On March 28, 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.
VN-Index increased by more than 10 points, cash flow remained strong in the Vietnamese stock market. Banking and real estate groups led the increase, helping the index surpass the 1,336 point mark.
- Signal: Positive
- Impact on: VN-Index, HNX-Index, UPCoM-Index, banking and real estate stocks
- Comment: Strong cash flow and recovery of key stock groups show investors' optimistic sentiment. However, it is necessary to monitor international market developments and domestic macro policies to assess long-term trends.
LHG and GMD stocks are positively recommended in the session of March 18, with positive growth prospects.
- Signal: Positive
- Impact on: LHG, GMD
- Comment: Positive recommendations for LHG and GMD reflect the positive growth prospects of the industrial park and seaport real estate sector. This could boost cash flow into these stocks, supporting the general market sentiment in the short term.
VN-Index increases, appears to fluctuate and shake
- Signal: Neutral
- Impact on: VN-Index, VCB, VPB, SHB
- Comment: The market maintains its upward momentum but shows signs of struggle. The index surpassed MA20 thanks to positive demand, however, ADX below 25 indicates a narrow possibility of volatility. Banking group leads, need to monitor the upcoming Fed meeting.
Billion-dollar shark VanEck plans to set up a Bitcoin investment fund with SSI, opening up opportunities for the development of the digital asset market in Vietnam. The government is considering a draft resolution on digital asset transactions.
- Signal: Positive
- Impact on: SSI, HoSE, HNX
- Comment: This news shows that Vietnam is making positive steps in developing the digital asset market. VanEck's participation could attract more foreign investment, creating momentum for the stock market in general and fintech companies in particular.
The IPO and listing market is bustling again with many big deals such as Becamex IDC, Vinpearl, TCBS. Enterprises are stepping up their plans to raise capital and list to improve their competitiveness.
- Signal: Positive
- Impact on: VN-Index, BCM, TCB, BID, BSR
- Comment: The new wave of IPOs and listings will add quality supply, attracting investment capital, especially foreign capital. This can boost liquidity and transaction value of the entire market in the coming time.
USD loses its appeal, State Bank advises people to sell foreign currency to banks
Experts predict that USD will be the least attractive investment channel this year. SBV leaders recommend that people should not hoard foreign currency but sell it to banks.
- Signal: Positive
- Impact on: VND, VCB, CTG, BID
- Comment: The loss of attractiveness of the USD and the recommendation to sell foreign currencies can help stabilize the exchange rate, increase foreign exchange reserves and support the Vietnamese Dong. This is beneficial for the stock market and banking stocks.
Investors are reluctant to share information for fear of being labeled as 'sneaky', which affects their psychology and investment decisions in the Vietnamese stock market.
- Signal: Negative
- Impact on: VN-Index, HNX-Index
- Comment: The fear of sharing information can reduce transparency and market liquidity. This can lead to strong and unpredictable volatility, especially in small and mid-cap stocks.
Novaland (NVL) shares may return to book value, but the recovery time depends on many factors. Experts predict it is difficult to determine the exact time, it could be 1-2 years or longer.
- Signal: Neutral
- Impact on: NVL, VN-Index, HNX-Index
- Comment: This information may create a cautious sentiment towards NVL shares and the real estate group. However, Novaland's long-term prospects are still considered positive if the company improves its financial situation and business operations.
Wall Street continues to recover, waiting for signals from Fed meeting
US stocks rose on Monday, with the Dow Jones Industrial Average up 0.85%. Investors are watching the Fed meeting on Wednesday, which is expected to keep interest rates unchanged and provide new economic forecasts.
- Signal: Positive
- Impact on: S&P 500, Nasdaq, Dow Jones
- Comment: The market reacted positively to the prospect of the Fed keeping interest rates unchanged. However, it is necessary to monitor the economic forecast and the Fed's comments on the impact of recent policies to assess market trends in the coming time.
Nam A Bank (NAB) is added to the portfolio by many large ETF funds, expecting strong growth
- VNM ETF and Fubon FTSE Vietnam ETF added NAB to their portfolios, planning to buy about 19 million shares. Nam A Bank's business results in the first two months of 2025 grew impressively.
- Signal: Positive
- Impact on: NAB, VNM, VNIndex
- Comment: The fact that it has been selected by many large ETFs shows NAB's growth potential. This could have a positive effect, attracting cash flow into bank stocks and the general 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.
