On April 8, 2025, the stock market news bulletin recorded notable developments, providing investors with multi-dimensional news bulletins on trends and growth potential. Below is a summary of some of the highlights and analysis of the market situation in the form of a quick bulletin.
VIC shares hit ceiling, billionaire Pham Nhat Vuong added more than 2,000 billion VND in one morning
Vingroup's VIC stock rose sharply by 5.5% to 56,600 VND, reaching an 18-month high. Vingroup's capitalization increased to 215,600 billion VND, helping billionaire Pham Nhat Vuong's assets skyrocket by more than 2,000 billion VND in just one morning.
- Signal: Positive
- Impact on: VIC, VHM, VRE
- Comment: The increase in VIC shares and related codes shows investors' confidence in Vingroup's prospects. This could boost cash flow into real estate and retail stocks in the short term.
Boosting public investment in 2025: Golden opportunity for construction, materials and steel businesses
The Government plans to increase public investment capital by more than VND120,000 billion in 2025, creating growth momentum for businesses related to infrastructure and construction.
- Signal: Positive
- Impact on: VNIndex, HNX-Index, CTD, VCG, LCG, HHV, KSB, VLB, HT1, HPG, TVN
- Comment: The sharp increase in public investment capital will boost the demand for construction materials, creating growth momentum for businesses in the construction, materials and steel sectors. However, it is still necessary to monitor risks related to disbursement progress and macroeconomic fluctuations.
Real estate stocks benefit from expectations of province and city mergers and transactions become active again
- Signal: Positive
- Impact on: VHM, DXG, NVL, DPG, HQC, QCG, NLG, KDH
- Comment: Real estate stocks are showing positive developments, expected to create waves thanks to vibrant real estate transactions and the story of merging provinces and cities. However, it is necessary to monitor the ability of each enterprise to convert opportunities into profits.
Savings interest rates decrease, investors shift to gold and stocks in the second quarter of 2025
- Signal: Neutral
- Impact on: VN-Index, HNX-Index, banking and securities stocks
- Comment: Lower interest rates could boost money flows into stocks and gold. However, volatility in gold prices and risks from international policies could destabilize the market in the short term.
World HRC steel prices increase sharply, Hoa Phat is about to operate a 'super project' worth 85,000 billion VND
- Global hot-rolled coil (HRC) prices have soared, while Hoa Phat Group is preparing to launch a major investment project worth VND85 trillion (US$3.7 billion) this week. This move could have a positive impact on Vietnam’s steel industry.
- Signal: Positive
- Impact on: HPG, HSG, NKG
- Comment: The increase in HRC prices and the operation of Hoa Phat's new project may boost steel industry output and revenue. This may create momentum for steel industry stocks and the VN-Index in the short term.
Phat Dat's leaders deny involvement in manipulating PDR stock prices, affirming that business operations are still operating normally.
- Signal: Neutral
- Impact on: PDR
- Comment: Although the leadership denies it, the punishment of the former chief accountant for price manipulation may affect investor confidence. However, if the business is truly stable, the negative impact may be limited.
VN-Index surpasses 1,330 points thanks to the breakthrough of Vingroup stock
The VN-Index increased by 8.44 points (+0.64%) to 1,330.32 points in the session on March 24, mainly due to the strong increase of VIC and VHM stocks. Market liquidity improved slightly compared to the previous session.
- Signal: Positive
- Impact on: VN-Index, VN30-Index, VIC, VHM
- Comment: The breakthrough of Vingroup group helps the market regain an important psychological milestone, creating short-term positive momentum. However, liquidity remains low and the uptrend has not spread widely across the market.
Vingroup shares break out, pulling VN-Index up nearly 9 points
VIC hit the ceiling for the second consecutive session with a surge in trading volume. VHM and VRE also increased sharply, helping the VN-Index reverse from decline to increase.
- Signal: Positive
- Impact on: VIC, VHM, VRE, VN-Index
- Comment: The breakthrough of Vingroup group shows that large cash flow is returning to the market. However, the market breadth is still not really positive when the number of stocks decreasing is still greater than the number of stocks increasing.
VN-Index increased strongly, Vingroup and Vinhomes reached record capitalization of over 200,000 billion VND
- Vingroup's VIC shares hit the ceiling price of VND56,700, bringing its market capitalization to VND216,800 billion - the highest level since September 2023. VIC has increased by 37.6% in the past month, reflecting the strong recovery of the market.
- Signal: Positive
- Impact on: VN-Index, VIC, VHM
- Comment: The growth of Vingroup and Vinhomes is a positive signal for the market, demonstrating investors' confidence in large enterprises. This could push the VN-Index to continue its upward trend in the short term.
Steel and banking stocks are recommended to be positive, with high growth potential in 2024-2026
- Signal: Positive
- Impact on: NKG, CTG, BID, VN-Index
- Comment: Positive recommendations for many large stocks indicate a positive outlook for the market. The steel and banking sectors are expected to benefit from economic recovery and public investment demand. This could push the VN-Index up in the coming time.
The stock market news brief aims to provide investors with an overview, while emphasizing the importance of careful analysis before making investment decisions. Following the stock market news brief from HVA The provision will help investors seize opportunities from short-term fluctuations and adjust their portfolios in line with market trends.
