{"id":22819,"date":"2025-11-18T08:30:00","date_gmt":"2025-11-18T01:30:00","guid":{"rendered":"https:\/\/hva.group\/?p=22819"},"modified":"2025-11-18T08:30:00","modified_gmt":"2025-11-18T01:30:00","slug":"stock-market-news-11-18-2025","status":"publish","type":"post","link":"https:\/\/hva.group\/en\/stock-market-news-11-18-2025\/","title":{"rendered":"Stock news on November 18, 2025"},"content":{"rendered":"
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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.<\/p>\n<\/p>\n
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Blue-chip stocks lead the wave, VN-Index breaks through the 1650 point mark<\/strong><\/p>\n<\/p>\n
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Although there were still some light profit-taking waves, the combined strength from the blue-chip group easily \u201clifted\u201d the VN-Index above the 1,650-point mark. Thus, the index surpassed the 20-session average price line with the support of a very positive breadth.<\/p>\n<\/p>\n
Comment: Strong net buying by foreign investors is evidence that confidence in the Vietnamese market outlook is being significantly strengthened, creating positive momentum for the short-term increase of the VN-Index. This is an opportunity for investors to consider accumulating leading blue-chip stocks, especially when the market surpasses an important resistance level. However, it is necessary to monitor liquidity developments to ensure the sustainability of this trend, while maintaining risk management discipline.<\/li>\n<\/ul>\n
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Supply "test" successful, VN-Index continues to rise in doubt?<\/strong><\/p>\n<\/p>\n
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Some highlights that investors should note are the "silent" but effective domestic cash flow - low liquidity is a signal of a successful "test" of supply, paving the way for a sustainable recovery.<\/p>\n<\/p>\n
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Signal: Neutral<\/li>\n
Impact on: MBS, MSCI, KBSV<\/li>\n
Comment: The \u201csilent\u201d but effective domestic cash flow, with low liquidity, shows that the market has successfully \u201ctested\u201d supply, opening up the possibility of a sustainable recovery in the medium term. Although foreign investors have shown signs of net selling, this may be part of the portfolio restructuring process and does not necessarily signal a prolonged negative trend. Investors should focus on industry groups with good fundamentals and clear growth potential, and prepare a flexible strategy for both upside and slight correction scenarios.<\/li>\n<\/ul>\n
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List of stocks with State ownership ratio above 51% on the stock exchange<\/strong><\/p>\n<\/p>\n
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From a market perspective, the resolution on State economic development, if issued, will create a clearer policy framework, helping investors \u2013 especially foreign investors \u2013 understand Vietnam\u2019s long-term orientation on the role of the state sector.<\/p>\n<\/p>\n
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Signal: Negative<\/li>\n
Impact on: VIX, FTSE, GEIS<\/li>\n
Comment: The State Economic Development Resolution can provide a clear policy framework, helping to stabilize and attract long-term investment capital, especially from foreign investors. This news can create opportunities for stocks with high State ownership ratios if accompanied by effective divestment or restructuring policies. Investors should carefully evaluate the potential of each enterprise in this portfolio, focusing on companies with plans to improve governance and operational efficiency to optimize profits in the long term.<\/li>\n<\/ul>\n
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NIM of the entire banking industry is at its lowest level since the end of 2018, stock valuation risks<\/strong><\/p>\n<\/p>\n
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Banks' core profits are under double pressure from slowing credit growth and slow recovery or even narrowing of NIM due to rising funding costs.<\/p>\n<\/p>\n
Comment: The decline in NIM (net interest margin) of the entire banking sector to its lowest level since the end of 2018 signals pressure on banks' "core" profits due to slow credit growth and rising funding costs. This could negatively affect bank stock valuations in the short term. Investors should be cautious when considering this sector, prioritizing banks with good asset quality, effective cost control and a strategy to diversify revenue sources to minimize the risk of interest rate fluctuations.<\/li>\n<\/ul>\n
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Investors sharply reduce expectations for Fed interest rate cut<\/strong><\/p>\n<\/p>\n
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Investors in the global financial market are having a significant change in their expectations that the US Federal Reserve (Fed) will continue to lower interest rates at its December meeting.<\/p>\n<\/p>\n
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Signal: Neutral<\/li>\n
Impact on: FOMC, ISI, KPMG<\/li>\n
Comment: Investors\u2019 reduced expectations for the US Federal Reserve (Fed) to lower interest rates could put pressure on exchange rates and global capital costs. This could impact investor sentiment in the Vietnamese stock market, especially businesses with large foreign currency debts or dependent on imports and exports. Investors should closely monitor the monetary policies of the Fed and domestic central banks to adjust their investment portfolios, prioritizing businesses with stable domestic cash flows and less sensitive to global interest rate fluctuations.<\/li>\n<\/ul>\n
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The "difficult" $4,200\/oz mark, gold prices may need to accumulate more<\/strong><\/p>\n<\/p>\n
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The rapid rise in gold prices to the $4,200\/oz region and then a sharp decline last week could be a sign that the precious metal is building a new floor above the $4,000\/oz threshold.<\/p>\n<\/p>\n
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Signal: Neutral<\/li>\n
Impact on: <\/li>\n
Comment: Gold prices fluctuated strongly around the $4,200\/oz mark, indicating that the precious metal may be in an accumulation phase to build a new support floor above the $4,000\/oz mark. In the context of inflation and global geopolitical risks, gold is still considered a safe haven. Investors may consider allocating a portion of their portfolio to gold as a risk-hedging measure, but should patiently wait for clearer signals on price trends before making major investment decisions.<\/li>\n<\/ul>\n
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SP Global Ratings owns 43.4% shares of rating organization FiinRatings<\/strong><\/p>\n<\/p>\n
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On November 12, 2025, the Hanoi Department of Finance announced its approval of SP Global Asian Holdings Pte. Ltd. (a subsidiary of SP Global) as an official shareholder owning 43.4% at FiinRatings.<\/p>\n<\/p>\n
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Signal: Positive<\/li>\n
Impact on: <\/li>\n
Comment: SP Global Asian Holdings Pte. Ltd. becoming a major shareholder of FiinRatings is an extremely positive signal, showing the increase in prestige and international standards in the field of credit rating in Vietnam. This not only improves the quality of information for investors but also strengthens confidence in the transparency of the financial market. This is a long-term opportunity for listed companies to be evaluated more fairly and for investors to have more tools to assess risks, thereby promoting foreign capital flows into the market.<\/li>\n<\/ul>\n
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