On January 8, 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.
Vinachem exceeds 18% profit plan for 2024, encourages 18,000 employees to use VinFast electric vehicles
- Vietnam Chemical Group achieved pre-tax profit of VND2,872 billion, exceeding the plan by 18%. Vinachem cooperated with Vingroup, encouraging employees to use VinFast electric cars, contributing to promoting green transformation.
- Signal: Positive
Impact on: DAP, BFC, CSM, LAS, NFC
Comment: Vinachem's positive business results and cooperation with Vingroup may have a positive impact on the stocks of its member companies. The green transition may also promote the chemical industry to develop more sustainably.
Industrial park stocks promise to break out in 2025 thanks to FDI and transport infrastructure
- Signal: Positive
- Impact on: KBC, SZC, IDC, BCM, SIP, SNZ
- Comment: Positive outlook for industrial park real estate thanks to abundant FDI capital and developed transport infrastructure. Many leading stocks have high growth potential in 2025, especially those with large land funds and strong finances.
Race to issue bonds at the end of the year, real estate businesses lead with nearly 12,000 billion VND
- Signal: Positive
- Impact on: VHM, NLG, SCR, HUT
- Comment: The active issuance of bonds shows that the market is gradually recovering. Real estate enterprises actively raising capital may signal improved liquidity and project development prospects in the coming year. However, it is necessary to monitor the debt repayment capacity of these enterprises.
Corporate bond market 2024: Banks dominate, manufacturing disappears
- Corporate bond issuance will increase sharply in 2024, mainly from the banking sector. Manufacturing corporate bonds will decline, but are expected to recover in 2025.
- Signal: Neutral
- Impact on: VCB, BID, CTG, VPB, HDB
- Comment: The uneven development of the corporate bond market shows investors' caution. However, the expectation of a recovery in non-bank bonds in 2025 is a positive signal for the economy.
Experts recommend caution when investing in 'super stocks', need to build a methodical evaluation process and control risks
- Signal: Neutral
- Impact on: YEG, SGR, VPT, VGI, PAC, IMP
- Comment: The news highlights the importance of doing your due diligence before investing in hot stocks. This may help individual investors be more cautious and limit risks, but it may also dampen enthusiasm for stocks that are rising rapidly.
Number of Vietnamese securities accounts skyrockets, surpassing 9.3 million in 2024
- More than 2 million new securities accounts will be opened in 2024, bringing the total to nearly 9.3 million, equivalent to 8.91% of the population. Domestic investors account for the majority with more than 9.25 million accounts.
- Signal: Positive
- Impact on: VN-Index, HNX-Index, UPCoM-Index
- Comment: The sharp increase in the number of securities accounts shows that investors' confidence in the market is increasing. This can boost liquidity and create growth momentum for the market in the coming time.
Chip stocks surge, boosting S&P 500 and Nasdaq
- Semiconductor stocks such as Nvidia, AMD and Micron surged after Microsoft announced an $80 billion investment in AI data centers, helping the S&P 500 and Nasdaq close in the green.
- Signal: Positive
- Impact: S&P 500, Nasdaq, Nvidia, AMD, Micron, Philadelphia SE Semiconductor Index
- Comment: The breakout of chip stocks shows investors' confidence in the prospects of the semiconductor and AI industries. This could boost the US stock market's short-term rally, especially the technology indexes.
Experts recommend caution when investing in 'super stocks', need to control emotions and analyze carefully before making decisions
- Signal: Neutral
- Impact on: YEG, SGR, VPT, VGI, PAC, IMP
- Comment: The news helps individual investors be more cautious when approaching 'hot' stocks, possibly reducing the strong fluctuations of some hot stocks. However, this is general advice so the overall impact on the market may not be too big.
BID and NAB bank stocks break out, leading the market in the morning session of January 7
- Signal: Positive
- Impact on: VN-Index, BID, NAB, CTG, STB, MBB, TMT
- Comment: The recovery of the banking group, especially BID and NAB, could create momentum for the market after a series of declines. However, low liquidity and high differentiation are still factors to monitor in the short term.
VPS leads securities companies in ESG practices by 2024, affirming its commitment to sustainable development
- Signal: Positive
- Impact on: VPS, other securities companies, VN-Index
- Comment: This news reflects a positive trend in the application of ESG standards in Vietnam, which can boost investor confidence and improve the image of Vietnam's stock market in the international arena. This can support the goal of upgrading the market in the near future.
Dabaco expects after-tax profit in 2024 to reach 770 billion VND, an increase of 2,980% compared to the previous year.
- Signal: Positive
- Impact on: DBC, VN-Index
- Comment: Dabaco's impressive business results can create a positive effect for DBC shares and the agricultural sector. This is a good signal for the stock market in general, especially for businesses in the food and livestock sectors.
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.
