PVD

On June 4, 2026, foreign investors net sold VND 5,742.2 billion on the Vietnamese stock market, the largest daily sell-off in recent months, but domestic institutions absorbed the entire amount with net purchases of VND 5,915.0 billion. A notable block trade saw 25.2 million VIC shares worth VND 4,997.4 billion transferred from foreign to domestic hands, signaling a major ownership shift in Vingroup.

ACB was the most sold stock by proprietary trading desks on HOSE, with net selling of VND 82 billion, as foreign investors unexpectedly net sold a massive VND 5,760 billion across the entire market. The selling pressure comes despite a market rebound, signaling caution from both domestic and foreign institutional players.

PVD approved a bonus share issuance of 371.9 million shares (100:66.9 ratio) to raise charter capital from VND 5,563B to VND 9,282B, expected in Q2-Q3/2026. The move supports fleet expansion as PVD adds its 10th rig, reinforcing its position as Southeast Asia's largest offshore drilling contractor.

PVD plans to issue nearly 372 million bonus shares at a 100:66.9 ratio, increasing charter capital from VND 5,563B to VND 9,282B. The move follows strong Q1/2026 results with net profit up 109.9% YoY to VND 300B, achieving 37.5% of the full-year target. The capital increase will be funded from the development investment fund as of end-2025.

PVD and PVT received SSC confirmation of foreign ownership limits at 50% and 49% respectively, with current foreign holdings at 8.49% and 13.42%. This leaves substantial room for foreign inflows, potentially supporting share prices.

PVD's PV DRILLING I rig has returned from Malaysia and signed a contract with PVEP Cuu Long for three firm wells at the Su Tu cluster, Block 15-1, with a planned duration of 249 days starting March 2026. The contract reinforces PVD's domestic drilling activity and utilization of its oldest jack-up rig.

Foreign investors net sold approximately VND 2,000 billion (USD 80 million) on the Vietnamese stock market on May 25, with matched-order net selling of VND 442.6 billion. The sell-off was concentrated in Basic Resources, with HPG, ACB, and FPT among the top sold, while Food & Beverage and Banking saw net buying. Despite the foreign pressure, VN-Index rose nearly 9 points to 1,886.03, supported by large-cap stocks and low overall liquidity.

Foreign investors net sold VND 1,802 billion (USD 72 million) on May 22, 2026, the highest in three months, driving VN-Index down 1.68%. Blue-chips VIC, VHM, and MSB led the sell-off, with VIC losing 3.52% and VHM 4.88%. The selling pressure underscores persistent foreign outflow from Vietnamese equities.