Update news on Oct, 30 2026
30-10-2026

VN-Index declined amid broad-based selling pressure (VN-Index -0.80%)

    • The VN-Index opened lower as selling pressure persisted from the previous session.
    • During the morning session, selling pressure intensified throughout the morning. Real Estate and Banking stocks led the downturn, particularly VIC (+0.00%), VHM (+1.45%), NVL (0.48%) and TCB (-3.36%). Meanwhile, SAB (+0.24%), VJC (+0.00%) and HPG (-0.94%) provided support.
    • In the afternoon, the VN-Index recovered partially, supported by a rebound in Real Estate stocks, including VIC (+0.00%), VHM (+1.45%), and DXG (+2.23%), alongside gains in Energy stocks such as GAS (+2.63%). Nevertheless, selling pressure remained widespread, particularly in Banking stocks, with VCB (-1.57%), TCB (-3.36%), and MBB (-2.03%) recording sharp declines.
    • Market breadth recorded with 72 advancers, 253 decliners, and 49 unchanged stocks.
    • Market turnover increased by 1.16% from the previous session to VND 14.67 trillion. VN-Index closed at 1,741.62 points (-0.80%).

VN30 underperformed amid widespread blue-chip weakness (VN30 -1.18%)

    • The basket recorded 3 gainers, 23 decliners, and 4 unchanged stocks.
    • GAS (+2.63%), VHM (+1.45%) and SAB (+0.24%) led the gainers.
    • On the flip side, SSB (-3.53%), TCB (-3.36%), and LPB (-3.22%) were the most notable decliners.

Sectors and stocks daily highlights

    • KOS (+6.84%): Rebounded to its ceiling price on October 30, 2026, following 29 consecutive floor-price sessions. Trading activity surged, with shares equivalent to more than 34% of the company’s outstanding stock changing hands, signaling exceptionally heavy turnover after the prolonged sell-off.
    • SAB (+0.24%): Announced a 30% cash dividend (VND3,000/share), with December 29, 2026 as the record date and February 2, 2027 as the payment date. The total payout is estimated at VND3.85tn, including VND2.06tn to major shareholder Vietnam Beverage.
    • Foreign investors recorded net selling of VND 628.57 billion. VIC (+0.00%) and TCB (-3.36%) faced the heaviest net selling, while no stocks attracted notable net foreign 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.

Oct_30_2026__Daily_Recap_Report_EN

10月30日ベトナム証券市場ニュース_JP