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.
More than 8,500 billion VND poured into Vietnamese stocks, foreign investors reversed strongly
(Financial market) – After a period of net selling, foreign investors suddenly returned to net buying up to VND 8,500 billion in the Vietnamese stock market in July. Foreign cash flow focused on Securities, Banking and Real Estate stocks.
- Signal: Neutral
- Impact on: LOF
- Comment: Strong net foreign buying shows improved confidence in the market. This trend may continue to boost key stocks in the short term, but close monitoring is needed to adjust the portfolio flexibly. Long-term investment in stocks with good fundamentals such as Securities and Banking may be a suitable choice during this period.
Dabaco Vietnam leaders registered to reduce ownership ratio to 0.08%
(Financial Market) – Mr. Le Quoc Doan - Member of the Board of Directors of Dabaco Vietnam Group Joint Stock Company (stock code: DBC, HOSE) has just registered to sell 500,000 DBC shares.
- Signal: Neutral
- Impact on: JSC, DBC, HOSE
- Comment: The move to reduce ownership by the leadership may temporarily affect market sentiment. Investors should pay attention to the long-term prospects of the enterprise and its business foundation to make appropriate decisions. It is recommended to be cautious in short-term trading and carefully evaluate DBC's industry prospects.
Savico poured an additional 720 billion VND into Tasco RT, increasing ownership ratio to more than 70%
(Financial Market) – Ho Chi Minh City Stock Exchange has just announced the resolution of the Board of Directors of Saigon General Services Corporation (Savico, HoSE: SVC) on increasing capital at Tasco Automobile Trading Company Limited (Tasco RT).
- Signal: Neutral
- Impact on: HCM, JSC, SVC, LLC
- Comment: Savico’s increased investment in Tasco reflects its strategy to expand its business operations. This could boost Savico’s stock price in the long term, especially in the context of strong demand for cars. Investors can consider buying during price reductions to optimize profits.
CII shareholders feel ecstatic as stocks turn purple for 4 consecutive sessions
(Financial Market) – CII shares continued to create strong waves in the market when recording the fourth consecutive ceiling price session, closing at VND20,450/share. The breakthrough occurred right after the company announced the closing date for receiving stock dividends at the rate of 14%.
- Signal: Positive
- Impact on: CII, SMC
- Comment: The strong increase in CII shares shows investors' optimism about the company's positive prospects in the short term. With an attractive dividend policy, CII can continue to attract strong buying power. However, investors need to consider taking profits when reaching their targets and controlling risks by diversifying their portfolios.
Portrait of new General Director of LOF Milk Doan Huu Nguyen
(Financial Market) – Mr. Doan Huu Nguyen has just been elected to hold the position of General Director of LOF Milk (IDI) for the 2025 – 2030 term.
- Signal: Neutral
- Impact on: LOF,IDI,IDP
- Comment: The appointment of a new CEO can bring a breath of fresh air to LOF's operations, building investor confidence. However, it is necessary to closely monitor the development strategy of the new leader and assess the actual impact on the business. Propose a long-term investment strategy for this stock if there are positive signals from business operations.
When the advantage of "golden land" cannot save businesses from losses
(Financial Market) – After nearly two decades of promoting the equitization of state-owned enterprises, the picture has many colors. Many enterprises have reached regional levels, but there are also names that have slid into losses, despite holding prime land and large market shares.
- Signal: Neutral
- Impact on: GTVT, DIG
- Comment: This situation shows that internal management and new business strategy are the decisive factors for the sustainable development of enterprises. Investors should carefully analyze the management capacity and competitiveness before deciding to invest in real estate stocks with the advantage of "golden land". It is recommended to closely monitor business developments to have the right time to invest.
SMC is forced to pay taxes, dozens of banks have to freeze accounts
(Financial Market) – Dozens of banks, including state-owned commercial banks, private banks and foreign-invested banks, were required to freeze and transfer more than VND24.2 billion from SMC's account to the state budget.
- Signal: Neutral
- Impact on: SMC
- Comment: SMC’s legal and financial issues need to be closely monitored as they could impact its performance and share price. Investors should consider the risks of investing in SMC and may view it as an opportunity for long-term investment if the situation improves. In-depth analysis of the company’s financial condition is necessary to make a sound decision.
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.
