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.
Vietnamese corporate executives are actively buying/selling shares amid market volatility, reflecting both confidence in company performance improvements and personal financial restructuring.
Taseco Land (TAL) plans to invest VND 125 billion for a 50% stake in a new industrial infrastructure company in Bac Ninh, with capital from business operations and a 90-day funding window. This expansion coincides with the planned dissolution of its subsidiary Taseco Hải Phòng, signaling a strategic portfolio shift toward industrial real estate.
AAV Group (AAV) board member Phạm Quang Khánh registered to sell 15 million shares, potentially reducing his stake from over 23.5% to about 1.8% and raising VND 117B, while Vinasun (VNS) board member Lê Hải Đoàn registered to buy 4.9 million shares to increase his stake to 13.56%. The AAV sale coincides with the stock's recent 8.97% decline and potential delisting risk due to consecutive losses, highlighting divergent insider sentiment in Vietnam's real estate and transportation sectors.