Vietnamese Securities Firms Net Sell 604B VND; DMX Hit Hardest
This Aveluro analysis covers HT1 on HOSE in the Construction & Materials sector. The classified event type is foreign flow, with negative sentiment and a deterministic market-impact score of 4.0/10. Aveluro classifies this story as a negative catalyst and risk signal for the affected stock. Source coverage came from CafeF - Thị trường chứng khoán, classified as a primary/top-tier source.
Key Facts
Caveat: Not investment advice. · How Aveluro computed this: Aveluro combines extracted event facts, source credibility, ticker context, and market data. Scores are deterministic research signals, not recommendations.
Overview
On August 7, 2026, proprietary trading desks at Vietnamese securities firms net sold 604 billion VND on HOSE, with DMX being the most sold stock at 658 billion VND. Foreign investors also net sold about 76 billion VND across the market. HT1 (VICEM Hà Tiên) led proprietary buying at 40 billion VND.
Key Facts
- Proprietary desks net sold 604 billion VND on HOSE on August 7.
- DMX was the most sold stock by proprietary desks, with net selling of 658 billion VND.
- Foreign investors net sold approximately 76 billion VND across the market.
- HT1 was the top proprietary buy, with net buying of 40 billion VND.
- Other top proprietary buys: NT2 (32B VND), ACB (28B VND), MWG (26B VND), MBB (19B VND), CTG (18B VND).
- Other notable proprietary sells: GEL and FUEVFVND each saw 36B VND net selling, VPB (35B VND), BSR (16B VND).
- VN-Index closed at 1,768.06 points, up 3.28 points (0.19%) on the day.
What Happened
On the final trading day of the week, August 7, 2026, the VN-Index initially dipped below 1,760 points in the first half of the session but recovered as large-cap state-owned enterprises and state-owned banks gained. The index closed at 1,768.06 points, up 0.19%. Despite the positive close, both foreign investors and proprietary trading desks of securities companies were net sellers.
According to data from the HOSE, proprietary desks net sold 604 billion VND. The most heavily sold stock was DMX, with net selling of 658 billion VND. In contrast, HT1 was the top net buy, with 40 billion VND, followed by NT2 (32 billion VND) and ACB (28 billion VND). Foreign investors also net sold approximately 76 billion VND across the market, continuing a trend of foreign outflows.
Market Context
HT1, listed on HOSE, closed at 12,950 VND on August 7, 2026. The stock saw net buying from proprietary desks, which may provide some support. The broader market saw VN-Index rise slightly, but selling pressure from both foreign and domestic institutional desks suggests caution. The construction materials sector, where HT1 operates, remains sensitive to infrastructure spending and real estate demand.
Strategic Significance
For HT1, the net buying by proprietary desks could signal short-term interest, but the overall market sentiment is mixed. The heavy selling in DMX and other stocks indicates that institutional investors are rebalancing portfolios. For long-term investors, the persistent foreign selling and proprietary selling highlight potential headwinds, but selective buying in stocks like HT1 suggests value is being recognized in certain sectors.
What to Watch
- Follow-up trading data for HT1 to see if proprietary buying continues.
- Q3 earnings reports for HT1 and other construction materials companies.
- Foreign ownership levels and any changes in foreign selling patterns.
- Policy announcements related to infrastructure spending that could impact HT1.
- Market-wide liquidity and VN-Index movements for broader sentiment.