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The VN-Index rose over 19 points to close near 1,820, led by Vingroup stocks hitting new all-time highs, while foreign investors were net sellers of over VND 1,100 billion.
The VN-Index rose to 1,800 points, driven by strong gains in Vingroup-related stocks (VIC, VHM, VRE, VPL), while the broader market saw more declining stocks than gainers, with pressure in banking, real estate, energy, and steel sectors.
Vinhomes (VHM) targets a record 50 trillion VND net profit for 2026, a 15% increase, driven by major project launches like Hạ Long Xanh and Vinhomes Cần Giờ. Sunshine Group (KSF) plans a 33% rise to 15 trillion VND pre-tax profit, while firms like Taseco (TAL) and Khang Điền (KDH) project growth up to 373% and 44%, respectively, highlighting a sharp divergence in the competitive real estate landscape.
Khang Dien House (KDH) faces potential removal from the VN-Diamond index due to its foreign ownership limit (FOL) ratio falling below the required 65%, which could trigger ETF selling of over 4 million shares. BSC forecasts this would place KDH on a watchlist with a 50% weighting cut, while FPT, MBB, and TCB are expected to see increased ETF buying due to higher index weightings.
The Vietnamese National Assembly is debating a proposed amendment to the Notarization Law that would mandate notarization for real estate deposit contracts, a change currently not required by law. While some argue it protects parties, others warn it could disadvantage sellers and create market inefficiencies.
Ho Chi Minh City's leadership outlined key post-election tasks, focusing on resolving land-related issues, accelerating major infrastructure projects, and developing a special urban law to boost socio-economic development.
On April 10th, the Vietnamese stock market maintained its positive momentum with VN-Index increasing over 17 points, led by strong performance in the energy, finance, and real estate sectors. Foreign investors were net buyers, focusing on TCB and HPG, while the information technology and some healthcare stocks saw declines.
Individual investors net bought 2.2 trillion VND while foreign investors net sold 2.47 trillion VND, leading to a market correction with the VN-Index dropping nearly 20 points. Despite the decline, trading volume was low, indicating no panic selling, with funds rotating into small/medium-cap real estate and banking stocks.
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 VN-Index recorded a historic 79-point surge, its largest absolute gain ever, driven by strong buying demand and positive news regarding a potential market upgrade by FTSE Russell and easing Middle East tensions. This broad market rally saw significant gains across major sectors like securities, banking, real estate, and oil & gas, with liquidity doubling.
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 VN-Index fell for a third consecutive session, closing down 9 points amidst broad market declines and low liquidity, with significant selling pressure observed in oil & gas, fertilizer, securities, and real estate sectors. Investor caution is high, and foreign investors continued net selling.
Mirae Asset projects KDH will be put on a watchlist for removal from the VN-Diamond index due to failing foreign ownership limit requirements, leading to a 50% reduction in its weight. Conversely, FPT's weight in the index is projected to increase to 15% due to adjusted capitalization limits, despite recent foreign selling pressure.
HCMC apartment prices rose 11.8% in Q1 to an average of VND97 million/sqm, driven by high-end segment dominance and infrastructure development. While transactions increased year-on-year, they fell significantly quarter-on-quarter, indicating liquidity challenges despite the persistent upward price trend.
BSC forecasts that Khang Dien House (KDH) faces risk of being placed on the watchlist for removal from the VN-Diamond Index in Q1/2026 due to its FOL ratio failing to maintain the minimum 65% threshold, potentially leading to ETF 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: 2026-04-19T14:00:19Z.