovery. High trading volume indicates potential demand has formed a short-term support zone. High-risk investors can partially invest in stocks with good price bases and high liquidity. In the long term, it is necessary to monitor the ability to hold the new support zone to assess the potential for a sustainable uptrend. Emphasis should be placed on risk management techniques, including setting clear stop-loss orders and flexibly adjusting portfolio weightings.
Forecasts indicate two increases in deposit interest rate ceilings in 2026 (up 0.5%).
VPBankS forecasts that the State Bank of Vietnam will raise the ceiling on deposit interest rates by a total of 50 basis points in 2026 to meet liquidity pressure and LDR ratio requirements amidst expectations of continued high credit growth.
- Signal: Neutral
- Impacts: LDR, NPL, SML, OMO
- Assessment: The planned increase in interest rate caps could put upward pressure on funding costs for banks, while also affecting businesses' access to affordable capital. In the short term, the market may react cautiously to banking and real estate stocks. In the long term, if inflation remains under control, a slightly tighter monetary policy could help create sustainable macroeconomic balance. The proposed strategy is to focus on businesses with sound financial structures and less reliance on short-term debt.
Which real estate stocks should you buy in 2026?
Sales growth at major real estate companies is projected to accelerate sharply over the next two years, reaching 791 TP3T in 2025 and 181 TP3T in 2026. This reflects expectations of a clear recovery in both demand and project implementation capacity.
- Signal: Positive
- Impact on: VHM, KDH, NLG, NVL, DXG, HDC, HCM, VPI
- Assessment: The real estate sector is entering a promising recovery phase, supported by credit policies and a rebound in consumer confidence. In the short term, this presents an opportunity to accumulate leading stocks with strong financial foundations. In the long term, companies with clean land reserves and clear legal progress will have the advantage. Investors should choose a value investment strategy while monitoring the disbursement progress of the housing loan support package to adjust their portfolios accordingly. Risk management should focus on macroeconomic factors such as interest rates and the ability to maintain liquidity.
The panic quickly subsided when the buyers returned.
After a sharp sell-off in blue-chip stocks, buyers have gradually returned with greater initiative. The widespread recovery in the final trading sessions of the year suggests that market sentiment is stabilizing and may create a foundation for a short-term rebound.
- Signal: Positive
- Impact on: VIC, VHM, VRE
- Assessment: The temporary "panic" surrounding blue-chip stocks is more technical in nature than a reflection of the companies' fundamentals. In the short term, investors can take advantage of the recovery to restructure their portfolios. However, risks remain due to the erratic flow of domestic capital. In the long term, if stock valuations remain attractive, proprietary trading and institutional investor capital are likely to return strongly. Focus should be placed on technical analysis and historical support levels to establish a suitable accumulation buying strategy.
Cryptocurrency M&A deals are projected to reach a record high of $8.6 billion in 2025.
The cryptocurrency sector has seen a surge in M&A activity, with a total value reaching $8.6 billion globally. This reflects a new trend shaping the power structure within the blockchain and digital asset ecosystem.
- Signal: Neutral
- Impact on: USDC, CMS
- Analysis: The surge in M&A activity could create price rebounds and reshape investment strategies in the digital asset sector. In the short term, this presents an opportunity for flexible investors with a high risk tolerance. In the long term, large-scale deals show potential for growth and market consolidation. Investors should choose tokens with strong fundamentals and manage legal risks and significant price volatility in the context of an unstable global market.
Trends in the development of stock trading platforms in the digital age.
Fintech solutions are increasingly being applied with a trend towards multi-platform integration, personalization, and enhanced user experience. This opens up opportunities to change trading models in traditional markets.
- Signal: Neutral
- Impact on: VCBS
- Assessment: The development of trading platforms plays a strategic role in attracting new investors and improving trading efficiency. In the short term, this signals the digital transformation of the securities industry. In the long term, brokerage firms that invest in technology early will have a clear competitive advantage. Investment strategies should focus on businesses with a proactive digital transformation orientation. Simultaneously, investors need to stay updated on new technological trends to minimize information lag and optimize trading risks.
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.
