On April 4, 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.
Stock liquidity declines, VN-Index falls for 4 consecutive sessions
Trading value on HoSE dropped below VND17,000 billion, the lowest level in the past 3 weeks. VN-Index closed at 1,322 points, down more than 2 points compared to the previous session.
- Signal: Negative
- Impact on: VN-Index, VCB, TPB, ORS, TPS
- Comment: Low liquidity and the index falling for four consecutive sessions show investors' cautious sentiment. Foreign investors' continued net selling may put pressure on the market in the short term. However, the relatively balanced market breadth is a positive signal.
VN-Index maintains 1,320 point mark thanks to Vingroup and HQC stocks suddenly hitting the ceiling
- Signal: Neutral
- Impact on: VN-Index, VIC, VHM, HQC
- Comment: The market fluctuates narrowly, lacking growth momentum from the banking group. However, the support of Vingroup shares and the increase of HQC shows that cash flow is still selective in choosing opportunities. Investors should be cautious and monitor the developments of leading sectors.
Public bond issuance is bustling, mobilizing thousands of billions of VND since the beginning of the year
- Signal: Positive
- Impact on: Banking stocks (VCB, BID, CTG, SHB), securities (VPS), real estate
- Comment: Stricter regulations help increase the transparency and attractiveness of corporate bonds. This capital mobilization channel is expected to continue to be active in the coming quarters, especially in the banking, securities and real estate groups. This could boost capital flows into the stock market.
Many banks plan to pay high dividends in 2024, mostly in shares. This is considered a positive signal for bank shareholders.
- Signal: Positive
- Impact on: VCB, BID, CTG, ACB, MBB, VPB
- Comment: High dividends can attract investors to bank stocks, creating momentum for price increases. However, it is necessary to monitor the impact on charter capital and credit growth capacity of banks after dividends.
Bank stocks traded sluggishly last week despite positive recommendations from securities companies.
- Signal: Negative
- Impact on: VIB, CTG, VPB, MBB
- Comment: The contrast between recommendations and actual trading shows investors' cautious sentiment. This could lead to short-term selling pressure on bank stocks, creating strong fluctuations in the coming time.
Vingroup's value exceeds VND200,000 billion, affirming its position as the largest private enterprise on the Vietnamese stock exchange.
- Signal: Positive
- Impact on: VIC, VHM, VPL
- Comment: Vingroup's recovery could create a positive spillover effect for the market, especially real estate and retail stocks. This could boost cash flow back and support the VN-Index's uptrend in the short term.
Mr. Vu Van Tien withdrew his resignation and continued to work with the Board of Directors of ABBank.
ABBank Vice Chairman Vu Van Tien has decided to withdraw his resignation after consideration, in order to continue working with the bank's Board of Directors. Mr. Tien is a major shareholder, indirectly holding more than 17% shares through related businesses.
- Signal: Positive
- Impact on: ABB
- Comment: Mr. Tien's decision shows stability in ABBank's leadership, which can create confidence for investors. This is likely to positively support ABB's stock price in the short term.
Two investors were heavily fined for manipulating PDR shares using 164 accounts
The State Securities Commission fined each individual VND1.5 billion and banned trading for 2 years for two investors who used hundreds of accounts to manipulate PDR stock prices at the end of 2022.
- Signal: Positive
- Impact on: PDR, VN-Index
- Comment: Strict punishment of market manipulation acts helps increase investors' confidence in the transparency and fairness of Vietnam's stock market, which can promote long-term investment flows in the future.
FPT aims to train 50,000 AI engineers, expand investment in data centers and AI factories in Vietnam
FPT announced its 2025-2027 development strategy focusing on AI, semiconductors, digital automotive technology, digital and green transformation. The company committed to training 50,000 AI engineers by 2030, opening 2 AI factories in Vietnam and Japan in 2025, and integrating AI into 100% products by 2027.
- Signal: Positive
- Impact on: FPT, VN-Index, VN30
- Comment: FPT's strategy of investing heavily in AI and technology can promote long-term growth and attract investors. This is likely to have a positive impact on FPT's stock price and contribute to improving the overall market index.
SHB continues to attract strong cash flow, increasing nearly 10% in the market adjustment week
- Signal: Positive
- Impact on: SHB, VN-Index
- Comment: The strong cash flow into SHB shows great interest from investors. This could create a positive spillover effect to other bank stocks, supporting the VN-Index in the short term even though the market is slightly adjusting.
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.
