The stock market’s failed promotion attempt is no longer a significant event for investors. All attention is now on the Q3 earnings season, with exceptional growth forecasts compared to the same period last year and higher than the previous quarter’s increase. The VN-Index opened positively, and despite occasional dips, it closed strongly, gaining nearly 10 points to reach the 1,281 price region.
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 included ACB, up 2.94%; STB, up 1.34%; MBB, up 1.59%; and TCB, up 1.02%, accompanied by VPB and CTG. The transportation group witnessed a lively trading session for VTP, which closed at the ceiling price, while HVN gained 3.19%, and ACB rose 6.55%. The materials sector benefited from news about anti-dumping duties on imported steel, boosting HPG.
The top stocks contributing to the market’s performance today were VHM, HPG, ACB, BID, MSN, VIC, and FPT, collectively adding 5.81 points to the overall market. Bottom-fishing sentiment strengthened, with today’s three-exchange trading volume surpassing yesterday’s, reaching VND18,800 billion.
Foreign investors sold a net amount of VND142.9 billion, and their matched trading resulted in a net sell of VND15.2 billion. Their primary net buy on the matched trades was in the Basic Resources, Food & Beverage, and Financial sectors. The top stocks in their net buy list included HPG, TCB, FPT, DBC, VHM, VNM, FRT, VTP, EIB, and VCI.
On the other hand, their net sell list on matched trades comprised mainly bank stocks: VPB, MWG, HDB, CTG, STB, SSI, VCB, PLX, and BID.
Individual investors sold a net amount of VND71.3 billion, with a net sell of VND148.1 billion on matched trades.
On matched trades, they bought seven out of 18 sectors, mainly in the Banking sector. Their top buys included VPB, HDB, STB, VNM, VCB, SSI, CTG, MBB, PVD, and MSN.
Their net sell on matched trades included 11 out of 18 sectors, primarily in the Basic Resources and Industrial Goods & Services sectors. The top stocks in their net sell list were HPG, TCB, DBC, VHM, HAH, FPT, FRT, MWG, and EIB.
Proprietary trading bought a net amount of VND53.8 billion, and their matched trades resulted in a net buy of VND143.1 billion.
On matched trades, proprietary trading bought 12 out of 18 sectors, with the most significant net buy in the Retail and Industrial Goods & Services sectors. Their top buys on matched trades included MWG, HAH, HPG, VHM, FPT, DPR, DBC, BVH, NLG, and HDB. Their net sell was in the Banking sector, with VPB, VNM, STB, SSI, TPB, EIB, CTG, SAB, ACB, and SSB in their top sell list.
Domestic institutional investors bought a net amount of VND63.7 billion, with a net buy of VND20.1 billion on matched trades.
On matched trades, domestic institutions sold 12 out of 18 sectors, with the highest value in the Food & Beverage sector. Their top sells included TCB, VNM, MBB, VCB, MSN, NLG, VIX, FPT, ACB, and VGC. Their most significant net buy was in the Basic Resources sector, with VPB, HPG, VIB, DBC, STB, VHM, PLX, HSG, HAH, and TPB in their top buy list.
Today’s negotiated trading value reached VND1,310.4 billion, a 55.8% increase from the previous session, contributing 7.0% to the total trading value.
Notable negotiated trades occurred in VIC, with over 5.7 million shares worth VND236.4 billion changing hands between individual investors. Additionally, there were transactions involving the transfer of 4.8 million HDB shares (valued at VND129.6 billion) between domestic institutions.
Money flow allocation increased in Banking, Retail, Food & Beverage, Agriculture & Fisheries, Software, and Courier Services, while it decreased in Securities, Real Estate, Steel, Chemicals, and Oil & Gas.
On matched trades, the money flow allocation increased in the large-cap VN30 sector and decreased in the mid-cap VNMID and small-cap VNSML sectors.
