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.
VN-Index "gallops" towards its historical peak of 1900 points.
The market continued to trade actively and enthusiastically in the afternoon session, with the VN-Index soaring to 1860.14 points, significantly narrowing the gap to the historical peak around 1900 points.
- Signal: Positive
- Impact on: VCB, VHM, BID, GAS, GVR, PLX, CTG, MBB, FPT, VPL
- Analysis: Foreign capital is returning strongly, reflecting confidence in the economic outlook and corporate profits of Vietnam. This provides significant momentum for the VN-Index to approach historical resistance levels, opening up opportunities for investors to anticipate the growth trend. However, careful risk management is necessary as the index approaches its peak to avoid short-term corrective fluctuations.
Stock markets celebrated the start of the new year with a bang, VN-Index rising 1,31%, green stocks outnumbering red stocks by 2.6 times.
The first trading session after the Lunar New Year holiday was a spectacular "gift" for investors as stocks surged across the board. The VN-Index increased by 1.31 TP3T with 224 gainers and 85 losers. Of these, 140 stocks rose by more than 11 TP3T, equivalent to 391 TP3T of the total number of stocks traded.
- Signal: Neutral
- Impact on: VHM, VIC, MBB, TCB, CTG, VCB, BID, GAS, VPB, HPG
- Analysis: The trading session started the new year with a bright green color, reflecting the positive sentiment of investors after the holiday. While this is an optimistic sign, investors should carefully analyze each stock, focusing on sectors with strong fundamentals and sustainable growth prospects to optimize profits. Differentiation may occur after the initial euphoria.
US President Donald Trump raises global tariffs to 15%: Vietnamese stocks may become more stable.
Unlike 2025 (sudden shock, sharp decline), this time the Vietnamese market may be more stable because instability has been anticipated following the US Supreme Court ruling.
- Signal: Neutral
- Impact on: MBS, GAS, PLX, PVD, BSR, PVS, WTI, DCM, DPM, MWG
- Assessment: The US decision to increase tariffs may create certain fluctuations in global markets, but the Vietnamese market seems to have absorbed some of this information. Investors should focus on businesses that are less dependent on exports to the US or have a solid domestic market, while prioritizing sectors that benefit from restructured supply chains. Maintaining a defensive portfolio during this period is a wise strategy.
The US is urging its partners to uphold existing trade agreements.
U.S. officials say that the Supreme Court's ruling rejecting President Donald Trump's retaliatory tariffs does not invalidate trade agreements that the Trump administration has reached with its partners.
- Signal: Neutral
- Impacts: CBS, CNBC, ECB, ABC
- Analysis: This call from the US reflects a desire to maintain trade stability and minimize risks for global businesses. For the Vietnamese market, this helps alleviate concerns about an escalating trade war, creating a foundation for stable operations of import and export businesses. Investors can consider stocks that benefit from a more open international trade environment, while closely monitoring global political developments.
The future price of gold will depend on the US-Iran negotiations.
Analysts believe that the future price movements of this precious metal will largely depend on whether tensions between Washington and Tehran will ease or continue to escalate.
- Signal: Neutral
- Impact on: MACD
- Analysis: Geopolitical tensions are always a significant factor influencing gold prices and market sentiment. In this context, gold could become a safe haven, attracting short-term capital flows. Investors should diversify their portfolios, considering allocating a portion to defensive assets like gold, while closely monitoring negotiation developments to adjust strategies promptly and avoid unexpected shocks.
KIS Vietnam launches a New Year's lucky money program for investors in early 2026.
Following the Lunar New Year holiday of the Year of the Horse 2026, the stock market entered its first trading sessions of the year with renewed vigor. Simultaneously, KIS Vietnam launched the "Stock Market Lucky Money - Unleash Your Fortune" program on the iKIS platform, offering a convenient digital experience with simple participation methods for individual investors.
- Signal: Neutral
- Impact on: KIS
- Analysis: Early-year promotional programs from securities companies are often a driving force attracting new investors and encouraging trading. This can contribute to increased liquidity and market activity in the early part of the year. Investors should take advantage of these opportunities to optimize transaction costs, but should still prioritize thorough research of stocks and adhere to prudent investment principles.
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.
