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.
The wealth of a number of cryptocurrency billionaires is expected to decline by billions of dollars in 2025.
The wealthiest individuals in the cryptocurrency market have seen their personal net worth plummet due to the deep cryptocurrency market correction in 2025. The drop in Bitcoin and many other major coins by more than 40% has significantly reduced the portfolios of many billionaires.
- Signal: Neutral
- Impact on: Listed companies involved in blockchain and digital finance.
- Analysis: Volatility in the cryptocurrency industry could spill over into the stock market, especially for companies investing in digital platforms. In the short term, the impact will be negative psychologically, but in the long term, it opens up opportunities to accumulate shares at reasonable prices. Investors should carefully monitor the stability of the crypto market to choose the appropriate time to invest.
VN-Index surged strongly with trading volume exceeding 20,000 billion VND.
The stock market recorded an impressive recovery as the VN-Index rose nearly 15 points, driven by a broad rally in large-cap stocks. Liquidity reached its highest level in the past six months, indicating that capital is flowing back into blue-chip stocks and promising mid-cap stocks.
- Signal: Positive
- Impact on: The entire market and leading stock groups.
- Assessment: The improvement in liquidity is a clear signal of the return of institutional and individual investors. If the upward trend is consolidated in the coming sessions, it could establish a new upward wave. Investors may consider increasing their holdings of strong stocks with good accumulation bases, while managing risk by monitoring cash flow during periods of volatility.
Interbank interest rates fell to their lowest level since the beginning of the year.
Overnight lending rates in the interbank market continued to fall to 1.5% after several sessions of adjustments. This reflects the excess liquidity in the financial system and facilitates businesses' access to short-term capital.
- Signal: Positive
- Impact on: Banking, real estate, consumer goods, and export businesses.
- Analysis: The decline in interbank interest rates may encourage commercial banks to further reduce deposit and lending rates, thereby stimulating investment and consumption. In the short term, bank and real estate stocks will benefit. In the long term, with lower capital costs, business profitability will improve. Investors may prioritize stocks with high operating leverage, while setting clear investment limits to control macroeconomic credit risk.
Foreign investors continued to be net buyers of over 700 billion VND, focusing on the financial and steel sectors.
Foreign investors maintained a strong net buying trend on the HOSE, focusing mainly on financial stocks such as SSI and VND, and steel stocks such as HPG and NKG. This development indicates that foreign capital is returning to the Vietnamese market due to expectations of economic recovery and improved macroeconomic indicators.
- Signal: Positive
- Impact on: Financial stocks, securities, and steel.
- Analysis: The return of foreign capital is a crucial supporting factor helping the market maintain its upward momentum. In the short term, stocks with a large weighting in foreign investors' portfolios will have good prospects. In the long term, this trend may spread to other fundamental sectors. The appropriate strategy is to proactively select stocks with strong financial foundations, ample foreign ownership room, and attractive valuations, while setting reasonable stop-loss levels when the market experiences unexpected fluctuations.
HVA shares traded actively, maintaining a steady upward trend.
HVA has maintained its upward trend since the end of Q4/2025, with trading volume remaining above the average of the last 20 sessions. This stock is currently considered by many investors to have potential due to its strategy of expanding technology products and digital transformation in the financial sector.
- Signal: Neutral
- Impact on: Individual and institutional investors interested in fintech.
- Assessment: HVA is currently in an accumulation phase with a stable price base, reflecting optimistic expectations for medium- and long-term growth prospects. A short-term technical correction may occur, but opportunities remain open for long-term investors. The recommended strategy is to disburse funds in small increments and closely monitor the earnings performance of the most recent quarter to confirm a sustainable trend.
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.
