New accounts increase sharply, stocks are excited, which companies are investing in?

The stock market has regained momentum after the tariff "shock" recently, with the VN-Index conquering the 1,300-point mark. New trading accounts opened last month also increased sharply, reaching the highest level in the past 8 months.

As of the end of April, the number of domestic investor securities accounts exceeded 9.8 million, the highest ever, according to data from the Vietnam Securities Depository and Clearing Corporation (VSDC).

The market continues to maintain its momentum of excitement when supported by many positive information such as macro policies and market valuation. Many experts have given positive comments on the market's growth scenario in the coming time, including the prediction that VN-Index may increase strongly like in the 2016-2017 period, conquering the 1,900-2,000 point mark.

Securities experts also said that the current VN-Index is much cheaper than during the period of hot growth. Therefore, investors need to look at stocks and the economy through the eyes of growth, not value. From there, businesses with good growth will have great potential.

In that context, securities companies and businesses can also adjust their portfolios to better suit reality in order to optimize profits and minimize risks.

As of March 31, SSI Securities Corporation (stock code: SSI) invested assets recorded through profit/loss (FVTPL) of more than VND 1,428 billion in stocks and listed securities.

SSI's portfolio includes MBB, VNM, MWG and VPB, of which the investment in VPB is the largest, reaching over VND902 billion. This code was also invested at the beginning of the year with the original price approximately at the end of the reporting period.

Meanwhile, VNDirect Securities Corporation (stock code: VND) poured more than VND 1,535 billion into listed stocks and fund certificates such as VPB, STB, CTG. However, the company's largest investment is in listed and unlisted bonds and deposit certificates.

For Vietcap Securities Joint Stock Company (stock code: VCI), some prominent stocks in Vietcap's portfolio are temporarily making big profits such as KDH (Khang Dien House), IDP (Lof International Milk), MBB ( MBBank ) or STB (Sacombank).

In particular, on March 31, considering the difference between the purchase price and the market price, Vietcap temporarily made a profit of nearly VND 1,442 billion when investing in IDP shares - the highest temporary investment profit at the above time.

Or Saigon - Hanoi Securities Joint Stock Company (stock code: SHS) also invested FVTPL more than VND 8,476 billion in listed stocks such as GEX,FPT , HPG, TCB, CTG and other codes. As of March 31, the company recorded a temporary profit of more than VND 338 billion at market price with these investments.

Not only securities companies, many enterprises also invest short-term finance through stocks. Tu Liem Urban Development Joint Stock Company (stock code: NTL) on March 31 invested nearly 234 billion VND in 6 codes including EVG, HDG, NVL, PAN, TCH, STB and divested QCG. The company had to set aside more than 672 million VND in provisions for investments in NVL and STB.

Another company, Danang Housing Development Investment Joint Stock Company (stock code: NDN), spent more than VND462 billion investing in 13 stocks. Of which, the two stocks with the most investment were VHM and HPG, reaching VND164 billion and nearly VND98 billion, respectively. Many other notable stocks in the portfolio include STB, GMD, HDG, VNM, HVN, ACV... The amount of provision compared to the market price is more than VND20 billion.

Source: https://dantri.com.vn/kinh-doanh/tai-khoan-moi-tang-manh-chung-khoan-hung-phan-cac-cong-ty-dau-tu-ma-nao-20250522082417133.htm