This daily market roundup for October 14 highlights several developments. On October 12, the State Securities Commission of Vietnam fined In sách giáo khoa Hòa Phát JSC (UPCoM: HTP) VND 217.5 million for multiple violations, including failure to hold a General Meeting of Shareholders. Proprietary trading desks of securities companies made a slight net purchase while foreign investors continued to net sell. Kosy JSC (HOSE: KOS) kept hitting the floor price, with about 76 million shares of sell orders in the morning session of October 13. The piece also notes that SNZ does not meet the shareholder structure requirements for a public company, as the Dong Nai City People's Committee holds 99.54% of voting shares. Liquidity recovered in the October 5–9 trading week, while cash flows diverged across real estate and securities.
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Original headline: Top cổ phiếu đáng chú ý đầu phiên 14/10
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- Top Stocks to Watch at the Open on 13/10
Kosy JSC (HOSE: KOS) kept hitting its daily floor price, with about 76 million shares in excess sell orders at the 13/10 morning session. As of the 12/10 session, foreign investors had extended net selling to seven consecutive sessions, with PNJ still among the most heavily sold stocks. The daughter of PNJ's chairman was forced to sell nearly 3 million shares through margin liquidation right after the chairman's brother completed a quick sale of 9 million shares. DRH Holdings (HOSE: DRH) hit the floor for five consecutive sessions from 05–09/10 and issued the required explanation, while SNZ does not meet public-company shareholder structure requirements because the Dong Nai People's Committee holds 99.54% of voting shares.
- Notable Stocks at the Start of the 16/10 Session
- Here Are Friday's Top Wall Street Analyst Research Calls: Barrick Mining, Brinker International, Constellation Energy, Equifax, Fox Corporation, JPMorgan Chase, Klaviyo, Toll Brothers, Workday, and More
Bonds staged one of their biggest one-day rallies in years as safe-haven demand and short covering drove the 10-year yield down 10 basis points to 5.09%, and all major indices closed higher, with the Russell 2000 up 1.38%. The article also lists the day's analyst moves, including upgrades for Fox Corporation to Buy at Bank of America with an $85 target and JPMorgan Chase to Buy at Freedom Broker with a $370 target. Downgrades included Barrick Mining to Neutral at CIBC with a $49 target and Klaviyo to Neutral at Goldman Sachs with a $20 target. New coverage included Constellation Energy at Outperform (CIBC, $358 target) and Toll Brothers at Buy (StoneX, $165 target).
- Taiwan Semiconductor's Top Line Growth is Starting to Raise Eyebrows
Taiwan Semiconductor (TSM) reported September revenue up 54.6% year over year and raised its full-year growth guidance to slightly above 40%, yet the stock at $445.16 fell 7.7% over the past week as chip stocks dropped on AI spending fears and Chinese competition. Nine-month revenue reached $122.12 billion, up 41.1%, with Q2 EPS of $4.31 and a 67.7% gross margin, while the shares trade at about 21x forward earnings. Of the 21 analysts covering the stock, the average target of $555.01 implies 24.7% upside. The article warns that the 2nm ramp could cut gross margin by 3 to 4 percentage points in the second half, and that the 2026 capital budget has been raised to $60 billion to $64 billion. Third-quarter results and fourth-quarter guidance will show whether margins hold up.
- When will Vietnam's first crypto asset exchange launch? A notable timeline has been revealed
The Vietnam State Securities Commission says the launch of the country's first crypto asset exchange depends on the progress of the applicants. Five organizations have so far been shortlisted, and they are still building IT systems to meet level 4 standards under Resolution 05, after which they must contribute VND 10,000 billion in capital and complete their files. Once a phase-one certificate is granted, organizations have one year to finish the remaining requirements, so the deadline would fall in May next year if counted from May this year. The regulator encourages exchanges to list highly liquid assets such as Bitcoin, while investors holding unlisted tokens can transfer them through licensed exchanges. According to Chainalysis, Vietnam recorded USD 122.2 billion in crypto activity from July 2025 to June 2026, ranking second in Southeast Asia after Singapore.
- FISV, NU, LPLA: Analyst Picks Top 3 Financial Stocks In 'Forgettable Year' For Sector
Morningstar's Sean Dunlop named LPL Financial (LPLA), Fiserv (FISV) and Nu Holdings (NU) as his top sector picks, noting financial stocks have lagged in 2026 on AI disruption fears and rising rates, after the Federal Reserve raised rates in September for the first time since 2023. The Financial Select Sector SPDR Fund (XLF) is up just 0.76% year to date, versus nearly 14% for the SPDR S&P 500 ETF Trust (SPY). Dunlop believes the market has overreacted on the three names, and Morningstar's price targets imply about 68% upside for LPLA ($543), about 130% for FISV ($106) and about 11% for NU ($16.60). He flagged LPL's need to address AI risk to its client sweep cash, Fiserv's moat and 'reset year' status, and Nubank's expansion into other Latin American markets and the U.S. Stocktwits retail sentiment was neutral on LPLA and FISV and bearish on NU.
