New week stocks: Important news coming out, which stocks will be noticed?

After a sharp decline in April, the market recovered well in the first trading week of May due to positive news about trade negotiations - Photo: QUANG DINH

Stocks hope for more positive news ahead

* Mr. Nguyen Quoc Tuyen - Head of TVI Securities Analysis Department:

- With the stock market, we are in an information vacuum as all businesses have announced their first quarter business results. Therefore, news related to the negotiation results will impact the market.

However, with the market recovering strongly from the bottom, there may be a short-term profit-taking period for short-term speculators. With large cash flows from organizations, having bought businesses at cheap valuations, we believe that this cash flow will not exit the market.

For the world, the fact that the US and China are getting closer to the official negotiating table is the focus of attention of the global financial community. The negotiation results may be positive when the US proposes a maximum tax rate of 80% for China, much lower than 145%.

Overall, the most important news of the new week is still the initial negotiation results between Vietnam and the US.

We don't know exactly when the results will be released but expect positive news as the outcome of the US-UK negotiations results in lower tariffs than previously announced.

In this context, if the market corrects, it will be an opportunity for stock groups such as industrial real estate and export (the group that needs the most attention because it will react very strongly to the negotiation results).

In addition, some industry-leading businesses have sustainable competitive advantages and cheap valuations for many years or stocks with growth stories this year.

High-priced stocks should not be invested in at this stage. Because normally in a period of macro volatility, safe-haven assets such as gold will be prioritized. So with stocks, stocks with too high valuations are not recommended for investment.

Real estate stocks catch the wave?

* Mr. Nguyen The Minh - Director of individual customer analysis, Yuanta Securities Vietnam:

- The increasing sessions in the past trading week have shown more positive signals of the stock market. Cash flow was more active in some sessions at the end of the week, reflecting that investors' psychology has been somewhat "untied".

The short-term uptrend has been confirmed and somewhat shows an improvement in the medium term. However, the market is still waiting for the results of the tax negotiations, so the differentiation will continue to be present in many industry groups.

Recently, there has been a phenomenon of price increases spreading from Vingroup stocks to many real estate stocks following the Vinpearl listing event on May 13. In my opinion, this could be a sign of money flowing ahead of the curve, interested in the future story of the real estate industry.

In fact, fundamentally, only a few large stocks have fundamental support. Most businesses are just going through a difficult period that cannot be reflected in business results.

Many codes still have relatively reasonable price ranges.

* SHS Securities Analyst:

- The reciprocal tax may decrease, but regardless of the result, the tariff will still be imposed, the trade surplus with the US will be under strong pressure, affecting the macro balance, production and business activities of enterprises.

Currently, many stocks still have relatively reasonable price ranges compared to the fundamental factors of the business. However, the market is recovering to the price range of the trading session when the tariff was announced.

We believe this is not an attractive price range to consider further disbursement. Disbursement positions should be carefully selected, depending on growth prospects.

Investors maintain a reasonable proportion. Investment targets are stocks with good fundamentals, leading in strategic industries, and outstanding economic growth.

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BINH KHANH

Source: https://tuoitre.vn/chung-khoan-tuan-moi-tin-quan-trong-sap-ra-co-phieu-nao-se-duoc-chu-y-20250512094624243.htm