BMP

GMD saw proprietary trading desks net buy over VND 300 billion on July 20, accounting for nearly 70% of total proprietary net buying on HOSE. Foreign investors net sold VND 96 billion, with VCB leading the sell-off. The divergence highlights continued foreign outflow pressure while domestic institutions selectively accumulate logistics and real estate names.

Binh Minh Plastic (BMP) achieved a record net profit of 367 billion VND in Q2 2026, up 11% year-on-year, on revenue of 1,320 billion VND. The strong performance, driven by revenue growth and cost control, underscores the company's operational efficiency under Thai shareholder SCG. BMP has completed 52.5% of its full-year profit target.

VPB posts Q2 2026 pre-tax profit of VND 10,959 billion, up 76% YoY, lifting 6M profit to VND 18,880 billion (+68%). TPB, HND, PPC, and BMP also report double-digit profit growth, while OCBS leads all companies with over 4,000% earnings surge. The banking and securities sectors show robust momentum, contrasting with weaker hydropower results.

VPB reports Q2 2026 pre-tax profit of VND 10,959 billion (+76% YoY), becoming the first Vietnamese company to surpass VND 10,000 billion in quarterly earnings. The result drives 6M2026 profit to VND 18,880 billion (+68% YoY), reinforcing VPBank's leading position in the banking sector.

VPB reported Q2 2026 pre-tax profit of VND 10,959B, up 76% YoY, bringing H1 total to VND 18,880B (+68%). TPBank (TPB) also posted solid growth with Q2 profit of VND 2,562B (+26%). Among other names, PPC saw a 1,019% profit surge from a low base, while securities firms like BVS, VIX, and CTS reported sharp declines. The mixed results highlight divergent sector performance.

Foreign investors net sold nearly VND 1,000 billion on July 15, 2026, with the heaviest selling in FPT, PNJ, SSI, VIC, and TCB. The VN-Index dropped 24.51 points to 1,782.12, while retail investors absorbed the selling. The outflow underscores persistent foreign caution ahead of Q2 earnings and geopolitical risks.

Nam Hoa (NHT) leads Vietnamese listed firms with a 27.3% cash dividend yield for 2025, more than triple the 7.5% bank deposit rate. Other companies like PAP, FPT Online, VEAM, Sabeco, BMP, and DHG also offer yields above 14%. Analysts note these stocks suit value investors but suffer from low liquidity and concentrated shareholder bases.

ACB saw the heaviest net selling by proprietary trading desks on HOSE on June 10, with VND -28 billion, while foreign investors net sold VND 536 billion market-wide. The selling pressure comes despite a VN-Index recovery above 1,800 points, signaling caution among domestic and foreign institutional players.

ACB was the most sold stock by proprietary trading desks on HOSE, with net selling of VND 82 billion, as foreign investors unexpectedly net sold a massive VND 5,760 billion across the entire market. The selling pressure comes despite a market rebound, signaling caution from both domestic and foreign institutional players.

BMP leads a busy dividend week with an 83.6% cash payout, its highest ever, while Techcombank (TCB) plans to distribute nearly VND 5,000 billion at a 7% rate. The 47-company wave underscores strong corporate cash flows and shareholder returns across sectors.

BMP will close shareholder list on May 20 for a cash dividend of 83.6% (VND 8,360/share), the highest in its history. Combined with the first installment, total 2025 dividend reaches 148.6%, costing VND 1,217B. Parent company SCG (Thailand), holding 55% via Nawaplastic, will receive nearly VND 669B.

Binh Minh Plastics (BMP) will pay a cash dividend of 83.6% (VND 8,360 per share) for the remaining 2025 profit, with a record date of May 20, 2026 and payment on June 10, 2026. The total payout is approximately VND 684.4 billion, of which Thai shareholder Nawaplastic Industries will receive over VND 376.3 billion. BMP reported Q1/2026 net profit of VND 304 billion, up 6% YoY, completing 23.8% of its full-year target.