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.
Jul 31, 2026
Full Analysis
Positive
earnings beat
HHV reported H1 net profit of VND 389 billion, up 20% year-on-year, with revenue reaching VND 1,877 billion (+11.6%). Toll collection from BOT projects drove the growth, contributing over 66% of total revenue.
Jul 22, 2026
Full Analysis
Neutral
leadership change
HHV appoints Nguyen Manh Hai as Deputy General Director from July 20, 2026, following a broader reshuffle that saw three deputies dismissed and three new ones appointed on June 29. The company also completed a 27.3 million share stock dividend (20:1 ratio) and plans a private placement of 57.5 million shares to fund acquisitions in ICV Vietnam and Cam Lam - Vinh Hao Expressway.
Jul 19, 2026
Full Analysis
Positive
sector sentiment
MBS forecasts backlog growth of 15% in 2026 and 10% in 2027 for listed construction companies, driven by the 2026-2030 public investment cycle. CTD is expected to see a 30% backlog increase, while VCG, HHV, and CII see more moderate gains.
Jul 18, 2026
Full Analysis
Positive
dividend announcement
HHV completed a 27.3 million share stock dividend at a 20:1 ratio, increasing charter capital from VND 5,471.6B to VND 5,745.1B. The company also reported Q1/2026 net profit of VND 217.3B, up 25.7% year-on-year, alongside a planned private placement of 57.5 million shares to fund acquisitions.
Jul 10, 2026
Full Analysis
Mixed
foreign flow
Foreign investors unexpectedly net bought nearly VND 1,400 billion (~$55.4 million) on HOSE on July 10, 2026, with strong buying in Real Estate and Food & Beverage stocks, notably VIC and VNM, while selling Banking stocks. The VN-Index fell 12.36 points to 1,828.34 amid low liquidity, but foreign buying provided a partial offset.
Jul 09, 2026
Full Analysis
Positive
sector sentiment
KBSV sees construction stocks trading below 5-year average P/B, with a positive outlook for residential and infrastructure segments driven by housing supply recovery, record public investment of VND 1.08 quadrillion in 2026, and FDI inflows. The broker is neutral on industrial construction due to project delays.
Jun 30, 2026
Vietstock - Cổ phiếu
Mixed
sector sentiment
Jun 10, 2026
Full Analysis
Negative
foreign flow
ACB saw the heaviest net selling by proprietary trading desks on HOSE on June 10, with VND -28 billion, while foreign investors net sold VND 536 billion market-wide. The selling pressure comes despite a VN-Index recovery above 1,800 points, signaling caution among domestic and foreign institutional players.
May 27, 2026
Full Analysis
Negative
foreign flow
MSN, TCB, and CTG were the top stocks bought by proprietary desks on HOSE on May 27, with net purchases of VND 195B and VND 133B each, respectively. This occurred as foreign investors net sold VND 785B, highlighting a divergence between domestic institutional and foreign sentiment.