VN-Index maintained positive momentum (VN-Index +1.70%)
• VN-Index surged at the opening, in line with the broader recovery of global markets.
• Investor sentiment continued to improve, with Real Estate, Media Services, and Utilities stocks leading the overall gains.
• By mid-afternoon, selling pressure increased, causing the upward momentum to gradually narrow toward the close.
• Market breadth recorded 208 advancers, 103 decliners, and 67 unchanged stocks.
• Liquidity increased by 19.7% to VND 29.2 trillion.
VN30 continued its recovery trend (VN30 +1.76%)
• The basket recorded 28 gainers, 1 decliner, and 1 unchanged stock.
• VHM (+6.99%), VJC (+6.99%), and VRE (+6.99%) hit their ceiling prices.
• On the downside, SHB (-2.25%) was the only decliner.
Sectors and stocks daily highlights
• VHM (+6.99%) set ambitious targets for 2026, with revenue of VND 250 trillion (+63% YoY) and net profit of VND 50 trillion (+15% YoY).
• VNM (+1.32%) plans 2026 revenue of nearly VND 66.5 trillion and net profit of over VND 9.8 trillion, representing increases of 4.3% and 4.4% compared to 2025 actuals, respectively.
• Foreign investors recorded net selling of VND 850 billion today, mainly concentrated in VIC (+4.44%), while MSN (+1.85%) and HPG (+0.93%) led net 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.
