Ngày 24/05/2025, bản tin nhanh chứng khoán ghi nhận những diễn biến đáng chú ý, mang đến cho nhà đầu tư thông bản tin nhanh đa chiều về xu hướng và tiềm năng tăng trưởng. Dưới đây là tổng hợp một số tin tức nổi bật và phân tích về tình hình thị trường dưới dạng bản tin nhanh chóng.
US is about to impose new taxes, Vietnamese export enterprises face big challenges
The US government is expected to announce new tariffs on April 2, 2025, targeting countries with large trade surpluses, including Vietnam. Many Vietnamese exporters, especially in the textile and wood products industries, could be severely affected.
- Signal: Negative
- Impact on: VN-Index, MSH, TNG, VGT, TCM, SAV
- Comment: This news may put downward pressure on the Vietnamese stock market, especially export stocks. Investors should be cautious and closely monitor the developments of the Vietnam-US trade negotiations in the coming time.
Foreign investors net sold TPB bank shares, nearly 600 billion VND in the week. VN-Index decreased 0.33% to 1,317.46 points. Liquidity weakened for the third consecutive week. Foreign investors net sold 2,278 billion VND, focusing on TPB, FPT, PNJ.
- Signal: Negative
- Impact on: VN-Index, TPB, FPT, PNJ
- Comment: Selling pressure from foreign investors may cause concern among domestic investors. Weak liquidity shows cautious cash flow. It is necessary to monitor the developments of stocks that are being sold heavily like TPB in the coming sessions.
Foreign investors net sold 2,281 billion VND this week, focusing on selling TPB bank shares
- Signal: Negative
- Impact on: VN-Index, HNX-Index, TPB, VRE, VIX, APG, VND
- Comment: The continuous net selling of foreign investors, especially bank stocks, may put downward pressure on the general market in the short term. However, their strong accumulation of securities stocks shows their expectation for the prospects of this industry.
VinaCapital CEO calls for changing awareness from playing to investing in stocks, towards sustainable market development
- Signal: Positive
- Impact on: VN-Index, HNX-Index, bank stocks and securities companies
- Comment: This proposal could promote long-term investment, reduce market volatility and increase professionalism. This could lead to more stability for stock indices and improve the quality of trading in the market.
Vinamilk will spend a record 9,000 billion VND to pay dividends, the highest in the past 6 years at a rate of 43.5%
- Signal: Positive
- Impact on: VNM, VN-Index
- Comment: Vinamilk's move to pay high dividends shows its positive business situation, which can create a positive spillover effect for the stock market. This can attract investment cash flow into VNM shares and other bluechip stocks.
BIDV Securities (BSC) submitted a plan to increase capital to nearly VND2,500 billion through paying dividends in shares at the upcoming annual general meeting of shareholders.
- Signal: Positive
- Impact on: BSC, BID, VN-Index
- Comment: BSC's capital increase can improve its financial capacity and expand its business operations. This can create momentum for BSC's stock price increase and have a positive impact on its parent stock BID, contributing to supporting the VN-Index.
VN-Index slightly decreased 0.33% in the week, liquidity decreased on HOSE
- Signal: Neutral
- Impact on: VN-Index, HNX-Index
- Comment: The market has slightly corrected with reduced liquidity, showing that investors are cautious. The VN-Index is still above the 1,300-point threshold, but it is necessary to monitor the movements of blue-chip stocks in the coming time to determine the trend.
$67 billion railway project about to start construction, Prime Minister requests production of locomotives and carriages in Vietnam
- Signal: Positive
- Impact on: VNR, HHV, TCT, GMD
- Comment: This large-scale project can boost economic growth, create jobs and develop the domestic railway industry. Enterprises related to the railway, logistics and transportation sectors can benefit from new business opportunities.
PNJ shares fell sharply despite gold price hitting a peak, capitalization evaporated more than 8,400 billion VND
- Signal: Negative
- Impact on: PNJ, gold and gemstone stocks
- Comment: Rising gold prices are putting pressure on production costs and retail prices of jewelry, making consumers hesitant. The shortage of gold supply continues to be a challenge. PNJ is adjusting its business strategy to adapt, but the short-term outlook remains challenging.
Pressure to restructure portfolio before first quarter financial reporting season, new investment opportunities may appear in second quarter of 2025
- Signal: Neutral
- Impact on: VN-Index, HNX-Index, UPCoM-Index
- Comment: The market may fluctuate in the short term due to portfolio restructuring pressure. However, the first quarter financial reporting season will bring new investment opportunities for cash flow in the second quarter of 2025, creating growth momentum for the market.
The stock market news brief aims to provide investors with an overview, while emphasizing the importance of careful analysis before making investment decisions. Following the stock market news brief from HVA The provision will help investors seize opportunities from short-term fluctuations and adjust their portfolios in line with market trends.
