VN-Index edges up (VN-Index +0.19%)

• • VN-Index opened in negative territory, weighed down by the previous session’s losses.
  • During the morning session, widespread gains across state-owned enterprise (SOE) stocks—spanning consumer goods, industrial real estate, rubber, and oil & gas—helped the index recover its upward momentum and maintain a positive stance through the close.
  • The afternoon session sustained the morning’s gains, effectively offsetting selling pressure on Vingroup tickers.
  • Market breadth ended with 164 advancers, 139 decliners, and 62 unchanged stocks.
  • Market liquidity increased 19.86% from the previous session to VND 18.1 trillion. The VN-Index closed at 1,768.06 points (+0.19%).

VN30 delivered mix performance (VN30 +0.44%)

• • The basket recorded 18 gainers, 10 decliners and 2 unchanged stocks.
  • GAS (+6.88%), GVR (+6.82%) hit ceiling prices, leading the market alongside VNM (+5.08%) and BSR (+4.59%).
  • Conversely, VHM (-5.32%), VPL (-2.35%), VIC (-1.74%), MBB (-1.38%), and SSB (-0.99%) registered the sharpest declines.

Sectors and stocks daily highlights

• • State-owned enterprises (SOEs) emerged as the main market driver during the August 7, 2026 session, attracting substantial capital inflows. Buying momentum followed Deputy Prime Minister Nguyen Van Thang’s signing of Decision No. 40/2026/QD-TTg on August 5, 2026, which established new criteria for classifying and restructuring state ownership in SOEs and state-invested entities.
  • Hoang Anh Gia Lai International Investment Joint Stock Company (Ticker: HGI), a subsidiary of HAGL (HAG), finalized its IPO timeline to offer 18.8 million shares at VND 60,600 per share. The company expects to raise over VND 1.139 trillion to service debt and fund raw material purchases.
  • Foreign investors recorded a net selling value of VND 105.47 billion. VHM (-5.32%), TCB (+1.71%), VPB (-0.60%), VIC (-1.74%) faced the largest net selling pressure, while DMX (+2.44%), VNM (+5.08%), CTG (+3.67%) attracted buying interest from investors.

—————————————————————————————————–
【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.

Aug_07_2026__Daily_Recap_Report_EN

8月7日ベトナム証券市場ニュース_JP