A review of notable financial news: liquidity recovered strongly in the 19-23/10 trading week, with real estate stocks at the center of cash flow. VN-Index fell 10.6 points to 1,763.55 points in the 26/10 session, while HOSE liquidity reached 13.5 thousand billion VND, down more than 20% from the sixth session of the week. On 22/10, the Hanoi Stock Exchange (HNX) decided to cancel trading registration for PSH shares of Nam Song Hau Petroleum Trade and Investment JSC (NSH Petro). KOS shares hit the daily limit-down continuously from 21/09 to 23/10, falling from 30,050 VND per share to 5,050 VND; in the morning session of 26/10 they dropped to 4,700 VND, possibly the 26th consecutive limit-down session. On 21/10/2026, the State Securities Commission fined Edu Infra Group JSC (EIGC) 230 million VND.
Summary written by Upside AI from the original article. Read the source for full details.
Original headline: Top cổ phiếu đáng chú ý đầu phiên 27/10
Read the original on Vietstock ↗
Keywords
VNINDEXVietnamreal estateliquidity
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Related tickers and likely impact
VNINDEX
• NeutralRelevance: low
| 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.
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- VN-Index gains over 68 points last week, with VIC contributing nearly 37 points
In the week of 19–23/10, the VN-Index recovered nearly 4%, or over 68 points, mainly because the last three sessions lifted the index from around 1,690 points to above 1,774 points. VIC was the biggest driver, contributing about 36.7 points as its share price rose from 215,000 dong to 236,500 dong and hit the ceiling price on 21/10; VHM and VPL added 6.2 and 2.8 points. Most sectors gained, led by real estate at 7.6%, while health care fell 0.4% and information technology dropped 1.23%. The HNX-Index also rose about 1.4%, or 3.6 points, closing at 262.7, with NVB contributing the most at 1.3 points.
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Vietnam's main indices rose on 23/10, with VN-Index up 0.77% to 1,774.15 points and HNX-Index up 0.62% to 262.7 points. For the week, VN-Index gained 68.24 points (+4%) and HNX-Index added 3.57 points (+1.38%), after an early-week correction near 1,680 points. Market breadth improved in the first session before gains became more concentrated in large-cap stocks. VIC contributed 5.9 points to VN-Index, while HPG and TCX together subtracted 0.83 points; financials (+1.22%) and real estate (+1.08%) led sectors, while media services fell 1.06%. Foreign investors were net sellers of 1 trillion VND over the week, including 965 billion VND on HOSE and 106 billion VND on HNX.
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Total lending at securities firms, including margin loans and advances on sales, is estimated at about VND 455,000 billion at the end of Q3/2026, up VND 10,000 billion from the previous quarter, equal to roughly 5.1% of the market capitalization of the two exchanges and the highest level in history. Meanwhile, HoSE's matched trading value averaged only over VND 13,403 billion per session in September, down more than 60% year on year, and the VN-Index fell nearly 4.7% in Q3. Bùi Văn Huy, General Director of FIDT, says most margin balances are likely in bespoke “deal” loans where shares serve as collateral, though public data cannot precisely determine the share. Balances are concentrated among 18 securities firms with lending above VND 10,000 billion, about two-thirds of which have bank backing. The article also notes that margin balances have grown roughly in line with foreign investors' cumulative net selling of about VND 350,000 billion over roughly the past five years.
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