On November 15, 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.
DBC, ACB, DGW and BWE stocks are recommended to pay attention to before the session on November 13
- Signal: Positive
- Impact on: DBC, ACB, DGW, BWE
- Comment: Positive recommendations show good prospects for some blue-chip stocks. This can create optimism and attract cash flow into the market, especially the recommended stocks. However, investors need to be cautious and carefully evaluate the fundamentals before making a decision.
Stock market is bustling: Nearly 44 million HAG shares were ordered, 24 large orders were successfully matched in the session of November 12
- Signal: Positive
- Impact on: HAG, VN-Index
- Comment: The great interest in HAG shares and high trading volume show positive investor sentiment. This could create momentum for the VN-Index in the short term, especially for agricultural and real estate stocks.
VN-Index continues to test the support zone of 1,243 points, divergent cash flow is a bright spot but needs support from large-cap groups for sustainable recovery
- Signal: Neutral
- Impact on: VN-Index, HNX-Index, large-cap stocks
- Comment: The market is in the process of re-testing important support zones. Divergent cash flow creates opportunities for investors to be flexible, but it is necessary to closely monitor the developments of bluechip groups to assess short-term trends.
Dragon Capital warns of impact of Trump re-election on Vietnamese stocks
- According to Dragon Capital, Vietnam’s stock market could face increased volatility and valuation discounts if Mr. Trump is re-elected. However, Vietnam’s economic and trade outlook remains positive thanks to the government’s growth orientation.
- Signal: Neutral
- Impact on: VN-Index, export stocks
- Comment: Despite short-term risks, the market is still supported by attractive valuations and positive sentiment from domestic investors. Exporters may be under pressure, but opportunities from shifting production away from China still exist.
Vietnam's stock market has shown many positive signs in the last two months of the year, but still faces the 1,300-point barrier.
- Signal: Positive
- Impact on: VN-Index, VN30, HPG, MSN, MWG, PVD, PVS
- Comments: Many supporting factors such as the Congress session, positive business results of enterprises, and prospects from the US election. However, cautious sentiment still exists before the 1,300 point threshold. Investors should pay attention to the technology, energy, retail and mid-cap sectors.
Vinhomes attracts a large number of investors, with a number of shareholders equal to the total of the two real estate giants Nam Long and Phat Dat combined.
- Signal: Positive
- Impact on: VHM, NLG, PDR
- Comment: The strong interest of investors in Vinhomes shows confidence in the prospects of the business and the real estate industry. This can boost liquidity and VHM's stock price in the short term, while creating a positive effect for the entire industry.
US markets fall as investors take profits, concerned about US-China relations
- US stocks fell on November 12 as investors booked profits after a strong rally. Technology and small-cap stocks came under heavy selling pressure. The market is closely watching upcoming inflation data and the possibility of a Fed rate cut.
- Signal: Negative
- Impact on: Dow Jones, S&P 500, Nasdaq, Russell 2000
- Comment: Cautious sentiment prevails as investors worry about the tense US-China relationship. Net selling pressure increases on major indices. The market may continue to correct in the short term.
VN-Index plunged, breaking through the 1,240-point mark in the morning session of November 13 due to strong selling pressure from blue-chip stocks. Low liquidity shows that cash flow is still cautious.
- Signal: Negative
- Impact on: VN-Index, VN30, VIX
- Comment: The market is in a short-term downtrend. Technical indicators such as RSI and MACD have not shown any reversal signals. Investors should be cautious and can wait for a clear recovery signal before participating.
ABS: November market is positive, many stock groups benefit from macro trends
- ABS Research predicts that the market will have a lot of positive news in November. It is recommended to pay attention to groups of stocks that benefit such as industrial real estate, textiles, seafood, technology, and food. It is advisable to choose leading stocks with good fundamentals.
- Signal: Positive
- Impact on: VN-Index, industrial real estate, textile, seafood, technology, food stocks
- Comment: The market outlook is positive thanks to favorable macro factors. However, it is necessary to pay attention to the risks from foreign net selling pressure. VN-Index may test the support zone of 1,225 points before recovering.
Vietnam Steel Corporation (VSS) has maintained a large amount of cash over the past 6 years, causing controversy over capital efficiency and long-term development strategy.
- Signal: Neutral
- Impact on: VSS
- Comment: Keeping a large amount of cash can help VSS stabilize its finances but also shows that the company lacks an effective investment strategy. Investors need to monitor VSS's capital usage plan in the coming time.
Vietnam's economy is booming, stocks are flourishing with VN-Index increasing 13.8% since the beginning of the year
- GDP growth in the third quarter reached 7.41% yoy, the highest since the third quarter of 2022. Exports increased sharply by 15.31% yoy, especially to the US, which increased by 301% yoy. VN-Index reached 1,281.08 points, up 13.81% yoy.
- Signal: Positive
- Impact on: VN-Index, VNM, FPT, VCB, TCB
- Comment: The strong economic recovery is creating momentum for the stock market. Beneficiary sectors such as retail, banking, and exports may continue to grow well. The prospect of upgrading the market in 2025 will attract more foreign capital.
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.
