This Vietnamese market digest covers the past 24 hours, noting VN-Index could test 1,800 points in November after a sharp correction, with divergence remaining a key challenge. BSR posted Q3 profit of nearly 9 trillion VND, nearly 10 times the year-earlier level, on wider crack spreads, while ACV's Q3 after-tax profit fell about 35% year over year. Binance recorded net outflows of 3.64 billion USD after restoring withdrawals on Nov. 1, following a cyberattack that caused 6.3 billion USD in damages. On the market, DatVietVAC plans a 25% dividend, and HCMC approved a starting auction price of about 18,254 billion VND for 3,790 unsold resettlement units in Thu Thiem.
Summary written by Upside AI from the original article. Read the source for full details.
Original headline: 03/11: Đọc gì trước giờ giao dịch chứng khoán?
Read the original on Vietstock ↗
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Related tickers and likely impact
VNINDEX
• NeutralRelevance: low
| Market | Vietnam stocks |
|---|---|
| Close on 11/02/2026 | 1,710.72 |
| Change that session | -1.77% |
Impact is scored by AI from the headline and may be wrong. It is not investment advice.
Related news
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The VN-Index gained 68.24 points (about 4%) over the week to close at 1,774.15, snapping a four-week decline, as average trading volume on HoSE reached nearly 712 million shares per session, up 22.2% from the prior week. VIC contributed more than 36.7 points, while STB rose by its 6.86% daily ceiling to 68,500 dong per share, with a market capitalisation of 129,137 billion dong. Foreign investors were net sellers of over 1,000 billion dong for the week, despite net buying of 190 billion dong on 21/10. BSC sees the index entering a sensitive resistance zone of 1,768 - 1,778 points, while VNDIRECT attributed the rally mainly to reactions to third-quarter 2026 results from banking and real estate stocks. Experts also cautioned against FOMO-driven chasing during euphoric sessions.
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General Director Bùi Văn Huy of FIDT says the VN-Index's P/E of about 12 times (about 10 times excluding the Vingroup group) looks more attractive, but weak liquidity makes gradual accumulation the more suitable approach. He notes that investors who have not yet deployed capital could test with 20–30% of their planned amount, keeping the rest in deposits or short-term bond funds, while reviewing funds heavily concentrated in a few stocks. FIDT's estimates show Q3 2026 profit growth diverging sharply: residential real estate up 185%, oil and gas up 141%, retail up 90.9%, steel up 40.8%, while construction is seen falling 85.8%. However, excluding Vinhomes (VHM), the remaining residential real estate companies' profits are estimated to fall about 0.4%, indicating that growth is concentrated in large sector leaders.
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- Coinbase leads crypto stock selloff following $6.3B Binance hack
Shares of crypto-linked companies fell sharply on Friday, with Coinbase down more than 13% a day after reporting a drop in third-quarter revenue. Circle fell more than 9%, Strategy about 8%, IREN more than 10% and Figure Technology Solutions about 9%, according to Yahoo Finance data at the time of writing. Coinbase posted $719 million in net income, boosted by about $715 million in gains on crypto investments, though net revenue fell about 34% year over year to $1.16 billion. Strategy reported $19.53 billion in net income, driven by a $20.91 billion gain on its Bitcoin holdings, while revenue fell 3% to $125.4 million, and CFO Andrew Kang will step down on Nov. 5.
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