DBC

DBC insider Le Quoc Doan purchased 1 million shares, increasing his stake to 0.33% of Dabaco Vietnam. Separately, a relative of a supervisory board member registered to buy 300,000 shares. The company also disclosed a fatal workplace accident at its Thanh Hoa farm, which may weigh on sentiment.

Dabaco (DBC) board member Le Quoc Doan registered to purchase 1 million shares, increasing his ownership from 0.1% to 0.33%. An insider relative also registered to buy 300,000 shares. The insider buying signals confidence ahead of the company's recent capital deployment and dividend payments.

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.

TMG, DBC, DVP, and HTI are among over 30 companies closing dividend entitlement lists in the first week of June. TMG will pay a 35% cash dividend (VND 3,500/share) on June 16, completing a 50% total for 2025. DVP pays a 50% cash dividend (VND 5,000/share), while HTI delivers a record 20% cash dividend. DBC combines a 3% cash payout with a 12% stock dividend, increasing its charter capital to VND 4,310.5 billion.

Dabaco (DBC) will pay a 2025 dividend totaling 15%, split into 3% cash (VND 300/share) and 12% stock, with a record date of June 8, 2026. The cash portion alone will cost VND 115.4 billion. The announcement comes as DBC reported a 26% drop in Q1 2026 net profit due to lower hog prices and higher input costs.

Dabaco (DBC) approves a 15% total dividend for 2025 (3% cash, 12% stock), to be paid in Q2/2026, with cash outlay of VND 115.4B. However, Q1/2026 net profit fell 26% YoY to VND 374B due to lower hog prices and higher input costs, signaling near-term headwinds for the livestock and feed business.

GEL, a Gelex infrastructure stock, was the most sold by proprietary trading desks on Monday, with net selling of VND 268 billion, contributing to a total proprietary net sell of VND 430 billion on HOSE. Foreign investors also net sold nearly VND 1,004 billion across the market, adding pressure on Vietnamese equities.

New Vietnamese accounting circulars (99/2025 and 43/2026) effective January 2026 mandate separate disclosure of biological assets on balance sheets. HPG reports VND 623B in total biological assets (0.24% of total assets), while BAF shows VND 2,128B (17.5% of total assets). The change increases transparency but may affect comparability and provisioning requirements for agriculture-exposed firms.

Dabaco (DBC) reported Q1 2026 net profit of 374 billion VND, completing one-third of its full-year target of 1,117 billion VND. Revenue rose 14.8% year-on-year to 4,307 billion VND, driven by higher feed sales and the new oil plant phase 2, though lower hog prices and higher raw material costs pressured margins.