Foreign investors net sold about 908 billion VND in the second straight session, the highest level in half a month, pushing the VN-Index down nearly 11 points to 1,763.5 points. FPT saw the heaviest net selling at 258 billion VND, while other tickers saw sales of only tens of billions each, and foreign buying in MSN, TCB and VIC was modest. Johan Nyvene, chairman of HSC, said capital allocation depends on investor sentiment, economic and political conditions and expected returns relative to risk, and that the market upgrade is a long-prepared roadmap rather than an overnight change. On HoSE, 203 stocks fell against 97 that rose, and total trading value dropped more than 20% to about 13,500 billion VND, reflecting caution. VCBS said cash flow remains fragmented and concentrated in large-caps, while BSI noted investors should avoid raising exposure too quickly before the trend is confirmed.
Summary written by Upside AI from the original article. Read the source for full details.
Original headline: Khối ngoại bán ròng hơn 900 tỷ đồng
Read the original on VnExpress ↗
Keywords
foreign investorsVNINDEXcapital flowsVietnam
Open a keyword to see other news on the same topic.
Related tickers and likely impact
VNINDEX
▼ Likely negativeRelevance: high
| Market | Vietnam stocks |
|---|---|
| Close on 10/26/2026 | 1,763.55 |
| Change that session | -0.60% |
Impact is scored by AI from the headline and may be wrong. It is not investment advice.
Related news
- Good news: Foreign investors snap 21-session selling streak, spend nearly VND 300 billion to accumulate a bank stock
The VN-Index rose nearly 47 points to 1,739 points, with HoSE liquidity improving to about VND 17,440 billion and the Vingroup group leading the rally. Foreign investors returned to net buying of about VND 160 billion, ending a streak of 21 consecutive sessions of net selling; on HoSE alone, they net bought VND 190 billion. On HoSE, TCB saw the largest net buying at about VND 290 billion, while FPT faced the biggest net selling at about VND 173 billion. On HNX, foreigners net sold VND 31 billion, while UPCoM saw net buying of VND 1 billion.
- Oct 26 session: Foreign investors net sell nearly 900 billion VND, heavy sell-off of a "national" stock
Foreign investors net sold about 892 billion VND of shares across the market in the October 26 session, as the VN-Index fell 10 points to 1,763 with HoSE liquidity above 13,500 billion VND. On HOSE, FPT led net selling at 258 billion VND, while MSN drew the largest net buying at over 72 billion VND, followed by TCB and VIC at 64 and 46 billion VND. On HNX, IDC led net buying at 18 billion VND while PVS saw the largest net selling at 14 billion VND. On UPCOM, TIN drew 4 billion VND in net buying while QNS saw 3 billion VND in net selling.
- Foreign investors net sell nearly 1,000 billion VND in the October 19-23 week, bucking the trend to aggressively accumulate one strong stock
Foreign investors net sold 969 billion dong over five sessions in the October 19-23 week. They unexpectedly bought net in two midweek sessions, but the buying did not last and they turned to net selling on the last trading day of the week. VN-Index rose 68.24 points (+4%) to close at 1,774.15 points, after dropping back toward the 1,670 level early in the week, supported by strong buying demand and high liquidity. By stock, FPT saw the largest net selling at 644 billion dong, followed by ACB (542 billion dong) and VCB (311 billion dong), while STB, MSB and VJC also saw substantial net selling. On the buy side, TCB led with 957 billion dong in net buying, followed by MSN (391 billion dong) and VIC (307 billion dong), and HPG drew 92 billion dong in net buying.
- Tracking smart money on Oct 22: Foreign investors reverse after 13 selling sessions, TCB attracts both foreign and proprietary buying
Foreign investors net bought over VND 301 billion on October 22, up from over VND 122 billion the previous day, their second straight session of buying after 13 sessions of net selling since early October. Even so, foreign investors remain net sellers of over VND 6 trillion since the start of the month. VIC drew the most foreign buying at nearly VND 239 billion, while FPT saw net foreign selling of over VND 264 billion. Proprietary desks at brokerages turned to net buying of nearly VND 29 billion, led by VCB at over VND 126 billion. TCB attracted buying from both foreign investors and proprietary desks totaling over VND 203 billion, while FPT faced net selling of nearly VND 294 billion from both groups combined.
