Bank stocks boom, securities increase nearly 30 points

Active buying power dominated, pushing liquidity in the entire stock market to nearly VND59,000 billion in the session on August 14. The VN-Index continued to set a new record when it jumped to 1,640.69 points, after increasing by 29.09 points.

A series of bank and insurance stocks hit the ceiling

The financial group today recorded an outstanding increase compared to the general market, in which all three sectors of banking, securities and insurance increased simultaneously with a wide margin and breakthrough trading volume.

The focus of trading was on banking stocks, as 8 of the 10 stocks that contributed the most to the VN-Index's increase were in this group, including VCB, VPB, MBB, ACB, HDB, TCB, BID,and SHB .

In which MBB,ACB , VPB all hit the ceiling. Meanwhile, VIX - a stock representing the securities industry - was "not far behind" when it increased to its full range. Some other codes such as CII, SHB, SHS... also maintained an impressive increase, showing that cash flow is still continuing to "pour" into the group with the "hot" increase before, eliminating all "caution".

The insurance group emerged in the financial sector when a series of codes increased sharply such as BVH (+6.65%), BIC (+6.86%), PTI (+2%), ABI (+2.78%), MIG (+2%)... In which BVH and BIC were close to the ceiling and at the ceiling.

The spread of cash flow in this group contributed to consolidating the growth of the entire block, and maintaining the market's excitement for most of the trading time.

Apart from finance, the performance of other sectors is still diversified. Some leading stocks recorded slight increases, even under adjustment pressure such as: HPG (+0.36%), MSN (-1.28%),FPT (-1.24%)...

Green skin, red heart?

Although VN-Index increased strongly, at the end of the session, the market breadth was still inclined towards the decrease with 170 stocks, the remaining 156 stocks decreased.

Most non-financial sectors made slight adjustments. Active selling pressure dominated many stocks, with liquidity remaining at or below the average of the last 5 sessions.

This shows that the concentration of cash flow is still revolving around a few leading groups, especially finance. While the rest of the market is still somewhat receiving "reservation" from investors after a period of "overheating" growth.

In the August strategy report, SSI Research still gave an upward market outlook with the target of VN-Index reaching 1,750 - 1,800 by 2026, short-term fluctuations due to profit-taking supply can create good opportunities for investors.

The main driver comes from the solid recovery of profit growth, supported by four factors, including the recovery momentum of the real estate market and public investment; favorable interest rate environment; gradually easing concerns about tariff risks; especially expectations of market upgrade in October.

The report also shows that banks continue to be the main growth driver in Q2-2025, contributing 44% of total market net profit and 28% to growth.

This was followed by real estate (8% of net profit, contributing 20% of growth) and utilities (7% of net profit, contributing 12% of growth).