VN-Index sustained its upward momentum (VN-Index +1.63%)
• VN-Index opened slightly higher above the reference level, with gains prevailing and several real estate stocks rising strongly from the start of the session.
• The index continued to break out, led by the Real Estate sector, alongside active trading in Financial sector.
• Market momentum was maintained and gains were further expanded toward the close.
• Market breadth recorded 162 advancers, 154 decliners, and 59 unchanged stocks.
• Liquidity rose 30.2% from the previous session to VND 24.1 trillion.
VN30 continued to strengthen (VN30 +1.57%)
• The basket recorded 23 gainers, 6 losers, and 1 unchanged stock.
• DGC (-6.28%) was the biggest decliner, despite a return of trading liquidity.
• On the upside, VHM (+6.95%) hit the ceiling price, while VRE (+4.45%) and VIC (+4.06%) also posted strong gains.
Sectors and stocks daily highlights
• HPG (+1.14%) held the groundbreaking ceremony for the Hoa Phat Dung Quat Rail and Special Steel Manufacturing Plant, part of the group’s high-tech steel strategy. The project will use advanced European production lines and is expected to deliver its first railway rail products in 2027. The plant has a designed capacity of 700,000 tons per year, with total investment exceeding VND 10 trillion, and will be developed on nearly 15 hectares.
• FCN (-2.10%) participated in the groundbreaking of two major transportation infrastructure projects: Hanoi Metro Line No. 5 (Van Cao – Hoa Lac section) and the Lao Cai – Hanoi – Hai Phong railway project.
• Foreign investors recorded net buying of VND 524 billion today. HPG (+1.14%) and SSI (+3.18%) were the most heavily net-bought stocks, while DGC (-6.28%) and VIC (+4.06%) led net selling activity.
————————————————————————————————–
【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:
This 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 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 affected 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.
