On January 4, 2025, the stock market news bulletin recorded remarkable developments, providing investors with multi-dimensional information about trends and growth potential. Below is a summary of some outstanding news and analysis of the market situation.
BSR listed on HOSE with more than 3.1 billion shares, expected to start a vibrant year for new listing activities
- Signal: Positive
- Impact on: VN-Index, VN30, BSR
- Comment: BSR's move to the stock exchange could motivate other large enterprises to list, improve liquidity and attract foreign investors. This is a positive signal for the Vietnamese stock market in 2025.
Vietnam Investment Fund Records Impressive Performance in 2024, Outperforming VN-Index
- Many investment funds achieved growth of 20-36% in 2024, far exceeding the growth of 11-12% of VN-Index. Investment strategies focusing on growth stocks and effective risk management are the keys to success.
- Signal: Positive
- Impact on: VN-Index, open-end investment funds, banking stocks, technology, retail
- Comment: The positive results of investment funds show the potential of the Vietnamese stock market. The trend of investing through professional funds is expected to continue to develop, supporting the sustainable growth of the market in the long term.
ABS forecasts VN-Index could reach 1,435 points in 2025, recommends dynamic trading strategy
- Signal: Positive
- Impact on: VN-Index, blue-chip stocks
- Comment: Positive forecasts for the VN-Index in 2025 could boost investor sentiment and create growth momentum for the market. However, investors need to carefully monitor macroeconomic factors and adjust their strategies in line with market developments.
Hunting for hot investment channels in 2025: Stocks and cryptocurrencies lead, real estate is still waiting
- Experts predict that stocks and cryptocurrencies will be the most attractive investment channels in 2025, while real estate is still in the 'wait and see' phase. Gold is predicted to have another price increase before 'hibernation'.
- Signal: Neutral
- Impact on: VN-Index, HNX-Index, UPCoM-Index
- Comment: The stock market has a positive outlook thanks to expectations of economic growth and market upgrades. However, risks from fluctuations in cryptocurrencies and real estate may affect investor sentiment.
Foreign investors net sold a record of nearly VND94,450 billion on the Vietnamese stock market in 2024, far exceeding the VND58,000 billion in 2021.
- Signal: Negative
- Impact on: VN-Index, VHM, VIB, FUEVFVND, FPT, MSN, VRE, HPG
- Comment: Strong net selling pressure from foreign investors may cause negative sentiment among domestic investors, creating downward pressure on many bluechip stocks. However, foreign capital is still quietly pouring in through off-market share purchases.
Vietnam needs to develop a set of supervisory responsibility rules for institutional investors.
- The rise of institutional investors in Vietnam raises an urgent need for a set of supervisory responsibility rules to improve transparency and corporate governance, attracting international investment capital.
- Signal: Positive
- Impact on: VN-Index, HNX-Index, bluechip stocks
- Comment: The development of a set of rules will improve the investment environment and attract foreign capital, especially after the market is upgraded. This can promote liquidity and stock valuation, especially for businesses with good governance.
TCSC launches new derivatives trading platform, free trading until June 30, 2025
- Thanh Cong Securities (TCSC) has just officially launched the TCiFutures and TCiPro derivatives trading systems from January 2, 2025, providing many useful and safe features for investors. TCSC applies free transactions until June 30, 2025 to support customers.
- Signal: Positive
- Impact on: VN30-Index, HNX-Index
- Comment: TCSC's launch of a new derivatives trading platform could boost liquidity and the development of Vietnam's derivatives market. The free trading incentive program is expected to attract more investors to participate in this market.
Novaland (NVL) withdrew VND2,000 billion from Tan Kim Yen Real Estate, restructured its investment portfolio to optimize capital and focus on key projects.
- Signal: Neutral
- Impact on: NVL, VN-Index
- Comment: This move by Novaland may help improve short-term cash flow, but it also reflects the difficulties of the real estate market. It is necessary to monitor further the plan to use the recovered money and the impact on the company's other projects.
Stock market starts 2025 gloomy, investors cautiously wait
- Signal: Neutral
- Impact on: VN-Index, HNX-Index, UpCoM-Index
- Comment: Cautious trading reflects investors' wait-and-see attitude at the beginning of the new year. Low liquidity and narrow fluctuations indicate that the market is in the accumulation phase, with no clear growth momentum.
Novaland converts bonds at 3.5 times higher than market price, opening up new opportunities for investors
- Signal: Positive
- Impact on: NVL, VN-Index
- Comment: This move demonstrates bondholders’ confidence in Novaland’s recovery potential. The conversion could help improve capital structure, reduce debt pressure and create momentum for NVL shares, thereby positively supporting the VN-Index.
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.
