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.
VN-Index continues to be supported, stocks race to plummet
The slight adjustment of 0.42% of VN-Index at the end of the week was still just a "decoration" for stock transactions: Nearly 160 stocks decreased in price by more than 1% (43% total number of stocks traded), while the number of red codes was 2.7 times more than the number of green codes.
- Signal: Positive
- Impact on: VIC, VHM, VRE, LPB, FPT, CTG, TCB, VPB, HPG, SHB
- Comment: Although the VN-Index has a slight correction, the strong differentiation with many stocks falling deeply shows that cash flow is focusing on pillar stocks and groups with their own stories. Investors need to carefully evaluate each stock, focusing on stocks with solid fundamentals and clear growth stories to restructure their portfolios. This is a good time to avoid holding on to weak stocks and look for opportunities in the market-leading industries, while paying attention to risk management in the face of fluctuations.
Gold prices slide after a Fed official's speech, SPDR Gold Trust net sells
World gold prices fell in trading, continuing to retreat from the record level set in the previous session, after a US Federal Reserve (Fed) official called for caution in cutting interest rates.
- Signal: Negative
- Impact on: SPDR, CME, ADP
- Comment: Gold prices fell after the cautious signal from the Fed, showing pressure on the precious metal as expectations of interest rate cuts were pushed back. Investors can consider taking short-term profits or holding positions to wait for clearer developments from the Fed's monetary policy. The main risk is that the Fed maintains high interest rates for longer than expected, putting further downward pressure on gold prices in the medium term, so a suitable hedging strategy is needed.
Experts predict prolonged depreciation of the USD
The results of a recent Reuters survey show that foreign exchange strategists predict the USD will continue to depreciate in the coming time.
- Signal: Negative
- Impact on: ECB, CFTC, MUFG, CME
- Comment: The prolonged depreciation of the USD will bring advantages to Vietnamese export enterprises, helping to increase price competitiveness and improve profit margins. Investors should pay attention to stocks of enterprises with high export proportion, especially industries such as textiles, seafood, and wood products, which can take advantage of long-term growth opportunities. However, it should be noted that exchange rate fluctuations can also affect the cost of importing raw materials, requiring careful assessment of each enterprise.
Fertilizer prices forecast to reverse downward in 2026
Domestic urea prices have room to increase by 12-151 TP3T year-on-year in 2025, before being forecast to decrease by about 8-101 TP3T in 2026.
- Signal: Positive
- Impact on: DAP, MAP, NPK, DPM, DCM, DDV
- Comment: Although urea prices are expected to increase slightly in 2025, the prospect of a sharp decline in 2026 will put pressure on the profits of fertilizer enterprises. Investors need to carefully consider the timing of investing in this industry group, and can look for short-term opportunities in 2025 if there are other supporting factors such as increased demand. However, they should be cautious with a long-term vision and manage risks by setting clear stop-loss thresholds to protect investment capital.
Urgent handover of land for projects to clear capacity of Nhon Trach Power Plant
Dong Nai is stepping up to remove obstacles in compensation and site clearance to hand over to power transmission grid projects, especially capacity clearance projects for Nhon Trach 3 and 4 Power Plant projects.
- Signal: Positive
- Impact on: People's Committee, EVN, VIII, Substation
- Comment: The acceleration of site handover for transmission grid projects in Dong Nai, especially for Nhon Trach 3 and 4 Power Plants, is a positive signal for the electricity industry and related infrastructure enterprises. This helps ensure a stable power supply and increase transmission efficiency, creating a premise for regional economic development. Investors can consider stocks in the electricity, electrical construction and construction materials industries related to these large infrastructure projects, with the expectation of long-term and stable growth.
US stocks hit another record, oil prices slide to 4-month low
The US stock market continued its upward trend and set a new record in the trading session, despite the government shutdown situation still not being resolved.
- Signal: Positive
- Impact on: WTI, OPEC, HFI, EIA
- Comment: The US stock market set a new record, reflecting the optimistic sentiment of global investors, which could create a positive spillover effect to the Vietnamese market in the short term. However, the sharp drop in crude oil prices to a four-month low is a factor that needs to be closely monitored, directly affecting the group of oil and gas stocks. Investors should diversify their portfolios, take advantage of the general market's upward momentum, but at the same time re-evaluate investments in the oil and gas industry in the face of oil price fluctuations to effectively manage risks.
DNSE achieved the title of Strong Brand for Pioneering Innovation for the third consecutive time.
DNSE Securities continues to make its mark when it is listed for the third consecutive time in the Top 10 Strong Brands - Pioneers in Innovation at the Vietnam Strong Brands 2025 Announcement Ceremony
- Signal: Neutral
- Impact on: DNSE, API
- Comment: DNSE's consecutive achievement of the title of Strong Brand, Pioneering Innovation, affirms the company's position and competitiveness in the securities industry. This can strengthen the trust of customers and investors, helping DNSE continue to expand its market share and develop sustainably in the long term. Investors can follow DNSE's business developments and innovation strategies to find investment opportunities in a business with growth potential from effective technology application.
Warren Buffett may be hatching a "super deal"
Legendary investor Warren Buffett, head of Berkshire Hathaway, is nearing a deal to buy Occidental Petroleum's OxyChem chemical division for about $10 billion.
- Signal: Neutral
- Impact on:
- Comment: The news of Warren Buffett’s potential mega-deal shows a large capital movement in the global economic context, especially in the chemical industry. Although this is international news, Vietnamese investors can learn from how big investors position their portfolios in the macro context. Following big deals can suggest future industry trends and asset valuations, helping to adjust personal investment strategies and find potential industries.
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.
