SBT

NVL was the most sold stock by proprietary trading desks on HOSE on June 3, with net selling of VND 87 billion, as total proprietary net selling reached VND 995 billion. The selling pressure adds to NVL's recent decline, with the stock closing at VND 13,600, down 4.23% on the day.

AgriS (SBT) has completed a generational leadership transition with Ms. Dang Huynh Uc My assuming the Chairwoman role in July 2024. She has registered to purchase 42.76 million shares (4.61% stake) from the previous chair and a related company, increasing her ownership from 9.32% to 13.93%, signaling strong long-term alignment with shareholders.

SBT board member Huynh Bich Ngoc registered to sell 15 million shares (9.14% to 7.49%) via block trades from May 15 to June 13, 2026, citing portfolio restructuring. Separately, AgriS completed a 6% stock dividend and plans a 2-year convertible bond offering at 9.5% to existing shareholders to refinance debt.

SBT Chairwoman Dang Huynh Uc My registered to purchase 42.8 million shares in May, lifting her holding to 13.93% from 9.32%. The move signals insider confidence as AgriS pivots to high-tech agriculture and courts foreign strategic investors, with foreign ownership already near 20%.

TTC Land (SBT) announced a share issuance of nearly 186 million shares to acquire a 99.6% stake in Thanh Thanh Nam, a real estate leasing company. The acquisition will increase TTC Land's total leasable area by 42,000 sqm to 208,000 sqm, providing a stable cash flow stream to buffer against market volatility.

Vinexad (VNX) will pay a 130% cash dividend, equivalent to VND 13,000 per share, with an ex-date of April 13 and payment expected May 4, totaling nearly VND 42 billion. Quang Ngai Sugar (QNS) announces a 20% cash dividend (ex-date April 16), bringing its total 2025 payout to 40%, while Thanh Thanh Cong - Bien Hoa (SBT) issues a 6% stock dividend (ex-date April 17). These actions reflect strong cash generation and shareholder return policies ahead of the peak dividend season.

A new regulation from the Ministry of Science and Technology, effective April 15, mandates facial recognition for all mobile subscribers to combat spam SIMs, with non-compliance triggering service suspension and contract termination. This policy directly impacts telecom operators like VNPT, CMG, and SBT, requiring system upgrades and customer verification processes that could affect subscriber counts and operational costs in the near term.