VN-Index fell late on increased selling (VN-Index -1.16%)

• VN-Index opened with slight gains today but turned downward, reflecting investors’ wait-and-see sentiment ahead of the upcoming holiday period.
• The market sentiment was prone to selling due to the index being in a high price range, leading to a broad sell-off across various sectors.
• Contrary to recent trends, large-cap stocks declined while small and mid-cap stocks posted gains. Liquidity remained subdued, following the pattern of the previous day.
• Market breadth recorded 161 advancers, 136 decliners, and 70 unchanged stocks.
• Liquidity increased by 8.8% to VND 21.1 trillion.

VN30 led the market’s decline (VN30 -0.91%)

• The basket recorded 13 gainers, 11 decliners, and 6 unchanged stock.
• VIC (-5.10%) and VHM (-3.31%) experienced significant declines.
• On the other hand, VRE (+4.87%) and LPB (+3.73%) saw substantial gains.

Sectors and stocks daily highlights

• PC1 (-6.46%) dropped sharply for the fourth consecutive session. Selling pressure persists as investors reacted negatively to the company’s 2026 full-year targets, which set revenue at VND 15,618 billion (+19% YoY) but projected net profit at only VND 1,056 billion (-22% YoY).
• VHM (-3.31%) announced its 1Q2026 results, reporting consolidated net revenue of VND 65,114 billion (+315% YoY) and consolidated net profit of VND 25,625 billion (+866% YoY). The company has achieved approximately 43% of its 2026 profit plan.
• Foreign investors recorded net selling of VND 1,342.8 billion today. VIC (-5.10%) and PC1 (-6.46%) led the net outflows, while VRE (+4.87%) stood out on the net buying side.

—————————————————————————————————–

【Disclaimer】
This material has been prepared by Japan Securities Co., Ltd. (“JSI”) for the sole purpose of providing relevant information to investors. While JSI has made reasonable efforts to ensure the accuracy and completeness of the information contained herein, no representation or warranty, express or implied, is made as to its accuracy, completeness, or reliability. JSI accepts no liability for any errors or omissions, nor for any loss or damage arising from the use of this material. Investing in securities involves risks. Investors should carefully consider their investment objectives and risk tolerance before making any investment decisions.

This document is provided for informational purposes only and does not constitute an offer or solicitation to buy or sell any securities mentioned herein in any jurisdiction. This report is confidential and intended solely for the recipient. It may not be reproduced, redistributed, or transmitted, in whole or in part, in any form or by any means, without the prior written consent of JSI.

For U.S. Persons Only:

Research report is a product of JSI under Marco Polo Securities 15a-6 chaperone service which is the employer of the research analyst(s) who has prepared the research report. The research analyst(s) preparing the research report is/are resident outside the United States (U.S.) and are not associated persons of any U.S. regulated broker-dealer and therefore the analyst(s) is/are not subject to supervision by a U.S. broker-dealer, and is/are not required to satisfy the regulatory licensing requirements of FINRA or required to otherwise comply with U.S. rules or regulations regarding, among other things, communications with a subject company, public appearances and trading securities held by a research analyst account.

Research reports are intended for distribution by only to “Major Institutional Investors” as defined by Rule 15a-6(b)(4) of the U.S. Securities and Exchange Act, 1934 (the Exchange Act) and interpretations thereof by U.S. Securities and Exchange Commission (SEC) in reliance on Rule 15a 6(a)(2). If the recipient of this report is not a Major Institutional Investor as specified above, then it should not act upon this report and return the same to the sender. Further, this report may not be copied, duplicated and/or transmitted onward to any U.S. person, which is not the Major Institutional Investor. In reliance on the exemption from registration provided by Rule 15a-6 of the Exchange Act and interpretations thereof by the SEC in order to conduct certain business with Major Institutional Investors, JSI has entered into a chaperoning agreement with a U.S. registered broker-dealer, Marco Polo Securities Inc. (“Marco Polo”).

Transactions in securities discussed in this research report should be effected through Marco Polo or another U.S. registered broker dealer.

Regulatory Information:

Japan Securities Co., Ltd. is a licensed securities firm regulated by the State Securities Commission (SSC) of Vietnam under Registration Number 129/GP-UBCK. JSI is a member of the Vietnam Stock Exchange (VNX), the Hanoi Stock Exchange (HNX), the Ho Chi Minh Stock Exchange (HOSE), and the Vietnam Securities Depository and Clearing Corporation (VSDC). Its registered office is located at Suite 701, Tower 1, Capital Place, 29 Lieu Giai, Ngoc Ha Ward, Hanoi, Vietnam.

April,_29_2026__Daily_Recap_Report_EN

4月29日ベトナム証券市場ニュース_JP