Stocks to watch April 21: FPT has a solid foundation, VCG accelerates, REE catches the solar power wave
The market session on April 21 recorded three notable stocks with clear growth prospects, receiving buy recommendations from leading securities companies.
FPT – Sustainable thanks to AI, telecommunications and data centers
FPT shares continue to receive positive reviews from MBS and SSI even though revenue in the first two months of 2025 increased by only 16.4%, lower than planned due to slow growth in the US market and a slowdown in the education sector. However, pre-tax profit still increased by 21% thanks to a cost-cutting strategy and effective AI application to improve profit margins.
In the context of global instability due to US tax policy, FPT's information technology segment is less directly affected. At the same time, the telecommunications and data center segments have great room for growth. The company plans to open another data center in Ho Chi Minh City this year, in addition to expanding broadband services and digital advertising. In addition, the potential transfer of FOX shares to the Ministry of Public Security is also a long-term supporting factor.
MBS adjusted the target price of FPT to VND 146,700/share, but recommended keeping the stock in the portfolio and viewing the corrections as accumulation opportunities for the medium and long term.
VCG – Technical breakthrough, potential to enter the acceleration wave
Tien Phong Securities (TPS) recommends buying VCG shares thanks to positive technical signals. The stock price has broken through long-term resistance and reconfirmed the support zone, indicating the possibility of entering a new acceleration cycle. Since the third quarter of 2024, VCG has been continuously moving within the uptrend channel, and has now broken through the channel, a sign that the bullish momentum is expanding.
Technical indicators such as MACD, RSI and MFI all give positive signals with levels >50, reflecting a strong return of cash flow. The price is also above all short- and medium-term MA lines. TPS recommends partial disbursement with small proportions at reasonable price zones to reduce risks in volatile market conditions.
REE – Benefiting from renewable energy development strategy
Vietcap Securities (VCSC) recommends buying REE shares thanks to the expectation of great benefits from the new power plan VIII. According to the assessment, solar power capacity will increase 3 times compared to the old plan, in which floating solar power and the direct power purchase mechanism (DPPA) will help REE take advantage of the energy sector.
In addition, REE is also a business with a stable position in infrastructure investment and industrial park real estate, and is expected to maintain growth momentum when the economy recovers.
Summary
In the trading session on April 21, investors can pay special attention to three outstanding stocks:FPTwith a sustainable growth strategy thanks to AI and telecommunications,VCGis breaking out of the uptrend channel to enter a new wave, andREE– stocks benefiting from the shift in national energy strategy. These are all opportunities with good potential in both the short and medium term, in the context of a struggling market and need to be carefully selected.
