中文

VINAMILK

₫59,700
+0.00% 2026-09-15 · Close
AI Composite Signal
10.0 / 10
Very Bullish — 5-signal composite
⚠ News sentiment is bearish, but strong momentum, fundamentals push the composite higher.
Mkt Cap
118.3T
₫118.3T
P/E
11.5
P/B
3.2
ROE
28.0%
ROA
18.6%
EPS
4.9K
10-Session Avg Vol
2.5M
Price Chart
What matters now

VINAMILK (VNM) is a company in Vietnam's Food & Beverage sector, listed on HOSE. The stock last traded at 59,700 VND, little changed on the session, giving a market capitalization of 118.3 trillion VND.

On valuation, VNM trades at a price-to-earnings ratio of 11.5 and a price-to-book of 3.2. That is a discount to the Food & Beverage sector average P/E of 29.2. Return on equity of 28.0% points to strong profitability relative to the company's equity base, above the sector average of 0.3%. Trailing earnings per share stand at 4,921 VND.

Aveluro tracks 266 news items mentioning VNM, where recent coverage skews negative (40% of articles). The most recent catalyst was a foreign flow event — "FTSE Upgrade: VPB Leads USD 240M ETF Inflow on September 18". Aveluro's composite model rates VNM 10.0/10 (Very Bullish), blending news sentiment, price momentum, and fundamentals.

Average daily volume over the past 10 sessions is roughly 2,487,360 shares. Comparable names in the Food & Beverage sector include AAM, AAN and ABT.

Latest catalyst

FTSE Upgrade: VPB Leads USD 240M ETF Inflow on September 18

Recent Developments

Recent developments around VINAMILK include 5 notable classified events. On Sep 14, 2026, a market event was reported: FTSE Russell index-tracking ETFs are set to net-buy about USD 240 million across 27 Vietnamese stocks on September 18, with VPB drawing the largest single inflow at USD 32.8 million. On Sep 14, 2026, a market event was reported: Foreign investors reversed to net buying VND 812.5B (about USD 32.5M) on a session when the VN-Index slipped nearly 7 points to 1,788.23, with matched-order demand concentrated in banks and technology names led by VPB, MBB, TCB, FPT and VCB. On Sep 14, 2026, a market event was reported: Foreign investors net bought VND 813 billion on September 14, with VPBank (VPB) leading at VND 149 billion, followed by MBB at VND 136 billion, TCB at VND 131 billion and FPT at VND 117 billion. On Sep 14, 2026, a market event was reported: FTSE Russell's semi-annual review adds 27 Vietnamese stocks, including Vietcombank (VCB) and Vingroup (VIC), to its global indices. On Sep 14, 2026, a market event was reported: Foreign investors net bought roughly VND 812 billion (about USD 32.5 million) on August 14, with VPBank (VPB) drawing the largest single inflow at more than VND 149 billion on HOSE.

The overall tone of recent coverage is positive, with 5 of 5 events carrying bullish sentiment.

