VN-Index extended losses (VN-Index -1.77%)
-
- The VN-Index opened lower as selling pressure carried over from the previous session.
- During the morning session, selling pressure intensified, led by Banking stocks, particularly VPB (-6.10%) and VCB (-4.80%). Weakness in FPT (-4.74%) and MWG (-2.16%) further weighed on market sentiment, while VIC (+0.41%) provided selective support. Meanwhile, KOS (+6.90%) extended its rebound, reaching the ceiling price for the second consecutive session.
- In the afternoon, selling pressure pushed the VN-Index to an intraday low before a late-session rebound, supported by VIC (+0.41%), VJC (+0.53%), and a recovery in CTG (-1.82%). Nevertheless, losses remained widespread, particularly among Banking and other large-cap stocks, with VCB (-4.80%), FPT (-4.74%), and GVR (-6.88%) recording sharp declines.
- Market breadth recorded with 46 advancers, 281 decliners, and 47 unchanged stocks.
- Market turnover increased by 26.61% from the previous session to VND 18.57 trillion. VN-Index closed at 1,710.72 points (-1.77%).
VN30 faced broad-based selling pressure (VN30 -2.28%)
-
- The basket recorded 2 gainers, 27 decliners, and 1 unchanged stock.
- VJC (+0.53%) and VIC (+0.41 %) led the gainers.
- On the flip side, GVR (-6.88%), VPB (-6.10%), and VCB (-4.80%) were the most notable decliners.
Sectors and stocks daily highlights
-
- DVV (DatVietVAC): Announced plans to distribute a 25% cash dividend (VND2,500/share), totaling approximately VND278.5bn, following its HOSE debut on November 2, 2026. The company reported 9M26 NPAT of VND246bn (+6% YoY), achieving 59% of its FY26 target of VND420bn. Management anticipates stronger Q4 earnings, supported by concert activities, artist commercialization, and IP monetization, while targeting annual cash dividends of at least 15% through 2030.
- VNM (-1.58%): Reported Q3/2026 net revenue of VND18.47tn (+9% YoY) and NPAT of VND2.96tn (+18% YoY), with gross margin remaining stable at 41.4%. For 9M26, revenue rose nearly 15% YoY to VND53.46tn, while NPAT surged over 30% YoY to VND8.61tn, fulfilling approximately 88% of its FY26 profit target.
- Foreign investors recorded net selling of VND 521.54 billion. Banking sector faced heavy selling, including MBB (-2.85%), VCB (-4.80%), ACB (-3.33%), STB (-1.81%), 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.
