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.
Supply and demand are balanced, has VN-Index "firmly" stood above the 1600 point mark?
For most of the session, the VN-Index remained in the red but the decrease was very small and the market breadth showed balanced differentiation. This made the relatively low liquidity level positive, showing that the market sentiment was looking for a balance point after the fluctuations. The stability of the index above the 1,600 point mark is an important signal that needs to be monitored to determine the next trend.
- Signal: Neutral
- Impact on: MSN, STB, LPB, MWG, VNM, HPG, FPT, VIX, HAG, CII
- Comment: The continued net selling by foreign investors is putting considerable pressure on investor sentiment, especially for blue-chip stocks and stocks with foreign elements. However, if domestic demand is strong enough to absorb this pressure, the market can maintain stability in the short term. Investors should be cautious, prioritize stocks with solid fundamentals and closely monitor cash flow movements to make reasonable decisions, avoiding highly speculative transactions during this period.
FiinTrade experts point out three industry groups with the most positive prospects in 2026
In updating the outlook for attractive industries for 2026, FiinTrade assessed that Steel, Construction Materials and Civil Construction are three outstanding groups with core profits recovering positively in the third quarter of 2025. This recovery signals a new growth cycle, supported by public investment policies and infrastructure development needs.
- Signal: Positive
- Impact on: HPG, TVN, VLB, KSB, DHA, BCC, BMP, NTP, EBIT, CTD
- Comment: Information on the positive outlook of the Steel, Construction Materials and Civil Construction sectors for 2026 offers attractive long-term investment opportunities. The recovery of core profits in Q3/2025 is a strong signal, indicating that a new growth cycle may be forming, especially when public investment is boosted. Investors can consider gradually accumulating leading stocks in these groups, especially when there are adjustments, and prioritize businesses with clear projects and good cost management capabilities to optimize profits.
If excluding Vingroup and Gelex groups, the valuation of the Non-Financial group is low.
The valuation of the non-financial sector only “appears expensive” when the influence of Vingroup and Gelex groups is not excluded, while many other sectors still maintain attractive valuations. This shows significant growth potential in other sectors, not affected by the individual factors of large corporations.
- Signal: Positive
- Impact on: IT, VPB, TCB, MBB, LPB, SHB, ABB, TMCP, BID, VCB
- Comment: Valuation analysis shows that many stocks in the non-financial group are at attractive levels when removing the influence of large enterprises such as Vingroup and Gelex. This opens up opportunities for investors to look for stocks with good growth potential at reasonable valuations in the medium and long term. The appropriate strategy is to focus on businesses with stable core businesses, improving profit margins and sustainable development prospects, while conducting in-depth analysis to avoid potential risk factors.
US stocks fall the most in a month on interest rate worries, oil prices edge up
U.S. stocks fell in early trading as technology stocks continued to face selling pressure and investors grew pessimistic about the outlook for interest rates. Rising oil prices also contributed to inflation concerns, creating a challenging environment for risk assets.
- Signal: Negative
- Impact on: CME, BMO, CNBC, WTI, DBS, OPEC, IEA
- Comment: The sharp decline in the US stock market due to concerns about interest rates and rising oil prices could create a cautious sentiment that spreads to emerging markets, including Vietnam. Investors need to assess the risks from global macroeconomic fluctuations, especially the monetary policies of major central banks, which could affect investment capital flows. This could be a good time to restructure the portfolio, reduce the proportion of stocks sensitive to interest rates and inflation, and prioritize businesses that are resilient to macroeconomic fluctuations and have stable profits.
Gold prices fall after US government reopens
Before this drop, gold prices had been rising steadily on the expectation that the US government would soon reopen. However, immediately after the information was confirmed, gold prices adjusted down, showing that the market reacted quickly to macro factors and the trend of decreasing attractiveness of safe-haven assets.
- Signal: Neutral
- Impact on: SPDR, CME
- Comment: The decline in gold prices after the US government reopened shows expectations of a more stable economic environment, reducing the attractiveness of safe haven assets in the short term. Although the direct impact on the Vietnamese stock market is not large, this is an important macro indicator of global investor sentiment and cash flow movements. Investors need to closely monitor US economic indicators to assess the long-term trend of risky assets and adjust their investment strategies accordingly, possibly reconsidering the proportion of gold and looking for opportunities in other investment channels.
The times of "Adding profits - subtracting losses" and the new spirit in investing
The topic of “profit plus – loss minus” and the spirit of self-reliance in investment continues to attract strong attention from the online community. Not only many investors but also some financial experts and a comprehensive digital securities company from Korea also participated in sharing on this topic, emphasizing the importance of capital management and personal investment strategy.
- Signal: Positive
- Impact on: VSD
- Comment: The topic of 'profit plus - loss minus' and the spirit of autonomy in investment are receiving great attention, reflecting the maturity and professionalism of the Vietnamese investor community. This encourages learning and applying effective portfolio management strategies, optimizing profits and minimizing long-term risks. Investors should take advantage of analytical tools and knowledge from experts to build appropriate personal investment plans, set clear goals and stick to the chosen method, instead of following the crowd or trading emotionally.
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.
