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Domestic institutional investors were net sellers of 469.3 billion VND (approx. $18.77 million) today, while foreign investors were net buyers of 47.6 billion VND (approx.
VPS Securities (VCK) completed a VND 9,131B capital increase via a bonus share issuance, raising its charter capital to VND 24,349B. This is part of a broader VND 24,300B capital raise by four securities firms, including DSE, VCI, and OCBS, aimed at strengthening balance sheets in anticipation of Vietnam's potential reclassification by FTSE from Frontier to Secondary Emerging market.
Foreign investors are showing strong net buying on HOSE for the third consecutive session, with March seeing the highest number of new foreign institutional accounts in four years, signaling potential 'front-running' ahead of a market upgrade. This capital inflow is concentrated in key large-cap stocks, contributing to a positive market sentiment despite mixed overall index performance.
The VN-Index experienced a significant decline on April 9th, dropping nearly 20 points, with major pressure from large-cap stocks in banking, securities, and Vingroup, alongside substantial foreign net selling. Despite some positive movements in select real estate stocks, the overall market sentiment was negative, reflecting a cool-down after a previous explosive day.
Vietnam recorded a record 345,979 new domestic investor accounts in March, surpassing the government's 2030 target, while foreign investors also opened 427 new accounts. Despite this strong investor interest, the VN-Index fell by 10.95% in March, accompanied by significant foreign net selling and increased trading liquidity.
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.
Vietnam's stock market is experiencing euphoria after FTSE Russell confirmed its upgrade to Secondary Emerging Market by September 2026, expected to attract billions in foreign capital. This, coupled with easing geopolitical tensions, is seen as a long-term positive for the market, especially the VN30 and securities sector.
The VN-Index recorded a historic 4.71% gain with 45 stocks hitting the ceiling across all exchanges, driven by aggressive buying and a 44% surge in daily liquidity, signaling a strong return of large capital. Securities and real estate sectors were particularly strong, with many blue-chips also reaching their daily limits.
The VN-Index and HNX-Index showed strong breakouts and reversals in the morning session of April 8th, with increased trading volume and positive technical signals. Specific stocks like CTG and VCI also displayed optimistic investor sentiment and positive short-term recovery prospects based on technical indicators.
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.
FTSE Russell has confirmed Vietnam's reclassification from Frontier to Secondary Emerging market status, effective September 2026, along with a detailed 4-tranche roadmap for inclusion into FTSE GEIS indices by September 2027. A reference list of 32 potential stocks, including major large-caps, was also released.
The Vietnamese securities sector experienced a strong late-session rally, fueled by anticipation of an upcoming market upgrade announcement, offering a signal of hope despite low overall liquidity and geopolitical concerns. This development is expected to bring certainty to the upgrade timeline and attract future fund inflows.
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.
Securities stocks experienced an unexpected and explosive surge in the afternoon session, with many tickers seeing strong gains and high liquidity, potentially driven by anticipation of the upcoming FTSE market upgrade review. This positive development brought a glimmer of hope amidst an overall low-liquidity market.
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.
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Information provided for educational purposes only. Past performance does not guarantee future results. Data sourced from public Vietnamese market feeds.
Last updated: 2026-04-19T11:59:38Z.