LAS

DPM, DCM, BFC, LAS face a second wave of domestic fertilizer price hikes in 2025, with DAP and urea up 5-11% since March. Global cost pressures and rising logistics expenses support margins for producers but squeeze farmers, potentially dampening demand.

Foreign investors net sold a record VND 5,760 billion on June 4, 2026, with Vingroup (VIC) accounting for VND 4,900 billion of the outflow, primarily via block trades. The selling occurred despite a recovering VN-Index, highlighting concentrated foreign divestment from the real estate giant. FPT was the top net buy at VND 257 billion.

Foreign investors net sold approximately 750 billion VND (USD 30 million) across the Vietnamese stock market on Friday, with CTG, VHM, and VPB the most sold on HOSE. MSB, GAS, and NVL were net bought, while SHS and IDC saw selling on HNX. The selling pressure contributed to a cautious market tone as VN-Index edged down 0.18 points.

Foreign investors net sold VND 688 billion across Vietnamese exchanges on May 18, 2026, but bucked the trend to buy VCB (Vietcombank) with over VND 231 billion, making it the most bought stock. ACB led the sell-off at VND 170 billion, followed by HPG and VHM. VN-Index still rose 6.34 points to 1,927.

MSB saw a net foreign inflow of VND 545B on May 13, the largest on HOSE, as foreign investors net sold VND 1,475B overall. The buying interest in MSB contrasts with heavy selling in FPT, ACB, VHM, and STB, suggesting selective foreign positioning in Vietnamese banking stocks.