HCM

Foreign investors were net sellers of 1,129.9 billion VND (~$45.2 million) on the Vietnamese stock market, with buying concentrated in Real Estate and Basic Resources sectors (e.g., VIC, SSI, HPG) and selling focused on the Information Technology sector (e.g., FPT, HCM).

VN-Index rose 19.18 points (1.07%) to 1,819.83, driven almost entirely by Vingroup stocks (VIC +6.9%, VHM +4.5%), while market breadth was negative with 105 gainers vs 213 losers. Foreign investors were net sellers of 1,185.49 billion VND (~$47.4M USD), heavily selling FPT and VHM but buying VIC, SSI, and HPG.

Foreign investors were net sellers of approximately 1,161 billion VND (~$46.44 million) on the market, with heavy net buying of VIC and SSI but strong net selling of FPT and VHM.

Foreign investors were net sellers of VND 123.2 billion (~USD 4.93 million) on the Vietnamese stock market, with notable net buying in Food & Beverage and Securities sectors, and net selling in Banking. Individual investors were strong net buyers of VND 1,237.3 billion.

The Vietnamese stock market experienced a normal correction after a strong previous session, with the VN-Index falling 1% due to geopolitical caution and profit-taking. While blue-chips generally declined, small real estate stocks showed impressive resilience and positive performance against the trend.

HNX and UPCoM brokerage market shares saw significant shifts in Q1/2026, with the top 10 firms increasing their overall market share. While some major players like VPS strengthened their lead, others like VNDIRECT and Vietcap experienced notable changes in their rankings across both exchanges.

Domestic institutions and proprietary traders were net buyers, while foreign and individual investors were net sellers on a day of low liquidity. The VN-Index saw a slight gain amidst mixed sector performance, with the market anticipating FTSE Russell's potential upgrade announcement.

The Vietnamese stock market recorded its lowest liquidity in 10 months, with total transaction value significantly down and foreign investors continuing net selling. Despite this, the VN-Index saw a slight recovery, and analysts view the low liquidity as a potential sign of 'supply exhaustion' leading to a market rebound.

Vietnamese ETFs and foreign investors experienced significant net outflows of over 1.2 trillion VND last week, with major funds like VFMVN Diamond ETF seeing large withdrawals and impacting stocks such as MWG, FPT, and TCB. Despite these short-term outflows, the market anticipates a positive outcome from FTSE Russell's interim review tonight, potentially leading to substantial passive fund inflows from September 2026.