Foreign investors turned net buyers of VND 357.1 billion after a long selling streak, with strong buying in real estate and banking stocks, while the market showed extreme divergence with Vingroup stocks propping up the VN-Index.
HPG board member Nguyen Ngoc Quang registers to sell 6.6 million shares (1.63% stake) for personal financial needs, with the stock trading at VND 23,750, its lowest since early 2025. Despite positive analyst price targets near VND 37,600, insider selling adds near-term headwinds.
Foreign investors turned net buyers on June 5 with over VND 312 billion, focusing on VIC, ACB, and FPT, while proprietary traders remained net sellers.
Foreign investors returned to net buying on the Vietnamese stock market after 11 consecutive sessions of net selling, with a net purchase of about VND 364 billion on June 5. VIC was the most bought stock on HOSE with over VND 272 billion, while MSN led the sell-off list.
HPG, NKG, and HSG face heightened risk from a global steel overcapacity crisis, as OECD warns Chinese steel exports hit a record 131 million tons in 2025 and global overcapacity is set to rise to 745 million tons by 2028. The structural glut, driven by state subsidies in China, threatens to compress margins for Vietnamese producers already trading near recent lows.
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.
Dai Quang Minh Real Estate Investment JSC raised charter capital to VND 32,000B ($1.28B) in its fourth increase this year, surpassing Novaland and Becamex to become the second-largest real estate firm by charter capital after Vinhomes. The company is the lead in a consortium with THACO and Hoa Phat Group (HPG) proposing the $28B Red River Landscape Axis project in Hanoi.
Agriseco Research highlights 6 stocks (ACB, CTD, DGW, GMD, HPG, MWG) with positive growth stories for Q2 and full year 2026, citing stable macro, Fed meeting catalysts, and MSCI reclassification expectations.
In April 2026, 24 out of 36 equity open-ended funds increased their disbursement, reversing the cash-hoarding trend of March. PNJ was the most bought stock by 43 funds, while MWG was the most sold.
On June 2, foreign investors net sold VND 606 billion on HOSE, with heavy selling in HPG, HDB, ACB, CTG, and VPB. In contrast, FPT attracted net buying of VND 482 billion, standing out as the sole major net-bought stock.
Foreign investors net sold VND 562 billion on June 2, 2026, extending a recent selling trend. The selling was concentrated in HPG, HDB, ACB, CTG, and VPB, while FPT saw net buying of nearly VND 500 billion, making it the top purchased stock on HOSE.
Hoa Phat Group broke ground on its third industrial park in Hung Yen province, a 296-hectare support industry park with total investment of nearly 2,823 billion VND, expected to start receiving investors from September 2026.
Foreign ETFs continued net withdrawals from Vietnamese stocks in the week of May 25-29, 2026, with total net outflow of over 115 billion VND, led by Fubon FTSE Vietnam ETF. Top sold stocks include VHM, VIC, MSN, SSI, VCB.
Information provided for educational purposes only. Past performance does not guarantee future results. Data sourced from public Vietnamese market feeds.