The market rebound fizzled out, but investors’ attention has now turned to the Q3 earnings season, with expectations of outstanding growth compared to the previous year and an increase from the last quarter. The VN-Index opened positively and maintained its momentum throughout the session, closing nearly 10 points higher at around 1,281.
The breadth was strong, with 255 gainers and 114 losers. Except for the energy sector, which faced corrective pressure, most other sectors breathed a sigh of relief. Large-cap real estate stocks performed well, with notable gainers including VHM, up 2.16%; VIC, up 1.71%; DXG, up 1.31%; SZC, up 3.44%; and KBC, up 1.62%.
The banking sector continued its strong showing, with familiar names leading the way: ACB up 2.94%, STB up 1.34%, MBB up 1.59%, and TCB up 1.02%, accompanied by VPB and CTG. In the transportation sector, VTP saw active trading from the start, closing at the ceiling price, while HVN gained 3.19%, and ACB and HAH rose 6.55% and 1.57%, respectively. The materials sector benefited from news about anti-dumping duties on imported steel, with HPG soaring.
The top performers contributing to the market’s gains were VHM, HPG, ACB, BID, MSN, VIC, and FPT, collectively adding 5.81 points to the overall index. Bottom-fishing sentiment strengthened, with total matched transactions across the three exchanges exceeding VND18,800 billion, higher than the previous day’s volume.
Foreign investors sold a net VND142.9 billion, with a net sell of VND15.2 billion in matched transactions. Their main net buys in matched transactions were in the Basic Resources, Food & Beverage, and Financial sectors, focusing on HPG, TCB, FPT, DBC, VHM, VNM, FRT, VTP, EIB, and VCI.
On the selling side, their net sells in matched transactions were in the Banking sector, specifically VPB, MWG, HDB, CTG, STB, SSI, VCB, PLX, and BID.
Individual investors sold a net VND71.3 billion, with a net sell of VND148.1 billion in matched transactions. In matched transactions, they bought a net in 7/18 sectors, mainly in Banking. Their top buys included VPB, HDB, STB, VNM, VCB, SSI, CTG, MBB, PVD, and MSN.
On the selling side, they net sold 11/18 sectors, primarily in 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, with a net buy of VND143.1 billion in matched transactions. In matched transactions, proprietary trading bought a net in 12/18 sectors, with the strongest being Retail and Industrials. Their top buys were MWG, HAH, HPG, VHM, FPT, DPR, DBC, BVH, NLG, and HDB. On the selling side, they focused on Banking stocks, including VPB, VNM, STB, SSI, TPB, EIB, CTG, SAB, ACB, and SSB.
Domestic institutions bought a net VND63.7 billion, with a net buy of VND20.1 billion in matched transactions. In matched transactions, they net sold 12/18 sectors, with the highest value in Food & Beverage. Their top sells were TCB, VNM, MBB, VCB, MSN, NLG, VIX, FPT, ACB, and VGC. On the buying side, they focused on Basic Resources stocks, including VPB, HPG, VIB, DBC, STB, VHM, PLX, HSG, HAH, and TPB.
Block trades today reached VND1,310.4 billion, up 55.8% from the previous session, contributing 7.0% of the total trading value.
Notable block trades were seen in VIC, with over 5.7 million shares worth VND236.4 billion traded between individual investors. Additionally, there was a 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, Software, and Courier sectors, while decreasing in Securities, Real Estate, Steel, Chemicals, and Oil & Gas.
In terms of market capitalization, the large-cap VN30 saw an increase in money flow allocation, while the mid-cap VNMID and small-cap VNSML experienced a decrease.
