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.
On June 4, 2026, foreign investors net sold VND 5,742.2 billion on the Vietnamese stock market, the largest daily sell-off in recent months, but domestic institutions absorbed the entire amount with net purchases of VND 5,915.0 billion. A notable block trade saw 25.2 million VIC shares worth VND 4,997.4 billion transferred from foreign to domestic hands, signaling a major ownership shift in Vingroup.
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.
Dragon Capital confirms a minimum $50 million investment in Dien May Xanh (DMX) IPO, expecting strong capital deployment into the MWG-DMX value chain. The fund views DMX as an independent listed company with double-digit profit growth, abundant cash, and expansion potential in Indonesia, and expects total investment in the ecosystem to increase significantly.
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 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.
Petrosetco (PET) plans to issue over 48 million shares, including 5.3 million for 2025 dividends and 42.7 million bonus shares, expected in Q2-Q3/2026. The capital increase of ~VND 480B will lift charter capital by 45% to VND 1.55T.
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.
Dragon Capital registers to buy at least $50 million in Dien May Xanh (DMX) IPO shares, calling the valuation significantly low. DMX is valued at $3.9 billion post-IPO, with Dragon Capital highlighting sustainable growth, dividends, and expansion potential in Indonesia.
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.
MWG's subsidiary Dien May Xanh (DMX) plans an IPO in August 2026 at a valuation of $3.35 billion, raising nearly $550 million via 80 million shares at VND 80,000 each. The listing on HOSE is expected to unlock value for MWG shareholders, with a post-listing dividend yield of about 5%.
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.
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.
Information provided for educational purposes only. Past performance does not guarantee future results. Data sourced from public Vietnamese market feeds.