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.
Large stocks plummet, VN-Index loses all momentum, foreign investors sell strongly
From an increase of more than 13.8 points, VN-Index weakened towards the end of the morning session, closing the session up only 0.71 points. The pressure from the largest leading stocks weakening was the main reason, but the vast majority of remaining stocks were also forced down by a large margin, reflecting increased selling pressure from both domestic and foreign investors.
- Signal: Neutral
- Impact on: HPG, VPB, MBB, VCB, VIC, VHM, BID, TCB, CTG, FPT
- Comment: Strong net selling pressure from foreign investors and the weakening of large-cap stocks indicate an increasing cautious sentiment in the market. This may cause short-term correction pressure, especially for leading industries. Investors should consider risk management, monitor foreign cash flow and important support levels of the VN-Index.
Small and mid-cap stocks are on the rise.
Divergence among blue-chip stocks, especially those with the largest market capitalization, has significantly slowed down the growth of the VN-Index. However, the market is still extremely active as speculative cash flows are strong in mid- and small-cap stocks.
- Signal: Neutral
- Impact on: VHM, VIC, VJC, HDB, VPB, VNM, VIB, GVR, GAS, VDS
- Comment: Speculative cash flows strongly into small and medium-sized stocks, creating excitement but also posing the risk of large fluctuations. Although it can bring quick profits in the short term, investors need to be very cautious, only participate with appropriate proportions and be ready to cut losses if the trend reverses.
VN-Index surpasses 1,500 point peak, individuals "flock" to take profits, net selling nearly 5,700 billion
Data from VnEconomy shows that over the past month, individual investors have net sold nearly VND5,700 billion in both matched and negotiated orders, while foreign investors have net bought nearly VND13,000 billion.
- Signal: Positive
- Affects: NVDA,VIC,VHM,GEE,HCM
- Comment: Strong net buying from foreign investors, in response to profit-taking pressure from individual investors when the VN-Index surpassed the peak of 1,500 points, shows that large capital flows are still looking for opportunities. This is a positive signal for the long-term trend of the market, however, profit-taking pressure may create necessary corrections to consolidate the price base. Investors can consider accumulating during fluctuations.
HCM plans to increase capital, HFIC registers to auction all stock purchase rights
According to the offering plan, HSC will offer 359.98 million shares at VND10,000/share by exercising the right to purchase. The right exercise ratio is 2:1, shareholders who own 2 shares will be able to buy 1 new share. The record date for shareholders to exercise the right to purchase is June 25.
- Signal: Negative
- Impact on: HSC, HCM, HFIC, JSC, HOSE, UBCK, GCN
- Comment: HSC's capital increase plan through the rights offering and HFIC's registration to divest its rights may create dilution pressure and short-term supply for HCM shares. Investors need to carefully assess HSC's business prospects after the capital increase and monitor supply and demand developments to make appropriate decisions, especially in the context of volatile liquidity.
After a week of unexpected strong inflows, Vietnamese ETFs are again "turned around" and withdrawn
On the contrary, ETFs investing in Vietnam reversed, with a net withdrawal of 5.8 million USD – leading the net withdrawal. Cash flow was mainly affected by the net withdrawal of 11 million USD from the Fubon FTSE fund.
- Signal: Neutral
- Impact on: FTSE, VPB, VCB
- Comment: The net withdrawal of ETF funds, especially from Fubon FTSE, shows that foreign capital is still circulating and cautious after the hot growth period. Although this may be a short-term fluctuation, investors need to closely monitor the cash flow trend from large funds to assess the general market sentiment, especially the impact on blue-chip stocks in the ETF portfolio.
HUD plans to divest from subsidiary
It is expected that on August 5, HUD will organize an auction of the entire lot of more than 1.84 million shares, accounting for 52,761 TP3T of charter capital at VINA UIC with the lot of shares having a starting price of more than 28.4 billion VND, equivalent to 15,400 VND/share.
- Signal: Neutral
- Impact on: HUD, VINA, UIC, HNX, JSC, Financial Statements
- Comment: HUD’s divestment plan from its subsidiary VINA UIC could help HUD focus resources on its core businesses, while creating opportunities for new investors to participate in VINA UIC. However, it is necessary to assess VINA UIC’s growth potential and the starting price to determine the attractiveness of the deal, which is also a restructuring move of the enterprise that needs to be carefully analyzed.
MSN plans to issue nearly 7.6 million ESOP shares
Time to receive money to buy shares from July 22, 2025 to 5:00 p.m. on July 30, 2025.
- Signal: Positive
- Impact on: MSN, HOSE, ESOP, HSBC, LLC, SBV, VCSC, WCM, SSSG
- Comment: MSN's issuance of ESOP shares to employees is a positive signal, demonstrating the connection of interests between the board of directors and employees with the enterprise. This often helps improve work motivation and operational efficiency, creating a premise for the sustainable development of the enterprise in the long term. Investors can consider this a supporting factor for MSN's stock price.
VnFinLead does not eliminate any stocks, only sells at most two bank stocks
VNFIN Lead Index had no changes in portfolio this period with 23 stocks.
- Signal: Neutral
- Impact on: HOSE, SSI, SHB, VPB, LPB, TCB, VDSC, LEAD, SSB, MAFM
- Comment: The fact that the VnFinLead index kept its portfolio intact and only sold two specific bank stocks shows the stability in the structure of the index. This helps to minimize fluctuations in stocks in the basket and provides a clearer view of the financial group's trend. Investors can monitor the fluctuations of the two bank stocks that were sold to assess the local impact.
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.
