Stock news on July 21, 2025

Posted date: 21/07/2025 Updated date: 21/07/2025

Index

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.

Foreign investors turn to net selling, the peak of 1500 points is within reach thanks to the pillar pull

The divergence in strength among the largest capitalization stocks is hindering the upward momentum of the VN-Index. The index fluctuated quite a bit in the afternoon and closed lower than the morning session. However, the two pillars VIC and VHM still did a good job of supporting...

Real estate stocks increase sharply, VN-Index is about to reach 1500 points

The strength of the largest capitalization stocks in the market continued to pull the VN-Index close to the psychological mark of 1,500 points. Cash flow into the HoSE floor skyrocketed by more than 49% compared to the previous morning, reaching a 3-month high, in which the real estate group had impressive transactions...

      • Signal: Positive
      • Impact on: NVL, VHM, PTL, VIC, PDR, HDC, NLG, DXG, KDH, VRE
      • Comment: The strong growth of real estate stocks, along with the vibrant cash flow, is the main driving force helping the VN-Index approach the 1,500-point mark. This reflects investors' expectations of the recovery prospects of the real estate industry and the possibility that the market will conquer new peaks in the short term. However, the hot growth momentum may be accompanied by the risk of technical adjustment, investors need to monitor closely to take reasonable profits and avoid risks.

The index is likely to extend its upward momentum to the resistance zone of 1,530 points.

The upward momentum was consolidated in the afternoon session, helping the VN-Index close at the highest level of the day, at 1,475.47 points, up 14.82 points compared to the previous session. …

      • Signal: Positive
      • Impact on: BVSC,KQKD,BSC,HSX,HNX,SHS,TVS,VIC,HPG,CTG
      • Comment: The VN-Index closing at the highest level of the day, along with the forecast that it could extend its upward momentum to the 1530 zone, shows that optimism is spreading strongly in the market. This is an opportunity for investors to hold stocks, especially those with good fundamentals and in an uptrend. However, investors should also note that this resistance zone can cause profit-taking pressure, requiring a flexible strategy to optimize profits and minimize risks.

Optimistic about the market, a series of funds increased stock purchases in June

June 2025 saw 25/34 open-end equity funds reduce their cash holdings, a sharp increase compared to 19/35 funds in May, reflecting a more optimistic sentiment and expectations about the market's growth potential. …

      • Signal: Positive
      • Impact on: TCBF, DCIP, ABBF, FTSE, VEIL, VOF, VHM, FPT, MBB, VPB
      • Comment: The increase in investment proportion of open-end equity funds in June shows the clear optimism of large organizations in the market outlook. This is a positive signal, showing confidence in the growth potential of the Vietnamese market. The shift of capital flow from cash to stocks can create momentum for upcoming uptrend sessions, especially for sectors prioritized by funds. Investors should refer to the portfolios of large funds for more investment ideas.

DGC officially entered VN30 basket, ETFs are about to sell millions of VIC and VHM shares

VN30 index basket officially added new stocks DGC and BVH. …

      • Signal: Neutral
      • Impact on: DGC, BVH, HOSE, KIM, MAFM, AUM, SSI, VPB, LPB, HDB
      • Comment: DGC being added to the VN30 basket is a recognition of the company's position and potential, which can attract more capital from index-based ETFs. On the contrary, the ETFs' upcoming sale of VIC and VHM may create short-term downward pressure on these two stocks due to mandatory portfolio restructuring. Investors need to consider the timing and trading volume of the funds to have appropriate buying/selling strategies, avoiding being affected by fluctuations due to portfolio restructuring.

Catching the upgrade wave: Besides securities stocks, which groups also have potential?

Except for Securities, there is another industry group that is assessed to benefit if the Vietnamese stock market is upgraded to emerging market status by FTSE Russell... …

      • Signal: Positive
      • Impact on: FTSE,VAMC,VCB,VPB,VDSC,STB,SHB
      • Comment: The expectation of market upgrade is an extremely important macro factor, capable of attracting huge foreign capital flows into Vietnam. In addition to the securities groups that directly benefit, industry groups with large capitalization, high liquidity, and sustainable growth potential such as banks, industrial real estate, or leading enterprises can become the focus of new capital flows. Investors should build a portfolio to anticipate this trend by choosing leading stocks with good fundamentals.

Pillar stocks pull VN-Index up to nearly 1500 points, a series of investment funds report poor performance

Compared to May 2025, 61/71 equity funds recorded worse performance… …

      • Signal: Neutral
      • Impact on: PYN,VEOF,VEIL,VNH,EUR,STB,OCB,FTSE,TCBF,MBAM
      • Comment: Although pillar stocks are maintaining their upward momentum and pulling the VN-Index closer to the 1,500-point mark, the fact that many investment funds are recording worse performance than last month is a noteworthy signal. This may indicate strong differentiation in the market, or pressure on midcap/smallcap stocks while cash flow is focused on pillars. Investors need to carefully analyze their portfolio structure and review their investment strategy, avoiding chasing only pillar stocks that have increased rapidly.

VNS General Director plans to spend nearly 20 billion to buy shares

Mr. Dang Thanh Duy, General Director of Vinasun (stock code: VNS) registered to buy 2 million shares to increase ownership from 3.39 million shares, accounting for 4.99%, to 5,390,020 shares, accounting for 7.94%……

      • Signal: Neutral
      • Impact on: VNS, HOSE, VBP, HIPT, TNDN
      • Comment: The fact that the CEO of VNS has registered to buy a large amount of personal shares shows the leadership's confidence in the business prospects and intrinsic value of the enterprise. This is usually a positive signal for VNS shares, as it implies that the leadership believes that the shares are undervalued or are about to make new breakthroughs. Interested investors can learn more about VNS's business results and development plans to evaluate investment opportunities.

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.

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HVA shares are a sustainable profitable choice in the investment field. Committed to bringing safety and maximum benefits to investors through effective investment solutions.

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