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.
The market continues to sink, with blue-chip stocks under strong selling pressure.
The weak support from VIC and GAS was insufficient to withstand the intense selling pressure at the end of the week. The number of declining stocks was 5.3 times greater than the number of rising stocks, not to mention 381 three-day contracts that fell to the floor price, exceeding 21 three-day contracts, severely damaging the portfolio.
- Signal: Neutral
- Impact on: VIC, GAS, VCB, SSI, CTG, VIX, HDB, PNJ, LPB, MBB
- Assessment: Although foreign investors maintained net buying, weak domestic demand indicates that cautious sentiment still prevails. In the short term, the market needs confirmation of a support zone to form a more stable bottom. Investors should reduce their holdings of risky stocks and focus on those with strong fundamentals.
Bitcoin has fallen to the psychological threshold of $70,000, raising concerns about a sharp decline.
Many experts believe that the $70,000 mark is a crucial psychological threshold for the market, and breaking this level could lead to a further drop in Bitcoin's price.
- Signal: Neutral
- Impact on: CNBC, XRP
- Analysis: Bitcoin breaking below $70,000 could lead to widespread sell-offs across the entire cryptocurrency market in the short term. Investors should exercise caution, limit large positions, and monitor leading markets like ETH to predict the next recovery or decline. In the long term, crypto remains promising but requires strict risk management.
Saudi Arabia opens its stock market to all foreign investors.
The decision to open the stock market to all foreign investors is part of the Saudi Arabian government's Vision 2030 strategy aimed at liberalizing the economy and reducing its dependence on oil.
- Signal: Negative
- Impacts: CMA, UAE, FIFA, ACWA, EU
- Assessment: While this is a positive long-term step for the regional market, it could create short-term competitive pressure on capital flows for frontier markets like Vietnam. Investors should monitor the possibility of capital withdrawals or reallocation from regional ETFs. A suitable strategy is to prioritize stocks with strong fundamentals and that benefit from long-term capital flows.
Gold and silver prices plummeted sharply due to selling pressure from large investment funds.
The massive SPDR Gold Trust sold heavily for the third consecutive session, causing gold prices to fall below the key $4,800/oz mark and silver prices to drop nearly 20%.
- Signal: Neutral
- Impact on: SPDR, RJO
- Analysis: Net selling by large institutions reflects expectations of lower inflation and interest rates, diminishing gold's safe-haven role. In the short term, the precious metal is susceptible to further downward pressure. Investors should patiently wait for clear bottoming signals before accumulating long-term. For short-term trading, closely monitor USD movements and bond yields.
Investing through open-ended funds is a risk mitigation channel during periods of market volatility.
Investing in open-ended funds doesn't require extensive knowledge, as the process is handled by a team of experts from the fund management company, ensuring that decisions are made based on thorough and objective analysis.
- Signal: Neutral
- Impact on: TNHH, KIM, KDEF
- Assessment: The increasing popularity of investment funds helps increase institutional capital flow into the market, supporting liquidity and stabilizing stock prices. In the long term, this is an effective investment channel for non-professional investors. In the short term, choosing a fund with a defensive orientation will help minimize risks from market volatility.
The ECB and BOE decided to keep their benchmark interest rates unchanged at their monetary meetings.
The European Central Bank (ECB) and the Bank of England (BOE) both decided to keep interest rates unchanged at their monetary policy meetings on February 5th.
- Signal: Neutral
- Impact on: ECB, BOE, BNP
- Analysis: Keeping interest rates unchanged indicates that central banks remain cautious given the uncertain signs of inflation. In the short term, the market may react positively as expectations of monetary easing remain. In the long term, the trend of stable interest rates will support capital flows into emerging markets.
A number of companies have been fined for violating bond disclosure regulations.
The State Securities Commission has fined several companies for failing to disclose bond information as required, with a penalty of 92.5 million VND per company.
- Signal: Neutral
- Impact on: TNL, HCM, HNX, BOND
- Assessment: Tightening regulations on information disclosure increases transparency and ensures investor safety in the corporate bond market. However, in the short term, market sentiment may be negatively affected. The appropriate strategy is to closely monitor legal information and prioritize reputable issuers.
The US dollar strengthened, while the Japanese yen remained stable ahead of the Japanese parliamentary elections.
The US dollar is at its highest level in two weeks and is on track to complete its strongest weekly gain since November 2025, while the Japanese yen is holding firm ahead of the upcoming national election.
- Signal: Neutral
- Impacts: ING, LDP, CBA
- Assessment: The strengthening USD is putting pressure on Asian currencies, including the VND, making interest rate adjustments in Southeast Asia even more cautious. In the long term, the trend of monetary policy in the US will regulate global capital flows. Investors should prioritize export stocks that benefit from favorable exchange rates and good management of interest rate fluctuations.
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.
