Oct 29, 2026
Full Analysis
Negative
stake change
SCIC's auction of 79.2 million Seaprodex (SEA) shares, with a starting price above VND 8,509 billion for the lot, drew no registered buyers by the 26 October 2026 deadline, forcing HNX to cancel the 2 November session. It is the second failed attempt after a 29 September auction also lapsed, even as SEA reported Q3/2026 net profit up 55.2% year-on-year to over VND 56.5 billion.
Oct 11, 2026
Full Analysis
Neutral
stake change
SCIC will re-auction its entire 63.38% Seaprodex (SEA) stake on November 2 at VND 107,400 per share, an 88% premium to SEA's VND 57,000 market price, after the late-September auction drew zero bidders. Novaland-linked shareholders already hold 32.47% of SEA, and the company's 1,522 sqm Đồng Khởi land plot anchors the valuation gap.
Oct 11, 2026
Full Analysis
Neutral
stake change
SCIC is re-auctioning its 63.38% stake in Seaprodex (SEA) for at least VND 8,509 billion after the September 29 auction drew zero bidders. The block includes prime Hồ Chí Minh City land at 2-4-6 Đồng Khởi, making the outcome a test of demand for asset-backed UPCOM listings.
Sep 26, 2026
Full Analysis
Negative
stake change
SCIC's auction of a 63.38% stake in Seaprodex (SEA) failed after no investors registered by the 22 September deadline, despite a starting price of VND 107,400 per share versus a market price of VND 52,000. Novaland-linked shareholders already hold 32.47% of SEA, and the company's key asset is a prime land plot at 2-4-6 Đồng Khởi in central Ho Chi Minh City.
Sep 25, 2026
Full Analysis
Negative
stake change
SCIC's auction of its 63.38% Seaprodex (SEA) stake collapsed after no investor registered at a VND 107,400 per-share floor, roughly double SEA's VND 52,100 close on UPCOM. The failed sale leaves state ownership of the seafood-and-real-estate hybrid unresolved, even as SEA pays a 5% cash dividend and reports H1 2026 revenue up 29% with net profit down 13%.
Sep 24, 2026
Full Analysis
Negative
stake change
SCIC's auction of a 63.38% Seaprodex (SEA) stake collapsed after no investor registered, with the VND 107,400 starting price roughly double SEA's VND 52,100 close on 24 September 2026. The Dong Khoi land plot, a key asset, still lacks a land-use certificate more than nine years after tax obligations were settled.
Sep 21, 2026
Full Analysis
Neutral
dividend announcement
Cơ khí An Giang (CKA, UPCOM) tops Vietnam's September 21-25, 2026 dividend calendar with a 120% cash payout, or VND 1,200 per share, against a 53,000 dong close. PV Gas (GAS) pays 25% cash and VPBank (VPB) issues 26.04% stock, with roughly 22 companies finalizing rights during the week.
Sep 16, 2026
Full Analysis
Neutral
stake change
SCIC is auctioning its 63.38% controlling stake in Seaprodex (SEA) on September 29 for a floor price of VND 5,809 billion, roughly 107,400 VND per share, about 32% above SEA's recent market price near 70,000-73,000 VND. The lot carries control of a seafood processor whose main draw is a roughly 80-hectare land bank in Ho Chi Minh City, Hanoi, Hai Phong and Ba Ria-Vung Tau, with Novaland-linked shareholders already holding 32.47%.
Sep 15, 2026
Full Analysis
Neutral
stake change
SCIC will auction its entire 63.38% stake in Seaprodex (SEA) on September 29, offering 79 million shares at a floor of VND 107,400 each, roughly 45% above the 70,000 dong market price. The premium rests almost entirely on the undeveloped 2-4-6 Dong Khoi site in central Ho Chi Minh City, which still lacks a land use certificate.
Sep 13, 2026
Full Analysis
Neutral
stake change
SCIC will auction its entire 63.38% stake in Seaprodex (SEA) on September 29 at a floor of VND 8,509 billion, or roughly VND 107,400 per share, about 45% above SEA's 74,000 close on UPCOM. The premium rests almost entirely on the 1,522 sqm 2-4-6 Dong Khoi site in downtown Ho Chi Minh City, while Novaland-linked entities already hold 32.47% of SEA.
Sep 12, 2026
Full Analysis
Positive
stake change
SCIC will auction its entire 63.38% stake in Seaprodex (SEA) on September 29, 2026, with a starting price of VND 8,509 billion, implying a VND 13,400 billion valuation. Novaland-linked shareholders hold 32.47% and are seen as potential bidders, while SEA trades at VND 74,000, 45% below the auction price.
Sep 04, 2026
Full Analysis
Mixed
stake change
SCIC will auction its entire 63.38% stake in Seaprodex (SEA) on September 29, 2026, at a starting price of VND 107,400 per share, about 38% above the current market price. The move follows a 53% rally in SEA shares and the entry of Novaland-related investors.
Aug 22, 2026
Full Analysis
Positive
dividend announcement
Seaprodex (SEA) will pay a 5% cash dividend for 2025, with record date September 22, 2026, and payment on October 16, 2026, totaling nearly VND 62.5 billion. The company's Q2 2026 net profit fell 10.7% year-on-year to VND 55.6 billion despite a 26.8% revenue increase, reflecting margin pressure and higher costs.
Aug 13, 2026
Full Analysis
Neutral
stake change
SCIC's 2026-2030 restructuring plan targets full divestment from 66 enterprises, potentially adding significant supply to the market, while retaining stakes in 21 firms including Vinamilk (VNM), Sabeco (SAB), and FPT. The list is flexible, so actual divestment pace will vary by company and market conditions.
Aug 11, 2026
CafeF - Thị trường chứng khoán
Negative
foreign flow