VRE

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.

Proprietary trading desks of securities companies net sold 360 billion VND on HOSE on June 1, 2026, with SHB the most sold stock at -29 billion VND. Foreign investors also net sold 634 billion VND across the market, adding to negative sentiment. The selling pressure contributed to a 1.02% drop in the VN-Index to 1,844.54 points.

Foreign investors net sold nearly VND 19,357 billion (USD 774 million) in May 2026, with top sells including FPT, ACB, HPG, VHM, MBB, STB, KDH, CTG, and VIC. The VN-Index rose 0.51% but liquidity remained subdued, indicating cautious market sentiment.

Fubon FTSE Vietnam ETF achieved a 27.47% return since May 2021, driven by heavy exposure to Vingroup stocks VHM (13.33% weight) and VIC (12.92%). Despite strong performance, the fund has seen net outflows of over $89 million since early 2026, reflecting the broader trend of foreign net selling on HOSE, which has reached VND 63.8 trillion year-to-date.

Foreign investors unexpectedly net sold VND 1,700 billion (USD 68 million) on all three exchanges, with strong selling pressure on real estate and banking stocks, dragging the VN-Index down 16 points to 1,896.89. The sell-off was concentrated in VIC and VHM, which together accounted for over 13 points of the index decline, signaling a broad de-risking by foreign capital.

VRE signs a strategic MoU with Central Retail Vietnam to anchor GO! supermarkets at Vincom malls nationwide, beginning with Vincom Plaza Dan Phuong in Hanoi. The partnership aims to enhance tenant mix and foot traffic, supporting VRE's long-term leasing strategy.