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AgriS’ SBT shares have drawn attention after related insiders executed large trades in opposite directions, with the activity occurring as the stock price has fallen sharply from its peak reached last October. The simultaneous buying and selling by connected shareholders has prompted renewed investor interest in the Thanh Thành Công – Biên Hòa Joint Stock Company (AgriS; HoSE: SBT).
According to information disclosed on May 11, 2026, Dang Huynh Uc My, Chairwoman of AgriS’ Board of Directors, registered to buy 42,755,629 SBT shares. The transactions are expected to take place from May 15 to June 13, 2026 via match-based and/or negotiated methods. The stated purpose is to increase her ownership in the company.
Dang Huynh Uc My currently holds 86.49 million SBT shares, equivalent to 9.32% of charter capital. If the purchase is completed, her holding would increase to 129.24 million shares, or 13.93% of AgriS’ charter capital. Based on the May 11 closing price of VND 20,400 per share, the transaction value is estimated at about VND 872 billion.
In parallel, Huynh Bich Ngoc—Dang Huynh Uc My’s mother and former Chairwoman of AgriS—registered to sell 15 million SBT shares. The trading window is also from May 15 to June 13, 2026, with execution planned via match-based and/or negotiated methods.
Before the transaction, Huynh Bich Ngoc held nearly 82.89 million SBT shares, or 9.14% of charter capital. After selling 15 million shares, her ownership would decline to 7.49%. At the current price level referenced in the disclosure, the sale is estimated at about VND 306 billion.
This is not the first time Huynh Bich Ngoc has conducted a large-scale share disposition at AgriS. In April 2024, she sold 15 million SBT shares through a negotiated deal. After that transaction, her stake decreased from 11.06% to around 9.09%.
As SBT’s price declined, AgriS’ market capitalization was reported at about VND 18,490 billion. Foreign ownership has also increased in recent years; by the end of March 2026, foreign investors held nearly 20% of the company’s shares, equivalent to more than 173 million shares.
On business performance, AgriS reported growth in the fiscal quarter ending Q3 2025–2026. Net revenue reached VND 8,231 billion, up 12.9% year-on-year, while net profit rose 14% to VND 245 billion. For the first nine months of the 2025–2026 financial year, net revenue was VND 20,336 billion and pre-tax profit was VND 649 billion, with 77% of the revenue target and 68% of the profit target achieved.
Since Dang Huynh Uc My took the helm in July 2024, AgriS has accelerated a shift beyond traditional sugar production toward a multinational agri-tech platform built on three pillars: AgTech, FoodTech, and FinTech. ESG integration has been identified as a core framework for the group’s long-term development.
AgriS is also expanding into higher-value agricultural products, including rice exports. Within roughly six months of launching this segment, sales volume reached about 94,000 tons as of March 2026.
Looking ahead to 2025–2030, AgriS aims to develop a Circular Commercial Value Chain model, targeting a market capitalization of about USD 2.7 billion and revenue of VND 60,000 billion by 2030, while continuing to emphasize ESG and broaden international collaborations.
AgriS is included in several key indices, including VN100, VNSI20, VN50 Growth, and VNCG50. Against the backdrop of a falling SBT share price, the large buy/sell trades by family insiders are expected to remain a focal point for investors in the near term.
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