Update news on Aug, 14 2025
14-08-2025
VN-Index led by financial stocks (VN-Index +1.81%)
• The VN-Index surged strongly at the open; however, rising selling pressure gradually narrowed the gains.
• By mid-morning, strong capital inflows into insurance, banking, and securities stocks pushed the index to a new high.
• The uptrend was maintained, with the market closing near the session’s peak, while other sectors remained mixed.
• Market breadth included 156 gainers, 170 decliners, and 51 unchanged stocks.
• Market liquidity decreased slightly by 5.5% to VND 52.8 trillion.
VN30 posted strong gains (VN30 +2.28%)
• The basket recorded 22 gainers and 8 losers.
• VJC (+6.99%) hit the ceiling, along with several banking stocks such as MBB (+6.98%), VPB (+6.94%), ACB (+6.94%), and HDB (+6.91%).
• On the downside, GVR (-1.68%), MSN (-1.28%), and FPT (-1.24%) declined by more than 1%.
Sectors and stocks daily highlights
• The banking sector reacted positively to news that the State Bank of Vietnam issued a circular amending reserve requirement regulations for credit institutions and foreign bank branches. Notably, the circular adds a provision allowing a 50% reduction in reserve requirements for institutions that acquire specially controlled commercial banks, in accordance with the Law on Credit Institutions.
• Vietnam’s rice industry faces significant challenges as the average export price in the first 7 months of 2025 reached only USD 514/ton, down 18.4% YoY. The price drop has eroded margins for many companies, while input costs have not fallen accordingly. Q2/2025 marked strong divergence in the industry as the market entered a shake-out phase.
• Foreign investors net sold VND 2,153 billion today, with heavy selling focused on HPG (+0.36%), FPT (-1.24%), and SSI (+0.14%). In contrast, VJC (+6.99%) saw strong net buying.
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