- A rare phenomenon just appeared on the Vietnamese stock market
Foreign investors net bought VND 190 billion on HoSE on 21/10, their second net-buying session since Vietnam was upgraded to FTSE Russell's secondary emerging market status effective 21/9, ending 20 consecutive sessions of net selling; the article notes the amount is small relative to earlier selling and a reversal cannot yet be confirmed. BSC estimates about VND 33,000 billion (USD 1.27 billion) of upgrade-related inflows next year, following a roadmap of USD 141 million in September 2026, USD 282 million in March 2027 and about USD 494 million each in June and September 2027. BSC also expects selling pressure from active funds to ease after four consecutive years of net selling, and interbank liquidity to improve as the deposit-credit gap narrowed from VND 2.8 quadrillion to VND 2.7 quadrillion in August, the first decline in 11 quarters.
- Tracking Big Money Flows on 21/10: Foreign Investors Net Buy After 13 Sessions of Selling, Proprietary Desks Load Up on VJC
VN-Index rose 46.7 points in the 21/10 session, driven mainly by Vingroup group stocks hitting their daily ceiling. Foreign investors net bought VND 122 billion, their first net buy after 13 consecutive sessions of net selling, but TCB alone accounted for VND 256 billion of net purchases, so excluding TCB they were still net sellers of about VND 134 billion. Foreigners net bought MSN (VND 145 billion) and VIC (VND 89 billion), while net selling was largest in FPT (VND 173 billion), VCB (VND 106 billion) and ACB (VND 103 billion). Proprietary desks of securities firms net sold VND 146 billion on HOSE, buying most heavily in VJC (VND 286 billion) and VPB (VND 148 billion), and selling VCB (VND 102 billion), KBC (VND 100 billion) and HPG (VND 74 billion).
Related markets
Latest news
- Ministry of Construction Tightens Progress of Public Investment Disbursement
The Ministry of Construction has directed project owners and management boards to tighten control over the pace, volume and value of public investment disbursement in 2026, with just over 2 months left in the year. Operations must follow the “6 clears” principle: clear people, tasks, timelines, responsibilities, products and authority. Project owners must draft detailed construction schedules, specify completed volumes, disbursement values and plans for transferring capital between projects. Contractors on delayed projects must immediately resolve land clearance, materials and weather issues, with progress reviewed weekly and monthly. Disbursement results will be a criterion for assessing performance, and delayed contractors will be sanctioned, publicly listed on the National Bidding Network System and reported to the Ministry.
- Calpers pulls back from big tech as AI jitters deepen neocloud sell-off
California's pension fund Calpers, the world's fifth-largest with more than $600 billion in assets under management, cut the combined number of shares it directly held in the Magnificent Seven (Apple, Microsoft, Alphabet, Amazon, Nvidia, Meta Platforms and Tesla) by 26% in the first half of 2026, according to FT calculations from regulatory filings. The fund is increasing its private equity exposure to diversify beyond a few market leaders, and deputy chief investment officer Anton Orlich told the FT that public equity valuations look expensive and tech giants could underperform other investments. The backdrop includes SpaceX raising $40 billion in debt to buy GPUs for AI computing, while Elon Musk warned that financing had largely dried up for companies without substantial revenue outside AI data centers and predicted consolidation among neocloud providers. In pre-market trading on Monday, CoreWeave (CRWV), Cipher Digital and IREN all fell.
