VPL

Vietnam's stock market is set for FTSE emerging market reclassification in September 2026, with ACBS projecting net foreign buying of approximately USD 128 million across 19 eligible stocks. VIC leads with an estimated USD 60 million inflow, followed by VHM at USD 19 million, signaling positive sentiment for large-cap and select mid-cap names.

ACBS estimates 19 Vietnamese stocks will be added to the FTSE Global Equity Index Series after Vietnam's market upgrade in September 2026, triggering net foreign buying of approximately $128.2 million. VIC and VHM are expected to receive the largest inflows, at $60 million and $19 million respectively, with Vingroup ecosystem stocks accounting for 67.7% of total estimated net purchases.

Vinpearl (VPL) issued a VND 4,907 billion bond on June 3, 2026, with a 5-year term and 12% coupon, secured by assets, to fund the Lang Van tourism and resort complex. The company also reported Q1/2026 net profit of VND 1,508 billion, up sharply from VND 90 billion a year earlier, achieving 50% of its full-year profit target.

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.

VanEck Vietnam ETF's Q2 2026 rebalancing is expected to add VPL and MSB while removing HDG and CTR, with significant net buying in MSB, VCK, and VPL. Net selling pressure is forecast on NVL, VHM, and VIC. Foreign investors net sold VND 3,124 billion (~USD 124.96 million) on the Vietnamese market.

Vinpearl (VPL) plans to issue VND 4,907 billion in private bonds to fund the Lang Van resort complex project. The company also reported strong Q1 2026 results with net profit surging to VND 1,508 billion from VND 90 billion a year earlier, completing 50% of its full-year profit target.

Foreign investors net sold VND 6,377 billion (USD 255 million) across Vietnamese markets in the mid-May week, with ACB, MBB, and HPG recording the heaviest net selling of VND 603 billion, VND 602 billion, and VND 507 billion respectively. The selling pressure concentrated on banking and blue-chip stocks, while VCB saw net buying of VND 1,325 billion.

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.