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 rises for 5 consecutive sessions, foreign capital returns to net buying.
Although the scores weren't outstanding, the stock prices rose quite impressively. In particular, the influx of capital into the market pushed liquidity to its highest level in 7 sessions, aided by foreign investors.
- Signal: Positive
- Impact on: ATC, VIC, VHM, VCB, VJC, MSN, HDB, HPG, MWG, DGC
- Analysis: The strong return of net foreign capital is an extremely positive signal, indicating confidence in the economic outlook and market of Vietnam. This could provide momentum for the VN-Index to continue its upward trend in the short term, especially for blue-chip stocks favored by foreign investors. Investors should consider accumulating potential stocks in their portfolios, while managing risk by setting reasonable stop-loss points to protect profits.
The market experienced slight fluctuations, bottom-buying was strong, and liquidity increased sharply again.
A short-term profit-taking occurred during the trading session, and for most of the time, market breadth favored the downside. However, bargain-hunting activity was strong, boosting trading volume on both exchanges by 431 TP3T compared to the previous session. Even with many blue-chip stocks still in the red, the VN-Index was pulled into positive territory.
- Signal: Neutral
- Impact on: VIC, GAS, VPB, HPG, DGC, PLX, SSI, STB, FPT, MWG
- Analysis: The appearance of slight fluctuations coupled with strong buying at the bottom suggests the market is in a consolidation phase after a series of rallies. The sharp increase in liquidity in this context reflects good money flow, creating opportunities for short-term traders or those accumulating positions at attractive price levels. Close monitoring of blue-chip stocks is necessary to assess the next direction, while caution is advised regarding unpredictable price movements.
The stock market enters the new trading year with the goal of market development.
The opening bell ceremony for the 2026 stock market trading season at HOSE marks a pivotal year for the Vietnamese stock market as it enters its 30th year, with expectations of stable and sustainable market development, opportunities for upgrading its status, and attracting new capital flows.
- Signal: Positive
- Impact on: HOSE, CHO, TRI, TTCK, REE, NGU, CUNG, HDS, FTSE, MSCI
- Assessment: The stock market's target of stable and sustainable development and its anticipation of an upgrade in this pivotal year is a strong psychological support factor. This promises to attract new capital flows and create attractive long-term investment opportunities. Investors should focus on companies with strong fundamentals and high growth potential, especially those in sectors benefiting from market development policies, and may consider an investment strategy based on the upgrade cycle.
Eight key priorities for the stock market in 2026
Minister of Finance Nguyen Van Thang stated that the Vietnamese stock market in 2025 will be one of the most vibrant markets in the region and the world, with many important milestones and marking a new step forward in its 25-year journey of development and growth.
- Signal: Positive
- Impact on: Stock Exchange, HOSE, People's Committee, VNX, HCM, HNX, VSDC, FDI, PPP, Stock Market
- Assessment: The key tasks set by the Minister of Finance for 2026 demonstrate the Government's strong commitment to developing the Vietnamese stock market. This provides a solid foundation for expecting greater transparency and efficiency, attracting both domestic and foreign investment. Investors should prioritize stocks in sectors that directly benefit from these macroeconomic policies, while maintaining a long-term perspective to seize opportunities for sustainable market growth.
President Trump imposes new tariffs: Who benefits, who loses?
With the new global tariff rate 15% announced by US President Donald Trump last weekend, the trade-weighted average tariff rates for US trading partners have changed inconsistently.
- Signal: Neutral
- Impact on: CNBC, GTA, THU, QUAN, ANG, XEM
- Assessment: The new tariff decisions by US President Donald Trump could create inconsistent fluctuations in international and Vietnamese markets. Export businesses may experience negative or positive impacts depending on the product and target market. Investors need to closely monitor the geopolitical situation and trade agreements to assess risks and opportunities for specific sectors, especially those directly linked to the US market, and diversify their portfolios to mitigate risks.
Three phases of massive capital inflow into the stock market after an upgrade.
Typically, the stock market will react both before and after information is released. Therefore, capital inflows into the market occur in three phases.
- Signal: Positive
- Impacts: FTSE, CFA, TNHH, VCBF, GIAI, NGO, THU, NGU, ESG, BTC
- Analysis: Information regarding the capital inflow phases when the market is upgraded is a crucial long-term factor, creating significant momentum for foreign investment. Investors need to seriously consider preparing for the upgrade process, focusing on blue-chip stocks and companies with good governance standards and transparency. This presents a great opportunity to invest in stocks with breakthrough growth potential in the medium and long term; however, short-term fluctuations based on news events should also be considered.
Gold prices surged to a three-week high, with the SPDR Gold Trust making net purchases of nearly 8 tonnes.
Demand for hedging is surging, and the precious metals market is also more active now that the Lunar New Year holiday has ended in many Asian countries.
- Signal: Neutral
- Impacts: SPDR, CPM, CNBC
- Analysis: The surge in gold prices indicates increasing demand for risk hedging in the global market, a phenomenon often seen during periods of economic or geopolitical uncertainty. While the gold market is indirectly linked to equities, the SPDR Gold Trust's net buying suggests that capital is seeking safe havens. Investors should diversify their portfolios, considering allocating a portion of their assets to gold for risk mitigation, while monitoring macroeconomic indicators to assess the overall impact.
The market is anticipating more intense volatility.
A significant profit-taking surge pushed liquidity to its highest level in seven sessions, with approximately 33 trillion VND traded on both exchanges, excluding block trades. However, trading remained heavily concentrated in rising stocks, confirming strong buying support.
- Signal: Neutral
- Impact on: VNI, HSX
- Analysis: High liquidity amidst volatility indicates fierce competition between supply and demand, signaling the possibility of further short-term market corrections. While bargain-hunting remains active, investors should exercise caution and prepare strategies to cope with more intense market fluctuations. This could present an opportunity to restructure portfolios, reduce weak stocks, and accumulate fundamentally sound stocks at discounted prices, while managing risk carefully.
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.
