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.
Aug 07, 2026
Full Analysis
Positive
insider trade
HPX Chairman Do Quy Hai completed the purchase of 10 million shares, lifting his stake to 16.71% from 13.43%. CEO Nguyen Van Phuong has registered to buy another 10 million shares, signaling insider confidence amid a modest earnings uptick.
Aug 01, 2026
Full Analysis
Positive
insider trade
Hai Phat Invest (HPX) insiders, CEO Nguyen Van Phuong and Chairman Do Quy Hai, have each registered to buy 10 million HPX shares, potentially lifting their stakes to 3.49% and 16.71% respectively. The purchases, scheduled between July and September 2026, signal insider confidence amid the company's planned acquisition of 99% of HP An Phat Investment.
Jul 28, 2026
CafeF - Thị trường chứng khoán
Positive
general news
Jun 10, 2026
Full Analysis
Neutral
m a announcement
HPX plans to acquire 99% of HP An Phat Investment for VND 148.5B, a newly formed real estate firm. The deal, approved by the board, will make HP An Phat a subsidiary and aligns with HPX's strategy to expand its property holdings amid a modest Q1 profit decline.
Jun 10, 2026
Full Analysis
Positive
m a announcement
HPX has completed the acquisition of 99% charter capital of HP An Phat, increasing its ownership in a 13.2-hectare Bac Ninh project to 60% and gaining control. The project is expected to generate over VND 3,000 billion in revenue from 2027 to mid-2028, marking a key step in the company's restructuring and growth strategy.
May 10, 2026
Full Analysis
Negative
capital raise
HPX targets 2026 net profit of 250 billion VND (+100%) and revenue of 1,999 billion VND (+60%), supported by a private placement of 150 million shares at 10,000 VND/share to raise 1,500 billion VND for debt repayment and project development. The company also plans to sell its 100% stake in Diamond IC for at least 5 billion VND and has canceled dividends for 2023 and 2025 to prioritize financial restructuring.
May 04, 2026
Full Analysis
Positive
capital raise
HPX targets charter capital above VND 4,500B via a VND 1,500B private placement to strategic investors, following a restructuring that reduced credit debt to VND 400B and bonds to VND 500B. The capital raise is intended to fund M&A and new projects as the real estate cycle turns.
Apr 29, 2026
CafeF - Bất động sản
Mixed
general news