PC1

PC1 sees CII Group increase its ownership to 10.55% through CII Invest's purchase of nearly 1.1 million shares on July 16, 2026, while VietinBank Capital also becomes a major shareholder with a 7.5% stake. CII characterizes the investment as purely financial, citing PC1's portfolio of solar energy projects and essential infrastructure. The moves signal growing institutional interest in PC1's energy assets.

PC1 sees major shareholder shifts as VietinBank Capital acquires 14.1 million shares to reach a 7.54% stake, while the CII group increases ownership to 10.07%. These moves follow the prosecution of Chairman Trinh Van Tuan and six other leaders for accounting violations and embezzlement, adding governance uncertainty to the stock.

PC1 Group (HOSE: PC1) gains VietinBank Fund as a major shareholder after the fund increased its stake to 7.54% via a 14.1 million share purchase on July 9, 2026. The move comes amid ongoing leadership investigations and follows CII's recent entry as a major shareholder, signaling continued institutional interest despite corporate governance risks.

PC1 sees CII group raise ownership to 10.07%, making it the second-largest shareholder after Chairman Trinh Van Tuan, who along with six other leaders has been prosecuted for accounting violations and embezzlement. The stake increase signals strategic interest despite governance risks.

KBSV sees construction stocks trading below 5-year average P/B, with a positive outlook for residential and infrastructure segments driven by housing supply recovery, record public investment of VND 1.08 quadrillion in 2026, and FDI inflows. The broker is neutral on industrial construction due to project delays. Key beneficiaries include CTD, VCG, HHV, and PC1.

Foreign investors net sold nearly VND 1.9 trillion on June 18, the highest daily outflow since early June, with FPT bearing the brunt at over VND 500 billion. In contrast, proprietary trading desks at securities firms made a notable VND 373 billion net purchase of MSB, making it the top stock bought by proprietary desks. The divergence highlights selective domestic institutional support for MSB amid persistent foreign selling pressure.

PC1 attracts two major institutional investors: Dragon Capital's DCDS fund purchased 2.99 million shares in May, while CII group accumulated a 5.77% stake, becoming a major shareholder. The moves come amid leadership turmoil and a sharp stock price decline, signaling potential value recognition.

CII's convertible bond offering was oversubscribed by 324%, with total registrations exceeding VND 8,100 billion, driving the stock up 6.71% to its ceiling price on June 10. The strong demand signals investor confidence in CII's infrastructure pipeline, including the TP.HCM-Trung Luong-My Thuan expressway expansion. Separately, CII became a major shareholder of PC1 with a 5.77% stake, described as a financial investment.

PC1 postponed the record date for its extraordinary general meeting to June 25 after CII became a major shareholder with a 5.77% stake. The move comes as Chairman Trinh Van Tuan was arrested for accounting violations and embezzlement, though PC1 asserts operations remain unaffected.