• • The VN-Index opened under selling pressure, falling during the opening session, before gradually recovering toward the reference level.
  • In the morning session, the VN-Index fluctuated around the reference level amid weak liquidity and mixed blue-chip performance with Oil & Gas, Chemicals, Mining, and Food stocks outperforming, while Banking, Securities, Retail, and Real Estate faced selling pressure. Meanwhile, mid- and small-cap stocks showed relative strength, namely ANV (+6.88%), PVT (+4.63%), DBC (+2.96%), and PLX (+2.49%).
  • In the afternoon session, selling pressure intensified, particularly among Banking and Vingroup-related stocks, pushing the VN-Index deeper into negative territory. SHB (-6.94%), VHM (-3.38%), LPB (-3.21%), and VIC (-0.87%) weighed heavily on the market, while GAS (+4.59%) provided some support.
  • Market breadth ended almost balanced, with 122 advancers, 190 decliners, and 56 unchanged stocks.
  • Market turnover increased by 4.23% from the previous session to VND 15,883 billion. The VN-Index closed at 1,738.97 points (-0.82%).

VN30 declined amid widespread selling pressure (VN30 -0.91%)

• • The basket recorded 8 gainers and 21 decliners, and 1 unchanged stock.
  • GAS (+4.59%), VPL (+0.88%), and BSR (+0.79%) led the gains.
  • On the downside, SHB (-6.94%), VHM (-3.38%), and LPB (-3.21%) were the steepest decliners.

Sectors and stocks daily highlights

• • DRH (-6.56%) faced trading suspension from October 12 after three consecutive floor-price sessions to October 7, reflecting mounting regulatory concerns over delayed financial disclosures. The stock also risks mandatory delisting if the company fails to submit its audited FY2025 financial statements by year-end 2026.
  • KSV (+10.00%) announced a 30% interim cash dividend for 2026 (VND3,000/share), with an estimated total payout of VND900bn. The record date is October 26, with payment scheduled for November 11. In 1H26, the company reported NPAT of VND2.43tn (approximately 3x YoY), while PBT exceeded its full-year target by 49%
  • Foreign investors recorded net selling of VND 370.97 billion. TCB (-1.24%), HDB (-0.36%) and PNJ (-3.44%) faced notable net foreign selling pressure, 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_08_2026__Daily_Recap_Report_EN

10月8日ベトナム証券市場ニュース_JP

• • The VN-Index opened above the reference level, but buying activity remained cautious, reflecting hesitant market sentiment.
  • In the morning session, selling pressure remained dominant, leaving market breadth skewed toward decliners. Trading activity was mainly concentrated in the Retail, Banking and Real Estate sectors, although performance remained mixed. The VN-Index was weighed down primarily by large-cap stocks, while GVR (+3.66%), MCH (+1.21%), and BSR (+2.09%) provided some support.
  • The index gradually recovered from its intraday lows as buying demand improved, although liquidity fell and selling pressure remained on Vingroup stocks such as VIC (-0.86%) and VHM (-1.45%), as well as Banking stocks. The market was volatile, with strong buying and selling pressure among large-cap stocks.
  • Market breadth ended almost balanced, with 150 advancers, 151 decliners, and 64 unchanged stocks.
  • Market turnover decreased by 22.23% from the previous session to VND 15.23 trillion. The VN-Index closed at 1,753.39 points (-0.32%).

VN30 closed slightly lower (VN30 -0.24%)

• • The basket recorded 11 gainers and 19 decliners, with no unchanged stocks.
  • MSN (+4.44%), GVR (+3.66%), and VIB (+2.96%) led the gains.
  • On the downside, LPB (-4.33%), VRE (-2.31%), and TCX (-2.27%) were the steepest decliners.

Sectors and stocks daily highlights

• • CAR (+9.96%) extended its ceiling-price rally. The company stated that its recent share-price surge was driven by market supply and demand rather than any undisclosed material information. CAR had recorded multiple consecutive ceiling sessions, despite being placed on the non-margin trading list in September.
  • HDB (+0.18%) ranked second for operating performance among the 50 largest listed banks in Southeast Asia in S&P Global Market Intelligence’s 2025 ranking, and ranked highest among Vietnamese banks. HDBank posted ROAE of 26.11% and CIR of 27.13%, both among the strongest in the peer group.
  • Foreign investors recorded net selling of VND 900.49 billion. PNJ (-6.20%) and TCB (-0.46%) faced notable net foreign selling pressure, 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_07_2026__Daily_Recap_Report_EN

10月7日ベトナム証券市場ニュース_JP

* Prepared by JSI, illustrated and narrated by AI tools.

