VN-Index increased on large caps’back (VN-Index +0.93%)

• VN-Index started in the green, continuing the recovery from the previous session.
• Buying forces rotated into Industrial Park stocks, helping the index to maintain momentum.
• Although sudden selling pressures pulled the market down at the end of the morning session, an influx of foreign cash flow in the afternoon led the market to regain daily height.
• Market breadth included 167 winners, 153 losers and 57 unchanged.
• Liquidity increased by 5.3% to VND 37.5 trillion.

VN30 saw buy-side dominance (VN30 +0.67%)

• The basket recorded 18 increasing stocks, 9 decreasing stocks and 3 staying the same.
• PLX (+6.92%) hit ceiling price, followed by strong gainers like GAS (+6.01%), GVR (+5.85%).
• The index was held back by SAB (-2.67%), MSN (-1.47%), DGC (-1.36%).

Sectors and stocks daily highlights

• VHC (+4.83%) announced the intention to buy back shares amidst shares price recovery.
• VPB (+2.60%) set a record high profit before tax in 2025 with VND 30,600 billion (+53% YoY) along with strong growths across total assets, credit growth and deposit growth.
• Foreign investors net bought VND 501 billion today. GAS (+6.01%), PLX (+6.92%) and CTG (+1.01%) were the most net bought stocks. On the other hand, net selling focused primarily on HCM (-2.26%).

—————————————————————————————————–
【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.

Jan,_19_2026__Daily_Recap_Report_EN

1月19日ベトナム証券市場ニュース_JP