MBS adviser Nguyen Huy Hoang sees opportunities emerging in deeply discounted stocks with positive business fundamentals and prospects for earnings improvement from Q4/2026 to Q1/2027. Accelerated disbursement of public investment capital in the year's final months could let building materials names such as DHA, HPG, NKG and HSG benefit first, with construction contractors VCG, HHV and CTD expected to follow as project progress speeds up. Capital flows are expected to shift toward midcaps, while large-caps, particularly some Vingroup-ecosystem stocks, have mainly been supporting the index. The expert sees VN-Index consolidating within 1,700–1,750 points in the final months of the year, so investment results will depend more on sector and stock selection. Hoang favors deploying capital in tranches during volatile sessions rather than all at once.
Summary written by Upside AI from the original article. Read the source for full details.
Original headline: Chuyên gia chỉ tên nhóm cổ phiếu đang ở "chân sóng", có cơ hội bứt phá cuối năm
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VNINDEXHPGbuilding materialspublic investmentVingroup
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Related tickers and likely impact
VNINDEX
▲ Likely positiveRelevance: low
| Market | Vietnam stocks |
|---|---|
| Close on 10/30/2026 | 1,741.62 |
| Change that session | -0.80% |
Impact is scored by AI from the headline and may be wrong. It is not investment advice.
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