The stock market’s near miss in upgrading its status is no longer a significant event for investors. All attention is now on the Q3 earnings season, with forecasts of exceptional 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 level.
The breadth was impressive, with 255 gainers and 114 decliners. 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, continued their upward trajectory. 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. Raw materials benefited from news about anti-dumping duties on imported steel, with HPG soaring.
The top stocks driving the market today included VHM, HPG, ACB, BID, MSN, VIC, and FPT, contributing 5.81 points to the overall market gain. Bottom-fishing sentiment strengthened, with total matched transactions on the three exchanges today exceeding VND 18,800 billion, higher than the previous day.
Foreign investors sold a net VND 142.9 billion, and their net selling on matched transactions was VND 15.2 billion. Their main net buying on matched transactions was in the Basic Resources, Food & Beverage, and Financial sectors. The top stocks they net bought were HPG, TCB, FPT, DBC, VHM, VNM, FRT, VTP, EIB, and VCI.
On the selling side, their main focus was the Banking sector. The top stocks they net sold were VPB, MWG, HDB, CTG, STB, SSI, VCB, PLX, and BID.
Individual investors sold a net VND 71.3 billion, including net selling of VND 148.1 billion on matched transactions. In terms of matched transactions, they net bought 7 out of 18 sectors, mainly in Banking. Their top net bought stocks included VPB, HDB, STB, VNM, VCB, SSI, CTG, MBB, PVD, and MSN.
On the net selling side, they net sold 11 out of 18 sectors, mainly in Basic Resources and Industrial Goods & Services. Their top net sold stocks were HPG, TCB, DBC, VHM, HAH, FPT, FRT, MWG, and EIB.
Proprietary trading accounts net bought VND 53.8 billion, and their net buying on matched transactions was VND 143.1 billion. In terms of matched transactions, proprietary trading accounts net bought 12 out of 18 sectors. The top sectors were Retail and Industrial Goods & Services. The top net bought stocks by proprietary trading accounts today were MWG, HAH, HPG, VHM, FPT, DPR, DBC, BVH, NLG, and HDB. The top net sold sector was Banking, with VPB, VNM, STB, SSI, TPB, EIB, CTG, SAB, ACB, and SSB being the top net sold stocks.
Domestic institutional investors net bought VND 63.7 billion, and their net buying on matched transactions was VND 20.1 billion. In terms of matched transactions, domestic institutions net sold 12 out of 18 sectors, with the highest value in Food & Beverage. The top net sold stocks were TCB, VNM, MBB, VCB, MSN, NLG, VIX, FPT, ACB, and VGC. The top net bought sector was Basic Resources. The top net bought stocks were VPB, HPG, VIB, DBC, STB, VHM, PLX, HSG, HAH, and TPB.
Today’s matched transactions reached VND 1,310.4 billion, up 55.8% from the previous session and contributing 7.0% of the total trading value. Notable matched transactions today included VIC, with over 5.7 million shares worth VND 236.4 billion traded between individual investors. There was also a transfer of 4.8 million HDB shares (valued at VND 129.6 billion) between domestic institutions.
The allocation of money flow increased in Banking, Retail, Food & Beverage, Agriculture & Fisheries, Software, and Courier sectors, while it decreased in Securities, Real Estate, Steel, Chemicals, and Oil & Gas.
In terms of 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.