• • The index openly traded above the reference level, but buying activity remained cautious, reflecting a relatively hesitant market sentiment.
  • During the morning session, selling pressure intensified, sending the index lower rapidly. By the end of the session, sellers had clearly taken control, with declines spreading across the Bank, Real Estate, and Oil & Gas sectors, despite the latter showing positive performance earlier in the session.
  • The afternoon session saw a sharp increase in liquidity, with strong buying pressure lifting the index back above the reference level. The recovery was led by strong gains in stocks such as VIC (+0.00%), VHM (+1.02%), VPL (+4.25%), and MWG (+2.15%).
  • Market breadth ended with 127 advancers, 177 decliners, and 64 unchanged stocks.
  • Market turnover increased by 45.02% from the previous session to VND 19,579 billion. The VN-Index closed at 1,759 points (+0.34%).

VN30 closed on a positive note, recording a gain (VN30 +0.23%)

• • The basket recorded 17 gainers, 7 decliners, and 6 unchanged stocks.
  • VPL (+4.25%), TCX (+2.88%), BSR (+2.30%), and MWG (+2.15%) led the gainers.
  • Conversely, SSB (-3.72%) was the most notable decliner, followed by FPT (-2.42%), ACB (-1.90%), and SHB (-0.90%).

Sectors and stocks daily highlights

• • VIB (+0.75%) has successfully raised $285 million in international syndicated capital, marking the first step in its plan to reach $1 billion in international capital by 2026 to support its growth strategy.
  • NVL (-1.42%) Novaland asserts that the circulating information about “bankruptcy” and “inability to operate” is inaccurate and requests its removal, while reserving its legal rights. Novaland commits to transparent, consistent, and compliant information disclosure to all stakeholders.
  • Foreign investors recorded net selling of VND 2,618.83 billion. There is no ticker attracted the strongest net foreign buying interest, while HDB (+0.00%), VJC (+0.00%), and PNJ (-6.93%) faced notable net foreign selling pressure.

—————————————————————————————————–
【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_06_2026__Daily_Recap_Report_EN

10月6日ベトナム証券市場ニュース_JP

• • The VN-Index opened higher with broad-based buying following easing US rate hike expectations and strong macroeconomic data announcements.
  • During the morning session, large-cap stocks such as VIC (+3.57%), HPG (+2.24%), and LPB (+6.97%) led the gainers, while small- and mid-cap stocks trended lower.
  • In the afternoon session, trading activity remained muted and liquidity stayed low, with the market closing today’s session while maintaining its morning gains.
  • Market breadth ended with 162 advancers, 155 decliners, and 49 unchanged stocks.
  • Market turnover decreased by 25.33% from the previous session to VND 13.33 trillion. The VN-Index closed at 1,753.20 points (+0.89%).

VN30 led the market rally (VN30 +0.98%)

• • The basket recorded 15 gainers and 15 decliners.
  • LPB (+6.97%) surged to its upper limit, followed by gains in VIC (+3.57%), SSB (+2.35%), and HPG (+2.24%).
  • On the downside, VPL (-1.65%), HDB (-1.41%), and SHB (-0.90%) were among the decliners.

Sectors and stocks daily highlights

• • HPG (+2.24%): Shares advanced on positive sentiment after Mr. Tran Vu Minh, son of the Chairman, registered to purchase an additional 50 million shares of the company.
  • GEE (+4.09%) announced a proposed name change to Gelex Industries, aligning with its strategy to expand from electrical equipment into broader industrial and technology sectors.
  • Foreign investors recorded net selling of VND 272.40 billion. TCB (-0.78%) and VHM (+0.59%) faced notable net foreign selling pressure, while no stocks recorded notable net foreign buying.

—————————————————————————————————–
【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_05_2026__Daily_Recap_Report_EN

10月5日ベトナム証券市場ニュース_JP

* Prepared by JSI, illustrated and narrated by AI tools.

Stay updated with JSI on the latest developments in Vietnam’s equity market and the key themes to watch going into the next trading week.

Watch our previous Weekly Market Recap:

Sep 21-25 | Vietnam Weekly Market Recap

Read our Daily Market Recaps from this week:
https://www.japan-sec.vn/en/category/news/daily-market-updates/

Connect with JSI via LinkedIn:
https://www.linkedin.com/company/japan-securities-incorporated/posts/

• • The market opened cautiously amid choppy trading and persistent selling pressure. The VN-Index hovered around the reference level before drifting lower as selling broadened across large-cap stocks.
  • During the morning session, the VN-Index extended its decline amid rising market turnover and heavy foreign net selling, particularly in PNJ (-6.87%). GVR (+0.00%) and MSN (-0.28%) provided some support during the session, while weakness across major Banking stocks and other large caps weighed on the index.
  • In the afternoon session, selling pressure remained broad, particularly across Banking, Financial Services, Industrials, and Energy stocks. TCB (-2.27%), STB (-2.70%), MBB (-2.30%), GEX (-3.58%), and GAS (-3.90%) were among the notable decliners, while VIC (+1.82%), HDB (+1.61%), and MSR (+5.60%) provided limited support.
  • Market breadth ended with 90 advancers, 216 decliners, and 50 unchanged stocks.
  • Market turnover increased by 24.89% from the previous session to VND 19.18 trillion. The VN-Index closed at 1,737.71 points (-0.66%).