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- Winning over Vingroup and Sun Group with concrete and special materials: Vietnamese company's profit up 136%, chairman speaks out
Song Da Cao Cuong (SCL) reported Q3/2026 profit of VND 38 billion, up 136%, on net revenue of over VND 263 billion (up nearly 98%), while gross profit margin rose from about 36% to 41%. For the first nine months, revenue reached nearly VND 666 billion (up 81%) and after-tax profit nearly VND 94 billion, already exceeding more than 110% of its full-year profit target. Chairman Kieu Van Mat attributed the results to technology upgrades, production line optimization and capacity expansion, with several new plants expected to start operations by November 2026. The company said it spent more than two years testing its products before Vingroup accepted them; Vingroup's share of its business has fallen to about 25% as customers expanded to around 10 major groups and exports began to Laos, Cambodia and the Philippines. Over the past two years, the company has invested about VND 1,000 billion in factories and technology.
- Coteccons Chairman Bolat Duisenov reveals new direction: expanding home construction for individual customers
At the annual general meeting on October 20, Coteccons (HoSE: CTD) set fiscal 2027 targets of VND 42,000 billion in revenue and VND 1,050 billion in after-tax profit, and said it is considering expanding into residential construction for individual customers (B2C). In fiscal 2026, net revenue reached VND 34,340 billion (up 38%, 115% of plan) and after-tax profit VND 788 billion (up 73%); new contract wins totaled VND 60,307 billion and backlog was about VND 70,000 billion. In the first quarter of the new fiscal year, the company booked revenue of VND 11,270 billion and profit of VND 306 billion, but new contract value of VND 14,519 billion was lower than a year earlier; the company said it is tightening criteria for selecting clients and projects. Coteccons is also working with Microsoft, is expected to become a strategic partner of Workday, and targets raising its ROE from 10% to 15-18% by 2030.
- UPS Yields 6.7% After Firing Amazon. Here's Whether the Dividend Survives 2027.
UPS shares yield 6.7% as of October 16. The company has moved away from high-volume, low-margin Amazon deliveries and froze its dividend earlier this year, ending a 16-year streak of increases. The article says the payout will likely remain frozen through 2026 and 2027, citing competition from 10- and 30-year Treasury yields above 5% and other industrial dividend payers, but calls the dividend's safety questionable: UPS generated $5.47 billion in free cash flow in 2025, with $5.4 billion going to dividends, and free cash flow is projected to fall to $5.05 billion in 2026 and $5.01 billion in 2027, with the dividend absorbing about 98% of 2026 free cash flow. Rising competition and high fuel prices add pressure, and the article suggests investors may find more safety in the industrial sector.
- Asian shares mostly decline after AI stocks lead a rebound on Wall Street
Asian shares mostly fell in cautious trading on Tuesday after AI-related stocks rebounded on Wall Street, while other sectors stayed shaky and oil prices stayed high. Japan's Nikkei 225 slipped 0.6% to 64,512.35 in early trading, South Korea's Kospi dropped 2.8%, and Australia's S&P/ASX 200 lost 0.8%. On Wall Street, the S&P 500 rose 0.4% and the Nasdaq gained 1.1%, helped by Nvidia's 1.4% gain, while most stocks outside AI and tech fell and the Dow slipped 0.1%. The 10-year Treasury yield climbed to 5.14%, and U.S. crude rose to $103.50 a barrel and Brent to $109.47, as uncertainty about when the energy industry will return to normal after the war with Iran means oil is unlikely to ease soon.
- Asian shares mostly decline after AI stocks lead a rebound on Wall Street
Asian shares mostly fell in cautious trading Tuesday after AI-related stocks rebounded on Wall Street, while other sectors stayed shaky and oil prices remained high. Japan's Nikkei 225 slipped 0.6% to 64,512.35, Australia's S&P/ASX 200 lost 0.8% to 8,772.10, and South Korea's Kospi dropped 2.8% to 5,605.31. On Wall Street, the S&P 500 rose 0.4% and the Nasdaq rallied 1.1%, helped by Nvidia, while the Dow fell 0.1%. The 10-year Treasury yield climbed to 5.14%, and U.S. crude rose 0.15% to $103.50 a barrel as uncertainty over the war with Iran kept oil prices elevated.
- What Could X-Energy (XE) Gain From Its 960MW Indiana Nuclear Project?
X-Energy (NasdaqGS:XE), American Electric Power and Amazon agreed to assess a 960 MW advanced nuclear project in Indiana using Xe-100 reactors, on a former coal plant site. Under the joint development agreement, Amazon would provide development funding and commit to a long-term power purchase. The article says the deal offers commercial validation for X-Energy's reactor platform rather than immediate financial relief, as the company, with a $4.3b market cap, reported $150.28 million in revenue, a $448.87 million loss, and a 20.2x price-to-sales ratio. The next key milestone is whether the study reaches a final investment decision for the Sullivan County site.
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