On April 3, 2025, the stock market news bulletin recorded notable developments, providing investors with multi-dimensional news bulletins on trends and growth potential. Below is a summary of some of the highlights and analysis of the market situation in the form of a quick bulletin.
SJC gold price skyrocketed to 100 million VND/tael, creating a fever in the market. Experts explained the reason due to expectations of price increase, scarce supply and inflation concerns.
- Signal: Neutral
- Impact on: Bank stocks, securities
- Comment: Rising gold prices may attract cash flow from the stock market, putting pressure on banking and securities stocks. However, this is also an opportunity for gold trading companies. Investors need to be cautious before strong fluctuations.
Shareholder meeting season: Attractive dividend hunting opportunity for investors
Many large enterprises have announced plans to pay high dividends during the 2025 AGM season. Stocks such as VCF, REE, and MCH promise to bring stable cash flow to shareholders. However, investors need to carefully analyze the long-term prospects of the enterprise.
- Signal: Positive
- Impact on: VCF, REE, MCH, FOX
- Comment: Information about attractive dividends can attract cash flow into stocks that pay high and stable dividends. However, investors need to carefully consider the long-term growth prospects of the business before making a decision.
FPT denies information about sponsoring Chelsea's jersey, focusing on positive business results
FPT officially denies rumors of becoming Chelsea's shirt sponsor next season. The Vietnamese technology group focuses on its core business, recording good growth in revenue and profit in the first two months of 2025.
- Signal: Neutral
- Impact on: FPT
- Comment: Not sponsoring Chelsea helps FPT save large marketing costs, focusing resources on core business activities. Positive business results in the first two months of the year show that FPT's growth prospects are still maintained.
FPT shares have been volatile, raising questions about its long-term prospects amid a rapidly changing global technology industry. Investors should keep a close eye on market developments.
- Signal: Neutral
- Impact on: FPT, VN-Index, VNM ETF
- Comment: FPT's volatility reflects the uncertainty about the technology industry's prospects. However, FPT's leading position in Vietnam can help the company overcome difficult times and maintain long-term growth.
Cash flow shifts to small and medium real estate stocks, VN-Index recovers slightly after 3 sessions of decline
- Signal: Neutral
- Impact on: VN-Index, SCR, QCG, TCH, HQC, KHG
- Comment: The market is diverging, with cash flow shifting from blue chips to small and medium-sized real estate stocks. The 1,320-point mark of the VN-Index is playing an important supporting role. Investors should be cautious and monitor short-term market developments.
Mobile World targets $1 billion in revenue from Apple products by 2027
Mr. Doan Van Hieu Em, member of MWG's Board of Directors, shared that the company achieved revenue of nearly VND 10,000 billion from Apple products in the first two quarters of the year, an increase of 32% compared to the same period in 2024.
- Signal: Positive
- Impact on: MWG, VN-Index
- Comment: The strong growth target from the cooperation with Apple shows MWG's positive outlook. This could boost MWG's stock price and have a positive impact on the VN-Index in the short term.
US and European stocks edge down, investors cautious ahead of trade tensions and interest rate decision
- Signal: Neutral
- Impact on: Dow Jones, S&P 500, Nasdaq, STOXX 600
- Comment: The market is in a state of balance, weighing the negative impact of trade tensions against positive expectations of interest rate cuts. Investors should closely monitor policy developments and economic data to have appropriate strategies.
In the past 10 years, no technology company has IPO in Vietnam, accounting for only 1% on the stock exchange.
Vietnam’s stock market is not yet an attractive capital channel for technology startups. Experts have proposed loosening IPO regulations and creating separate trading floors for technology businesses to attract investment capital.
- Signal: Negative
- Impact on: VN-Index, HNX-Index, VN30-Index
- Comment: The absence of large technology companies may reduce the attractiveness of Vietnam's stock market. There should be policies to encourage IPOs of technology companies to increase the size and quality of the market and attract investment capital.
S&I Ratings CEO: Tighter Regulation Will Increase the Attractiveness of Public Bonds
The CEO of S&I Ratings believes that stricter regulations will increase transparency and facilitate the public bond market, which is expected to continue to be active after a strong first quarter.
- Signal: Positive
- Impact on: VNM, HPG, MBB and large enterprises that regularly issue bonds
- Comment: Stricter regulations will help the bond market develop sustainably and increase investor confidence. This can promote capital flows into the stock market, especially blue-chip stocks with large capital mobilization needs.
Vietcap launches Vietcap IQ investment analysis platform, enhancing the experience for Vietnamese investors
Vietcap Securities (VCI) has just introduced Vietcap IQ - a comprehensive investment analysis platform, combining AI technology and extensive expertise. The product provides VN-Index forecasts, stock evaluations, industry analysis and many tools to support smart investment decisions.
- Signal: Positive
- Impact on: VCI, VN-Index
- Comment: Vietcap IQ can promote stock trading activities, increase market liquidity. This tool helps investors access in-depth information, make wiser decisions, and support the sustainable development of the Vietnamese stock market.
The stock market news brief aims to provide investors with an overview, while emphasizing the importance of careful analysis before making investment decisions. Following the stock market news brief from HVA The provision will help investors seize opportunities from short-term fluctuations and adjust their portfolios in line with market trends.
