Oct 26, 2026
Full Analysis
Positive
sector sentiment
Sonadezi Châu Đức (SZC) led a broad real-estate liquidity surge in the week of Oct 19-23, with average daily volume up more than 100% week-on-week alongside BCM, IJC, NLG and HDC. The rotation came as VN-Index rose 4% to 1,774 points and HOSE turnover climbed over 20% to VND 15.8 trillion per session.
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 09, 2026
Full Analysis
Negative
regulation change
HNX has barred 67 stocks from margin trading in Q4 2026, effective October 9, 2026, citing warning status, control status, or tax violations. HBS, NRC, and BNA are among the affected tickers, with BNA flagged for multiple violations including negative parent profit and late financial disclosure.
Sep 21, 2026
Full Analysis
Mixed
sector sentiment
Vietnam's VN-Index gained 1.14% to 1,815.66 in the Sep 14-18 week, with HOSE turnover up 24% to roughly VND 19 trillion per session. Money concentrated in banking names BVB, SSB, VPB and BID plus HNX oil & gas plays PVC, PVS, PPT and PVG, while real estate, construction and securities liquidity split sharply.
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 11, 2026
CafeF - Thị trường chứng khoán
Negative
foreign flow
Sep 10, 2026
Full Analysis
Positive
foreign flow
Foreign investors net bought roughly VND 386B (USD 15.4M) across Vietnamese equities on September 10, with VIC and FPT alone absorbing nearly VND 500B in combined inflows. The same session saw VHM, CTG and HDB sold down, signaling selective rotation rather than broad risk-on buying.
Sep 10, 2026
Full Analysis
Negative
regulation change
The State Securities Commission fined DQC, C32, ST8 and NRC a combined VND 550 million for misstating 2025 profits, with ST8's self-reported VND 90.3B profit becoming an audited VND 8B loss. DND was separately fined VND 175 million over related-party transaction disclosure errors, signaling tighter enforcement of unaudited filings.
Aug 28, 2026
Full Analysis
Negative
legal action
NRC, now Tập đoàn Bất động sản Quốc gia, was fined 210 million VND by the State Securities Commission for delayed bond-related disclosures and for misstating 2025 after-tax profit in its Q4/2025 financial report. The misstatement was significant: reported profit of 35.5 billion VND versus audited 6.7 billion VND.
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 03, 2026
Full Analysis
Positive
foreign flow
Foreign investors net bought over 1,020 billion VND on August 3, with FPT leading at 524 billion VND, while NLG saw the largest net selling at 115 billion VND. The strong foreign inflow coincided with a 27-point VN-Index rise, signaling renewed foreign interest in large-caps.
Jul 30, 2026
Full Analysis
Negative
stake change
NRC major shareholder Ha Thi Kim Thanh sold 5.9 million shares over four sessions, cutting her stake from 15.26% to 8.88%, with an estimated proceeds of VND 31B. Separately, NRC's board approved the full divestment of its 50.66% stake in DKTK Thuan An for at least VND 152B, signaling a strategic shift.
Jul 16, 2026
CafeF - Thị trường chứng khoán
Positive
foreign flow
Jul 10, 2026
Full Analysis
Negative
regulation change
NRC Group (NRC) faces a VND 230 million tax penalty and back-taxes for incorrect VAT and CIT declarations. Concurrently, the company appointed a new Deputy CEO and approved a plan to divest its entire VND 152 billion stake in DKTK Thuan An.