On March 27, 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.
Vietnam's stock market remains stable in the face of global turmoil, VN-Index increases for 8 consecutive weeks despite strong foreign net selling
- Signal: Positive
- Impact on: VN-Index, HNX-Index, VN30
- Comment: The Vietnamese stock market has shown good resistance to adverse external factors. Strong domestic cash flow is the main driving force supporting the upward trend. However, caution should be exercised with risks from US trade policy and exchange rate fluctuations.
VN-Index recovers thanks to vibrant banking sector, SHB hits ceiling
The stock market this morning recorded widespread green, with the VN-Index gaining points thanks to strong demand in banking stocks. SHB led the liquidity and increased to the ceiling, while VPB and MSB also traded actively.
- Signal: Positive
- Impact on: VN-Index, SHB, VPB, MSB
- Comment: The strong cash flow into the banking group shows the optimistic sentiment of investors. However, the differentiation between stock groups and the fluctuation of VN-Index around 1,330 points need to be monitored further.
Vietnam's stock market has increased for 8 consecutive weeks, aiming for the 1,350 point mark thanks to support policies and strong cash flow.
- Signal: Positive
- Impact on: VN-Index, VHM, VIC, SHB
- Comment: The market is supported by low interest rates, abundant credit flows and incentive policies from management agencies. The uptrend may continue as investors are optimistic about economic growth prospects and corporate performance.
Cheap capital flows strongly into stocks, VN-Index increases for 8 consecutive weeks to 3-year peak
The VN-Index has just had its 8th consecutive week of increase, from 1,230 points to over 1,326 points, reaching its highest level in nearly 3 years. Loose monetary policy continues to support strong capital flows into the stock market.
- Signal: Positive
- Impact on: VN-Index, VNM, VIC, VCB, BID
- Comment: Low interest rates encourage cash flow into stocks, creating growth momentum for the market. Banking, real estate, and securities stocks are expected to benefit. However, investors need to be cautious about the possibility of short-term adjustments.
Money flows from the US to Asia, Europe as concerns about US economic recession increase
- Signals: Negative for US markets, positive for Asia and Europe
- Impact on: S&P 500, Hang Seng, DAX, EUR/USD
- Comment: The capital flight could put downward pressure on US stocks in the short term. Conversely, Asian and European markets could benefit from capital inflows, especially into Chinese technology stocks and German mid-cap stocks.
Novaland Chairman's son registered to sell nearly 3 million NVL shares
Mr. Bui Cao Nhat Quan, son of the Chairman of the Board of Directors of Novaland, registered to sell more than 2.9 million NVL shares from March 21 to April 18 for personal reasons. The transaction could bring in about VND32.5 billion, reducing Mr. Quan's ownership ratio to 3.86%.
- Signal: Negative
- Impact on: NVL, VN-Index
- Comment: Insider selling may put pressure on NVL's price in the short term. However, Novaland's positive business plan in 2024 and the coming years may support the stock price in the long term.
Real estate stocks break out, VN-Index surpasses 3-year peak with high liquidity
VN-Index jumped 10.11 points (+0.76%) to 1,336.26 points, the highest level in nearly 3 years. The real estate group led the increase with many stocks hitting the ceiling. Liquidity reached more than 20,000 billion VND.
- Signal: Positive
- Impact on: VN-Index, HNX-Index, UPCoM-Index, real estate and banking stocks
- Comment: The market has been growing strongly, led by the real estate and banking groups. High liquidity and widespread growth momentum show positive investor sentiment, with expectations that the uptrend will continue in the short term.
Foreign investors net bought 160 billion VND, focusing on strongly buying bank stocks in the session of March 17.
- Signal: Positive
- Impact on: VCB, SHB, FPT, CEO, IDC, SHS, ABB, ACV
- Comment: The return of foreign investors to net buying, especially banking stocks, shows confidence in the improving market outlook. This could create positive momentum for domestic investors, boosting cash flow into the market in the short term.
VN-Index jumps 10 points thanks to banking and real estate stocks, despite forecasts of correction
- Signal: Positive
- Impact on: VN-Index, VCB, SHB, MSB, HDC, NLG, NBB
- Comment: The market has maintained its strong growth momentum despite forecasts of a correction, showing that investor sentiment remains optimistic. However, the slight decrease in liquidity needs to be monitored. The story of upgrading and positive business results of enterprises will be the driving force supporting the market in the short term.
VinaCapital's VESAF Fund is struggling, its performance is lagging behind the VN-Index in the first months of 2025
- Signal: Negative
- Impact on: VESAF, FPT, ACB, BVH
- Comment: Weak performance of large investment funds may affect investor sentiment. However, VESAF's portfolio diversification and search for new opportunities in the education sector may bring positive prospects in the long term.
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.
