VNM

On June 4, 2026, foreign investors net sold VND 5,742.2 billion on the Vietnamese stock market, the largest daily sell-off in recent months, but domestic institutions absorbed the entire amount with net purchases of VND 5,915.0 billion. A notable block trade saw 25.2 million VIC shares worth VND 4,997.4 billion transferred from foreign to domestic hands, signaling a major ownership shift in Vingroup.

SIC, a subsidiary of SCIC, has registered to purchase 1 million VNM shares (0.048% stake) between June 3 and July 2, 2026, for financial investment. SCIC remains Vinamilk's largest shareholder at ~36%. The move follows SIC's full divestment in January 2026 and signals continued state interest.

GEE was the most sold stock by proprietary trading desks on May 28, with net selling of 117 billion VND, as the VN-Index fell 0.57%. Foreign investors also net sold 551 billion VND across the market. VHM was the top net bought stock by proprietary desks at 44 billion VND.

Foreign investors net sold VND 551 billion on May 28, with HoSE seeing VND 586 billion in net selling. ACB was the top buy at VND 109 billion, while HDB was the top sell at VND 119 billion. The VN-Index fell nearly 11 points to 1,864.

On May 27, 2026, foreign investors net sold VND 791.4 billion (USD 31.66M) on the Vietnamese stock market, with retail investors also net selling VND 1,526.7 billion. Notable block trades included VIC (VND 1,597.5B) and VJC (VND 572.9B). MSB, MWG, and VPB were among the top foreign-bought stocks, while VHM, HPG, and VIC were sold.

MSN, TCB, and CTG were the top stocks bought by proprietary desks on HOSE on May 27, with net purchases of VND 195B and VND 133B each, respectively. This occurred as foreign investors net sold VND 785B, highlighting a divergence between domestic institutional and foreign sentiment.

MCM is repositioning with the premium 'Moc Chau Creamery' brand to resolve product overlap with parent Vinamilk (VNM), aiming to enter the southern market and modern retail channels. The strategy includes a visual overhaul and distribution expansion, with early success in securing shelf space at Lotte and Coop Mart.

Foreign investors net sold approximately VND 2,000 billion (USD 80 million) on the Vietnamese stock market on May 25, with matched-order net selling of VND 442.6 billion. The sell-off was concentrated in Basic Resources, with HPG, ACB, and FPT among the top sold, while Food & Beverage and Banking saw net buying. Despite the foreign pressure, VN-Index rose nearly 9 points to 1,886.03, supported by large-cap stocks and low overall liquidity.

Foreign investors net sold VND 6,245.2 billion (approx. USD 250 million) in the week ending May 23, 2026, driving the VN-Index down 2.31%. Selling pressure was broad-based, with real estate stocks hit hardest, while banks like VCB, MSB, and BID saw net buying.

Foreign investors unexpectedly net sold VND 1,700 billion (USD 68 million) on all three exchanges, with strong selling pressure on real estate and banking stocks, dragging the VN-Index down 16 points to 1,896.89. The sell-off was concentrated in VIC and VHM, which together accounted for over 13 points of the index decline, signaling a broad de-risking by foreign capital.

On May 19, proprietary trading desks of securities companies net sold VND 190 billion on HOSE, with MBB (-VND 95B), VIB (-VND 50B), and VCB (-VND 47B) leading the sell-off. In contrast, they net bought VIC (VND 123B) and VHM (VND 71B). Foreign investors also net sold VND 830 billion across the market, adding to the negative sentiment.

Foreign investors net sold VND 688 billion across Vietnamese exchanges on May 18, 2026, but bucked the trend to buy VCB (Vietcombank) with over VND 231 billion, making it the most bought stock. ACB led the sell-off at VND 170 billion, followed by HPG and VHM. VN-Index still rose 6.34 points to 1,927.