On January 6, 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.
The largest ETF fund VN30 plans to buy SHB, LPB strongly and sell HPG, TCB in the restructuring period of January 2025
- Signal: Neutral
- Impact on: VN30, SHB, LPB, HPG, TCB, POW
- Comment: Adding/removing stocks and adjusting the weight in VN30 may create short-term fluctuations for related stocks. However, the overall impact on the market is considered neutral due to both buying and selling from ETFs.
Vietnam expects to upgrade its stock market by 2025, attracting $25 billion in new investment capital by 2030.
- Signal: Positive
- Impact on: VN-Index, HNX-Index, large-cap stocks
- Comment: The upgrade will attract significant foreign capital inflows, boosting liquidity and market valuations. However, risks from US trade policy and bond maturities in 2025 need to be monitored.
VN-Index increased by 12% in 2024 but many investors still had difficulty making profits due to strong market differentiation and declining liquidity.
- Signal: Neutral
- Impact on: VN-Index, bluechip stocks, banking group, securities, real estate
- Comment: Although VN-Index increased, the market still faces many challenges. Weak cash flow and strong differentiation between industry groups make investment more difficult. Investors need to be cautious and analyze carefully before making decisions.
Vietnam asset management industry booming with growth potential of 20% per year
- Vietnam's asset management market is expected to reach 130 billion USD by 2027, growing 20% annually. Total assets under management have increased from 4.5 billion USD in 2014 to 25 billion USD in 2023, but there is still much room for growth compared to other countries in the region.
- Signal: Positive
- Impact on: VN-Index, HNX-Index, bank stocks and securities companies
- Comment: The strong growth prospects of the asset management industry can boost investment capital flows into the stock market, supporting indices and stocks related to the financial sector. This is a positive signal for the development of Vietnam's capital market.
VN-Index plummeted, the market was in red on the morning of January 3, 2025. Cash flow was cautious, liquidity decreased. VN30 group, banks and securities were the main burden.
- Signal: Negative
- Impact on: VN-Index, VN30, banking stocks and securities
- Comment: The market continued to decline after a weak recovery session, reflecting cautious investor sentiment. Low liquidity and declines in large-cap stocks could prolong the negative trend in the short term.
The $2.7 billion real estate giant is about to pay off all its bond debt, creating a positive signal for Vietnam's real estate and financial markets.
- Signal: Positive
- Impact on: VN-Index, HNX-Index, VIC, VHM, NVL
- Comment: The fact that a large real estate company can repay its bond debt can help improve investor confidence, boost liquidity and real estate stock prices. This can create a positive ripple effect for the entire stock market.
Oil and gas industry expects growth thanks to domestic market in 2025 despite international fluctuations
- Signal: Positive
- Impact on: PVS, PVD, GAS, PVB, BSR, PLX
- Comment: Although world oil prices are forecast to decrease, Vietnam's oil and gas industry still has a positive outlook thanks to strong domestic demand. Large projects such as Block B will promote investment and increase profits for businesses in the industry.
VN-Index lost more than 15 points, falling below the 1,255-point mark in the first trading session of the year. YEG shares unexpectedly recovered strongly after a series of 5 consecutive floor-price sessions.
- Signal: Negative
- Impact on: VN-Index, YEG, banking and securities stocks
- Comment: Strong selling pressure across the board shows investors' cautious sentiment at the beginning of the year. However, the recovery of YEG and some individual stocks may create short-term investment opportunities for flexible investors.
BSC predicts bright spots for investment in 2025: Oil and gas, fertilizer, information technology and maritime transport
- BSC experts expect the stock market to be revalued higher in the period 2024-2026. The oil and gas, fertilizer, information technology and maritime transport sectors are forecasted to be bright investment spots in 2025.
- Signal: Positive
- Impact on: VN-Index, PVS, PVB, PVD, DCM, DDV, DPM, FPT, CTR, ELC, ITD, HAH, PVT
- Comment: Positive forecasts for many key sectors could boost investment flows into the stock market. This could potentially support the VN-Index to increase points and improve liquidity in 2025.
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.
