On November 12, 2024, the stock market news bulletin recorded notable 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.
Foreign investors net sold nearly 3,500 billion VND in the first week without margin, despite new regulations
- Signal: Negative
- Impact on: VN-Index, MSN, VHM
- Comment: The fact that foreign investors continue to sell strongly despite new regulations shows that capital withdrawal pressure is still high. This may cause caution among domestic investors and create downward pressure on the VN-Index in the short term.
Vietnam's stock market aims for 1,400-1,500 points in 2025, expectations from new policies and prospects for upgrading
- Signal: Positive
- Impact on: VN-Index, VN100, KBC, SZC, SIP, TIP
- Comment: The market has a positive outlook in the long term thanks to supporting factors such as expectations of upgrading, policy improvements and economic growth. In the short term, developments may be differentiated by industry group, especially industrial real estate.
Experts expect opportunities for export stocks after Trump's victory, VN-Index may recover next week
- Signal: Positive
- Impact on: VN-Index, export stocks such as textiles, seafood, wood
- Comment: Trump's victory could bring advantages to Vietnam's exports. VN-Index is likely to recover to the 1,260-1,270 point range. Investors can consider buying tentatively when the index reaches the 1,240-1,250 point range, focusing on stocks with good fundamentals.
US election could have strong impact on Vietnam's economy and stocks
- Donald Trump’s re-election could bring both opportunities and challenges for Vietnam. Opportunities come from shifting supply chains, while risks come from tariff policies and exchange rate pressures.
- Signal: Neutral
- Impact on: VN-Index, industrial park real estate stocks, export enterprises, transportation and warehousing
- Comment: The impact may be mixed depending on the sector. It is necessary to closely monitor the developments of US policies to assess more specifically the impact on each sector. Investors should be cautious and diversify their portfolios.
VN-Index may correct to 1,242 points and accumulate sideways before determining a clear trend.
- Signal: Neutral
- Impact on: VN-Index, HNX-Index
- Comment: The market is in a balance and accumulation phase. Demand is still available but not strong enough to overcome selling pressure. The 1,242 - 1,270 point area is an important milestone to watch in the short term.
Harsh winter in petrochemical industry: Many factories closed, BSR reported a loss of thousands of billions of VND amid global energy crisis
- Signal: Negative
- Impact on: BSR, OIL, PLX, PVD
- Comment: The petrochemical industry is facing many difficulties due to fluctuations in oil prices and falling demand. This may negatively affect oil and gas stocks in the short term, putting pressure on the VN-Index. Investors should be cautious with this group of stocks.
VN-Index is about to retest the strong support zone of 1,240-1,250 points. Investors can take advantage of the correction to restructure their portfolios, expecting the market to maintain this important support level.
- Signal: Neutral
- Impact on: VN-Index, VN30, HNX-Index
- Comment: The market is in the process of re-testing the important support zone. If this level is maintained, a positive trend can be expected in the short term. However, further developments in the coming sessions are needed for confirmation.
DXG and DXS stocks are recommended to outperform, VNM is downgraded to neutral
- Signal: Neutral
- Impact on: DXG, DXS, VNM
- Comments: Positive recommendations for DXG and DXS indicate a recovery outlook for the real estate sector. However, the downgrade of VNM reflects concerns about slowing growth in the consumer sector. The market may be divided among sectors in the short term.
VN-Index is at risk of breaking the support level of 1,240 points due to lack of supporting information and net selling pressure from foreign investors.
Signal: Negative
Impact on: VN-Index, VNM, MSN, VIC
Comment: The market lacks short-term growth momentum and faces the risk of a deeper correction if it loses the 1,240-point threshold. Investors should be cautious, prioritize risk management, and only accumulate good stocks at attractive prices.
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.
