VinaCapital funds buy 3.85 million DXG shares on April 9 to restructure portfolio; DXG deputy CEO sells 351,098 shares; 2025 results and 2026 outlook

VinaCapital Fund Management Co. (VinaWealth) has reported changes in the ownership of Dat Xanh Group (DXG) large shareholders. VinaWealth said the funds bought a total of more than 3.85 million DXG shares on April 9 to restructure their investment portfolio. The Hung Thinh VinaCapital Equity Fund purchased 2.4 million shares, the Tuệ Sáng VinaCapital Balanced Fund 400,000 shares, Generali Vietnam Life Insurance Co., Ltd bought 825,000 shares, Chubb Life Vietnam bought 126,100, and Hanwha Life Vietnam bought 100,000. After the trades, these funds increased ownership from more than 65.4 million shares (5.883%) to nearly 69.3 million shares (6.2293%). On April 9, closing price of DXG rose slightly to VND 15,200 per share, down more than 11% from the start of the year. Based on this price, the VinaCapital funds may have spent nearly VND 59 billion to acquire these shares. Conversely, Mr. Nguyen Truong Son, Deputy CEO of DXG, registered to sell all 351,098 shares, representing 0.03% of capital, via open-market/ negotiated methods, with execution window from April 6 to May 5, 2026. If successful, Mr. Son would no longer be a shareholder of DXG. At the close on April 14, the DXG price fell 0.65% to VND 15,350 per share. If the sale is completed, it is estimated Mr. Son could earn more than VND 5 billion. DXG’s 2025 audited consolidated net profit after tax reached VND 594.8 billion, up 31.18% YoY, of which net profit attributable to the parent company reached VND 230.9 billion, equal to 90.21% of the YoY. The growth in consolidated net profit was mainly recorded from the real estate services segment, continuing to contribute significantly to the consolidated revenue structure. Additionally, as the group focuses on sales activities and projects, selling expenses and corporate management expenses rose versus the same period, affecting the level of after-tax profit allocated to the parent. DXG will host its 2026 annual general meeting on April 17 at 2W Ung Van Khiem, Thanh My Tay ward, Ho Chi Minh City. In 2026, DXG plans consolidated net revenue of VND 5,000 billion, up 19% from 2025 (VND 4,192 billion) and net profit of VND 268 billion, up 16% from 2025 (VND 231 billion). The company continues to target a 2026 dividend payout of 20%, while 2025 paid no dividend. Furthermore, DXG expects to issue up to more than 155.7 million shares, representing 14%, to increase equity capital from shareholders’ equity (bonus shares), to be executed in 2026 at a 14% rate.