HAH

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.

HAH targets 2026 net profit of VND 1,250B, down 11% from 2025, alongside a plan to issue up to VND 1,883B in bonds with warrants to fund vessel and port investments. The company also proposes a 20% cash dividend for 2025 and a 30% stock dividend for 2026.

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.

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.

FPT was the second most sold stock on May 11 with VND 218 billion in foreign net selling, extending its position as the top sold stock in May with over VND 1.9 trillion. The ongoing foreign exodus, now six sessions straight, has pressured FPT's price down 1.31% on the day to VND 75, reflecting sustained foreign risk-off sentiment toward Vietnamese tech names.

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 VND 4,690.2 billion (USD 187.6 million) in the week before the holiday, with net sell on order matching of VND 3,419.9 billion. The selling was concentrated in banking stocks and FPT, while domestic individuals and institutions absorbed the supply. The VN-Index rose 1.99% but liquidity declined, suggesting the rally was narrow and driven by VIC and VHM.

Foreign investors unexpectedly net sold VND 1,715.8 billion (USD 68.6 million) on all three Vietnamese exchanges on April 15, 2026, with matched-order net selling of VND 1,651.9 billion. Despite the outflow, the VN-Index rose 13 points to 1,870.36, driven by Vingroup (VIC) and large banks, while most sectors declined.

Vietcombank (VCB), BIDV (BID), and VietinBank (CTG) surged on heavy domestic buying, with banking stocks accounting for a record 43.5% of HoSE's morning trading value. Foreign investors were net sellers in the sector, highlighting a divergence between local and foreign sentiment.