AI Signal Breakdown
Bearish Neutral Bullish
10.0 / 10
Very Bullish
⚠ News sentiment is bearish, but strong momentum, fundamentals push the composite higher.
Sentiment
+0.56
Impact
0.49
Momentum
+1.00
Fundamentals
+1.00
Volume
0.60
Sentiment 30% · Impact 20% · Momentum 20% · Fundamentals 15% · Volume 15%
News Sentiment
266
Articles Analyzed
Negative 107
Positive 96
Neutral 32
Mixed 31
Recent News
Sep 14, 2026 Full Analysis Positive foreign flow
FTSE Russell index-tracking ETFs are set to net-buy about USD 240 million across 27 Vietnamese stocks on September 18, with VPB drawing the largest single inflow at USD 32.8 million. The buying precedes Vietnam's official upgrade to secondary emerging market status on September 21, the first of four tranches running through September 2027.
Sep 14, 2026 Full Analysis Positive foreign flow
Foreign investors reversed to net buying VND 812.5B (about USD 32.5M) on a session when the VN-Index slipped nearly 7 points to 1,788.23, with matched-order demand concentrated in banks and technology names led by VPB, MBB, TCB, FPT and VCB. The buying landed alongside a heavy ETF rebalancing week tied to Vietnam's index upgrade, while VIC, HPG and VNM sat on the net-sell side.
Sep 14, 2026 Full Analysis Positive foreign flow
Foreign investors net bought VND 813 billion on September 14, with VPBank (VPB) leading at VND 149 billion, followed by MBB at VND 136 billion, TCB at VND 131 billion and FPT at VND 117 billion. Proprietary desks were effectively flat, net selling just VND 1 billion on HOSE, while HPG was the session's heaviest foreign and proprietary net sell.
Sep 14, 2026 Full Analysis Positive foreign flow
FTSE Russell's semi-annual review adds 27 Vietnamese stocks, including Vietcombank (VCB) and Vingroup (VIC), to its global indices. SSI Research estimates index-tracking funds will net buy about USD 245.92 million on September 18, 2026, with total inflows of USD 2.4-4.45 billion through September 2027.
Sep 14, 2026 Full Analysis Positive foreign flow
Foreign investors net bought roughly VND 812 billion (about USD 32.5 million) on August 14, with VPBank (VPB) drawing the largest single inflow at more than VND 149 billion on HOSE. MBB and TCB followed at VND 136 billion and VND 131 billion, while HPG led net sales at VND 170 billion.
Sep 14, 2026 Full Analysis Positive foreign flow
Foreign ETFs rebalance on September 18 alongside the first FTSE upgrade disbursement, with SSI Research estimating USD 450M of buying against USD 204M of selling, or roughly USD 246M net into 27 Vietnamese stocks. VPB leads at USD 33M, while MCH faces the heaviest liquidity pressure at 10.51 days of average volume and VIC is seen net sold by about USD 28M.
Sep 14, 2026 Full Analysis Positive foreign flow
SSI Research estimates foreign ETFs will net buy about USD 240 million in the first FTSE upgrade disbursement, with VPBank (VPB) attracting the largest inflow at USD 32.82 million. Total passive inflows from the upgrade could reach roughly USD 2.28 billion across four tranches, while Vingroup (VIC) faces the biggest outflows at USD 28.06 million.
Sep 14, 2026 Full Analysis Negative foreign flow
Foreign investors net sold VND 1,570.7 billion across Vietnam's three exchanges in week 37/2026, with Vingroup (VIC) and Vinhomes (VHM) the largest single drags on the VN-Index. The benchmark fell 3.12% to 1,795.21 points as HOSE matching value dropped 10.7% week-on-week, signalling weak domestic absorption of foreign supply.
Sep 13, 2026 Full Analysis Positive foreign flow
SSI Research estimates foreign ETFs will net buy about $246 million during the September 18, 2026 restructuring tied to Vietnam's FTSE upgrade, with VPB drawing the largest inflow at roughly $33 million, ahead of VHM at $31 million and MCH at $22 million. VIC sits on the other side, facing an estimated $28 million of net selling as Xtrackers cuts its weight from 31.6% to 15%.
Sep 13, 2026 Full Analysis Positive foreign flow
FTSE Russell added 27 Vietnamese stocks, including eight banks, to its FTSE All-Cap index effective 21 September 2026, with MBS forecasting $308M in passive inflows to the bank group and $75.2M to VPB alone. Vietnam's weight in the FTSE Emerging All Cap Index rises to 0.49% from 0.329%, part of a four-phase allocation running through September 2027.
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Stock Analysis

By Aveluro Research Team · Editorial policy · Caveat: Not investment advice. · How Aveluro computed this

Information provided for educational purposes only. Past performance does not guarantee future results. Data sourced from public Vietnamese market feeds.

Last updated: 2026-09-15T16:23:16Z.