VN30 also closed lower under broad pressure (VN30 -0.77%)

• • The basket recorded 5 gainers, 22 decliners, and 3 unchanged stocks.
  • VIC (+1.82%) and HDB (+1.61%) were among the notable gainers.
  • On the downside, LPB (-4.29%), SSB (-3.94%), and GAS (-3.90%) led the declines.

Sectors and stocks daily highlights

• • GAS (-3.90%): PV GAS continued its cooperation with Gazprom International in operating, developing, and optimizing gas production from the Hai Thach–Moc Tinh field cluster. Total gas output from the fields is expected to reach approximately 11.27 billion Sm³ during 2026–2039.
  • HDB (+1.61%) announced plans to issue shares for a 25% stock dividend and an additional 5% bonus share distribution from its reserve fund for charter capital supplementation. The ex-rights date is October 9, 2026, with the record date set for October 12, 2026.
  • Foreign investors recorded net selling of VND 3,262.37 billion. PNJ (-6.87%) faced notable net foreign selling pressure, while no stocks recorded notable net foreign buying.

—————————————————————————————————–
【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_02_2026__Daily_Recap_Report_EN

10月2日ベトナム証券市場ニュース_JP

The funds’ net asset value at valuation date will be updated on weekly basis:

★ MBCapital Fund:

MBBOND: Net Asset Value per unit on 30/09/2026：17,146 VND

https://mbcapital.com.vn/quan-ly-quy/MBBOND

MBVF: Net Asset Value per unit on 30/09/2026： 26,721 VND

https://www.mbcapital.com.vn/quan-ly-quy/MBVF

★ Bảo Việt Fund:

BVFED: Net Asset Value per unit on 01/10/2026：29,837 VND

https://baovietfund.com.vn/san-pham/BVFED

BVBF: Net Asset Value per unit on 30/09/2026：22,708 VND

https://baovietfund.com.vn/san-pham/BVBF

BVPF: Net Asset Value per unit on 01/10/2026：20,806 VND

https://baovietfund.com.vn/san-pham/BVPF

Thank you for using our services.

• • The VN-Index opened under selling pressure but staged a brief recovery in mid-morning trading, nearly returning to the reference level.
  • During the morning session, the VN-Index has gain a modest liquidity compared to the previous session. VIC (-3.47%) was the main drag on the index, while other heavyweight stocks, including VHM (-0.15%), VCB (-0.69%), and BID (-1.39%), also weighed on the market. In contrast, MSN (+2.75%), SAB (+0.93%), HDB (+1.82%), and MWG (+0.28%) provided some support.
  • In the afternoon session, selling pressure intensified and broadened across the market, pushing the VN-Index deeper into negative territory. Nevertheless, TCB (+1.38%) joined the leading gainers on strong liquidity, while HSL (+6.91%) and BFC (+6.94%) both hit their ceiling prices amid active trading.
  • Market breadth ended with 110 advancers, 177 decliners, and 76 unchanged stocks.
  • Market turnover increased by 0.81% from the previous session to VND 15,354 billion. The VN-Index closed at 1,749.30 points (-1.09%).

VN30 declined amid selling pressure (VN30 -0.85%)

• • The basket recorded 8 gainers, 20 decliners, and 2 unchanged stocks.
  • STB (-5.00%), LPB (-4.55%), and VIC (-3.47%) were the largest decliners.
  • On the other hand, MSN (+2.75%), HDB (+1.82%), TCB (+1.38%), and SAB (+0.93%) posted gains.

Sectors and stocks daily highlights

• • TLG (+2.46%) drew attention as Kokuyo moved forward with its plan to acquire up to 65% of the company. The Japanese group approved a JPY28bn (~VND4.46tn) investment in Synergy Investing Asia, which will acquire 46.8% of TLG indirectly through Thiên Long An Thịnh, followed by a public tender offer for up to an additional 18.19%.
  • PTB (+0.52%) moved to expand into industrial park development with the proposed Le Thanh International Border Gate Industrial Park in Gia Lai, carrying an estimated investment of over VND2.2tn and further diversifying its business portfolio.
  • Foreign investors recorded net selling of VND 38.09 billion. No stocks faced notable net foreign selling, while SBT (-0.66%) was the only stock to attract notable net foreign buying.

—————————————————————————————————–
【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_01_2026__Daily_Recap_Report_EN

10月1日ベトナム証券市場ニュース_JP