VPB

Foreign investors net sold a record VND 7,192 billion (USD 288 million) in the first week of June, with Vingroup (VIC) accounting for VND 4,820 billion of outflows. FPT was the top net buy at VND 1,501 billion. The selling pressure contributed to a 1.23% weekly decline in the VN-Index, though late-week buying in banks and Vingroup stocks helped a recovery.

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.

ACB Securities forecasts large-cap banking stocks including VCB, CTG, MBB, VPB, and HDB will lead the market in H2 2026, supported by stable business fundamentals and attractive valuations. Sector P/E of 10.8-10.9x is 10% below historical median, while NIM has compressed to ~3% and Q1 2026 pre-tax profit growth slowed to 14.2% YoY.

VIC saw a net sell of 4.8 trillion VND on June 4 via a large block trade, contributing to a total foreign net sell of over 5.7 trillion VND. Proprietary desks also net sold 372 billion VND. FPT led foreign buying with 270 billion VND.

Foreign investors net sold a record VND 5,760 billion on June 4, 2026, with Vingroup (VIC) accounting for VND 4,900 billion of the outflow, primarily via block trades. The selling occurred despite a recovering VN-Index, highlighting concentrated foreign divestment from the real estate giant. FPT was the top net buy at VND 257 billion.

Foreign investors net sold nearly VND 6,000 billion in a single session, with VIC alone accounting for VND 4,900 billion of the outflow. Domestic institutions net bought VND 5,500 billion, partially offsetting the selling. Analysts expect the foreign selling trend to continue until August or September, tied to market upgrade expectations.

VPBank (VPB) has signed a strategic partnership with Taptap Send UK Limited to enable fast, fee-free international remittance services for over 30 million customers. The deal positions VPBank to capture a larger share of Vietnam's multi-billion-dollar remittance inflows, leveraging Taptap Send's technology and global network.

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.

On June 2, foreign investors net sold VND 606 billion on HOSE, with heavy selling in HPG, HDB, ACB, CTG, and VPB. In contrast, FPT attracted net buying of VND 482 billion, standing out as the sole major net-bought stock. Proprietary trading desks also net sold slightly, with MSN the most sold and VHM the most bought.