VN-Index advanced on blue-chip strength (VN-Index +1.39%)

• • The VN-Index opened on a strong note, in contrast to the cautious trading seen in the previous session.
  • During the morning session, Real Estate led sector performance, largely driven by VIC (+4.74%) and VHM (+2.45%). The strength was not broad-based within Real Estate, as several other property stocks declined. Other major sectors showed limited momentum. Banking remained relatively resilient, supported by VIB (+2.38%) and VPB (+3.15%).
  • In the afternoon session, buying momentum strengthened, with capital flows increasingly concentrated in blue-chip stocks. VIC (+4.74%) remained the key index driver, while STB (+3.76%), VPB (+3.15%), and TCX (+2.54%) also posted solid gains.
  • Market breadth ended with 128 advancers, 176 decliners, and 74 unchanged stocks.
  • Market liquidity decreased by 4.38% from the previous session to VND 16,700 billion. The VN-Index closed at 1,853.08 points (+1.39%).

VN30 acted as the key market drivers (VN30 +1.19%)

• • The basket recorded 18 gainers, 7 decliners, and 5 unchanged stocks.
  • VIC (+4.74%), STB (+3.76%), and VPB (+3.15%) were the top gainers.
  • On the downside, SSB (-4.38%), VJC (-0.88%), and GVR (-0.63%) were among the notable decliners.

Sectors and stocks daily highlights

• • Thanh Thanh Cong – Bien Hoa – SBT (+0.66%) is undergoing an ownership restructuring, with TTC Investment registering to divest its entire 15.2% stake and board member Huynh Bich Ngoc planning to substantially reduce her direct ownership. Meanwhile, Chairwoman Dang Huynh Uc My registered to increase her stake from 11.87% to 13.09%.
  • Seaprodex – SEA (+5.25%) drew attention after SCIC announced plans to auction its entire 63.38% stake at a starting price of approximately VND107,400/share, around 38% above the current market price. SEA has surged approximately 50% over the past month amid expectations surrounding the State divestment.
  • Foreign investors recorded net buying of VND 93.86 billion. VIC (+4.74%) VHM (+2.45%) and MCH (+0.00%) attracted notable net foreign buying interest, while DXG (+0.00%) faced the most significant net selling pressure.

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Sep_04_2026__Daily_Recap_Report_EN

9月4日ベトナム証券市場ニュース_JP