VNM

Foreign investors net sold VND 1.92 trillion on July 22, the strongest net selling this month, with SSI, VIC, and VCB leading the sell-off. VNM was a bright spot with net buying of VND 167 billion, highlighting its defensive appeal amid broad market weakness.

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.

Foreign investors net sold nearly VND 1,921 billion (USD 76.8 million) on July 22, contributing to a 62-point drop in the VN-Index below 1,700. SSI, VIC, and VCB were the most sold, while VNM, HPG, and GEE were net bought. The sell-off underscores persistent foreign outflow pressure on blue chips.

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.

MWG (Mobile World Group) attracted the largest net foreign buying of VND 206 billion on July 20, even as the VN-Index dropped 44 points and foreign investors overall net sold VND 86 billion across the market. The buying interest in MWG contrasts with heavy net selling in VCB, STB, and VPB, suggesting selective foreign allocation toward retail amid the broad sell-off.

Foreign investors net sold VND 2,080 billion (USD 83.2M) across Vietnam's market last week, with FPT being the most sold stock at VND 606 billion, while VNM led net buying at VND 328 billion. The sell-off contributed to a 40-point drop in the VN-Index, which closed at 1,787.45.