Foreign investors were net sellers of banking stocks in the 02/11 session, led by MBB at nearly 182 billion VND and VCB at over 155 billion VND. After offsetting purchases of TCB and TPB, net selling in the banking group reached about 589 billion VND, pushing total foreign net selling across the market to nearly 450 billion VND, the seventh consecutive session of outflows. Proprietary trading reversed to net sell about 246 billion VND after buying 86 billion VND the previous session, with MWG the largest seller at nearly 180 billion VND, while HDB drew about 161 billion VND of net buying. On the buy side, foreign investors bought over 90 billion VND of MSN, leading the session, while FPT and GMD were sold about 86 billion and 76 billion VND respectively.
Summary written by Upside AI from the original article. Read the source for full details.
Original headline: Theo dấu dòng tiền cá mập 02/11: Khối ngoại rút gần 600 tỷ đồng khỏi nhóm ngân hàng
Read the original on Vietstock ↗
Keywords
foreign investorsbanksVNINDEXVCB
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Related tickers and likely impact
VNINDEX
▼ Likely negativeRelevance: low
| Market | Vietnam stocks |
|---|---|
| Close on 11/02/2026 | 1,710.72 |
| Change that session | -1.77% |
ACB
▼ Likely negativeAsia Commercial Bank
Relevance: low
| Market | Vietnam stocks |
|---|---|
| Exchange | HOSE |
| Sector | Banks |
| Market cap | 121,893 bn VND |
| P/E | 7.6 |
| P/B | 1.17 |
| Close on 11/02/2026 | 20.30 |
| Change that session | -3.33% |
BID
▼ Likely negativeBIDV
Relevance: low
| Market | Vietnam stocks |
|---|---|
| Exchange | HOSE |
| Sector | Banks |
| Market cap | 259,793 bn VND |
| P/E | 8.1 |
| P/B | 1.37 |
| Close on 11/02/2026 | 32.00 |
| Change that session | -4.19% |
CTG
▼ Likely negativeVietinBank
Relevance: low
| Market | Vietnam stocks |
|---|---|
| Exchange | HOSE |
| Sector | Banks |
| Market cap | 235,338 bn VND |
| P/E | 5.9 |
| P/B | 1.20 |
| Close on 11/02/2026 | 29.75 |
| Change that session | -1.82% |
EIB
▼ Likely negativeEximbank
Relevance: low
| Market | Vietnam stocks |
|---|---|
| Exchange | HOSE |
| Sector | Banks |
| Market cap | 29,990 bn VND |
| P/E | 156.9 |
| P/B | 1.13 |
| Close on 11/02/2026 | 16.05 |
| Change that session | -0.31% |
HDB
▼ Likely negativeHDBank
Relevance: low
| Market | Vietnam stocks |
|---|---|
| Exchange | HOSE |
| Sector | Banks |
| Market cap | 145,754 bn VND |
| P/E | 7.6 |
| P/B | 1.70 |
| Close on 11/02/2026 | 21.90 |
| Change that session | -2.23% |
Impact is scored by AI from the headline and may be wrong. It is not investment advice.
Related news
- Vietstock Daily 03/11/2026: Pressure Closes In
The VN-Index fell 1.77% to close at 1,710.72 points on November 2, its third straight session of losses and approaching the July 2026 low zone of 1,650–1,680 points. Foreign investors net sold over VND 523 billion on HOSE. The VN30-Index dropped 2.24% to 1,813.41 points, with 27 stocks declining; VCB was the biggest drag, removing 4.58 points from the VN-Index, while FPT fell 4.74%. On the technical side, the VN-Index broke below the middle Bollinger Band as the Stochastic weakened after leaving overbought territory, and the MACD narrowed toward its signal line. On the HNX-Index, a Death Cross has formed between the 50-day and 200-day SMAs, and the May 2026 low of 245–250 points is flagged as a notable support zone.
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The VN-Index reversed to close down 16 points at 1,690 points on October 19 after a weak open, with HoSE matched value at only VND 11,400 billion. Foreign investors extended their selling, with net sales of VND 850 billion across the market, including VND 800 billion on HoSE, VND 46 billion on HNX and VND 7 billion on UPCoM. On HoSE, FRT led net buying at about VND 151 billion, while VCB topped net selling at about VND 104 billion, followed by VHM at about VND 102 billion and ACB at nearly VND 93 billion. On HNX, NVB was the biggest net-bought stock at about VND 1.4 billion, while CEO led net selling at about VND 18 billion.
- Stocks Plunge as Several Shares Hit Their Floor Price
The VN-Index fell 30.9 points (1.77%) to 1,710 points in the November 2 session, as a morning recovery attempt failed and selling intensified in the afternoon after two months of consecutive corrections. Banks were the main source of pressure, with 24 of 28 bank stocks closing lower: VPB fell 6.1% to 21,550 dong and VCB dropped 4.8%, while NVB rose 5% to 14,700 dong after reporting nine-month pre-tax profit of 1,574 billion dong, up 140.6%. Real estate, securities, retail and industrial stocks also declined, with GVR, TRC and PHR hitting their floor prices. Foreign investors were net sellers of 516 billion dong on HoSE, led by MBB (181 billion dong) and VCB (155 billion dong), while MSN saw net buying of 90 billion dong.
- Market Pulse 02/11: Foreign investors heavily net sell banks, VN-Index loses more than 30 points again
At the close, the VN-Index fell 30.9 points (-1.77%) to 1,710.72, while the HNX-Index dropped 2.19 points (-0.87%) to 250.55, with 564 stocks declining and 141 advancing across the market. The information technology sector posted the steepest decline at -4.57%, with FPT down 4.74%, while banks were the focus of net selling. Foreign investors net sold over 523.23 billion VND on HOSE, concentrated in MBB, VCB, ACB and STB, and net bought 71.01 billion VND on HNX. The article links the sell-off to concerns over banks' net interest margin (NIM) compression, with total trading value reaching over 15.8 thousand billion VND.
- VN-Index drops more than 30 points
The VN-Index briefly dropped 48 points below 1,700 as many brokerages issued margin calls after the lunch break, then narrowed its loss to close at 1,710, down more than 30 points, its third straight decline. A branch director at a Ho Chi Minh City brokerage said the margin calls to individual and institutional clients could force investors to sell other holdings to meet them. HSC described the market as one of its most difficult periods in five years, with the index down about 12% excluding several heavyweight stocks, liquidity nearly exhausted and IPOs struggling. Banks were hit hardest, with VPB down over 6% to 21,550 dong, while VIC rose 0.4% as a rare support and foreign investors have net sold for seven consecutive sessions.
- Four bank stocks sold off by foreign investors worth VND560 billion as VN-Index lost 31 points
Vietnam's stock market fell sharply in the first session of the week, with the VN-Index losing 31 points to close at 1,711 points as selling pressure built up toward the close. Liquidity on HoSE remained low, with matched value at about VND 15,900 billion. Foreign investors net sold VND 453 billion across the market, including VND 523 billion on HoSE, where MBB saw the largest net selling at nearly VND 182 billion, followed by VCB at about VND 155 billion, ACB over VND 118 billion and STB about VND 106 billion. In contrast, MSN led net buying on HoSE at about VND 90 billion, while on HNX foreigners net bought VND 71 billion and UPCoM saw net selling of VND 1 billion.
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