Mirae Asset Securities forecasts that ETFs tracking VNDiamond, VN30 and VNFin Lead, with combined assets of about 20,000 billion VND, could sell tens of millions of bank shares in the November 2026 portfolio rebalancing. HoSE has removed KDH from the VNDiamond index for failing to maintain its FOL ratio, cutting the basket to 17 stocks with no new additions; the new portfolio takes effect on 16/11/2026. Mirae Asset estimates that FUEVFVND will sell about 4.8 million KDH shares, while potential candidates reach only 60-70% FOL, below the new threshold of above 95%, due to prolonged net foreign selling. In the VN30 basket, the banking group fell 11.1% since the previous review, so its weight dropped from 38.1% to 35.2%, while VIC rose to 12% to become the largest constituent. Mirae Asset expects banks to face the heaviest selling pressure, led by MSB (about 10.81 million shares), ACB (over 8.23 million) and TCB (nearly 5.17 million), while GMD is forecast to see net buying of nearly 7.49 million shares.
Summary written by Upside AI from the original article. Read the source for full details.
Original headline: Loạt "cá mập" tổng quy mô 20.000 tỷ sẽ đồng loạt mua bán vào 1 thời điểm, những cổ phiếu nào lọt tầm ngắm?
Keywords
VNINDEXVN30ETFbanksforeign investors
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Related tickers and likely impact
VNINDEX
• NeutralRelevance: low
| Market | Vietnam stocks |
|---|---|
| Close on 11/04/2026 | 1,733.02 |
| Change that session | +1.97% |
Impact is scored by AI from the headline and may be wrong. It is not investment advice.
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