DPM, DCM, BFC, LAS face a second wave of domestic fertilizer price hikes in 2025, with DAP and urea up 5-11% since March. Global cost pressures and rising logistics expenses support margins for producers but squeeze farmers, potentially dampening demand.
GVR confirms it will not lose public company status despite having only 3.23% of shares held by non-major shareholders, well below the 10% threshold. The exemption applies under transitional regulations for state-owned enterprises undergoing capital restructuring as per Decree 57/2026.
Vietnam Rubber Group (GVR) announced it does not meet the public company condition due to insufficient shareholder structure, but is protected by transitional regulations. The company also released its 2025 results and 2026 plans.
ACB was the most sold stock by proprietary trading desks on HOSE, with net selling of VND 82 billion, as foreign investors unexpectedly net sold a massive VND 5,760 billion across the entire market. The selling pressure comes despite a market rebound, signaling caution from both domestic and foreign institutional players.
Vietnam Rubber Group (GVR) has dismissed Deputy General Director Tran Thanh Phung effective July 1, 2026, for retirement. The company also postponed its 2026 AGM to June 17, 2026, and reported 2025 results exceeding targets, with net profit reaching VND 5,998 billion (120.58% of plan).
VIC saw a net sell of 4.8 trillion VND on June 4 via a large block trade, contributing to a total foreign net sell of over 5.7 trillion VND. Proprietary desks also net sold 372 billion VND.
Foreign investors net sold nearly VND 6,000 billion in a single session, with VIC alone accounting for VND 4,900 billion of the outflow. Domestic institutions net bought VND 5,500 billion, partially offsetting the selling.
Oil stocks led the market with PLX hitting ceiling, GAS up 2.01%, BSR up 3.59%, contributing about 3 points to VN-Index, while overall market breadth was weak with 199 declining stocks and liquidity dropping 28% from the previous morning.
NVL was the most sold stock by proprietary trading desks on HOSE on June 3, with net selling of VND 87 billion, as total proprietary net selling reached VND 995 billion. The selling pressure adds to NVL's recent decline, with the stock closing at VND 13,600, down 4.23% on the day.
Yuanta Securities updates on PC1 and DGC stocks, noting legal issues in the mining sector and tighter regulatory oversight, but sees long-term benefits from transparency.
The State Bank of Vietnam (SBV) permits credit institutions to exclude loans for social housing and industrial parks from the 2026 real estate credit growth limit, redirecting capital to priority sectors without easing overall controls. GVR and PHR benefit indirectly through faster conversion of rubber land into industrial park land, though legal approvals remain the key bottleneck.
Foreign investors net sold VND 633 billion on June 1, the eighth consecutive session, with ACB leading the sell-off at VND 109 billion. Proprietary desks also net sold nearly VND 35 billion on HOSE.
Proprietary trading desks of securities companies net sold 360 billion VND on HOSE on June 1, 2026, with SHB the most sold stock at -29 billion VND. Foreign investors also net sold 634 billion VND across the market, adding to negative sentiment.
On May 29, proprietary trading desks at securities companies net sold VND 570 billion on HOSE, while foreign investors net sold approximately VND 750 billion across the entire market. VPB was the most bought stock by proprietary desks, with net purchases of VND 57 billion, while E1VFVN30 saw the largest net selling.
GEE was the most sold stock by proprietary trading desks on May 28, with net selling of 117 billion VND, as the VN-Index fell 0.57%. Foreign investors also net sold 551 billion VND across the market.
Information provided for educational purposes only. Past performance does not guarantee future results. Data sourced from public Vietnamese market feeds.