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.
VN-Index failed again before the 1500 point mark, stock prices turned to decrease.
The excitement “turned off” quite quickly in the morning session when VN-Index only surpassed the 1500 point mark in the first 30 minutes. Efforts to conquer this peak were all unsuccessful and the session ended below the reference level to 1494.97 points, a decrease of 2.3 points (-0.15%). Liquidity remained at a very high level.
- Signal: Positive
- Impact on: VIC, HPG, VPB, FPT, VHM, TCB, MBB, VRE, SSI, STB
- Comment: The failure of the VN-Index to maintain the 1,500-point mark shows that profit-taking pressure is still present at this important resistance level. However, the return of foreign net buying is a bright spot, demonstrating confidence in the long-term growth potential of the market. Investors should closely monitor the movements of foreign cash flow and the index, and consider gradually disbursing into basic stocks with reasonable valuations when there are appropriate adjustment signals.
Unexpected "pillar crush", VN-Index plummeted.
The afternoon trading session did not show much improvement, and the market was even weaker than in the morning. In the last 10 minutes of the matching session, selling pressure continuously increased and a series of large stocks were pushed down deeply, causing the VN-Index to suddenly fall.
- Signal: Neutral
- Impact on: VIC, VHM, TCB, CTG, HPG, VPB, FPT, MSN, VCI, DIG
- Comment: The sharp decline of VN-Index due to the pressure of "pillars" at the end of the session shows that the market is still sensitive to profit-taking movements in the large-cap group. This creates a high risk of volatility in the short term. Investors need to be extremely cautious, avoid emotional transactions and prioritize risk management by reducing margin ratio, while observing the stability of the pillar group before re-entering the market.
Individual investors took profits and sold net this week. VN-Index hit a historical peak, foreign investors were net buyers.
Individual investors net sold 1,249.6 billion VND, of which they net sold 1,140.3 billion VND via order matching. Foreign investors were net buyers.
- Signal: Positive
- Impact on: VPB, SSI, DXG, MSN, NVL, MWG, DIG, NLG, GMD, VHM
- Comment: Profit-taking by individual investors while foreign investors continue to net buy is a signal of divergence in market sentiment. Foreign cash flows are consolidating blue-chip stocks, showing expectations for intrinsic value. This is an opportunity for investors to restructure their portfolios, prioritizing stocks with solid foundations and long-term growth potential, especially when there is the participation of large cash flows from foreign investors.
VN-Index reaches 1,500 points, will hot money enter the market and make it go up further?
The VN30 index has officially surpassed its peak and set a new record, the market valuation is no longer cheap, so in the base scenario, the domestic cash flow is very strong, which will be an environment for hot money to operate. Accordingly, the group of small and medium-sized stocks may be the choice this week.
- Signal: Positive
- Impact on: MBS, MAS, FTSE
- Comment: VN-Index reaching 1500 points shows the strength of domestic cash flow, especially hot cash flow, focusing on mid- and small-cap stocks. Although the general market valuation is no longer cheap, mid-cap and small-cap stocks may continue to attract attention. Investors should carefully select stocks with their own stories, clear profit growth potential and strictly manage risks in the face of high liquidity fluctuations.
Petrolimex appoints new General Director.
PLX appointed Mr. Luu Van Tuyen - Deputy General Director to hold the position of General Director of Petrolimex for a term of 5 years, starting from July 18.
- Signal: Neutral
- Impact on: PLX,HOSE,VCSC,SGA,PLC,CAGR,PEG
- Comment: The appointment of a new General Director at Petrolimex (PLX) is an important corporate governance event that may bring about changes in the company's long-term strategy and performance. In the short term, the impact on PLX's share price may not be clear. Investors should monitor the new policies and business plans of the board of directors to assess growth potential and adjust their investment strategies accordingly.
DXG General Director registered to sell shares.
Mr. Bui Ngoc Duc - General Director of DXG registered to sell 744,418 shares. If the transaction is successful, Mr. Duc will reduce his ownership from 1.69 million shares, accounting for 0.17% to 0.09% of capital at DXG.
- Signal: Neutral
- Impact on: DXG, HOSE, VEIL, VCSC, DXS, GSW
- Comment: The DXG CEO's registration to sell a portion of his personal shares may create a short-term cautious sentiment towards DXG shares. Although this may be a personal financial need, investors should carefully analyze the reason and scale of this transaction. It is necessary to consider the overall business situation of DXG and the macro factors of the real estate industry to make a decision, avoid panic and re-evaluate the intrinsic value of the enterprise.
Decoding the superior investment strategy – Don't just look at price, look at performance.
In the context of the financial market continuing to fluctuate and many macroeconomic factors remaining uncertain, the investment performance of funds is no longer simply a race following the VN-Index, but has become a measure of risk management capacity and maintaining a long-term vision.
- Signal: Positive
- Impact on: DCDS, ECONOMY, DOUBT, EXAM, WHEN
- Comment: This news highlights the importance of evaluating investment performance comprehensively, rather than focusing only on short-term price fluctuations or market indices. This is useful advice for investors to build a long-term strategy, focus on risk management capabilities and choose funds or investment methods with sustainable performance. Understanding macro and micro factors helps investors make better decisions in volatile market contexts.
Two bank stocks are at risk of being removed from VnFinLead.
According to the review data up to June 30, 2025, it is estimated that the VNFIN LEAD index will remove LPB and SSB stocks and not add any new stocks.
- Signal: Neutral
- Impact on: LEAD, LPB, SSB, HOSE, DGC, BVH, VDSC, TCB, VIB, ACB
- Comment: The risk of two banking stocks being removed from the VnFinLead index may cause short-term selling pressure from ETFs that simulate this index on LPB and SSB. However, this impact is often technical and does not directly reflect the business situation of the enterprise. Investors can consider this as an opportunity to buy these stocks if the valuation is attractive after the technical selling pressure decreases, while monitoring other indexes related to the banking industry to have an overall view.
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.
