VN-Index fell as large caps weigh on the market (VN-Index -0.64%)

• • The Index opened under selling pressure amid thin trading liquidity and a lack of significant market drivers as Q3 earnings results were already priced in.
  • In the morning, the decline widened, led by the Real Estate and Financial sectors. Notable decliners included VIC (-0.04%), VHM (-2.74%), TCX (-1.72%), VCK (-1.92%), and SSI (-2.45%).
  • In the afternoon, the market trimmed its late losses as VIC and small/mid-cap stocks recovered, though the Index still closed in negative territory.
  • Market breadth was negative, with 129 advancers, 187 decliners, and 58 unchanged stocks.
  • Market turnover decreased by 26.45% from the previous session to VND 13.8 trillion. The VN-Index closed at 1,714.32 points (-0.64%).

VN30 dominated by sellers (VN30 -0.88%)

• • The basket recorded 7 gainers, 20 decliners, and 3 unchanged stocks.
  • MCH (-2.93%), VHM (-2.74%), and SSI (-2.45%) declined.
  • On the other hand, VPB (+0.91%), ACB (+0.74%), and SAB (+0.47%) posted modest gains.

Sectors and stocks daily highlights

• • NVL (+1.94%) projects revenue of VND 516,829 billion and profit of VND 188,313 billion from its portfolio of ongoing projects until 2030, with 2028–2030 expected to be the peak period.
  • SMC (+0.10%) announced that its Board of Directors passed a resolution to dismiss Mr. Nguyen Quang Trung from the General Director position following his resignation on November 5th, alongside approving the dismissal of the Deputy General Director.
  • Foreign investors recorded net selling of VND 799.50 billion. HPG (-1.42%) faced heavy net selling pressure, while no stock attracted significant 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.

Nov_09_2026__Daily_Recap_Report_EN

11月9日ベトナム証券市場ニュース_JP