The market correction’s slip no longer holds significance 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, maintaining its momentum throughout the session and closing nearly 10 points higher, approaching the 1,281 level.
The breadth was overwhelmingly positive, with 255 gainers and 114 losers. Except for the energy sector, which faced corrective 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 continued their strong showing, including 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 rose 3.19%, and ACB climbed 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 gains today were VHM, HPG, ACB, BID, MSN, VIC, and FPT, collectively adding 5.81 points to the overall market. Bottom-fishing sentiment strengthened, with total matched transactions on the three exchanges surpassing the previous day’s volume, reaching VND18,800 billion.
Foreign investors sold a net amount of VND142.9 billion, and their net selling value in matched transactions was VND15.2 billion. Their main net buying sectors were Basic Resources, Food & Beverage, and Personal & Household Goods. The top stocks purchased by foreigners included HPG, TCB, FPT, DBC, VHM, VNM, FRT, VTP, EIB, and VCI.
On the selling side, foreigners offloaded stocks mainly in the Banking sector, including VPB, MWG, HDB, CTG, STB, SSI, VCB, PLX, and BID.
Individual investors sold a net amount of VND71.3 billion, and their net selling value in matched transactions was VND148.1 billion. In terms of matched transactions, they bought 7 out of 18 sectors, mainly in the Banking industry. Their top purchases included VPB, HDB, STB, VNM, VCB, SSI, CTG, MBB, PVD, and MSN.
On the selling side, they offloaded stocks in 11 out of 18 sectors, primarily in the Basic Resources and Industrial Goods & Services industries. Their top sales included HPG, TCB, DBC, VHM, HAH, FPT, FRT, MWG, and EIB.
Proprietary trading accounts net bought VND53.8 billion, and their net buying value in matched transactions was VND143.1 billion. In terms of matched transactions, proprietary trading accounts bought 12 out of 18 sectors, with the strongest purchases in Retail and Industrial Goods & Services. Their top buys included MWG, HAH, HPG, VHM, FPT, DPR, DBC, BVH, NLG, and HDB. On the selling side, they offloaded stocks mainly in the Banking sector, including VPB, VNM, STB, SSI, TPB, EIB, CTG, SAB, ACB, and SSB.
Domestic institutions net bought VND63.7 billion, and their net buying value in matched transactions was VND20.1 billion. In terms of matched transactions, domestic institutions sold 12 out of 18 sectors, with the highest net selling value in Food & Beverage. Their top sales included TCB, VNM, MBB, VCB, MSN, NLG, VIX, FPT, ACB, and VGC. On the buying side, they focused on the Basic Resources sector, with top purchases including VPB, HPG, VIB, DBC, STB, VHM, PLX, HSG, HAH, and TPB.
Block trading value today reached VND1,310.4 billion, up 55.8% from the previous session, contributing 7.0% to the total trading value.
Notable block trades were observed in VIC, with over 5.7 million shares worth VND236.4 billion changing hands between individual investors. Additionally, there was a block trade 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 & Services, and Courier sectors, while it decreased in Securities, Real Estate, Steel, Chemicals, and Oil & Gas.
In terms of matched transactions, money flow allocation increased in the large-cap VN30 group while decreasing in the mid-cap VNMID and small-cap VNSML groups.
