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.
Blue-chip stocks recover strongly, VN-Index regains 1500 point mark
Although liquidity showed signs of weakening, market developments showed high excitement. The group of blue-chip stocks with the largest capitalization increased strongly, helping the VN-Index not only regain the 1,500-point mark but also surpass 1,528.19 points, reviving expectations of testing the old peak.
- Signal: Neutral
- Impact on: VIC, VHM, TCB, VCB, CTG, FPT, VJC, SHB, TPB, BID
- Comment: The index's recovery on low liquidity while foreign investors are net sellers is a signal to be cautious. Investors should avoid chasing buyers in exciting sessions, consider taking profits from a portion of their portfolio that has already made a profit, and closely monitor cash flow to confirm whether this uptrend is truly sustainable or just a technical recovery.
VN-Index faces great correction pressure after a series of increases
From a technical perspective, the nearly 490-point rally has likely stalled after a session with extremely high liquidity but prices did not increase proportionally, accompanied by strong price fluctuations. This is a potential sign of a distribution phase in the market.
- Signal: Positive
- Impact on: VIX, MBS, HOSE
- Comment: The surge in liquidity is a positive signal for securities companies (VIX, MBS) in terms of transaction fee revenue. However, for the general market, this is a risky sign of an impending correction. The appropriate strategy is to reduce the proportion of stocks, especially those that have increased rapidly, and increase cash holdings to wait for disbursement opportunities when the market returns to safer support zones.
TDM has another major shareholder, NTP Trading Company Limited.
NTP Trading Company Limited announced that it has completed the purchase of 900,000 TDM shares during the period from July 1 to 29, 2025, thereby increasing its ownership to 5% and officially becoming a major shareholder of the company.
- Signal: Neutral
- Impact on: LLC, TDM, HOSE, KQKD, VCSC, BWE, DNW, CCS
- Comment: The appearance of a new major shareholder may bring about changes in strategy and governance for TDM in the long term. Investors should monitor the next moves of this shareholder and information related to the company's business plan. In the short term, this information has not had much impact on the stock price but is a factor that needs to be observed to assess future potential.
GAS closes list of cash dividend payments and bonus share issuance
PV GAS will pay cash dividends at a rate of 21% (1 share will receive 2,100 VND). With more than 2.34 billion shares in circulation, PV Gas will spend nearly 4,920 billion VND to pay dividends this time.
- Signal: Positive
- Impact on: GAS, HOSE, VCSC, LPG, LNG
- Comment: The high cash dividend payment affirms GAS's strong financial health and stable operating cash flow. This is attractive information for value investors and dividend-loving investors. GAS shares may receive attention from cash flow and tend to increase in price before the ex-dividend date, creating opportunities for short-term swing traders.
Foreign fund Pyn Elite Fund continues to increase ownership at HDG above 6%
Provisionally calculated according to the HDG stock price at the closing trading session on July 24, 2025 at VND 28,050/share, it is estimated that the Finnish foreign fund spent about VND 56.1 billion to buy the above shares.
- Signal: Neutral
- Impact on: HDG, HOSE, VCSC, PEG, CAGR
- Comment: The continuous increase in the proportion of Pyn Elite Fund is a guarantee for HDG's long-term growth potential, especially in the energy and real estate sectors. Long-term investors can consider this as a signal to accumulate stocks. However, it should be noted that the fund's actions do not guarantee a short-term price increase, so it is recommended to combine with technical analysis to choose a reasonable buying point.
VCF no longer meets public company standards
VCF has a total of 538 shareholders, of which 1 major shareholder holds 98,791 TP3T of voting shares and the remaining 537 shareholders hold only 1,211 TP3T of voting shares.
- Signal: Neutral
- Impact on: VCF, HOSE, VCBS, VCSC, MSN, TNDN
- Comment: The overly concentrated shareholder structure puts VCF at risk of forced delisting, which will drastically reduce the liquidity of its shares. This is a big risk for small shareholders who still hold shares. The appropriate strategy is to consider divestment before the official delisting information is announced to avoid getting stuck with capital in an illiquid asset.
US foreign fund continues to increase ownership ratio at PNJ to more than 6%
Foreign fund T. Rowe Price Associates (USA) announced the purchase of an additional 74,100 PNJ shares in the session of July 28, increasing the fund's ownership ratio in this gold and gemstone enterprise.
- Signal: Neutral
- Impact on: PNJ, HOSE, Financial Statements, VCSC
- Comment: The increase in ownership by a large US fund shows optimism about the retail industry and the purchasing power of Vietnamese consumers in the long term. This strengthens PNJ's position as a leading stock in the industry. Investors can consider PNJ for their long-term portfolio, but should pay attention to the current valuation of the stock to avoid buying at too high a price.
In the first 6 months of the year, Hoa Phat contributed 7,100 billion VND to the State budget.
In the first 6 months of 2025, Hoa Phat Group contributed VND 7,100 billion to the state budget in 20 provinces and cities across the country. Hoa Phat Dung Quat Steel and Hoa Phat Hai Duong Steel were the two largest member companies, contributing VND 4,100 billion and VND 1,155 billion, respectively.
- Signal: Neutral
- Impact on: HPG, VAT
- Comment: The large budget contribution is an indirect proof of the scale of operations and positive business results of Hoa Phat (HPG). This information strengthens the solid fundamental foundation of the enterprise, which is a factor supporting the confidence of long-term investors. Although it does not directly affect the stock price in the short term, it affirms HPG's leading position and stability in the economic cycle.
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.
