VN-Index extended its recovery (VN-Index +0.39%)

• • VN-Index opened higher in the first trading session of 3Q2026 as investor sentiment improved following quarter-end portfolio rebalancing, with large-cap stocks continuing to attract buying interest.
  • During the morning session, Financial and Energy stocks led the market, supported by gains in VPB (+2.59%), TCB (+2.39%), HDB (+2.90%), BSR (+5.38%) and PVD (+1.98%). Meanwhile, Real Estate stocks remained under pressure as VHM (-2.04%), VIC (-1.32%) and VPL (-1.78%) weighed on the index.
  • In the afternoon, the market traded sideways after early gains as selling pressure emerged. However, continued strength in Information Technology, Energy and Consumer Staples stocks helped the VN-Index maintain its positive momentum through the close.
  • Market breadth ended with 195 advancers, 121 decliners, and 58 unchanged stocks.
  • Market liquidity declined by 11.4% to VND 17.2 trillion on HOSE. VN-Index closed at 1,867.21 points (+0.39%).

VN30 outperformed as buying interest returned to blue chips (VN30 +0.88%)

• • The basket recorded 21 advancers, 8 decliners, and 1 unchanged stock.
  • BSR (+5.38%), FPT (+3.85%), HDB (+2.90%) and VPB (+2.59%) were among the top gainers, providing the main support for the VN30 Index.
  • VHM (-2.04%), VPL (-1.78%) and VIC (-1.32%) were the largest decliners, limiting further upside for the index.

Sectors and stocks daily highlights

• • Corporate actions: MBB (+2.18%), BSR (+5.38%) and NCT (0.00%) announced cash dividend schedules. MBB will pay a 10% cash dividend (VND 8.1tn), BSR a 3% cash dividend (VND 1.5tn), while NCT approved an 80% cash dividend (VND 8,000/share, nearly VND 209bn).
  • Strategic updates: TCB (+2.39%) approved a VND 2.4tn capital injection into Techcom Life to strengthen its insurance ecosystem, while DPM (+0.43%) released its 2025 Sustainability Report, highlighting new ESG targets and its first Scope 3 emissions disclosure.
  • Foreign investors recorded a net buy value of VND 338.59 billion. VPB (+2.59%) was the most actively net-bought stock, while VHM (-2.04%) was the only significant net-sold stock.

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Jul_01_2026__Daily_Recap_Report_EN

7月1日ベトナム証券市場ニュース_JP