Food Production

Foreign investors net sold a record VND 5,760 billion on June 4, 2026, with Vingroup (VIC) accounting for VND 4,900 billion of the outflow, primarily via block trades. The selling occurred despite a recovering VN-Index, highlighting concentrated foreign divestment from the real estate giant.

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.

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.

VanEck Vietnam ETF's Q2 2026 rebalancing is expected to add VPL and MSB while removing HDG and CTR, with significant net buying in MSB, VCK, and VPL. Net selling pressure is forecast on NVL, VHM, and VIC.

Masan Group's stock MSN fell to 73,200 VND, its lowest since March, reducing market cap to nearly 106,000 billion VND. CEO Danny Le stated the stock is undervalued by about 60% and outlined growth plans for 2026.

Masan Group's stock MSN fell to 73,200 VND, the lowest since late March, erasing about 6,000 billion VND in market cap over the past month. CEO Danny Le stated the stock is undervalued by about 60% and outlined growth plans for 2026.