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.
Divergence power, small and medium stocks recover impressively
While the weak blue-chip group dragged down the general index, mid- and small-cap stocks increased sharply. 21 stocks hit the ceiling and nearly 100 others increased by more than 1%, a "strange" development in the context of the VN-Index's decline.
- Signal: Negative
- Impact on: VPB, MBB, GVR, VCB, VIC, VHM, TCB, HPG, FPT, VPL
- Comment: The divergence shows that cash flow is looking for opportunities in specific groups of stocks instead of spreading widely. The fact that foreign investors are net buyers of large-cap stocks while small and mid-cap stocks are recovering positively may be a sign of improving general confidence, but it is necessary to pay attention to risks when the general index declines. Investors should focus on stocks with good fundamentals and separate stories, avoiding investing with the crowd.
Selling pressure returns, VN-Index loses 1500 point mark, foreign investors net sell 1200 billion
Market liquidity remained quite high, HoSE matched a slight increase of nearly 3% but the trend was in the opposite direction. Stocks turned to decrease in price, showing that selling pressure had returned, especially foreign investors also net sold up to 1,372 billion VND, of which HoSE alone was more than 1,200 billion.
- Signal: Negative
- Impact on: VHM, VIC, TCB, CTG, BID, HPG, MBB, VCB, VPB, SHB
- Comment: The VN-Index losing the 1,500-point mark along with strong net selling pressure from foreign investors shows that market sentiment is becoming cautious. Investors need to manage risks closely, consider reducing margin ratios and wait for more stable signals from the market before actively participating again. This is the time to re-evaluate portfolios and restructure assets.
Which banks still have foreign room?
After a series of continuous net purchases since the beginning of July, many major bank stocks have had full foreign room such as TCB, MBB, HDB, ACB.
- Signal: Neutral
- Impact on: TCB, MBB, HDB, ACB, FTSE, VJC, SHB, VPB, LPB, OCB
- Comment: Information about foreign room of major banks is an important factor affecting foreign investment capital flow. Banks with room can attract more foreign capital, creating momentum for price increase in the medium term. On the contrary, stocks with full room may have less fluctuations due to this factor. Investors should monitor the buying and selling activities of foreign investors and the growth potential of each bank to make appropriate decisions.
Money waiting to buy stocks suddenly increased by nearly 4 billion dollars, approaching the historical peak
Money waiting to buy securities increased dramatically, approaching the historical peak. Specifically, the balance of investors' deposits increased sharply by 35.9% compared to the previous quarter, equivalent to an increase of 25.7 trillion VND, to nearly 97.2 trillion VND at the end of June 2025.
- Signal: Positive
- Impact on: SSI, TCBS, MBS, VCI, SHS, VIX, KIS, HSC, VIC, VHM
- Comment: The sharp increase in the amount of money waiting to buy stocks shows that the market's potential absorption capacity is very large, creating a foundation for future recovery. This is a positive signal for cash flow and investor sentiment, but it is necessary to monitor whether this cash flow is effectively disbursed to push the index up or not. Investors can consider gradually disbursing into stocks with attractive valuations when the market has a correction, especially the stock group.
Vietjet exceeds business plan, orders large aircraft, wins many projects
Vietjet Aviation Joint Stock Company (HOSE: VJC) has just announced its business results for the second quarter of 2025, exceeding its plan and making its mark with large aircraft orders, continuing to deploy self-service on the ground and winning the project bid at Long Thanh International Airport.
- Signal: Positive
- Impact on: HOSE, VJC, THU, NHU, CAO, TRI, BAY, LONG
- Comment: VJC’s business results exceeding the plan and large orders show the company’s strong growth prospects in the aviation industry and its expansion. This is a very positive signal for VJC shares and can spread to other companies in the same industry. Investors should carefully analyze financial statements, cash flows and expansion plans to assess long-term growth potential and consider disbursement.
What is the profit picture of listed banks in the first 6 months of the year?
Business activities of commercial banks in the first 6 months of 2025 continued to record many positive signals, with a series of banks reporting pre-tax profits of over VND 10,000 billion, despite the volatile macroeconomic context.
- Signal: Positive
- Impact on: HOSE, HDB, CIR, ACB, SHB, MBB, NIM, VPB, TCB, VIB
- Comment: The impressive profits of many banks in the first 6 months of 2025 affirm the stability and profitability of this industry group, which is the pillar of the market. This strengthens confidence in the long-term prospects of the banking industry. Investors can continue to consider this group of stocks, especially banks with good credit growth, guaranteed asset quality and sustainable growth potential.
HHV increases capital contribution ratio to Cam Lam - Vinh Hao Expressway project to 57,42%
HHV has received the transfer of 20 million shares, accounting for 19,421 TP3T of Cam Lam - Vinh Hao Expressway JSC from Deo Ca Construction JSC, at a price of VND 10,000/share, corresponding to a total transaction value of VND 200 billion.
- Signal: Positive
- Impact on: HHV, JSC, HOSE, TMCP, BCC, VCBS, BOT, PPP
- Comment: HHV's increase in capital contribution to key expressway projects shows its commitment and potential to benefit greatly from infrastructure projects. This is a positive factor supporting HHV's revenue and profit growth in the long term, especially when public investment is promoted. Investors can consider stocks that benefit from public investment, but need to monitor project progress and capital recovery to assess risks.
Under control, LDG still has more major shareholders
Ms. La My Hoang announced that she had successfully purchased 8.65 million LDG shares on July 24. Thereby, increasing her ownership in LDG from 670,000 shares, accounting for 0.262% to 8.65 million shares, accounting for 3.384%.
- Signal: Neutral
- Impact on: LDG, HOSE, Financial statements, Corporate income tax
- Comment: The addition of a major shareholder to LDG, even though it is under control, shows that some investors see the potential for recovery or expect the company's restructuring plans. However, risks related to control and financial situation still exist. Investors need to be extremely cautious, should only consider if they have a high risk tolerance and have thoroughly researched LDG's recovery roadmap before making any investment decisions.
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.
