The market rally’s slip-up is no longer a significant event for investors. All attention is now on the Q3 earnings season, with forecasts expecting outstanding growth compared to the same period last year and higher than the previous quarter’s increase. The VN-Index opened positively, and despite occasional dips in sentiment, it closed strongly, gaining nearly 10 points to approach the 1,281 price level.
The breadth was impressive, with 255 gainers and 114 losers. Except for the energy sector, which faced adjustment pressure, most other industries breathed a sigh of relief. Large-cap real estate stocks performed well, with notable gainers like VHM, up 2.16%; VIC, up 1.71%; DXG, up 1.31%; SZC, up 3.44%; and KBC, up 1.62%.
Familiar names in the banking sector, such as ACB, STB, MBB, and TCB, posted solid gains, accompanied by VPB and CTG. The transportation group saw VTP actively traded from the start, closing at the ceiling price, while HVN and ACB rose 3.19% and 6.55%, respectively, and HAH climbed 1.57%. The materials sector soared on news of anti-dumping duties on imported steel, benefiting HPG.
Today’s top performers, including VHM, HPG, ACB, BID, MSN, VIC, and FPT, contributed 5.81 points to the market. Bottom-fishing momentum strengthened, with matched transactions on three exchanges today exceeding yesterday’s, reaching VND18,800 billion.
Foreign investors sold a net VND142.9 billion, and their net selling on matched transactions was VND15.2 billion. Their main net buying on matched transactions was in Basic Resources, Food & Beverage, and included HPG, TCB, FPT, DBC, VHM, VNM, FRT, VTP, EIB, and VCI.
On the selling side, their main net selling on matched transactions was in the Banking sector, including VPB, MWG, HDB, CTG, STB, SSI, VCB, PLX, and BID.
Individual investors sold a net VND71.3 billion, including net selling of VND148.1 billion on matched transactions. In matched transactions, they bought seven out of 18 sectors, mainly Banking. Their top buys included VPB, HDB, STB, VNM, VCB, SSI, CTG, MBB, PVD, and MSN.
On the selling side, they sold 11 out of 18 sectors on a matched basis, mainly Basic Resources and Industrials. Their top sells included HPG, TCB, DBC, VHM, HAH, FPT, FRT, MWG, and EIB.
Proprietary trading bought a net VND53.8 billion, and their net buying on matched transactions was VND143.1 billion. In matched transactions, proprietary trading bought 12 out of 18 sectors, with the strongest being Retail and Industrials. Their top buys on matched transactions included MWG, HAH, HPG, VHM, FPT, DPR, DBC, BVH, NLG, and HDB. Their top sells were in Banking, including VPB, VNM, STB, SSI, TPB, EIB, CTG, SAB, ACB, and SSB.
Domestic institutions bought a net VND63.7 billion, and their net buying on matched transactions was VND20.1 billion. In matched transactions, domestic institutions sold 12 out of 18 sectors, with the largest value being Food & Beverage. Their top sells included TCB, VNM, MBB, VCB, MSN, NLG, VIX, FPT, ACB, and VGC. Their main net buying on a matched basis was in Basic Resources, including VPB, HPG, VIB, DBC, STB, VHM, PLX, HSG, HAH, and TPB.
Today’s matched transactions totaled VND1,310.4 billion, up 55.8% from the previous session, contributing 7.0% of the total trading value. Notable matched transactions occurred in VIC, with over 5.7 million shares worth VND236.4 billion changing hands between individual investors. Additionally, there were transactions involving 4.8 million HDB shares (valued at VND129.6 billion) between domestic institutions.
Money flow allocation increased in Banking, Retail, Food & Beverage, Agriculture & Seafood, Software, and Courier Services, while decreasing in Securities, Real Estate, Steel, Chemicals, and Oil & Gas.
In matched transactions, the money flow allocation increased in the large-cap VN30 group and decreased in the mid-cap VNMID and small-cap VNSML groups.
