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Foreign investors today recorded a net selling of VND 1,948.2 billion, while excluding matched trades they net sold VND 1,836.2 billion. The market began the long holiday with a cautious tone as both buyers and sellers reduced activity. The VN-Index slid 17 points to 1,853.29.
Beyond the index decline, weakness spread across several leading stocks that had supported the market last week, weakening the usual “green on the surface, red underneath” pattern. VIC fell 1.12%, VHM dropped 5.23%, VPL declined 2.4%, and VRE decreased 0.86%, together removing about 11 points from the VN-Index.
Pressure intensified as core bank shares including VCB, BID, CTG, and VPB also corrected, amplifying the index’s losses. Market breadth was negative, with 188 decliners versus 135 advancers.
The financial sector stayed at the center of the pullback, with declines not only in heavyweight stocks but also across banking and securities subsectors. Shares such as STB, MBB, LPB, ACB, TCX, SSI, and VCI all weakened, suggesting short-term capital retreated from the market’s main drivers and weakened the supportive structure in the near term.
Despite the overall soft tone, there were some regional bright spots. Stocks linked to shareholder meetings—TCB, HDB, BVH, and VCK—held gains.
In real estate, dispersion widened as money rotated toward mid- and small-cap names such as NVL, VPI, DXG, and PDR, while blue chips faced sustained profit-taking pressure.
Meanwhile, the retail and consumer sectors continued to weaken, with many names including MWG, MCH, VNM, MSN, SAB, PNJ, and FRT trading lower, reflecting cautious consumer sentiment. A rare positive note came from the oil and gas energy group as global oil prices rose again, drawing buying interest in GVR, GAS, and PLX.
Overall market liquidity declined to around VND 21,000 billion, indicating that cash remained on the sidelines.
Foreign net selling totaled VND 1,948.2 billion, with net selling in matched trades at VND 1,836.2 billion. Foreign buyers’ main net purchases in matched trades were in the Travel & Leisure and Securities sectors.
Top foreign net buyers in matched trades: TCB, VPI, SSI, VJC, MBB, VRE, NVL, HCM, TCH, VPL.
Top foreign net sellers in matched trades: FPT, ACB, VCB, VHM, VNM, HDB, MSN, CTG, PNJ.
Individual investors bought a net VND 1,046.8 billion, including VND 940.3 billion in matched trades. In matched trades, they bought across 13 of 18 sectors, led by Banking. Top individual net purchases included ACB, FPT, VCB, VIC, VNM, MWG, VJC, HPG, BSR, and CTG.
On the sell side in matched trades, individuals were net sellers in 5 of 18 sectors, mainly from Industrials, Utilities, and Oil & Gas. Top selling stocks among individuals included NVL, TCB, GEL, SSI, STB, GMD, NAB, NAF, and VCI.
Prop trading (self-trading) net sold VND 88.8 billion, while in matched trades it net bought VND 184.6 billion. By sector, the strongest net buying activity was in Food & Beverage and Basic Resources. Top matched-trade buys included HPG, MWG, MSN, FPT, VNM, KBC, VCB, PVT, DCM, and VPB.
Domestic institutions bought a net VND 977.1 billion, with matched trades showing a net buy of VND 711.3 billion. Top net buyers included FPT, VHM, HDB, NVL, VCB, GMD, ACB, STB, GEL, and TCB. Top net sellers included VJC, HPG, VIC, VHC, VPI, KDC, DPG, CHI, TCX, and SHB.
Value traded via negotiated deals reached VND 2,630.7 billion, down 3.4%, representing 12.4% of total turnover. SHB saw negotiated trades of around 36.4 million shares (about VND 551.3 billion) among domestic individuals and institutions. MSB also recorded negotiated turnover of over 12.7 million shares (about VND 160.4 billion).
In terms of order-matching, the flow of funds shifted toward large-cap VN30 and small-cap VNSML, while mid-cap VNMid (VNMID) saw reduced activity.
Premium gym chains are entering a “golden era” that is ending or already in decline, as rising operating costs collide with shifting consumer preferences toward more flexible, community-based ways to exercise. Long-term memberships are shrinking, margins are pressured by higher rents and facility expenses, and competition from smaller, more personalized…
