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.
Liquidity explodes, VN-Index reaches new historical peak, foreign investors net sell more
The market had its second consecutive explosive session with huge cash flow. VN-Index increased by 2,41% and reached a new historical peak of 1,565.03 points. The matching liquidity on the HoSE floor alone increased by 1,09% compared to the previous session, reaching 31,723 billion VND, just a little less than the historical level of 35,451 billion VND in the previous sessions.
- Signal: Positive
- Impact on: VIC, VHM, MBB, TCB, VCB, CTG, VPB, HPG, TPB, VAB
- Comment: Strong net foreign buying shows that confidence in the market is improving. This signal can lead to a short-term growth cycle, encouraging investors to hold stocks with good fundamentals. However, it is necessary to consider diversifying the portfolio to reduce risks from unexpected fluctuations in the trading market.
Shocking increase and decrease, liquidity sets new record, VN-Index is lucky to still be able to hold on
The market experienced a violent fluctuation in the afternoon session in an unexpected direction. When investors were intoxicated with the victory of the VN-Index's increase of 3,72%, a sudden sell-off appeared, pushing the index down 0.6%, equivalent to a fluctuation of 4,34% in less than 30 minutes. Liquidity showed a record high.
- Signal: Positive
- Impact on: VIC, VHM, TCB, MBB, HPG, GEX, VCI, CII, KBC, HAG
- Comment: Strong liquidity fluctuations often accompany major shifts in investor sentiment. These shocks can create bargain buying opportunities while also presenting a challenge for risk management. Investors should continue to monitor relevant indicators and establish specific support levels to protect their portfolios.
What is the driving force that helps bank stocks explode again, bringing VN-Index to a historic peak?
In two consecutive sessions, banking stocks exploded, pushing the index to a new historical record of 1,570 points. Statistics show that the group's profits are somewhat behind the overall market, but the growth momentum is still maintained.
- Signal: Positive
- Impact on: NHU, SAU, NHTM, VCB, BID, CTG, NIM, VPB, VIB, STB
- Comment: The recovery of the banking group shows strong confidence in the resilience of this sector in the face of economic challenges. This is an opportunity for those who want to invest long-term in the banking sector, but should be cautious with macroeconomic factors that may negatively affect this group of stocks in the future.
Dragon Capital reduces ownership at MWG to below 6%
Foreign fund Dragon Capital has just reported selling 1,467,900 MWG shares, bringing its ownership ratio down to below 6%. This move was made during the trading session on July 31, 2025.
- Signal: Neutral
- Impact on: MWG, HOSE, TGD, BHX, FMCG
- Comment: Dragon Capital’s reduction in ownership may be a strategy to adjust its investment portfolio to control risks. Domestic investors should monitor signs from foreign investors as an indicator of changes in the investment environment. Caution becomes necessary when large volumes of shares are sold, which can create downward pressure on prices.
More than 1,000 businesses reported a 30.21% increase in profits in the third quarter, many stocks made huge profits.
The market is diverse, many stocks have strong Q2 or 6-month business results but prices do not increase or decrease. Notably, these stocks are often in the mid- and small-cap group that is not widely noticed.
- Signal: Positive
- Impact on: NHTM, CTG, MBB, VPB, VHM, VIC, VIX, MBS, SHS, CTR
- Comment: Soaring earnings are often a long-term driver of stock price growth. Investors need to do more analysis to find stocks with potential but not yet recognized by the market. The opportunity lies in finding discrepancies between price and intrinsic value of stocks.
HDCapital spends more than 400 billion VND to become a major shareholder of PET
After this transaction, HDCapital fund increased its ownership at PET from 0% to 14,34%, becoming a major shareholder at Petrosetco.
- Signal: Neutral
- Impact on: PET, JSC, HOSE, LLC, MTV, TMCP, PVN
- Comment: A strong increase in ownership in Petrosetco could be a strategy to take advantage of long-term growth potential. Investors should pay attention to the company's internal factors as well as monitor the energy market developments to make appropriate decisions. Cooperating with large investors can expand the financial capacity and development opportunities for Petrosetco in the future.
Outperforming All ETFs, Fubon FTSE Vietnam Still Sees Outflows
In the first 6 months of 2025, only 16/63 equity funds recorded outstanding performance compared to the same period in 2024, mainly from foreign passive funds. Of which, Fubon ETF recorded a performance of 21.6%.
- Signal: Positive
- Impact on: FTSE, VIC, VHM, HPG, MSN, VCB, VFM, SHB
- Comment: Foreign net selling may put pressure on the market in the short term, but it is also an opportunity for domestic investors to consider accumulation. This capital withdrawal may reflect concerns about long-term growth, but it opens up profit opportunities at reasonable prices. Advice is to consider diversifying the investment portfolio to take advantage of the volatility.
Estimated disbursement of investment in oil and gas projects will reach about 11 billion USD
Investment disbursement is expected to increase sharply as the total accumulated investment value in key projects has reached about 10.8 billion USD.
- Signal: Neutral
- Impact on: OPEC, LNG, EIA, PVEP, EPCI, PVS
- Comment: The increase in investment in oil and gas projects reflects the sustainable development trend of the energy sector. However, investors need to consider the risks from fluctuating global oil prices and increasingly strict climate policies. Developing a long-term investment strategy with attention to the geopolitical situation and energy demand is essential.
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.
