MCH

Foreign investors net sold over VND 3.2 trillion on May 22, with MSB the main target at over VND 1.7 trillion. Proprietary traders net bought only VND 17.5 billion, led by VIC and CTG. The selling pressure underscores persistent foreign outflow from Vietnamese equities.

Masan Group (MSN) reported a record Q1 2026 net profit of VND 1,974 billion, double the prior year, and guided H1 2026 net profit to VND 4,600 billion (+76% YoY). The earnings beat was driven by strong performance across subsidiaries WinCommerce, Masan Consumer, and Masan MEATLife, with retail expansion and operational improvements.

Masan Group (MSN) reports Q1 2026 pre-tax profit of VND 2,320 billion, up 90% YoY, driven by consumer and retail segments. Vincom Retail (VRE) posts VND 1,999 billion (+35%), Digiworld (DGW) VND 257 billion (+87%), and PV Gas (GAS) VND 3,755 billion (+10%). The broad-based earnings beat reinforces the recovery trend across consumer, energy, and retail sectors.

Foreign investors net sold nearly VND 1,950 billion (USD 78 million) on April 24, 2026, ahead of a long holiday, with VN-Index falling 17 points to 1,853.29. Banking and real estate stocks, including VIC, VHM, and VCB, were the main drags, while oil & gas stocks saw some buying. The selling pressure reflects cautious positioning before the break, with market breadth negative.

Masan Consumer (MCH) reported Q1 2026 revenue of over VND 8,400 billion, a 13.1% year-on-year increase, driven by strong performance in condiments, convenience food, and HPC segments. The company's Retail Supreme distribution model, now at ~430,000 points of sale, is expected to contribute 30-40% of its 2026 revenue growth, signaling a strategic shift towards optimizing its existing network for future expansion.

Masan Consumer (MCH) posted Q1 2026 revenue of VND 8,473B, a 13.1% year-on-year increase, driven by its Retail Supreme distribution network which expanded to ~430,000 points of sale. This performance, within the firm's full-year target range, signals a potential new growth cycle for the consumer staple and its parent Masan Group (MSN).

MCH reported Q1/2026 revenue of VND 8,472 billion (+13.1% YoY) and NPAT Pre-MI of VND 1,800 billion (+11.5% YoY), in line with its 11%-15% annual growth plan. The company expects Q2/2026 revenue growth of at least 25%, implying H1 growth of ~20%, above the high-end scenario of 15% for the full year.