ANV

China overtook the US as Vietnam's largest seafood market in H1 2026, with exports reaching $5.7 billion (+11.4%). Shrimp and pangasius drove growth, but US protectionist measures threaten H2 outlook for ANV, IDI, and VHC.

SSI reported Q1/2026 pre-tax profit of VND 1,593 billion, up 52% YoY, alongside strong results from SAB (+51%), ANV (+64%), and NTP (+19%). VEFAC saw profit collapse 99% to VND 175 billion due to a high base from a project transfer, while PXM, DSP, and NOS remained loss-making.

VHM was the top net buy by securities company proprietary trading desks on April 20, with VND 112 billion in net purchases, part of a total VND 1,068 billion net buying on HoSE. The buying came as foreign investors returned to net selling VND 629 billion across the market, highlighting divergent domestic and foreign sentiment.

ANV Deputy General Director Doan Chi Thien purchased 1 million shares, lifting his personal stake to 0.8% and the family's total ownership above 55%. The insider buying contrasts with recent sales by other executives and a cautious 2026 business plan showing revenue down 29% and pretax profit down 21.5%.