Vinhomes (VHM) raised its 2026 revenue target to VND 285 trillion (+VND 35T) and net profit target to VND 60 trillion (+VND 10T) just before its AGM, based on favorable Q1 2026 legal progress and transaction execution. The company maintains a wholesale-retail sales mix strategy and notes sustained demand from Southeast Asian partners, while acknowledging interest rate impacts are manageable.
Vinhomes (VHM) targets a record VND 60 trillion net profit for 2026, a 38.5% increase from 2025, alongside VND 285 trillion in revenue. The company announced a 2025 dividend of 60% cash and 100% stock, supported by aggressive project launches and a new homebuyer interest-rate support program.
Foreign ETF and investor capital recorded a net outflow of over 212 billion VND for the week, with foreign investors net selling for the 5th consecutive week, totaling -38.788 trillion VND (~$1.49B USD) year-to-date.
Foreign investors were net sellers of 639 billion VND (~$25.56 million) on the Vietnamese stock market, with net buying in Retail and IT sectors and net selling in Banking. Proprietary trading desks were net buyers of over 1 trillion VND.
Market liquidity improved slightly in the week of April 13-17, with capital flows concentrating in real estate and steel stocks, while financial and oil & gas stocks saw outflows.
On April 20, proprietary trading desks of securities firms made a surprise net purchase of 1 trillion VND on HOSE, the highest in a month, focusing on large caps like VHM and MSN, while foreign investors maintained a modest net buy of 228 billion VND but were net sellers of 639 billion VND including block trades.
Securities company proprietary trading desks were net buyers of VND 1.068 trillion on HoSE, with VHM being the top net buy, while foreign investors returned to net selling VND 629 billion across the market.
Vinhomes (VHM) raised its 2026 revenue target by VND 35 trillion to VND 285 trillion and its net profit target by VND 10 trillion to VND 60 trillion, representing 86% and 38% growth respectively versus 2025 results. The guidance revision, announced ahead of the April 21 shareholder meeting, triggered a 6.93% ceiling-price rally for VHM and lifted other Vin-group stocks.
Vinhomes (VHM) raised its 2026 revenue target to VND 285,000B (+14%) and net profit target to VND 60,000B (+20%) in a filing ahead of its April 21 AGM, driving its stock up 6.9% and lifting the broader Vingroup family of stocks. The upward revision adds VND 35,000B in revenue and VND 10,000B in profit to the initial plan just three weeks after its first publication.
Foreign investors returned to net selling 629 billion VND across the market, with the strongest net sell pressure on VIC at approximately 879 billion VND, while net buying was strongest for SSI and MWG.
The VN-Index has recovered for 4 consecutive weeks but lags behind global peers; foreign investors have been net sellers for 4 weeks, and liquidity remains low with gains concentrated in Vingroup stocks, raising concerns about a potential market shakeout.
Vinhomes (VHM) has officially raised its 2026 business plan to target consolidated revenue of VND 285 trillion and after-tax profit of VND 60 trillion, representing a 38% profit growth from 2025 results. The company also proposed a 60% cash dividend and a 100% stock dividend, while seeking shareholder approval to expand into energy and logistics sectors.
MBS Securities notes the VN-Index has recovered but large capital flows have not fully entered, citing foreign net selling pressure, narrow market breadth, and low liquidity, while predicting a possible rotation from large caps like Vingroup to mid and small caps.
Market commentary discusses the VN-Index's recent rise above 1800 points, highlighting a divergence where large-cap stocks like VIC and VHM are showing signs of resistance and potential short-term correction, while the broader market faces selective pressure.
The article recaps the past week's market performance, noting the VN-Index recovered to the 1,800 level, primarily driven by strong gains in VIC and VHM, while KSF led gains on the HNX-Index.
所有信息仅供参考，不构成投资建议。过往表现不代表未来收益。数据来源于越南公开市场信息。
最后更新: 2026-04-21T15:46:43Z.