PET

The State Bank of Vietnam issued Circular 25 on June 22, raising the short-term capital to medium- and long-term loan ratio from 30% to 40% effective July 1, a regulatory easing that boosted banking stocks across the board. The VN-Index rose 10.95 points to 1,868.86 by 10:30 on June 23, led by Vingroup and banks, with foreign investors net buying VIC shares worth nearly VND 238 billion.

PET sees VietinBank Capital acquire a 13.45% stake via a VND 495.55B block trade on June 4, 2026, signaling institutional confidence ahead of planned bonus and dividend share issuances that could boost PET's charter capital by ~45%.

Novaland (NVL) will issue nearly 168 million bonus shares at a 40:3 ratio, increasing charter capital from VND 22,345B to VND 24,021B. OCB received SBV approval to raise capital by up to VND 3,995B via share issuance from equity. C47 plans a 2:1 rights offering at VND 10,000/share to raise VND 182B, while PET will issue shares for dividends and bonuses totaling 45%. DDG shares will transfer to Upcom trading on June 25.

Petrosetco (PET) plans to issue over 48 million shares, including 5.3 million for 2025 dividends and 42.7 million bonus shares, expected in Q2-Q3/2026. The capital increase of ~VND 480B will lift charter capital by 45% to VND 1.55T. The plan follows strong Q1/2026 results with net profit up 125.5%.

Petrosetco (PET) plans a VND 1,000 billion rights issue (107M shares at VND 10,000) in Q4/2026 to fund infrastructure and real estate projects, while its equity portfolio remains heavily weighted toward Gelex ecosystem stocks (VIX 57%, VPB 19%, GEX 11%). The capital raise and investment pivot signal a strategic shift beyond core tech distribution.

Nearly 70% of retail and consumer stocks tracked fell in H1 2026, with MWG down 11.2%, FRT down 21%, and DBC down over 22%. Meanwhile, institutional investors including Dragon Capital and HDCapital have driven demand for the Dien May Xanh IPO and PVN's divestment from PET, signaling strategic positioning despite weak market sentiment.