MCH

Masan Group (MSN) raised its 2026 net profit guidance by 40% to VND 10,000-11,500 billion, alongside a revenue target increase to VND 98,000-105,000 billion. Separately, Masan Consumer CEO Truong Cong Thang registered to buy 2.7 million MCH shares, signaling insider confidence. The moves underscore Masan's strategic focus on consumer-retail optimization and restructuring.

MCH (Masan Consumer) and TCX (TCBS) will be added to the VN30 index effective August 3, replacing TPB (TPBank) and PLX (Petrolimex). ETF rebalancing is expected to generate net buying of approximately VND 386 billion for MCH and VND 60 billion for TCX, while TPB and PLX face selling pressure of VND 81 billion and VND 36 billion, respectively.

Foreign investors net sold 789 billion VND on HOSE on July 3, with TCB, MSN, and VIC seeing the largest outflows of 90B, 71B, and 64B VND respectively. Proprietary trading desks net bought 551 billion VND, notably accumulating EIB shares worth 300 billion VND. The divergence highlights ongoing foreign selling pressure against domestic institutional buying.