On December 21, 2024, the stock market news bulletin recorded remarkable 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.
Stock market flourishes, oil and gas and livestock stocks break out
- VN-Index increased by 4.28 points to 1,266 points, liquidity improved. Oil and gas and livestock groups stood out with PLX, GAS, PVD, BSR, DBC, BAF increasing strongly. Foreign investors net bought HPG.
- Signal: Positive
- Impact on: VN-Index, HNX-Index, VN30, PLX, GAS, PVD, BSR, DBC, BAF, HPG
- Comment: The market has positive signals as VN-Index increased and liquidity improved. Oil and gas and livestock groups led the increase, attracting cash flow. However, liquidity remained low, showing investors' cautious sentiment.
Foreign investors reversed net buying after 7 selling sessions, focusing on FPT, HDB, MCH, HPG, DBC
- Signal: Neutral
- Impact on: VN-Index, FPT, HDB, MCH, HPG, DBC
- Comment: The return of foreign net buying is a positive sign, but the net buying value is still low. This shows that foreign investors are still cautious. The slight increase in VN-Index reflects improved market sentiment, but further developments in the coming sessions need to be monitored.
Foreign investors returned to net buy slightly 8 billion VND, sharply reducing selling pressure on HOSE in the session of December 18
- Signal: Positive
- Impact on: VN-Index, HNX-Index, UPCoM-Index, FPT, HDB, MWG, VRE
- Comment: The return of foreign investors to net buying, although still modest, is a positive signal for the market. This can help improve sentiment and support the short-term uptrend of major indices, especially large-cap stocks that are being bought.
TCBS is about to become the first securities company with charter capital exceeding 20,000 billion VND, larger than many banks.
- Signal: Positive
- Impact on: TCB, SSI, VND, HCM
- Comment: TCBS's increase in charter capital shows the growth of the company and the securities industry. This could create a positive effect on the shares of parent bank TCB and other large securities companies such as SSI, VND, HCM.
VN-Index increases slightly, exchange rate pressure decreases and expectations of favorable monetary policy in 2025
- Signal: Positive
- Impact on: VN-Index, banking stocks
- Comment: The market has a positive outlook thanks to the pressure of decreasing exchange rates and expectations of favorable monetary policies. VN-Index may surpass 1,300 points in the near future. Banking stocks may benefit from a stable interest rate environment.
Newcomer AIG evaporates 3,000 billion in capitalization after 1 month of listing, Chairman loses 900 billion in assets
- AIG shares of Asia Raw Materials Corporation decreased by 28% after more than 1 month of listing, capitalization is now 7,700 billion VND. Securities assets of Chairman Nguyen Thien Truc decreased by 900 billion VND to 2,300 billion VND.
- Signal: Negative
- Impact on: AIG, VNM, MSN
- Comment: The sharp decline in AIG shares could negatively affect investor sentiment, especially for newly listed stocks. This could put pressure on the VN-Index in the short term.
Vietnam's steel industry recovers strongly, forecast to grow 141.3% in 2024 and 111.3% in 2025
- Signal: Positive
- Impact on: HPG, HSG, NKG
- Comment: The steel industry outlook has improved thanks to recovering domestic demand, accelerating public investment and a buoyant real estate market. Anti-dumping measures have been extended, giving domestic enterprises a competitive advantage over imports.
Bau Duc's daughter registered to buy 1 million more HAG shares, expected to spend 12.4 billion VND. The transaction took place from December 23 to January 21, 2025, increasing the ownership ratio from 1.23% to 1.32%.
- Signal: Positive
- Impact on: HAG
- Comment: The fact that the leaders buy shares shows their confidence in the company's prospects. HAG is having positive business results, completing its farming and livestock farming goals. This can create optimism for investors.
TCBS makes its mark with 100% bond issuance consulting and on-time payment, pioneering Blockchain application in management
- Signal: Positive
- Impact on: TCB, companies issuing corporate bonds
- Comment: This news demonstrates the stability and transparency in the corporate bond market, creating confidence for investors. The application of Blockchain can promote the development of financial technology, improve the efficiency and safety of bond transactions.
The State Securities Commission sets 8 key tasks for 2025, focusing on perfecting the legal framework and developing the stock market according to international standards.
- Signal: Positive
- Impact on: VN-Index, HNX-Index, UPCoM-Index
- Comment: Focusing on perfecting the legal framework and upgrading the market to international standards will create growth momentum for the Vietnamese stock market in the long term. This can attract more foreign investors, increase liquidity and transaction value in the market.
Fed cuts interest rates by 0.25% but cautious about easing prospects, US stocks plunge
- Signal: Negative
- Impact on: Dow Jones, S&P 500, Nasdaq, Russell 2000
- Comment: The Fed's cautious stance on future interest rate cuts has disappointed investors, leading to a widespread sell-off. This could put downward pressure on global stock markets in the short term, including Vietnam.
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.
