Vietstock's technical analysis report highlights 10 hot stocks (AAA, BVH, GEX, HDB, NLG, STB, VBB, VPB, VCB, VJC) with mixed short-term technical signals based on price action from September 14, 2026.
Sep 15, 2026
Vietstock - Cổ phiếu
Neutral
opinion analyst
Vietstock's weekly technical analysis report highlights 10 hot stocks (BMP, BVH, GEX, HDB, NLG, STB, VBB, VPB, VCB, VJC) with mixed short-term technical signals, noting support and resistance levels for each.
Sep 14, 2026
Vietstock - Cổ phiếu
Neutral
opinion analyst
Sep 13, 2026
Full Analysis
Negative
regulation change
HOSE added Pha Le Plastics (PLP) to its margin-trading ineligibility list after the company failed to publish reviewed H1 2026 financial statements, lifting the total to 73 tickers. The list spans newly listed names such as AAN, BVB and DMX, plus stocks with qualified audit opinions and those under control or warning status.
Sep 13, 2026
Full Analysis
Negative
regulation change
HOSE added PLP to its list of stocks ineligible for margin trading after the company failed to publish reviewed H1 2026 financial statements, bringing the total to 73 tickers. The list now spans 28 warning-status names, 4 control-status names and 9 newly listed stocks, restricting leverage demand across securities, banking and real estate.
Vietstock's technical analysis report highlights 10 hot stocks (BMP, BVH, GEX, HDB, NVB, STB, VBB, VPB, VCB, VJC) with mixed technical signals, noting cautious investor sentiment and key support/resistance levels.
Sep 10, 2026
Vietstock - Cổ phiếu
Neutral
opinion analyst
Aug 27, 2026
Full Analysis
Negative
sector sentiment
VISRating projects Vietnam's banking sector asset risks will remain elevated in H2 2026, with overdue loans rising to 3.8% in H1 2026 from 3.3% in 2025. Loss absorption capacity is weakening, but VCB and ACB maintain stable asset quality, and several banks including VPB, HDB, and MBB plan capital increases in H2 2026.
Aug 26, 2026
Full Analysis
Positive
insider trade
Insider buying by Vietnamese corporate leaders reached at least 1,712 billion VND (~68.5 million USD) since late July 2026, with the largest deals by Vietcap's To Hai (VCI), Vietbank's Tran Thi Lam (VBB), and Khang Dien's Ly Tuan Kiet (KDH). PNJ's CEO is highlighted as the biggest winner from these bottom-fishing moves.
Aug 23, 2026
Full Analysis
Positive
insider trade
PNJ CEO Phan Quoc Cong bought 1 million shares, lifting his stake to 0.2% ahead of an extraordinary shareholder meeting. Concurrent insider purchases at MWG, SSI, VBB, and NKG signal confidence, while PBC's CEO faces a trading suspension and fine.
Aug 18, 2026
Full Analysis
Positive
insider trade
Vietbank (VBB) saw its chairman's mother, Trần Thị Lâm, acquire 21.8 million shares between July 24 and August 14, 2026, lifting her stake to 1.86% from 0.02%. The purchase follows the bank's H1 2026 pre-tax profit of VND 944 billion, up 83.2% year-on-year, signaling insider confidence amid strong earnings momentum.
Aug 17, 2026
Full Analysis
Positive
dividend announcement
Vietbank (VBB) is issuing 296 million shares at VND 10,000 each to raise VND 2,961 billion, lifting charter capital to over VND 14,807 billion. Concurrently, MB, BIDV, VIB, and MSB are paying stock or cash dividends, signaling a sector-wide capital boost.
Aug 08, 2026
Full Analysis
Negative
sector sentiment
LPB and other Vietnamese banks face rising deposit rates, with short-term rates near the 4.75% cap and effective yields above 9%, squeezing net interest margins. Credit growth outpacing deposits keeps funding costs elevated, pressuring NIMs across HOSE-listed lenders like VPB, HDB, and MBB.
Aug 06, 2026
Full Analysis
Negative
regulation change
HOSE removed margin trading eligibility for 56 stocks as of August 5, 2026, including APG, DGC, HVN, and LDG. Most are under warning, control, restriction, or suspension; others have been listed less than six months or reported losses.
Aug 04, 2026
Full Analysis
Positive
macro policy
The State Bank of Vietnam raised the share of State Treasury deposits counted in the LDR ratio from 20% to 50%, effective August 1, 2026 to July 31, 2028. This eases liquidity constraints for major banks like BID, VCB, and CTG, potentially cooling deposit rate competition and supporting credit growth.
Aug 03, 2026
Full Analysis
Positive
sector sentiment
Vietnam's Q2 earnings grew 25.6% year-on-year, led by non-financials at +36.1%, yet the VN-Index fell nearly 7% in July. With ex-Vingroup P/E at 10.5x and 80% historical odds of an August gain, MBS sees the index heading to 1,800-1,850.
Aug 03, 2026
Full Analysis
Positive
earnings beat
Vietcombank (VCB) reported Q2 2026 pre-tax profit of VND 17,420 billion, up 47.6% quarter-on-quarter, a record high for the bank and the industry. Meanwhile, VietBank, NCB, and BVBank posted the fastest profit growth, with VietBank surging 365.7% QoQ.