Cash flow into the stock market has been bustling recently - Photo: QUANG DINH
Securities stocks suddenly "make waves"
After a tug-of-war session, VN-Index ended the morning session on June 3 with an increase of more than 9 points. Green spread across most industry groups.
Of which, the group of securities stocks recorded the most impressive price increase, and was also the group that attracted the strongest cash flow with soaring trading volume.
Even, VNDirect's VND shares on June 3rd hit the ceiling (+6.73%) with a sudden increase in volume. Nearly 72 million VND shares were "changed hands", showing the "hotness" of this code.
APG Securities' code also increased to its full range after a series of personnel changes. Other securities stocks such as MBS (+5.17%), VCI (+2.48%), FTS (+1.6%), BSI (+2.1%), VDS (+1.88%), SHS (+2.29%), SSI (+3.38%)... all increased with large ranges. However, it should be noted that towards the end of the session, this group showed signs of "weakening" after strong increases at the beginning and middle of the session.
The rise of the securities group received active support from foreign capital flows. Foreign investors had net bought nearly 1,000 billion VND by the end of the session, focusing on "collecting" many securities stocks, such as APG (+408 billion VND), VND (+184 billion VND), VCI (+51 billion VND), HCM (+50 billion VND), MBS (+50 billion VND)...
In addition to the financial services group such as securities, the banking sector continued to maintain green with strong growth of TCB (+2.43%), VPB (+1.67%), SHB (+1.46%)...
After the decrease on June 2 due to the impact of the conclusion of the gold business inspection, TPBank 's TPB (+1.15%) increased in price again today.
On the other hand, the real estate group "cooled down" after yesterday's hot session. Many stocks turned down and put pressure on the index, such as NVL (-2.41%), CII (-1.27%), VRE (-0.75%), VPI (-0.54%)...
At the end of the session, VN-Index only increased by nearly 11 points, while previously it had increased by up to 14 points. The entire market had nearly 462 stocks increasing in price, more than 20 stocks hitting the ceiling. Market breadth was still leaning towards the positive side with 271 stocks decreasing.
Why did the stock group increase strongly?
Speaking with Tuoi Tre Online , Mr. Nguyen Anh Khoa - Director of Analysis and Research at Agribank Securities - commented that the session on June 3 recorded positive developments in the securities group, driven by many expectations.
In particular, the market spreads supportive but unverified information related to the process of meeting the conditions for market upgrade.
In addition, according to Mr. Khoa, some securities companies have their own financial operations stories, thereby attracting attention from investors.
Mr. Khoa said that since the adjustment period in early April 2025 until now, the group of securities stocks has generally recovered quite slowly, leading to the phenomenon of "compensating increase" when the market returns to the peak in 2025. A similar phenomenon also occurred last week with the group of small and medium-sized real estate such as CEO, DIG, CII...
In addition, Mr. Khoa assessed that the cash flow in the market showed clear signs of spreading, with liquidity increasing again to around VND20,000 billion/session, showing that investor sentiment has become more positive and is ready to allocate capital to groups of stocks that have not increased in line with the general market.
According to the reporter's records, on some stock forums, there is unverified information spreading about shortening the payment cycle, from the current T+2.5 to T+2 in order to promptly evaluate the upgrade in September.
"The expectation of shortening the payment cycle has been proposed by many investors in the past. After putting the KRX system into operation, technically, this expectation can be met. However, after closer examination, these rumors are not accurate," a securities company leader shared with Tuoi Tre at the end of the session.
A source from the stock market regulator also told Tuoi Tre that up to this point, there has been no information about an official proposal to shorten it to T+2.
Source: https://tuoitre.vn/chung-khoan-bat-ngo-tang-manh-chuyen-gia-noi-gi-ve-tin-don-duoc-lan-truyen-2025060315032687.htm
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