- 1 Popular Cryptocurrency to Buy Before It Soars by 873%, According to Cathie Wood's Ark Invest
Bitcoin fell to a 52-week low of $58,566 in July, 53% below its all-time high of $124,773, then rebounded to about $81,800 by Oct. 23. Ark Invest, founded by Cathie Wood, forecasts Bitcoin's market cap could reach $16 trillion by 2030, implying $796,000 per coin and 873% upside from current levels. Its two main drivers are institutional funds allocating about 2.5% of their $200 trillion in managed assets, and Bitcoin capturing 20% to 60% of gold's $28 trillion market cap as "digital gold." The author argues the forecast may be too ambitious: Bitcoin has fallen 13% since the start of 2025 while gold has risen 57%, and a $16 trillion valuation would exceed the combined market caps of Nvidia, Apple and Alphabet. Although Bitcoin's recent recovery could continue, the author considers a rally to $796,000 per coin unrealistic.
- Ophir Mobilizes Crews for Surface Exploration at the Breccia Gold Project in Idaho
Ophir Metals Corp. has mobilized crews to restart exploration at its Breccia Gold Property, a 52-claim, 1,043-acre (422 ha) land package in Idaho's Blackbird Mining District about 40 km southwest of Salmon. The company is focusing on extending the Breccia Gold Zone north-northwest, where a new mineralized breccia outcrop was found about 800 m from the central zone, possibly a splay off the Meadows Fault Zone. A 2021 sample program collected 16 samples, including one returning 25.2 g/t Au, from breccia outcrops extending at least 200 m. Previously reported surface samples include 84.3 g/t Au and 31.3 g/t Ag on the Meadows Fault Trend, 57.6 g/t Au and 19.6 g/t Ag in the East Breccia Zone, and 16.4 g/t Au and 15.1 g/t Ag on the Musgrove Trend. CSAMT and magnetic surveys show a continuous structural corridor to the northwest, which the company says remains open along strike and at depth.
- Onyx Gold Drills 166.0 Meters of 0.7 g/t Gold at Argus Main and Extends Argus Trend to 2.6 Kilometers with New Gold Intercepts at Big Break and JM
Onyx Gold reports assays from 31 additional drill holes at the Argus Gold System and along the Pipestone Fault corridor within its 100%-owned Munro-Croesus Project, 75 km east of Timmins, Ontario. Argus Main hole MC26-343 intersected 0.7 g/t Au over 166.0 m, including 1.6 g/t Au over 21.7 m, and gold has now been identified across an approximately 2.6 km trend. First-pass drilling at Big Break, about 700 m southeast of Argus Main, returned 0.9 g/t Au over 11.0 m in MC26-295, while JM, about 1.2 km southeast, returned 18.8 g/t Au over 2.3 m in MC26-350, including 25.1 g/t Au over 1.2 m. Onyx controls about 8 km of prospective strike, of which about 4 km has been drill tested. Approximately 91% of the 110,000 m program is complete, but results have been released for only 146 of 264 completed holes (55%), with four rigs still active.
- Prediction: Broadcom Will Be a $4.5 Trillion Company by 2030
The author argues Broadcom could reach a $4.5 trillion market cap by 2030, from just over $1.5 trillion today. The thesis rests on rising demand for Broadcom's custom AI processors (XPUs) from customers such as Alphabet's Google, Meta Platforms, Anthropic and OpenAI, with XPU shipments up 3.5x and AI networking revenue up 2.5x year over year in fiscal Q3 2026. Broadcom expects AI revenue of $58 billion in fiscal 2026 and $230 billion in fiscal 2028, with EPS that could exceed $30.00 in fiscal 2028. Assuming 30% annual EPS growth in fiscal 2029 and 2030 to reach $51.36, and a 20x multiple, the article estimates a share price of $1,027, just over 3x current levels. The stock trades at 17 times forward earnings, a slight discount to the Nasdaq-100's 21.5.
Get the briefing on Telegram or Zalo
Join the Upside Telegram channel or Zalo group for the Vietnam stocks and gold briefing at 8:00 and 19:00 (Vietnam time) on trading days, plus a weekly wrap on Saturday morning.