VRE

VRE replaces board member Nguyen The Anh with Tran Le Phuong effective July 22, 2026, while declaring a 10% cash dividend (VND 1,000/share) and reporting Q1/2026 net profit of VND 1,606B (+36.4% YoY). The leadership change comes amid solid operational performance and reduced debt.

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.

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.

Vietnam's stock market is set for FTSE emerging market reclassification in September 2026, with ACBS projecting net foreign buying of approximately USD 128 million across 19 eligible stocks. VIC leads with an estimated USD 60 million inflow, followed by VHM at USD 19 million, signaling positive sentiment for large-cap and select mid-cap names.

ACBS estimates 19 Vietnamese stocks will be added to the FTSE Global Equity Index Series after Vietnam's market upgrade in September 2026, triggering net foreign buying of approximately $128.2 million. VIC and VHM are expected to receive the largest inflows, at $60 million and $19 million respectively, with Vingroup ecosystem stocks accounting for 67.7% of total estimated net purchases.

Foreign investors unexpectedly net bought nearly VND 1,400 billion (~$55.4 million) on HOSE on July 10, 2026, with strong buying in Real Estate and Food & Beverage stocks, notably VIC and VNM, while selling Banking stocks. The VN-Index fell 12.36 points to 1,828.34 amid low liquidity, but foreign buying provided a partial offset.

Foreign investors net bought nearly VND 1,400 billion on HoSE on July 10, driven by a massive VND 1,600 billion purchase in VIC. Excluding VIC, the group still net sold hundreds of billions. Net selling was seen on HNX and net buying on UPCoM.

The State Bank of Vietnam will not count loans for 18 projects by Vingroup, Masterise, and Sun Group against banks' credit room, freeing up VND 752 trillion in potential lending. The policy aims to accelerate infrastructure and real estate projects deemed critical for economic growth, directly benefiting VIC, VHM, and VRE.