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Forecast of Stock Ratio Change for VNM ETF after Q2 2025 Review
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BAF is the only new addition to the index for this review, with an expected inflow of 3.76 million USD, equivalent to purchasing nearly 2.8 million shares based on the closing price of 35,050 VND/share on May 13th. However, in terms of value, BAF is the fourth-highest stock in terms of expected purchases. The top three stocks with the highest expected purchase values are VCB (nearly 5.6 million USD), followed by VNM (4.6 million USD), and SSI (over 4.1 million USD).
On the other hand, no stocks are expected to be removed from the index. VIC is anticipated to witness the highest value of sales, with an expected outflow of over 21 million USD, translating to the sale of approximately 6.5 million shares. VHM is next, with a projected outflow of nearly 12 million USD. Additionally, three other stocks are expected to experience outflows, albeit with significant deviations: GEX (396 thousand USD), NAB (55 thousand USD), and TCH (27 thousand USD).
Following the Q2 2025 review, the VNM ETF portfolio will comprise 47 stocks and one fund certificate, an increase of one stock from Q1 2025. All are Vietnamese stocks. The largest weights remain with VIC and VHM, each holding an 8% ratio. HPG is forecasted to rank third with a 7% ratio, closely followed by VNM at 6.5%.
The changes in the constituent stocks of the MarketVector Vietnam Local Index will take effect after the market closes on Friday (June 20th) and will be officially traded from Monday (June 23rd).
– 07:35 14/06/2025
The $400 Million ETF: Buying Spree Ahead of Portfolio Review
After weeks of silence, the VanEck Vectors Vietnam ETF (VNM ETF) surprised the market with a significant buying spree of Vietnamese stocks during the period of June 2-9, 2025. This buying frenzy occurred just ahead of the week when the fund was due to announce its quarterly portfolio review results for Q2 2025.
BAF Breaks Revenue Records in May: Layer Farming Projects on Track for $10 Billion Haul
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In its investor relations meeting on June 11th, BAF Vietnam Agriculture Joint Stock Company (HOSE: BAF) revealed record-breaking revenue and pig sales figures for May. The company’s revenue for the past two months reached an impressive VND 1,000 billion, almost equaling their entire revenue for 2023.
The Power of Pork: Can Vietnamese Businesses Oust C.P. Vietnam’s Hegemony in the Swine Industry?
“Sows, the prolific female pigs in the swine industry, are often referred to as the ‘powerhouses’ or ‘money-making machines’ of pork production. C.P. Vietnam has strategically utilized these sows as a powerful tool to dominate the swine industry in the country.”
Following the Money Trail: Foreign Investors Dump Stocks, Local Traders Scoop Up SSI and VHM
Despite net buying of almost VND 129 billion by domestic investors on the Ho Chi Minh Stock Exchange (HOSE), the market continued its downward trend for the second consecutive session, closing at 1,342 points due to net selling of over VND 490 billion by foreign investors.
Tax Turbulence Ahead: SSI Experts Advise Investors to Tread Carefully This June
In the latest episode of ‘Cafe with Chứng’, which aired on June 2nd, experts from SSI Securities shared insightful updates on market news, macroeconomics, event schedules, and money flow trends for the week of June 2nd to 6th.
