VIB

ACB was the most sold stock by proprietary trading desks on HOSE, with net selling of VND 82 billion, as foreign investors unexpectedly net sold a massive VND 5,760 billion across the entire market. The selling pressure comes despite a market rebound, signaling caution from both domestic and foreign institutional players.

Foreign investors net sold nearly VND 6,000 billion in a single session, with VIC alone accounting for VND 4,900 billion of the outflow. Domestic institutions net bought VND 5,500 billion, partially offsetting the selling. Analysts expect the foreign selling trend to continue until August or September, tied to market upgrade expectations.

VIB and Prudential are deepening their bancassurance partnership, emphasizing personalized financial solutions, digital transformation, and long-term customer experience. The renewed collaboration, extending to 2036, aims to enhance advisory quality and transparency, potentially boosting VIB's fee income and cross-selling opportunities.

VIB and Prudential Vietnam have updated their strategic bancassurance agreement, extending a partnership that began in 2015 and was renewed through 2036. The deal emphasizes contract retention rates and customer-centric metrics, covering nearly 400,000 clients. This long-term commitment supports VIB's non-interest income and aligns with regulatory trends favoring transparency.

VIB sees Unicap group net acquire nearly 31 million shares, lifting combined ownership to 8.4% (286 million shares) as of late May 2026. Separately, state-owned VMSC has fully exited MSB, completing a planned divestment. The moves signal shifting ownership structures in Vietnamese banking.

The State Bank of Vietnam (SBV) exempts 25 commercial banks from including social housing, industrial park, and export processing zone loans in real estate credit growth limits from January 1, 2026. This regulatory change supports targeted lending while maintaining overall credit controls, benefiting banks like ACB, BID, and CTG with expanded capacity for priority sectors.

A wave of insider and related-party purchases is sweeping Vietnamese bank stocks, with MSB seeing a 100 million share buy order from ROX Living and ACB's Au Lac group adding over 50 million shares in two months. The buying reflects internal optimism about banking sector prospects, though the market context shows mixed recent price action.

HDB was the most sold by foreign investors on May 28, with net selling of nearly VND 120B, while ACB was the most bought at nearly VND 110B. Proprietary traders net sold VND 36B, led by GEE (VND 117B sold). The persistent foreign selling pressure, though narrowing, continues to weigh on banking and real estate stocks.

GEE was the most sold stock by proprietary trading desks on May 28, with net selling of 117 billion VND, as the VN-Index fell 0.57%. Foreign investors also net sold 551 billion VND across the market. VHM was the top net bought stock by proprietary desks at 44 billion VND.

Foreign net selling on HOSE eased to VND 770B on May 27, the fifth straight session but with declining value. Proprietary trading desks net bought VND 457B, led by MSN (VND 195B). GEE saw the largest proprietary net selling at VND 424B.

MSN, TCB, and CTG were the top stocks bought by proprietary desks on HOSE on May 27, with net purchases of VND 195B and VND 133B each, respectively. This occurred as foreign investors net sold VND 785B, highlighting a divergence between domestic institutional and foreign sentiment.