HDG

HDG: Finnish fund PYN Elite sold 300,000 shares on June 3, 2026, reducing its ownership from 10.04% to 9.96%. Separately, Ha Do will issue a 10:1 stock dividend, raising charter capital to nearly VND 4,070 billion. The stake sale comes as HDG's Q1 net profit fell nearly 50% YoY to VND 104 billion.

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.

VanEck Vietnam ETF's Q2 2026 rebalancing is expected to add VPL and MSB while removing HDG and CTR, with significant net buying in MSB, VCK, and VPL. Net selling pressure is forecast on NVL, VHM, and VIC. Foreign investors net sold VND 3,124 billion (~USD 124.96 million) on the Vietnamese market.

HDG will pay a 10% stock dividend (second round of 2025) with a June 8 record date, issuing nearly 37 million shares to increase charter capital from VND 3,700B to VND 4,070B. The move follows HDG's recent establishment of a wind power subsidiary, Binh Gia Wind Power, with 99.9% ownership.

MSN, TCB, and CTG were the top stocks bought by proprietary desks on HOSE on May 27, with net purchases of VND 195B and VND 133B each, respectively. This occurred as foreign investors net sold VND 785B, highlighting a divergence between domestic institutional and foreign sentiment.

HDG plans to issue nearly 37 million shares as a 10% stock dividend in Q2-Q3/2026, funded from retained earnings. The company also targets 2026 revenue of VND 3,242B (+12.7%) and net profit of VND 1,151B (+15.9%). The dividend and growth plan signal management confidence despite a weak Q1 profit.

Proprietary trading desks of securities companies net sold VND 649 billion (USD 26 million) on HOSE on Monday, with MBB, CTG, and MWG seeing the heaviest selling. STB was the most bought stock. The selling pressure comes as the VN-Index rose 0.33% to 1,927.94, suggesting institutional profit-taking amid a 8-week rally.