HDB

Proprietary trading desks at securities companies net bought 460 billion VND on HOSE on July 22, when VN-Index fell 62 points. Techcombank (TCB) was the most bought stock at 235 billion VND, while foreign investors net sold 1,921 billion VND across the market.

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.

MWG (Mobile World Group) attracted the largest net foreign buying of VND 206 billion on July 20, even as the VN-Index dropped 44 points and foreign investors overall net sold VND 86 billion across the market. The buying interest in MWG contrasts with heavy net selling in VCB, STB, and VPB, suggesting selective foreign allocation toward retail amid the broad sell-off.

Foreign investors net sold VND 2,080 billion (USD 83.2M) across Vietnam's market last week, with FPT being the most sold stock at VND 606 billion, while VNM led net buying at VND 328 billion. The sell-off contributed to a 40-point drop in the VN-Index, which closed at 1,787.45.

HDB, ACB, and STB led a strong VN-Index recovery on July 16, with HDB gaining 3.04% on net foreign buying of over 3.1 million shares. ACB rose 2.81% and was the most liquid banking stock. The sector's rebound signals renewed foreign investor interest in select Vietnamese banks.