VN-Index pulled down by large-caps (VN-Index -0.84%)

• • The VN-Index opened with a mixed performance across sectors, trading in a range-bound manner.
  • In the morning session, the index traded in positive territory, supported by gains in the Banking sector, GEE (+6.62%), and GEX (-0.20%).
  • In the afternoon session, while mid- and small-cap stocks advanced, declines in large-caps weighed on the overall market, pushing the index down towards the close. Vingroup-related stocks pulled back notably, including VIC (-3.20%), VHM (-1.73%), and VPL (-3.18%).
  • Market breadth ended with 133 advancers, 174 decliners, and 62 unchanged stocks.
  • Market turnover increased by 36.6% from the previous session to VND 17.7 trillion. The VN-Index closed at 1,801.65 points (-0.84%).

VN30 finished lower amid dominant selling pressure (VN30 -0.53%)

• • The basket recorded 8 gainers and 22 decliners.
  • VIC (-3.20%), VPL (-3.18%), SSB (-1.91%), and VHM (-1.73%) were among the decliners.
  • Conversely, Banking stocks advanced, led by TCB (+2.63%), LPB (+2.16%), and HDB (+1.63%).

Sectors and stocks daily highlights

• • F88 (-2.56%) successfully raised over VND 833.5 billion, representing 83.4% of its 2026 public bond issuance plan (totaling VND 1 trillion). The proceeds are expected to be allocated to core business operations in support of its 2026–2030 growth strategy.
  • DCM (+1.62%) held its Extraordinary General Meeting of Shareholders, announcing a target revenue of VND 35 trillion by 2030 and plans to expand from its traditional fertilizer business into industrial gases, chemicals, and biotechnology sectors.
  • Foreign investors recorded net selling of VND 1,127.9 billion. VPB (-0.71%), ACB (-0.91%), and VHM (-1.73%) faced the strongest net foreign selling pressure, while no tickers attracted notable net buying interest.

—————————————————————————————————–
【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.

Sep_23_2026__Daily_Recap_Report_EN
9月23日ベトナム証券市場ニュース_JP