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Foreign investors were net sellers of 4,497.4 billion VND (~$179.9 million) last week, with net selling of 1,069.2 billion VND via matched orders. Net buying was concentrated in Real Estate and Basic Resources sectors (e.g., VIC, HPG), while net selling focused on Information Technology (e.g., FPT, BID).
Gemadept (GMD) fully divested its 26.56% stake in Food Union Corporation (FCC) for VND 51 billion on April 10, 2026, exiting a non-core affiliate that has ceased core operations and is preparing to delist. The transaction transfers ownership to two individual investors and provides GMD with liquidity from an asset with limited strategic fit.
Securities proprietary trading desks were net buyers of 614 billion VND on HOSE, with SHB being the most heavily bought stock at 539 billion VND, while foreign investors were net sellers of approximately 1,161 billion VND.
Ho Chi Minh City proposes waiving port infrastructure fees for three years to reduce business costs amid rising fuel prices and market challenges, aiming to boost competitiveness against nearby provinces.
Ho Chi Minh City plans to exempt port infrastructure fees for three years, starting from April, to support businesses facing rising costs. This policy is expected to reduce logistics expenses by an estimated 7,170 billion VND over the period, aiding business recovery and stability.
Ho Chi Minh City is accelerating a project to develop its marine economy into a national hub, focusing on maritime logistics, energy, and marine tourism/urban development. This long-term strategic plan, involving significant coastal expansion, aims for sustainable, international-standard growth and is slated for government submission in 2026.
The Vietnamese government presented its 2026-2030 socio-economic development plan to the National Assembly, targeting over 10% average GDP growth and $8,500 per capita GDP by 2030. The plan outlines 11 key task groups focusing on institutional reform, macroeconomic stability, infrastructure development, and digital transformation.
Ho Chi Minh City is facing delays in the groundbreaking of two out of three major port projects by April 30, 2026, due to legal and procedural hurdles. Only the Cái Mép Gemadept - Terminal Link (phase 2) project is ready for groundbreaking, while authorities are pushing to resolve issues for the others.
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.
Vietnam's Q1 exports grew strongly, but maintaining this momentum is challenging due to rising fuel, transport, and input costs caused by the Middle East conflict. This has led to higher selling prices, reduced new export orders, and calls for government support for affected businesses.
Gasoline prices in Vietnam have significantly dropped, with RON95 falling 1.63% and E5 RON92 down 2.71%, attributed to a global market downturn following a US-Iran ceasefire agreement. Domestic fuel supply is secured through April by local refineries and imports despite ongoing Middle East conflicts.
The EIA warns that global oil prices, specifically Brent crude, are expected to remain high at an average of $96 this year, despite a potential ceasefire and reopening of the Strait of Hormuz, due to persistent supply disruption concerns and the time needed for full recovery of oil flows. This forecast suggests sustained high fuel costs for consumers and businesses globally, impacting sectors like aviation and logistics.
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.
Gemadept (GMD) and strategic partner CMA CGM have broken ground on the 6,000B VND (~$240M) second phase of the Gemalink deep-water container port, with completion targeted for Q4 2027. The expansion will raise total project investment to over 13,700B VND and annual capacity to 3 million TEUs, positioning the port as a key regional transshipment hub within the Cái Mép - Thị Vải cluster.
Foreign investors were net buyers of 195 billion VND (approx. $7.8 million) across the Vietnamese market on April 14, with strong net buying in Vingroup (VIC) and Hoa Phat Group (HPG), while FPT saw the largest net selling.
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所有信息仅供参考，不构成投资建议。过往表现不代表未来收益。数据来源于越南公开市场信息。
最后更新: 2026-04-19T14:01:43Z.