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).
Summary written by Upside AI from the original article. Read the source for full details.
Original headline: Theo dấu dòng tiền cá mập 21/10: Khối ngoại mua ròng sau 13 phiên bán, tự doanh gom mạnh VJC
Read the original on Vietstock ↗
Keywords
VNINDEXforeign investorsVJCcapital flows
Open a keyword to see other news on the same topic.
Related tickers and likely impact
VJC
▲ Likely positiveVietjet Air
Relevance: medium
| Market | Vietnam stocks |
|---|---|
| Exchange | HOSE |
| Sector | Travel & Leisure |
| Industry | Airlines |
| Market cap | 97,983 bn VND |
| P/E | 45.0 |
| P/B | 3.72 |
| Close on 10/21/2026 | 128.00 |
| Change that session | +0.47% |
VNINDEX
▲ Likely positiveRelevance: medium
| Market | Vietnam stocks |
|---|---|
| Close on 10/21/2026 | 1,738.67 |
| Change that session | +2.76% |
Impact is scored by AI from the headline and may be wrong. It is not investment advice.
Related news
- Billionaire Nguyen Thi Phuong Thao's airline 'in high demand'
The VN-Index rose 46.70 points (+2.76%) to 1,738.67, breaking above the 1,700 psychological level on improved liquidity. Foreign investors returned to net buying of about VND160 billion, ending a streak of 21 straight net-selling sessions. Securities firms' proprietary trading were net sellers of VND139 billion on HOSE, led by VCB (VND102 billion), KBC (VND100 billion), HPG (VND74 billion), TCB (VND68 billion) and FPT (VND59 billion). In contrast, VJC drew the largest net buying from proprietary desks at VND286 billion, followed by VPB (VND148 billion), PVT (VND23 billion) and KDH (VND17 billion).
- 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.
- Smart money flow on 20/10: Proprietary and foreign investors both net sell
Foreign investors and proprietary trading both net sold on 20/10, though the amounts were modest. Foreign investors net sold nearly VND 174 billion, led by VHM (VND 135 billion), KDC (VND 100 billion) and VCB (VND 88 billion), while TCB was net bought VND 345 billion and HPG VND 145 billion. Proprietary trading net sold nearly VND 40 billion, with FRT the largest net seller at VND 70 billion and VPB the top net buyer at VND 84 billion.
- Foreign investors pour nearly VND 350 billion into one bank stock in the October 20 session
Foreign investors were net sellers of about VND 275 billion across the market in the October 20 session, including VND 220 billion on HOSE. TCB was the most heavily bought stock on HOSE at over VND 345 billion, followed by HPG and FRT at VND 145 billion and VND 78 billion, while ACB led net selling at VND 137 billion. The VN-Index stayed in the red for most of the session amid cautious sentiment before recovering slightly to close up 2 points at 1,691, with HOSE liquidity topping VND 13,000 billion.
- Foreign investors may stop net selling Vietnamese stocks from mid-2027
Experts expect foreign investors to struggle to return to net buying this year but see a possible reversal from mid-2027 as index-upgrade inflows rise and selling room shrinks. Foreigners have sold net for 18 straight sessions on HCMC, over VND 24,000 billion, the longest streak in two years, and bought net only one session since the FTSE Russell upgrade. Year to date net outflows total VND 118,000 billion (US$4.6 billion), and the index briefly fell below 1,700 points. Analysts blame capital shifting to US, Japanese and Chinese tech stocks, high global rates, and active funds taking profits after passive funds had already invested. Foreign ownership on HCMC has dropped from 20.6% at end-2024 to 12.5%, while the upgrade could draw US$2.5–3 billion in passive inflows, of which only about 10% has been deployed.
- When will foreign investors stop net selling Vietnamese stocks?
Experts expect foreign investors to struggle to return to net buying this year but see a possible reversal from mid-2027 as index-upgrade inflows rise and selling room shrinks. Foreigners have sold net for 18 straight sessions on HCMC, over VND 24,000 billion, the longest streak in two years, and bought net only one session since the FTSE Russell upgrade. Year to date net outflows total VND 118,000 billion (US$4.6 billion), and the index briefly fell below 1,700 points. Analysts blame capital shifting to US, Japanese and Chinese tech stocks, high global rates, and active funds taking profits after passive funds had already invested. Foreign ownership on HCMC has dropped from 20.6% at end-2024 to 12.5%, while the upgrade could draw US$2.5–3 billion in passive inflows, of which only about 10% has been deployed.
