VSC

VPS (VCK) leads Vietnamese securities firms with Q2 2026 pretax profit of VND 1,378B (+57% YoY), while BSI, KBSV, and VTG also report gains. SmartInvest (AAS) and VSC saw sharp declines. The mixed results reflect divergent performance among mid- and small-cap brokers amid higher market activity.

HAH plans to issue 3.5 million ESOP shares (1.858% of outstanding) at VND 10,000/share and pay a 20% cash dividend for 2025, totaling nearly VND 377B. Separately, HAH will contribute an additional VND 193.3B to its subsidiary Hai An Green Shipping Lines to fund new container ship construction, increasing its total stake to over VND 793B.

Cai Mep and Hai Phong ports have climbed to 11th and 13th in the global Container Port Performance Index 2025, outperforming regional peers. The ranking reflects strong cargo throughput, with Hai Phong Port's Q1 net profit up 90% and VIMC's profit doubling. This reinforces the positive outlook for listed port operators GMD, PHP, and VSC.

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.

HAH sees the Viconship group lift its collective stake to 22.3% following a 1.5-million-share purchase by Nam Hai Dinh Vu Port. Separately, HAH approved an additional VND 60 billion contribution to its subsidiary Hai An Green Shipping Lines, raising total capital to VND 600 billion to fund used container vessel acquisitions.

Foreign investors net sold VND 836 billion (USD 33.4 million) on May 12, 2026, with banking stocks bearing the brunt of selling. Individual investors absorbed the flow, net buying VND 968.8 billion. The VN-Index reversed from a 16-point loss to close up 5.6 points at 1,901, driven by rotation into mid-cap and energy stocks.

Proprietary trading desks at Vietnamese securities companies net bought VND 207 billion on HOSE on June 7, as the VN-Index closed at a record 1,909 points. KDH led the buying with VND 59 billion, while foreign investors net sold VND 311 billion, signaling divergent short-term views.

Foreign investors net sold nearly VND 1,000 billion on May 5, 2026, with net sell of VND 997.5B, while domestic individuals net bought VND 760.8B. The VN-Index rose 20.79 points, almost entirely from VIC and VHM, but breadth was negative with 213 declining stocks, indicating a narrow rally.

GIC (HNX: GIC), a subsidiary of VSC (HOSE: VSC), placed nearly 2.8 million leftover shares from a rights issue to three individual investors at VND 10,000 per share, raising VND 28 billion. The proceeds will fund working capital and facility expansion. The shares are subject to a one-year lock-up.

Leadvisors Fund acquired 60 million VSC shares on April 22, 2026, raising its stake to 16.03% and becoming a major shareholder of Viconship. In a contrasting move, board member Tran Thi Phuong Anh and her husband registered to sell their entire holdings, signaling potential insider divergence.

Foreign investors were net sellers of VND 33 billion on HOSE on April 22, with FPT the largest net sell target at VND 209 billion. Meanwhile, they net bought FUEVFVND (VND 282B), MWG (VND 199B), and VIC (VND 161B). The modest net sell suggests cautious foreign sentiment, with FPT continuing to see sustained foreign divestment.

Proprietary trading desks at Vietnamese securities firms unexpectedly net sold VND 1,183 billion on HOSE on April 22, a session when the VN-Index rose 1.3%. The largest net selling was in FUEVFVND (-VND 285B), VSC (-VND 233B), MWG (-VND 166B), STB (-VND 126B), and VIC (-VND 88B), while foreign investors also net sold VND 108 billion across the market. This sudden reversal by proprietary desks signals caution among domestic institutional traders despite the market rally.