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.
Bottom-fishing demand provided good support, preventing the decline from widening.
Trading volume on both exchanges this afternoon increased slightly to 10% compared to the morning, but stock prices did not weaken further. This is a more positive sign of support, despite some large-cap stocks facing additional pressure.
- Signal: Positive
- Affects: VCG, DPM, NVL, GEG, PAC, DGC, BSR, DCM, EVF, GEL
- Analysis: Bottom-fishing signals and limited decline range indicate positive support from investors. Smart money may be seeking opportunities in corrected stocks, laying the groundwork for a short-term recovery. Investors should consider gradually investing in stocks with strong fundamentals and attractive valuations, while maintaining stop-loss discipline to manage risk.
Short-term profit taking, market correction.
The relatively strong short-term gains in the past two sessions fueled demand for realization, pushing stocks down across the board this morning. The VN-Index closed down 1,091 TP3T, with the number of declining stocks being 2.5 times greater than the number of rising stocks.
- Signal: Neutral
- Impact on: VIC, GAS, BID, CTG, TCB, MBB, HPG, VPB, FPT, MWG
- Analysis: Profit-taking after a period of rapid growth is inevitable, reflecting the cautious sentiment of investors. This correction creates opportunities for portfolio restructuring and is a healthy move for the market to consolidate. Investors should patiently wait for confirmation signals from large capital inflows and consider investing in stocks with long-term growth stories, avoiding FOMO (fear of missing out) following the decline.
VN-Index surges, heading towards the 1,750-point resistance level.
VnEconomy presents the market outlook and investment recommendations from several securities companies regarding market developments on March 12, 2026.
- Signal: Neutral
- Impact on: BVSC, BSC, HSX, HNX, SHS, FTSE, TVS, YSVN, Limited Liability Company, Joint Stock Company
- Analysis: The sharp rise in the VN-Index indicates a shift in capital flow and a search for opportunities. The 1,750-point resistance level will be a crucial test to assess the market's strength, and potential volatility may occur. A suitable strategy is to prioritize leading stocks with strong cash flow and maintain a reasonable cash balance to prepare for any fluctuations.
Large-scale equity funds ramp up disbursements; which stocks are in high demand?
In February 2026, the majority of open-ended equity funds (21 out of 36 funds) increased their allocations, reversing the trend of increasing cash holdings in the previous two months.
- Signal: Neutral
- Affects: PYN, VEIL, KPHO, DCIP, MBAM, ABBF, TCBF, VLGF, VCBF, BCF
- Analysis: The increased disbursement by large funds is a positive sign, indicating expectations for long-term market prospects. This presents an opportunity for investors to closely monitor these funds' portfolios to identify potential stocks, especially those with strong fundamentals and high liquidity. However, it is important to be aware of the risks involved in portfolio restructuring by these funds.
List of safe-haven stocks with high dividends and good liquidity.
Stocks with abundant cash and high dividends typically belong to leading companies with strong financial foundations and low leverage. With stable cash flow, this is an optimal defensive asset class, helping to minimize risk during periods of high market volatility.
- Signal: Neutral
- Impact on: SCS, TLG, TNG, MSH, VEA, SAB, VNM, BMP, DHG, HTG
- Assessment: In a potentially risky market environment, seeking defensive stocks with stable dividends and good liquidity is a sound strategy. These stocks help investors preserve capital and generate passive income, minimizing the impact of short-term fluctuations. Priority should be given to leading companies in their respective industries with a history of consistent dividend payments and strong financial health.
Oil prices rose again to near $100 per barrel, despite the US and IEA countries releasing 400 million barrels.
World oil prices maintained their upward trend and headed towards the $100/barrel mark this morning (March 12), despite the US and other member countries of the International Energy Agency (IEA) announcing a record release of 400 million barrels of oil from their reserves to increase market supply.
- Signal: Negative
- Impacts: IEA, WTI, TRI, SPR, AAA, LNG
- Assessment: The sharp rebound in oil prices, nearing $100 per barrel, despite efforts to release strategic reserves, indicates that supply pressures and geopolitical factors remain significant. This could push inflation higher, negatively impacting production costs and purchasing power, and putting pressure on economies. Investors should exercise caution in sectors sensitive to oil prices and closely monitor the actions of central banks.
US stocks fell as oil prices rose again.
US stock indices continue to face downward pressure from rising oil prices, amid ongoing conflict in the Middle East with no signs of de-escalation.
- Signal: Neutral
- Impacts include: WTI, IEA, CNBC, CIO, PCE
- Analysis: The negative reaction of US stocks to rising oil prices is a warning sign for global markets, including Vietnam. Rising energy costs could impact corporate profits and investor sentiment. Close monitoring of international macroeconomic developments, particularly inflation reports, is necessary to assess potential risks and adjust investment portfolios accordingly.
Gold prices fell after US inflation report.
The demand for hedging remains high, but gold prices appear to be more influenced by exchange rates and inflation/interest rate expectations.
- Signal: Negative
- Impact on: SPDR, IEA
- Analysis: Gold prices fell after the US inflation report showed the market is reassessing expectations about the Fed's monetary policy. If inflation cools, the likelihood of interest rate hikes will decrease, impacting exchange rates and the attractiveness of gold. Investors should reconsider the role of gold in their hedging portfolios, while also paying attention to the volatility of the US dollar and US government bond yields.
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.