Related markets
Latest news
- Crypto Long & Short: Why real-world assets need fixed-rate loans onchain
Peter Gaffney of O2O Capital Partners argues that fixed-rate, fixed-term lending is the missing piece for real-world assets (RWAs) to scale in DeFi, since borrow rates on variable-rate pools move with utilization. Illustratively, Aave's USDC borrow rate can climb from 4% to 14% as utilization goes from 92% to 100%, while JAAA yields 4.5%–5% and the one-year average USDC borrow rate is 4.56%, leaving only 50 basis points of spread. The April 2026 KelpDAO rsETH exploit pinned Aave's USDC pool at 100% utilization, forcing borrowers to pay 14% for five days. Morpho has opened fixed-rate markets, which Coinbase used to launch fixed-rate crypto-backed loans in September 2026, while Kamino offers 5.3% fixed-rate loans against Figure's auto loan portfolio. The piece also notes that a 5% shift in Sky and Ethena reserves could create $1.8 billion of demand for RWAs.
- Here's where one strategist is putting new money in the AI trade
Futurum CEO Daniel Newman and SlateStone Wealth's Kenny Polcari discuss where to put new money in the AI trade. Newman still favors infrastructure, semiconductors, equipment and foundry companies such as ASML and TSMC, which he sees as solid even without the parabolic moves of some constraint-based names. He expects Nvidia to generate about a trillion dollars in profit over the next six to eight quarters, with benefits then flowing to Dell, HPE and software firms before reaching the broader economy. Healthcare and financial services benefit only indirectly, and investors will feel more comfortable once AI makes those companies more profitable. Newman also cites SpaceX, noting Elon Musk's view that a return on billions of dollars of investment within six months is not impossible, and that this is already showing in the company's numbers.
- Sego Resources Drilling Underway
Sego Resources Inc. (TSXV: SGZ) has started diamond drilling at its Miner Mountain Project near Princeton, British Columbia, an alkalic porphyry copper-gold project targeting near-surface disseminated gold and deeper copper-gold porphyry IP targets. A total of 2,000 m of drilling is planned under the fall-winter exploration program. The company applies a quality assurance and quality control protocol, inserting certified reference materials, duplicates and blanks into the sample stream and sending check assays to another laboratory. The 100%-owned property covers 2,056 hectares, about 15 km north of the Copper Mountain Mine operated by Hudbay Minerals, and Sego has a Memorandum of Understanding with the Upper Similkameen Indian Band.
- 3 Value Stocks We Steer Clear Of
StockStory highlights three value stocks it considers to face an uphill battle. Asana (ASAN) trades at $10.63 per share, or 2.6x forward price-to-sales, with ARR growth averaging 9.5% over the last year and a net revenue retention rate of 96.5%. General Motors (GM) trades at a 5.8x forward P/E at $77.20 per share, with revenue rising an average of 1.2% a year over the last two years and a gross margin of 11.5%. F.N.B. Corporation (FNB), at 0.9x forward price-to-book, is a diversified financial services holding company serving consumers and businesses across seven states and Washington, D.C.
- Why Did SpaceX Stock Soar Today?
SpaceX (SPCX) reported quarterly results for only the second time as a public company, with total revenue of $14.6 billion, up 161% year over year and nearly $2 billion above analyst expectations. The standout was its AI business, now called SI for superintelligence, which accounted for more than half of revenue in the latest quarter and generated about $430 million in net income after being unprofitable in the second quarter. Starlink subscriptions rose from 12 million to 13.6 million over the same period. SpaceX expects first-quarter 2027 revenue of $33 billion to $37 billion, versus $22.2 billion forecast by analysts. Shares were up 11.9% as of 10:10 a.m. ET, and the article suggests the recent $2.1 trillion valuation could look cheap if these trends continue.
- Elon Musk Says SpaceX Could Exit 2027 with Up to $1 Trillion in Sales Run Rate. That’s Higher Than Any Company on Earth.
On the October 20, 2026 third-quarter earnings call, Elon Musk projected that SpaceX's annual recurring revenue could reach between $500 billion and $1 trillion by the end of 2027. CFO Bret Johnson said the company remains on track for $100 billion in ARR by year-end, following third-quarter revenue of $14.6 billion, up 161%. Musk linked the forecast to AI compute, which stood at 1.7 gigawatts at the end of Q3, and said he would be surprised if less than 13 GW were added by the end of next year, while acknowledging that not everything may go right. The superintelligence segment produced $7.6 billion in revenue and $5 billion in adjusted EBITDA. The formal guidance is Q1 2027 revenue of $33 billion to $37 billion.
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.