MSB

Proprietary trading desks at securities companies net bought 460 billion VND on HOSE on July 22, when VN-Index fell 62 points. Techcombank (TCB) was the most bought stock at 235 billion VND, while foreign investors net sold 1,921 billion VND across the market.

MSB, PGBank, and BAOVIET Bank (BVB) reported H1 2026 profit increases, with PGBank leading at +65.7% to VND 439.7B. MSB posted VND 3,400B in pre-tax profit (+8%), while BVB saw a 12% rise to an estimated VND 33.5B. The results reflect broad-based earnings momentum in Vietnam's banking sector, though BVB's small base limits comparability.

MSB has secured State Bank of Vietnam approval to increase its charter capital to a maximum of 37,440 billion VND through a 20% stock dividend issuance of up to 624 million shares, funded by retained earnings and reserves. The capital boost strengthens MSB's financial buffer and supports long-term credit, technology, and digital transformation initiatives.

Foreign investors net sold nearly VND 1,000 billion on July 15, 2026, with the heaviest selling in FPT, PNJ, SSI, VIC, and TCB. The VN-Index dropped 24.51 points to 1,782.12, while retail investors absorbed the selling. The outflow underscores persistent foreign caution ahead of Q2 earnings and geopolitical risks.

The State Bank of Vietnam's Hanoi branch reinforces gold bar trading regulations, requiring all transactions over 20 million VND to be settled via bank accounts and urging the public to trade only at licensed institutions. This move aims to enhance transparency and anti-money laundering compliance, directly impacting 22 licensed banks including ACB, Vietcombank, and BIDV.

Foreign investors net sold nearly VND 1.9 trillion on June 18, the highest daily outflow since early June, with FPT bearing the brunt at over VND 500 billion. In contrast, proprietary trading desks at securities firms made a notable VND 373 billion net purchase of MSB, making it the top stock bought by proprietary desks. The divergence highlights selective domestic institutional support for MSB amid persistent foreign selling pressure.

Foreign investors net sold VND 3,100 billion (USD 124 million) on the day, reversing earlier record inflows, with heavy selling in Vingroup (VIC), Techcombank (TCB), VIB, MBB, and FPT. The selloff pushed the VN-Index down nearly 2 points, ending a short recovery streak, though market breadth remained positive.

VanEck Vietnam ETF's Q2 2026 rebalancing is expected to add VPL and MSB while removing HDG and CTR, with significant net buying in MSB, VCK, and VPL. Net selling pressure is forecast on NVL, VHM, and VIC. Foreign investors net sold VND 3,124 billion (~USD 124.96 million) on the Vietnamese market.

Foreign investors net sold VND 19.3 trillion on HOSE in May 2026, the highest in 7 months, with cumulative year-to-date net selling reaching VND 64.4 trillion. FPT, MSB, ACB, and VHM were the most sold, while VCB was the only stock with net buying over VND 1 trillion. The persistent selling pressure reflects global fund rebalancing and defensive positioning ahead of Vietnam's market upgrade.