MSR

Masan High-Tech Materials

33,400
+0.00%
Mkt Cap 40.3T
Data as of 2026-07-23 · Source: public Vietnamese market feeds

By Aveluro Research Team · Editorial policy

Masan High-Tech Materials (MSR) is a company in Vietnam's Basic Resources sector, listed on UPCOM. The stock last traded at 33,400 VND, little changed on the session, giving a market capitalization of 40.3 trillion VND.

On valuation, MSR trades at a price-to-earnings ratio of 51.9 and a price-to-book of 3.2. That is a premium to the Basic Resources sector average P/E of 13.4. Return on equity of 6.0% points to modest profitability relative to the company's equity base, above the sector average of -4.0%. Trailing earnings per share stand at 700 VND.

Aveluro tracks 60 news items mentioning MSR, where recent coverage skews positive (47% of articles). The most recent catalyst was a foreign flow event — "Foreign Net Sell VND 1,921B on July 22; SSI, VIC, VCB Hit Hardest". Aveluro's composite model rates MSR 5.7/10 (Hold), blending news sentiment, price momentum, and fundamentals.

Average daily volume over the past 10 sessions is roughly 612,325 shares. Comparable names in the Basic Resources sector include AAH, ACG and ACM.

Latest price
33,400 VND · +0.00%
Dominant Sentiment
Positive · 60 Articles Analyzed
Latest catalyst
foreign flow
Liquidity
10-Session Avg Vol 612.3K
Data as of
2026-07-23

Foreign Net Sell VND 1,921B on July 22; SSI, VIC, VCB Hit Hardest

Caveat: Not investment advice. · How Aveluro computed this: Aveluro combines extracted event facts, source credibility, ticker context, and market data. Scores are deterministic research signals, not recommendations.

5.7
Hold
Sentiment
-0.92
Impact
0.43
Momentum
+1.00
Fundamentals
-0.30
Volume
0.43
10-Session Avg Vol
612.3K
Market Cap
₫40.3T
P/E
51.9
P/B
3.2
ROE
6.0%
ROA
2.7%
EPS
700
Articles Analyzed
60
Dominant Sentiment
Positive
Positive 28
Negative 26
Mixed 3
Neutral 3
Full Analysis foreign flow Jul 22, 2026
Foreign Net Sell VND 1,921B on July 22; SSI, VIC, VCB Hit Hardest

Foreign investors net sold nearly VND 1,921 billion (USD 76.8 million) on July 22, contributing to a 62-point drop in the VN-Index below 1,700. SSI, VIC, and VCB were the most sold, while VNM, HPG, and GEE were net bought. The sell-off underscores persistent foreign outflow pressure on blue chips.

6 -6.0 Negative
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Full Analysis foreign flow Jul 20, 2026
Foreign Investors Net Buy MWG VND 206B Amid VN-Index 44-Point Drop on July 20

MWG (Mobile World Group) attracted the largest net foreign buying of VND 206 billion on July 20, even as the VN-Index dropped 44 points and foreign investors overall net sold VND 86 billion across the market. The buying interest in MWG contrasts with heavy net selling in VCB, STB, and VPB, suggesting selective foreign allocation toward retail amid the broad sell-off.

4 -4.0 Negative
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Full Analysis strategic partnership Jul 14, 2026
MSR Adds 115M Tonnes Tungsten Resources, Partners with Korea's GB Innovation

MSR targets extending mine life by 20-30 years with ~115M tonnes of additional tungsten resources at Nui Phao and Nui Chiem, while partnering with South Korea's GB Innovation to produce higher-value intermediate products for advanced technology supply chains. The moves aim to position MSR as a global strategic materials platform.

5 +5.0 Positive
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Full Analysis foreign flow Jul 10, 2026
Foreign Investors Net Buy VND 1.6 Trillion in VIC, Excluding VIC Still Net Sellers

Foreign investors net bought nearly VND 1,400 billion on HoSE on July 10, driven by a massive VND 1,600 billion purchase in VIC. Excluding VIC, the group still net sold hundreds of billions. Net selling was seen on HNX and net buying on UPCoM.

4 Mixed
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Full Analysis strategic partnership Jul 09, 2026
Masan High-Tech Materials (MSR) Signs Tungsten Processing Deal with South Korea's GB Innovation

Masan High-Tech Materials (MSR) signs a processing partnership with South Korea's GB Innovation to convert tungsten concentrate into APT and tungsten oxide for the semiconductor industry, targeting capacity expansion to over 8,000 tons per year. The deal includes a floor-price mechanism to stabilize margins and positions MSR as a key non-China tungsten processor.

5 +5.0 Positive
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Jul 01, 2026

On July 1, 2026, foreign investors net bought VND 95 billion (approx. USD 3.8 million), with strong buying in VPB, HDB, and MCH, while selling MSR and VHM.

Classified News foreign flow Vietstock - Cổ phiếu
3 +2.8 Positive
Full Analysis regulation change Jun 23, 2026
SBV Circular 25 Raises Short-Term Loan Ratio to 40%, Boosts Banking Stocks

The State Bank of Vietnam issued Circular 25 on June 22, raising the short-term capital to medium- and long-term loan ratio from 30% to 40% effective July 1, a regulatory easing that boosted banking stocks across the board. The VN-Index rose 10.95 points to 1,868.86 by 10:30 on June 23, led by Vingroup and banks, with foreign investors net buying VIC shares worth nearly VND 238 billion.

5 +4.9 Positive
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Full Analysis production disruption Jun 22, 2026
Masan High-Tech Materials Expands Tungsten Mining at Nui Phao, Extends Life 20-30 Years

MSR announces expansion of tungsten mining zones around Nui Phao, with 55.2 million tons of potential ore and a plan to raise tungsten oxide capacity to over 8,000 tons, extending mine life by 20-30 years. The move leverages existing infrastructure to reduce capex and supports a deleveraging path to net debt/EBITDA below 1x.

6 +5.9 Positive
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Information provided for educational purposes only. Past performance does not guarantee future results. Data sourced from public Vietnamese market feeds.

Last updated: 2026-07-23T11:46:22Z.