On March 25, 2025, the stock market news bulletin recorded notable developments, providing investors with multi-dimensional news bulletins on trends and growth potential. Below is a summary of some of the highlights and analysis of the market situation in the form of a quick bulletin.
VIC continues to lead the increase, VN-Index records 8th consecutive week of increase with explosive liquidity
- Signal: Positive
- Impact on: VIC, VN-Index, SHB, VND, KHG, IJC, APG
- Comment: The market maintains its upward momentum with high liquidity, showing positive investor sentiment. The rotation of cash flow into individual stocks, especially VIC, could boost the short-term uptrend.
FPT lost the throne of the largest private enterprise capitalization on the stock exchange to Vingroup.
FPT shares have fallen 14% since the beginning of the year, with capitalization evaporating 30,000 billion VND. FPT leaders' assets have also plummeted. However, FPT still aims to grow by over 20% in 2025.
- Signal: Negative
- Impact on: FPT, VIC, FOX
- Comment: The decline of FPT shares may negatively affect investor sentiment, especially in the technology stocks group. However, FPT's positive growth plan may help support the stock price in the long term.
Foreign ETF fund of 11,000 billion adds new NAB shares, expected to sell strongly VIC, VHM, SHB and buy more HPG
- Signal: Neutral
- Impact on: NAB, VIC, VHM, SHB, HPG
- Comment: The addition of NAB and the increase in HPG weight may create upward pressure on these stocks. On the contrary, VIC, VHM, SHB may be under selling pressure. However, the overall impact on the market is considered neutral due to the balance between buying and selling.
Foreign investors boost net buying of Vingroup shares and securities, net selling of FPT
- Signal: Neutral
- Impact on: VIC, VHM, VIX, SHS, FPT
- Comment: The fact that foreign investors are buying Vingroup shares and securities strongly shows that they still have a positive assessment of the prospects of these groups. However, the strong net selling of FPT also needs to be monitored further. In general, foreign cash flows are still differentiated between groups of stocks.
Foreign ETF fund of 11,000 billion adds NAB, expected to buy HPG strongly and sell VIC, VHM, SHB in the restructuring period of Q1/2025
- Signal: Neutral
- Impact on: NAB, HPG, VIC, VHM, SHB
- Comment: Adding NAB and increasing the proportion of HPG may create short-term upward pressure on these stocks. On the contrary, VIC, VHM, SHB may be under selling pressure. However, the overall impact on the market is not expected to be too large.
The 8X female general was nominated to the Gelex Board of Directors, opening up new development opportunities for the billion-dollar corporation with nearly 8,700 employees. This move could bring a new wind to Gelex's business strategy in the near future.
- Signal: Positive
- Impact on: GEX
- Comment: Adding young personnel to the Board of Directors can help Gelex innovate its management thinking and enhance its competitiveness. This can have a positive impact on GEX's growth prospects and stock price in the medium and long term.
Gold price skyrockets, PNJ stock plummets to 1-year low
While gold prices continue to break records, PNJ shares of the gold and jewelry giant have fallen for three consecutive sessions, to their lowest level in a year. Capitalization has evaporated by nearly VND7,000 billion.
- Signal: Negative
- Impact on: PNJ, SJC, DPM
- Comment: The high gold price puts pressure on PNJ's input costs. Weak purchasing power and scarce supply may negatively affect the company's business results in the short term.
VN-Index increased slightly by 0.1 points in a volatile week, HOSE liquidity exploded with 113,639 billion VND
- Signal: Neutral
- Impact on: VN-Index, HNX-Index
- Comment: The market shows signs of accumulation after a long increase, with high liquidity showing that cash flow is still strong. However, caution should be exercised against the possibility of a short-term correction as the index has increased sharply before.
HoSE promises to welcome a new wave of listings from large enterprises this year, creating attractive investment opportunities for investors.
- Signal: Positive
- Impact on: VN-Index, HNX-Index
- Comment: The listing of more large enterprises will help increase liquidity and market size, attracting new investment capital. This can promote the increase of stock indexes in the short term.
The corporate bond market continued to flourish in February 2025 with 2 successful issuances worth 2,100 billion VND.oh
- Signal: Positive
- Impact on: VNM, MSN, VHM
- Comment: The recovery of the corporate bond market shows that confidence is returning. This could boost corporate capital mobilization activities, creating growth momentum for the economy and the stock market in 2025.
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.
