GMD

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.

GMD saw VND 300 billion in net buying from proprietary trading desks on July 20, the largest single-stock inflow, as VN-Index dropped 43.94 points. The buying partially offset foreign net selling of VND 86 billion across the market, signaling domestic institutional support for select blue chips.

GMD attracted VND 221B in net buying from proprietary traders on July 13, accounting for nearly all of the VND 230B net purchase by that group on HOSE. Foreign investors net sold VND 265B, with CTG, HPG, and VPB each seeing net selling of VND 100-120B. The divergence highlights contrasting views on logistics vs. banking and steel stocks amid a sharp market decline.

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.

Foreign investors net sold nearly VND 900B on June 9, with the heaviest pressure on FPT (VND 108B), TCB (VND 98B), and MBB (VND 84B). Despite the outflow, the VN-Index rose 2.5 points to 1,793, suggesting domestic buying absorbed the selling.

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.

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.

NVL was the most sold stock by proprietary trading desks on HOSE on June 3, with net selling of VND 87 billion, as total proprietary net selling reached VND 995 billion. The selling pressure adds to NVL's recent decline, with the stock closing at VND 13,600, down 4.23% on the day.