On December 30, 2024, the stock market news bulletin recorded remarkable developments, providing investors with multi-dimensional information about trends and growth potential. Below is a summary of some outstanding news and analysis of the market situation.
VDS, DCM, TPB and FRT stocks are recommended to buy with positive prospects in 2025
- Signal: Positive
- Impact on: VDS, DCM, TPB, FRT
- Comment: The buy recommendation for VDS, DCM, TPB and FRT stocks reflects the positive outlook of these businesses in 2025. This could motivate investors to disburse, boosting liquidity and increasing stock prices in the short term.
Banking flows support the market, Yeah1's YEG hits the floor after a series of ceiling increases
- The Vietnamese stock market on December 26 was supported by banking stocks. Meanwhile, Yeah1's YEG stock suddenly hit the floor after many consecutive ceiling sessions due to strong selling pressure.
- Signal: Neutral
- Impact on: VN-Index, HNX-Index, YEG
- Comment: The differentiation between stock groups shows the cautious sentiment of investors. Cash flow shows signs of rotation between industry groups. The market may continue to fluctuate within a narrow range in the short term.
Bank stocks support the market, Yeah1's YEG unexpectedly hits the floor after a series of ceiling increases
- Signal: Neutral
- Impact on: VN-Index, YEG, bank stocks
- Comment: The market has a clear differentiation between stock groups. Banking group creates support for the market, while YEG faces strong selling pressure. Investors should be cautious and monitor developments in the coming sessions.
Bitcoin suddenly plummeted, from nearly 100,000 USD to 95,400 USD/BTC on December 26
- Signal: Negative
- Impact on: Crypto and Blockchain Related Stocks
- Comment: Bitcoin’s sudden drop could raise investor concerns about the stability of the cryptocurrency market, which could negatively impact blockchain and fintech stocks in the short term.
Market maker members get up to 80% discount on underlying securities trading fees, 70% on derivatives trading fees
- Signal: Positive
- Impact on: VN-Index, HNX-Index, HOSE, HNX, securities companies
- Comment: The new policy could boost liquidity and market efficiency, especially in derivatives. Large securities firms would benefit from reduced fees, which could increase market-making activity and improve profitability. This could positively support the overall market.
Deputy Prime Minister launches $67 billion railway construction plan, opening up great opportunities for Vietnam's transport and construction sectors. This project will create strong momentum for economic development and improve regional connectivity.
- Signal: Positive
- Impact on: VNIndex, HNX-Index, VN30-Index, construction and building materials stocks such as CTD, HBC, FCN, VCG, HPG, HSG
- Comment: Large-scale railway projects will promote public investment, creating positive spillover effects for many related industries. This can stimulate cash flow into the stock market, especially stocks that directly benefit from the project.
Bond funds attract strong cash flow, performance far exceeds bank interest rates
- Bond funds are becoming an attractive option for investors as their performance far exceeds savings interest rates. In the first 11 months of 2024, 20/23 bond funds had higher returns than savings interest rates, with TCBF Fund leading the way (12.3%). Cash flow has been pouring into this group of funds, reaching more than VND 13.4 trillion in the past year.
- Signal: Positive
- Impact on: TCBF, VIC, CTG, NVL
- Comment: The trend of money flowing into bond funds shows that investors are looking for safe investment channels with stable profits. This may put pressure on the stock market in the short term, but will help stabilize the financial market in the long term.
VPS aims for 2.3 times more profit in 2025, mobilizing 12,000 billion VND through bonds
- VPS Securities Company sets a profit target of 230% higher than the previous year in 2025, and plans to issue 12,000 billion VND in bonds to restructure debt and increase working capital.
- Signal: Positive
- Impact on: VPS, VN-Index
- Comment: VPS's ambitious plan shows the positive outlook of the stock market. Raising capital through bonds can create growth momentum for the company and the securities industry in general.
YEG ends its ceiling price streak, market struggles with low liquidity
- Signal: Neutral
- Impact on: YEG, VN-Index, HNX-Index
- Comment: The market is in the accumulation phase with reduced liquidity. The adjustment of YEG and some speculative stocks may create short-term pressure, but blue chips remain stable. Investors should be cautious and wait for clearer signals.
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.
