Utilities

Foreign investors net bought 731.9 billion VND (~29.3 million USD) of Vietnamese stocks, with matching-order net buying of 692.5 billion VND, led by banking and energy stocks such as VCB, BSR, BID, TCB, and MBB, while real estate names like VIC and VHM were net sold.

Vietnamese stocks rallied strongly on broad buying, with the VN30-Index closing up 1.17% as blue-chips led gains. Banking and energy stocks saw concentrated capital inflows, and foreign investors net bought 178.8 billion VND.

Vietnam's stock market rose in the morning session of September 15, with banking and oil & gas stocks leading gains; VN-Index was up 14 points at 1,802.3 and foreign investors net bought nearly 460 billion VND.

Vietcombank (VCB) attracted VND 86.8B in foreign net buying on 15 September, the largest single-name inflow on HoSE, as the VN-Index reclaimed the 1,800 mark with a 0.79% gain to 1,802.34. Foreign investors net bought nearly VND 539B (USD 21.6M) on HoSE, the strongest session since early August, with banking stocks absorbing the bulk of the inflows.

PV GAS (HOSE: GAS) reported 8-month 2026 revenue of over VND 108,100 billion and after-tax profit of nearly VND 11,700 billion, and approved a 2025 cash dividend of 25% (VND 2,500/share), totaling about VND 6,032 billion, with parent Petrovietnam holding 95.76% receiving roughly VND 5,777 billion.

SSI Research estimates foreign ETFs will net buy about USD 240 million in the first FTSE upgrade disbursement, with VPBank (VPB) attracting the largest inflow at USD 32.82 million. Total passive inflows from the upgrade could reach roughly USD 2.28 billion across four tranches, while Vingroup (VIC) faces the biggest outflows at USD 28.06 million.

Trần Anh Đức, son of MSB chairman Trần Anh Tuấn, spent nearly VND 300 billion to buy 20 million MSB shares, lifting his stake from 5,434 shares to 0.53% of the bank. The same week brought insider purchases at HAX and HPX and a VND 6,030 billion cash dividend from GAS.

SSI Research estimates foreign ETFs will net buy about $246 million during the September 18, 2026 restructuring tied to Vietnam's FTSE upgrade, with VPB drawing the largest inflow at roughly $33 million, ahead of VHM at $31 million and MCH at $22 million. VIC sits on the other side, facing an estimated $28 million of net selling as Xtrackers cuts its weight from 31.6% to 15%.

TotalEnergies signed two memoranda of understanding in Paris on 10 September with PV GAS (GAS, HOSE) and T&T Group, covering LNG, renewable energy and LPG, plus a joint study of the Long Son LNG power plant near Ho Chi Minh City. TotalEnergies would act as exclusive LNG supplier to the project, extending its 35-year presence in Vietnam.