MSN

Masan Group (MSN) proposes raising its 2026 net profit target to 10,000-11,500 billion VND, a 40-45% increase from the original plan, and revenue target to 98,000-105,000 billion VND. The adjustment reflects improved market conditions and operational performance, pending shareholder approval.

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.

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.

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.

GMD saw VND 300 billion in net buying from proprietary trading desks on July 20, the largest single-stock inflow, as VN-Index dropped 43.94 points. The buying partially offset foreign net selling of VND 86 billion across the market, signaling domestic institutional support for select blue chips.

Foreign investors net sold nearly VND 1,000 billion on July 15, 2026, with the heaviest selling in FPT, PNJ, SSI, VIC, and TCB. The VN-Index dropped 24.51 points to 1,782.12, while retail investors absorbed the selling. The outflow underscores persistent foreign caution ahead of Q2 earnings and geopolitical risks.

Vietnam's stock market is set for FTSE emerging market reclassification in September 2026, with ACBS projecting net foreign buying of approximately USD 128 million across 19 eligible stocks. VIC leads with an estimated USD 60 million inflow, followed by VHM at USD 19 million, signaling positive sentiment for large-cap and select mid-cap names.