Oct 15, 2026
VnEconomy - Chứng khoán
Mixed
sector sentiment
Oct 14, 2026
Full Analysis
Positive
earnings beat
Deo Ca Infrastructure (HHV) reported estimated 9-month revenue of VND 2,978 billion (+15% YoY) and after-tax profit of VND 564 billion (+18%), with BOT toll collection contributing VND 1,835 billion. The company has now invested in, built or operates 64km of tunnels, 845km of expressways and national highways, and 21 toll stations.
Oct 12, 2026
Full Analysis
Negative
foreign flow
Foreign investors net sold VND 615.5 billion on HOSE, with matched-order net selling of VND 550.7 billion, as the VN-Index fell 0.81% to 1,720.98. Hòa Phát (HPG) led matched-order foreign buying alongside HDB and NVL, while TCB, PNJ and FPT absorbed the heaviest selling.
Oct 12, 2026
Full Analysis
Mixed
sector sentiment
Steel stocks broke out on October 12, with HPG up 2.99%, HSG up 3.54% and NKG up 6.89%, while VGS jumped 7.64% on HNX. The rally came as selling in Vingroup real estate, oil and gas, and fertilizer names pushed the VN-Index down more than 14 points, signaling a rotation into steel rather than a broad market recovery.
Oct 01, 2026
Full Analysis
Mixed
sector sentiment
MBS Research forecasts sharply divergent Q3 2026 earnings for Vietnamese construction names. Coteccons (CTD) leads with backlog up 62% year-on-year to VND 68,000B, while CII and HHV add 10% and 12%; VCG's backlog falls about 10% to VND 18,000B.
Oct 01, 2026
Full Analysis
Mixed
sector sentiment
MBS forecasts Coteccons (CTD) gross margin flat at 4.3% in Q3 2026 with backlog up 62% YoY to VND 68,000B, while VCG's margin slips 0.5pp to 3.3% and backlog falls 10%. Public investment disbursement rose 25% YoY to VND 513,300B in the first eight months, but steel and cement cost inflation is splitting winners from laggards.
Sep 24, 2026
Full Analysis
Positive
contract win
Deo Ca Group (HHV) has won package XL-01A of the HCMC - Trung Luong - My Thuan expressway expansion, valued at more than VND 1,333 billion including VAT and contingency. The work covers roughly 35 km of mainline plus tolling and ITS systems, with completion due before 20 October 2028.
Sep 18, 2026
Full Analysis
Positive
sector sentiment
Vietnam formally entered FTSE Russell's Secondary Emerging Market category on 21 September 2026, with 90 Vietnamese names added to the Micro Cap group out of 117 new FTSE GEIS constituents. BSI, FTS, MBS and SHS sit on that list, which the research desk treats as a 12-24 month revaluation watchlist rather than an ETF flow trade.
Sep 17, 2026
Full Analysis
Neutral
capital raise
HHV fully disbursed VND 497.3B raised from selling 49.7 million shares at VND 10,000 each, with VND 391.4B going to a Cam Lam - Vinh Hao Expressway stake and VND 104B to ICV Vietnam. H1 2026 audited revenue rose 11.6% and net profit 20% year-on-year, though the shares closed at 9,350 on 16 September 2026, below the offer price.
Aug 31, 2026
Full Analysis
Mixed
sector sentiment
VN-Index rose 5.55% in August 2026 to 1,832.12, with real estate and banking contributing nearly 90% of the gain, led by VIC (+32.1 points) and TCB. Foreign investors net sold VND 1.64 trillion, while domestic institutions bought VND 3.07 trillion, indicating a shift in market leadership.
Aug 10, 2026
Full Analysis
Neutral
foreign flow
On August 10, proprietary trading desks at securities firms net bought VND 319 billion on HOSE, with TCB (VND 121 billion) and MWG (VND 100 billion) leading the purchases. Meanwhile, foreign investors net sold about VND 281 billion across the market, adding a cautionary note to the day's positive index move.
Aug 09, 2026
Full Analysis
Positive
sector sentiment
Vietnamese construction firms are transitioning from subcontractors to main contractors on billion-dollar projects, including high-tech infrastructure, data centers, and the North-South high-speed railway. This shift marks a new era for domestic builders like Coteccons (CTD), which led the Landmark 81, and positions them to capture larger shares of mega-projects.
Aug 05, 2026
Full Analysis
Neutral
stake change
Deo Ca Group acquired 25 million HHV shares from Hai Thach B.O.T on July 28, lifting its stake to 7.21% and becoming a major shareholder. The move consolidates ownership under the parent company.
Aug 03, 2026
Full Analysis
Positive
foreign flow
Foreign investors reversed to net buying on August 3, purchasing over 1,032 billion VND, the highest in recent sessions, with FPT (524 billion VND) and HPG (283 billion VND) leading. Proprietary trading desks also net bought 541 billion VND on HOSE.
Aug 03, 2026
Full Analysis
Positive
foreign flow
MBB led proprietary trading desks' net buying of VND 545 billion on HOSE on the first trading day of August 2026, with VND 105 billion in net purchases, followed by HPG and TCB. Foreign investors added over VND 1,020 billion market-wide, signaling strong domestic and international demand for large-cap Vietnamese equities.