Sep 11, 2026
Full Analysis
Neutral
stake change
AgriS (SBT) has reduced its ownership in Growfin and Toan Hai Van, which ceased to be an indirect subsidiary and affiliate on September 9, 2026. The move follows AgriS's prior holdings of 77.38% voting rights in Growfin and 30.87% interest (39.88% voting) in Toan Hai Van, a real estate developer.
Sep 10, 2026
Full Analysis
Positive
foreign flow
Foreign investors flipped to net buyers of VND 401.2 billion (about USD 16 million) on the session, led by VIC, FPT, DGW, VPB and HPG, while proprietary trading net bought VND 295.6 billion. VN-Index closed up 2 points at 1,829.23, with VHM contributing the most points even as foreign desks sold it on the matching board.
Sep 10, 2026
Full Analysis
Positive
foreign flow
Foreign investors and proprietary traders both flipped to net buying on September 10, with VIC drawing roughly VND 249bn and FPT about VND 220bn in foreign inflows. VHM moved the other way, sold down nearly VND 291bn by foreign desks even as proprietary traders bought more than VND 35bn.
Sep 10, 2026
Full Analysis
Positive
foreign flow
Foreign investors net bought roughly VND 393 billion (~USD 15.7 million) across all three Vietnamese exchanges on 10 September, ending three straight selling sessions, with VIC (+VND 249B) and FPT (+VND 220B) drawing the largest inflows. VN-Index closed up 0.12% at 1,829 points, still capped below the 1,850 resistance zone ahead of a potential FTSE Russell upgrade.
Sep 10, 2026
Full Analysis
Positive
foreign flow
VHM topped proprietary net buying at VND 35 billion on 10/9 as securities firms flipped to VND 288 billion net long on HoSE, with foreign investors adding roughly VND 386 billion market-wide. FPT, VIC, VNM and MSN followed VHM on the buy side just before Vietnam's FTSE Russell upgrade takes effect.
Sep 10, 2026
Full Analysis
Positive
foreign flow
Foreign investors net bought roughly VND 386 billion (~USD 15.4 million) of Vietnamese equities on September 10, 2026, while securities firm proprietary desks added VND 288 billion on HoSE. Vinhomes (VHM) led the proprietary buy list at VND 35 billion, followed by FPT, VIC, VNM and MSN, even as the VN-Index closed only marginally higher at 1,829.25.
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 07, 2026
Full Analysis
Mixed
foreign flow
Yuanta projects two ETFs will rebalance portfolios, adding SSB with a 1.85% weight (~VND 253B buy) and removing FTS and CEO, while the other cuts VIC's weight from 28.07% to 15% (~VND 1,310B sell). Net buying is concentrated in VHM, STB, FPT, MSN, HPG, and SSI, with VIC, VRE, VND, VJC, DXG, and NKG facing selling pressure.
Sep 07, 2026
Full Analysis
Positive
stake change
AgriS (SBT) chairman Dang Huynh Uc My registered to buy 11 million shares from founding shareholder Huynh Bich Ngoc, lifting her stake to 13.09%, while CEO Thai Van Chuyen registered for 15.5 million shares. The moves signal a generational ownership transition as the company posts FY2025-26 revenue of VND 26,892 billion and pre-tax profit near VND 908 billion.
Sep 05, 2026
Full Analysis
Neutral
capital raise
AgriS (SBT) has increased its stake in Toan Hai Van (TTC Phu Quoc) to about 36.65%, while TTC Land (SCR) will not participate in the planned 50 million-share rights issue at 10,000 VND each. The capital raise aims to boost charter capital from 2,465 to 2,965 billion VND, with proceeds for project investment.
Sep 05, 2026
Full Analysis
Neutral
stake change
AgriS (SBT) is executing a strategic separation from the Thành Thành Công ecosystem, with TTC Group's core entity registering to sell its entire 15.2% stake by October 7. Concurrently, leadership transitions to the founder's daughter, Đặng Huỳnh Ức My, who is increasing her holding.
Sep 03, 2026
Full Analysis
Neutral
stake change
SBT's parent company, Đầu tư Thành Thành Công, plans to sell its entire 137.7 million shares (15.2%) via block trades from Sept 8 to Oct 7, 2026. Board member Huỳnh Bích Ngọc will cut her direct stake to near zero, transferring shares to her daughter and others.
Sep 03, 2026
Full Analysis
Negative
leadership change
AgriS (SBT) has dismissed Deputy CEO Nguyen Duc Hung Linh effective September 1, 2026, the third senior executive to leave in three months. The departures follow a pattern of leadership instability at the sugar producer, which may raise governance concerns for investors.
Sep 03, 2026
Full Analysis
Neutral
stake change
TTC Investment (TTCI) and Vice Chairwoman Huynh Bich Ngoc have registered to sell a combined 203.5 million SBT shares, representing a significant ownership adjustment in AgriS. The move is framed as portfolio optimization, with the group reaffirming its long-term strategic direction and ESG-focused priorities.
Sep 03, 2026
Full Analysis
Positive
stake change
AgriS (SBT) chairwoman Dang Huynh Uc My registered to buy 11 million shares, lifting her stake to 13.09%, while CEO Thai Van Chuyen registered to buy 15.5 million shares. The insider purchases signal confidence in the company's strategic shift toward high-tech agriculture and diversified revenue streams.