Oct 20, 2026
Full Analysis
Positive
stake change
Chu Thi Luong, wife of Hai Phat Invest chairman Do Quy Hai, completed the purchase of 15 million HPX shares between 17 September and 16 October 2026, lifting her holding from 1.65% to 6.59%. The same period saw the CFO buy 5 million shares and HPX approve a full divestment of its 100%-owned Heritage Vietnam Real Estate unit.
Oct 19, 2026
Full Analysis
Negative
sector sentiment
HOSE average daily turnover fell 28% to VND 13.18 trillion in the week of Oct 12-16 as the VN-Index slipped 1.7% to 1,706, with money concentrating in metals and wood. NKG average volume rose nearly 110% to about 3.8 million shares a session and HSG doubled, while securities, oil & gas and large-cap real estate lost flow.
Oct 12, 2026
Full Analysis
Mixed
sector sentiment
TIG, IDC, VC3, CEO and IDJ absorbed rising trading volume on HNX in the week of Oct 5-9 as money rotated into mid- and small-cap real estate, while AGG, NTL, NLG and API saw capital withdraw. HNX-Index fell nearly 2% to 261.6 even as HNX turnover rose about 55%, a divergence that points to active rotation rather than broad accumulation.
Oct 11, 2026
Full Analysis
Negative
sector sentiment
Vietnamese residential developers issued nearly VND 149,500 billion of bonds in the first nine months, up 126% year-on-year, at an average coupon of 11.4%. Novaland (NVL), PDR and HPX are named among mid-sized issuers raising capital to refinance overdue debt and fund projects, against roughly VND 167,000 billion of sector maturities due in Q4 and 2027.
Oct 08, 2026
Full Analysis
Mixed
sector sentiment
Vietnam real estate bond issuance hit VND 149.5 trillion in the first nine months of 2026, up 126% year-on-year, with the average coupon rising 110 basis points to 11.4%, per VISRating. Mid-sized developers Novaland (NVL), PDR and HPX are flagged as planning H2 2026 capital raises, with NVL's earmarked to settle overdue bond tranches.
Oct 02, 2026
Full Analysis
Negative
sector sentiment
More than 21% of Vietnamese listed stocks, 334 tickers, closed below their March 2020 COVID-19 troughs after the final session of September 2026, even as FTSE Russell added 27 names to FTSE GEIS from 21 September. KOSY (KOS) is the latest breakdown, trading roughly 15.49% below that floor, while NVL faces an ex-rights date for a planned issuance of nearly 800.7 million shares.
Sep 29, 2026
Full Analysis
Mixed
m a announcement
Novaland (NVL) has completed the sale of four assets for VND 11,266 billion and signed preliminary deals on four more worth VND 3,931 billion, part of a VND 15,617 billion liquidation plan to repay debt. Hai Phat (HPX) separately approved the sale of its Heritage Vietnam subsidiary, holder of a 39.58-hectare Huế project.
Sep 29, 2026
Full Analysis
Neutral
stake change
HPX will divest its full 100% stake in Heritage Vietnam Real Estate, the developer of the VND 1,656B Vinh My resort project, after investing VND 250B since 2020. Separately, the chairman's wife registered to buy 15 million HPX shares, lifting her ownership from 1.65% to 6.59%.
Sep 14, 2026
Full Analysis
Mixed
sector sentiment
PVT and PVP saw trading volume more than double week-on-week as oil & gas and plastics became the only Vietnamese sectors attracting money in the Sep 7-11, 2026 session block. VN-Index fell 3% to 1,795.2 and HNX-Index dropped 3.5% to 272.7, with real estate and securities flows split and construction lightly drained.
Sep 14, 2026
Full Analysis
Positive
insider trade
Two insiders at Hải Phát Invest (HPX, HOSE) registered to buy a combined 20 million shares between 17/9/2026 and 16/10/2026. Chairwoman's spouse Chu Thị Lương targets 15 million shares, lifting her stake from 1.65% to 6.59%, while CFO Nguyễn Thị Phương Nga seeks 5 million shares from zero.
Sep 14, 2026
Full Analysis
Positive
insider trade
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.
Sep 07, 2026
Full Analysis
Positive
insider trade
HPX's Chairman and CEO bought a combined 20 million shares in recent weeks, lifting insider ownership to over 18.6%. The purchases come as the stock trades at 4,100 VND, its lowest in 1.5 years, signaling management's confidence in the company's recovery.
Aug 31, 2026
Full Analysis
Positive
insider trade
PDR chairman Nguyen Van Dat bought 20 million shares (VND 242B) in August 2026, lifting his stake to 29.54%, as the stock trades near 3-year lows. Similar insider buying at HPX, MWG, HAX, and SMC signals broad management confidence amid the correction.
Aug 17, 2026
Full Analysis
Mixed
sector sentiment
DRH saw trading volume surge nearly 5x week-on-week to 516,000 shares, while HQC and VPI rose over 100%, amid a 2.2% VN-Index decline. Real estate liquidity diverged sharply, with TAL, HPX, AGG among decliners, signaling selective capital rotation.
Aug 07, 2026
Full Analysis
Positive
insider trade
HPX Chairman Do Quy Hai completed the purchase of all 10 million registered shares, spending about VND 42 billion, lifting his stake to 16.71% of charter capital. The move aligns with a Q2/2026 net profit increase of 16% year-on-year, signaling insider confidence amid ongoing market volatility.