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.
Foreign investors suddenly surged in price, leading to a widespread market recovery.
A series of blue-chip stocks saw impressive price increases in the afternoon session, with the Vin group unexpectedly reversing course and providing significant impetus to the index. The VN-Index surged widely, reflecting strong positive sentiment. Foreign investors aggressively disbursed funds, 2.2 times more than in the morning session, pushing liquidity to a new high.
- Signal: Positive
- Impact on: VIC, VHM, TCB, STB, MWG, HDB, MSN, DGC, PLX, HPG
- Analysis: Foreign investor inflows indicate a clear improvement in expectations for the Vietnamese market, particularly in large-cap stocks. In the short term, this supports upward momentum, but investors should maintain discipline in taking profits. A suitable strategy is to hold stocks with strong fundamentals while carefully observing price reactions during market corrections.
The market remained relatively stable towards the end of the year.
Recent trading sessions have seen the market fluctuate within a narrow range, with liquidity remaining low due to a prevailing cautious sentiment. Although the VinGroup group experienced significant volatility, the overall market did not see any positive changes in terms of new capital inflows.
- Signal: Neutral
- Impact on: HNX, VIC, VHM, VPL, VRE, VJC, STB, PLX, DGC, GVR
- Assessment: The market is currently in a consolidation phase with investor sentiment remaining cautious. The slight net selling by foreign investors may put pressure on domestic investors, making them hesitant to disburse funds. Patience is needed in the short term; in the medium term, consider buying when clear reversal signals appear. Risk is low as there are no signs of strong distribution yet.
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VPBankS has just announced a group of noteworthy stocks for 2026, expected to deliver high returns, particularly focusing on the banking, finance, and public investment sectors. These stocks are considered to have high growth potential if market conditions are favorable.
- Signal: Positive
- Impact on: HOSE, TCX, VPL, VPX, VCK, MCH, VPB, TCB, MBB, VHM
- Assessment: The stocks in this portfolio have strong growth potential if interest rates stabilize and credit is loosened. Long-term investors can disburse funds in stages as market developments unfold. The banking sector has a high weighting in the portfolio, requiring careful risk management through rational allocation and monitoring of quarterly business results.
Market forecasts for 2026 indicate a cautious period in the second half of the year.
Analysts at MBS predict that the stock market could be affected by the new interest rate environment in the second half of 2026. Capital is likely to shift towards manufacturing activities as the economic outlook strengthens, putting pressure on market liquidity.
- Signal: Positive
- Impact on: MBS, VIC, VHM, VRE
- Assessment: Although high interest rates may have a short-term impact, medium- to long-term investors can still take advantage of the correction to increase their holdings of good fundamental stocks. The market may become highly differentiated in the near future, therefore it is necessary to select sectors with competitive advantages. A flexible investment strategy will help investors adapt better to interest rate fluctuations.
Gold and precious metal prices plummet on the world market.
Prices of precious metals such as gold, silver, and platinum fell sharply due to a widespread sell-off. This development contradicted previous expectations of price stability or gains in the final months of the year. Global investors shifted towards higher-risk assets as market sentiment turned positive again.
- Signal: Negative
- Impact on: SPDR,UBS
- Analysis: The sharp decline in gold prices reflects a shift of funds away from safe-haven assets. With a stable US dollar and rising real interest rates, holding gold will become less attractive. Investors should consider reducing their weighting in commodities. The short-term outlook may remain negative, while the medium-term outlook depends on global monetary policy.
The return of leading stocks helped improve trading sentiment.
Some blue-chip stocks rebounded, somewhat boosting market sentiment. However, weak liquidity suggests the upward momentum is not yet truly solid. More strong supporting factors are needed to establish a clearer trend.
- Signal: Neutral
- Impact on: VIC, HSX, VNI
- Assessment: Although there are positive signs from some large-cap stocks, the positive momentum is not yet widespread. Investors should maintain a flexible strategy and avoid chasing rallies. Trading volume should be monitored to identify sustainable demand. Short-term consolidation is expected, while long-term prospects remain dependent on policy direction and macroeconomic factors.
Dr. Nguyen Thi Phuong Thao was honored as a Hero of Labor during the đổi mới (renovation) period.
The title awarded at the 11th National Emulation Congress is a testament to Ms. Nguyen Thi Phuong Thao's tireless contributions to business and education. It also serves as a great source of inspiration for the Vietnamese investment and business community.
- Signal: Neutral
- Impact on: HCM, FPT, HOSE
- Assessment: Stocks indirectly associated with this award may attract attention in the short term, but their impact on the overall market is limited. Investors should consider fundamental factors rather than emotions when making decisions. In the long term, businesses with solid foundations will attract the healthiest capital flows.
India's IPO market marks an unprecedented boom year.
With a large number of IPOs and record-breaking capital raising values, 2025 is poised for a spectacular boom in the Indian stock market. However, this could also create competition for foreign capital inflows into other emerging markets, including Vietnam.
- Signal: Negative
- Impacts on: NGH, GIAO, SUY, SAU, HDB
- Assessment: Global capital flows could become fragmented if markets like India become too attractive, putting pressure on other emerging markets like Vietnam. Therefore, domestic investors should be cautious about expectations of foreign capital inflows. A balanced allocation between domestic and foreign-owned stocks is necessary to manage medium-term risk. In the long term, it is still necessary to focus on fundamental factors and supportive domestic policies.
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.
