The selling pressure from foreign investors led to a significant correction in today’s trading session, with the VN-Index dropping 2.73 points to the 1,227 level. The breadth of the market was increasingly negative with 263 declining stocks compared to 217 advancing stocks.
Most large-cap sectors declined, including Securities (-0.98%), Banking (-0.34%), Real Estate (slightly down), Construction Materials (-0.78%), and Retail (-1.38%). The top market decliners today were VCB (-1.90%), HDB, FPT, HPG, MWG, VHM, STB.
On the contrary, Oil & Gas increased by 0.95%, Food & Beverage increased by 0.33%, and Seafood increased by 0.66%. The top positive contributors to the market were TCB (+3.3%), VIC and VRE, CTG had negligible contributions. Overall, there are signs of capital flow shifting to small-cap and penny stocks.
The market liquidity slightly decreased to 20.8 trillion VND, of which foreign investors had strong net selling of 921.1 billion VND. In terms of matched orders, they had a net selling of 1,010.6 billion VND.
The main net buying groups in matched orders were Chemicals and Oil & Gas sectors. The top net buying stocks for foreign investors included DGC, PVD, CTD, LCG, BID, SZC, VHM, DHC, CTR, TCM.
The main net selling group in matched orders was the Banking sector. The top net selling stocks for foreign investors included HPG, VPB, MSN, MWG, STB, VCG, EVF, HDB, VRE.
Individual investors had a net buying of 914.0 billion VND, in which they had a net buying in matched orders of 850.6 billion VND. Specifically, in matched orders, they had a net buying in 14 out of 18 sectors, mainly in the Food & Beverage sector. The top net buyers for individual investors included VPB, MSN, MWG, HPG, PC1, NVL, HDB, STB, VNM, VCG.
In terms of net selling in matched orders: they had a net selling in 4 out of 18 sectors, mainly in the Chemicals and Oil & Gas sectors. The top net sellers included TCB, EVF, DGC, DCM, BID, PVD, MBB, CTG, LCG.
The proprietary investors had a net selling of 290.7 billion VND, with a net selling in matched orders of 181.1 billion VND. Specifically, in matched orders: they had a net buying in 4 out of 18 sectors. The strongest net buying group was the Financial Services and Basic Resources sectors. The top net buyers for proprietary investors in today’s session were EVF, FUEVFVND, TCB, BID, VIC, HPG, MSB, VOS, VRE, PHR.
The biggest net selling group was in the Construction and Materials sector. The top net selling stocks included NVL, PC1, DBC, EIB, FPT, HDB, PNJ, MBB, MWG, ACB.
Domestic institutional investors had a net buying of 315.8 billion VND, with a net buying in matched orders of 341.2 billion VND. Specifically, in matched orders: domestic institutional investors had a net selling in 7 out of 18 sectors, with the largest value being in the Financial Services sector. The top net sellers included FUEVFVND, SSI, NKG, NT2, VGC, FPT, HSG, VCB, EVF, EIB.
The biggest net buying value was in the Banking sector. The top net buyers included DCM, CTG, HPG, MBB, MWG, STB, ACB, TCB, VNM, VHM.
Negotiated transactions reached 1,343.7 billion VND, a decrease of 42.3% compared to the previous session, contributing 6.6% to the total trading value. Notably, there were negotiated transactions in VSC between individual investors and in TCB between foreign investors.
The allocation of capital flow increased in Construction, Agriculture & Fisheries, Retail, Oil & Gas Equipment & Services, Textiles while it decreased in Banking, Real Estate, Securities, Steel, Chemicals, and Information Technology.
In terms of matched orders, the proportion of trading value increased in the mid-cap group VNMID and small-cap group VNSML, while it decreased in the large-cap group VN30.
