Insurance

Foreign investors returned to net buying with over VND 1 trillion (approx. USD 40 million) across both exchanges in the week of 24-28/08/2026, supporting the VN-Index's recovery to 1,832.12 points (+3.62%).

BIC (HOSE) will pay a 12% cash dividend for 2025, six times the originally approved 2%, totaling about VND 242 billion, with payment on November 4, 2026. The hike reflects better-than-expected 2025 performance, though H1 2026 profit fell 33% YoY.

BIC (HOSE) will pay a 12% cash dividend for 2025, distributing about 242.5 billion VND, with a record date of October 8, 2026. The payout comes despite a 32.8% year-on-year drop in H1 2026 net profit to 221.6 billion VND, as the insurer's underwriting performance weakened.

Foreign investors net bought VND 186.7 billion on HOSE on August 24, 2026, with HPG, VIC, and VPB among top buys, while proprietary traders net sold VND 197.9 billion. The VN-Index rose 20.66 points, driven largely by VIC and VHM, but breadth suggests reliance on large caps ahead of FTSE rebalancing.

PVI (HNX) completed a 10:1 stock dividend issuance, raising charter capital to nearly 2,577 billion VND, and will pay a 23% cash dividend (2,300 VND/share) on October 15, 2026. The move follows strong H1 2026 results with net profit up 28.6% year-on-year, underscoring the insurer's capital strength and shareholder return policy.

HPG led foreign net buying on HOSE with over VND 106B in a session where the VN-Index gained 20 points to 1,788. VIC and VPB also saw strong inflows, while VCB faced the largest net selling.

FT1 will pay a 44.07% cash dividend for 2025, the highest among 26 companies closing lists Aug 24-28, 2026, with VSN at the low end at 2%. Notable payers include HAT (30%), ILB (14.27%), MIG (10%), and TN1 (5% cash plus 10% stock).

Bao Viet (BVH) reported H1 net profit of over 1,860 billion VND, up 34% year-on-year, driven by a 42% surge in bank interest income to nearly 4,930 billion VND. The company's cash deposits at credit institutions reached about 169,000 billion VND, the largest among listed firms, supporting stable dividends but also reflecting limited reinvestment opportunities.

PLX hit limit-up and GAS rose over 6% on August 18, lifting the VN-Index nearly 14 points mid-session. The catalyst: higher oil prices and PLX's newly announced treasury share sale.

Mirae Asset estimates passive foreign inflows of VND 39,118 billion (USD 1.56 billion) into Vietnamese stocks following the FTSE Russell upgrade to Secondary Emerging Market in September 2026. VIC leads with USD 399 million, followed by VHM, LPB, VPB, and HPG, with allocations spread over four tranches through September 2027.

Foreign investors net bought VND 336 billion (~USD 13.4 million) on August 12, with VIC (VND 189B), VIX (VND 152B), and SSI (VND 141B) leading purchases on HOSE. VHM, ACB, and TCB faced net selling, highlighting rotation within large caps.

FTSE Russell's upgrade of Vietnam to secondary emerging market status in September 2026 is set to channel approximately $1.56 billion in passive inflows into 35 eligible Vietnamese stocks, with VIC receiving the largest share at $399 million. The phased allocation runs from September 2026 to September 2027, providing a clear timeline for foreign capital deployment.