Update news on Jul, 03 2025
03-07-2025
VN-Index missed 1,390 despite strong cash flow (VN-Index -0.19%)
• VN-Index opened volatile on cautious optimism as details of the Vietnam–U.S. trade deal remain undisclosed.
• Strong inflows in the late morning lifted the VN-Index above 1,390, with gains broadening across the board.
• Industrial park stocks underperformed as the market awaits clarity on how the tax deal may impact corporate investment activity.
• Late-session profit-taking pressured the market to close lower.
• Market breadth included 146 winners, 168 losers, and 53 unchanged.
• Liquidity hit a more than 2-month high at VND 33 trillion, up over 60%.
VN-30 mirrored the VN-Index’s drop with milder losses (VN30 -0.11%)
• The basket saw 14 gainers, 16 losers, and no stocks unchanged.
• Most gaining stocks posted modest increases of less than 2%.
• GVR (-5.28%) and BCM (-2.64%) were the worst performers.
Sectors and stocks daily highlights
• VSC (+6.92%) approved acquiring 65% of Harbour City to develop a 6,000 m² urban project in Hai Phong. The company is increasingly investing in transport and logistics firms, recently raising its stake in HAH to 15.31% (including affiliates) and holding 40% of VNA (UPCoM) by end-2024.
• FRT (+2.76%) will pay a 25% stock dividend (1-for-4), recorded date is July 17. This follows a strong 2024 performance with revenue up 25.9% to VND 40,104 billion and net profit of VND 408 billion, reversing a loss of VND 329 billion last year.
• Foreign investors net bought more than VND 2 trillion today, led by strong inflows into SSI (+0.98%) and MWG (+0.93%), with no notable net selling.
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