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.
Market recovers cautiously, selling pressure in green price zone remains strong
Most of the session, VN-Index fluctuated in the green zone after the previous sell-off. Bottom-fishing demand was quite good but still not enough to balance the need to cut losses. Stocks reversed and decreased in series at the end of the session on a fairly high liquidity basis.
- Signal: Positive
- Impact on: VIC, VHM, SHB, STB, VIB, VPB, VJC, CTG, HHS, SCR
- Comment: Strong net foreign buying is a positive signal, showing foreign investors' confidence in the long-term prospects of the market. However, selling pressure still exists, requiring investors to be cautious and carefully consider entry points, prioritizing stocks with good fundamentals and attractive valuations for medium-term holding purposes.
Banks lead the way, VN-Index recovers slightly
Blue-chip stocks recovered positively in the afternoon, with the banking group leading the way, helping the VN-Index gain 14.22 points after the previous session of losing more than 64 points. The highlight is that liquidity remains very high, showing that cash flow ready to catch the bottom is also abundant.
- Signal: Neutral
- Impact on: VPB, SHB, CTG, TCB, VCB, VIC, VHM, HPG, FPT, GAS
- Comment: The recovery of the banking group plays an important role in stabilizing market sentiment after a sharp decline. High liquidity shows abundant bottom-fishing cash flow, however, investors need to carefully assess whether this is a sustainable recovery or just a technical rebound. It is recommended to focus on the asset quality and credit growth prospects of each bank.
VietinBank Capital just sold 17.5 million VSC shares
VietinBank Capital has just announced that it has sold 17.5 million VSC shares on July 25. Thereby, reducing the ownership ratio from 68.125 million shares, accounting for 18.2% to 50.625 shares, accounting for 13.52% of capital at VSC.
- Signal: Neutral
- Impact on: VSC, LLC, MTV, TMCP, HOSE, VGR, HNX, BTC
- Comment: VietinBank Capital's large divestment transaction in VSC may create a certain supply pressure on VSC shares in the short term. Investors need to consider the reason for divestment and the impact on shareholder structure, and reassess VSC's business prospects to make appropriate decisions, avoiding panic due to insider information.
FRT explains that its Q2/2025 profit increased to more than 224%
FRT's net revenue in the second quarter of 2025 reached more than VND 11,390 billion, an increase of VND 23.31 billion over the same period (VND 9,239.5 billion); consolidated profit after tax reached more than VND 157 billion, an increase of VND 224.51 billion over the same period (VND 48.45 billion). However, the profit after tax in the second quarter of 2025 on the separate financial report still recorded a negative of more than VND 27 billion.
- Signal: Positive
- Impact on: FRT, FPT, HOSE, Financial statements, JSC
- Comment: FRT's outstanding profit growth in the second quarter shows the company's remarkable resilience and business efficiency. However, the difference between consolidated and individual profits needs to be carefully analyzed to understand the source of profit. This is a positive signal for FRT's medium and long-term prospects, investors can consider accumulating when there are adjustments.
DXG leaders registered to sell a total of nearly 6.4 million DXG shares
Many leaders of Dat Xanh Group Joint Stock Company (code DXG-HOSE) announced selling shares.
- Signal: Neutral
- Impact on: DXG, HOSE, ESOP, Financial statements
- Comment: The fact that senior leaders have registered to sell a large amount of DXG shares may cause negative sentiment among investors, especially in the context of the challenging real estate market. This is a sign that needs attention regarding internal movements. Investors should monitor trading developments and reassess DXG's business prospects before making investment decisions to avoid the risk of price fluctuations.
Song Da Corporation plans to divest capital at Song Da 11 at a price nearly 4 times higher than market price.
Song Da Corporation - JSC (code SJG) decided to sell all 4,095,960 shares, accounting for 16,95% of capital at SJE with a starting price of 77,143 VND.
- Signal: Neutral
- Impact on: JSC, SJG, SJE, HNX
- Comment: Song Da Corporation's plan to divest capital from SJE at a high price shows great expectations for the potential of Song Da 11. If this transaction is successful, it will help SJG collect significant capital for restructuring or investment. This could be a driving force for SJE's stock price, while creating opportunities for investors if they can assess the real value and profitability of SJE after divestment.
ACV closes shareholder list to issue more than 1.4 billion shares to pay dividends
The number of shares to pay dividends is not subject to transfer restrictions, but the right to receive shares is not transferable. After the issuance, ACV's charter capital increased from VND21,771 billion to VND35,830 billion.
- Signal: Neutral
- Impact on: ACV,AVC,VCSC,JPY
- Comment: ACV’s issuance of a large number of shares to pay dividends is a positive move, demonstrating its ability to generate profits and share value with shareholders. Although it increases charter capital and may dilute EPS in the short term, this is a factor supporting ACV’s long-term growth when major projects such as Long Thanh come into operation. Investors can consider holding long-term based on the growth potential of the aviation industry.
Beware of "bull-trap"
Bottom-fishing cash flow was quite active during the trading session and kept the price at a low level despite many fluctuations. After a fierce sell-off, a recovery session is normal. The market needs to test supply and demand many more times.
- Signal: Neutral
- Impact on: HSX, CTG
- Comment: The appearance of strong bottom-fishing cash flow during the session, despite fluctuations, is a positive sign of potential demand. However, the warning about a 'bull-trap' is very important after a strong sell-off session, requiring investors not to rush to disburse all their money. The appropriate strategy is to disburse in parts, prioritizing stocks with attractive valuations and waiting for clearer trend confirmation signals from the market.
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.
