MBS says the market could see a technical rebound after two consecutive monthly declines in September and October, noting that November has risen in 70% of the past 10 years, with an average gain of 3.8%. The VN-Index is still 51.78 points (3.1%) above its October low, but many sectors have fallen below that bottom, and excluding Vingroup-linked stocks, the rest of the market has already broken it. The report lists eight stocks, including HPG, MWG, TCB, VCB, STB, VHM, GVR and TCX, which MBS sees as having factors supporting business performance through late 2026 and beyond. Hòa Phát (HPG) posted Q3 2026 net profit of 8,217 billion VND, up 106% year on year; Techcombank (TCB) reported pre-tax profit of 10,375 billion VND, up 25.8%; and Vinhomes (VHM) saw Q3 revenue and net profit rise 420% and 453%.
Summary written by Upside AI from the original article. Read the source for full details.
Original headline: CTCK hé lộ 8 doanh nghiệp đáng chú ý, phù hợp để "xuống tiền" trong tháng 11
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- 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.
- A bank stock net sold by securities firms' proprietary desks for nearly a hundred billion VND in the 29/10 session
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- Tracking smart money flows on 29/10: proprietary trading and foreign investors both net sell
Proprietary trading desks and foreign investors both net sold in the 29/10 session, with total net selling of nearly 825 billion VND, including over 540 billion VND from foreign investors and nearly 282 billion VND from proprietary desks. Selling was concentrated in TCB (118 billion VND), FPT (115 billion VND) and SSI (79 billion VND), while HPG led net buying with over 63 billion VND. Foreign investors' net selling streak extended to 4 consecutive sessions, including 28/10.
- Two bank stocks net bought heavily by securities firms' proprietary trading in the 27/10 session
On the 27/10 session, the VN-Index fell 1.68 points (-0.10%) to 1,761.87 points, extending a second straight day of correction with low liquidity and heavier selling in the afternoon session. Foreign investors net sold 319 billion VND across the market, while proprietary trading of securities companies net bought 207 billion VND on HoSE. VPB was the most-bought stock at 61 billion VND, followed by TCB (52 billion), MWG (51 billion) and HPG (33 billion). In the opposite direction, proprietary trading net sold most heavily in VGC at 18 billion VND, followed by GMD (16 billion), while VCB and KDH each recorded 9 billion VND.
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Proprietary trading by securities companies net sold 225 billion VND on HOSE in the first session of the week of October 26. The VN-Index opened higher at 1,780 points but came under selling pressure as liquidity rose in the afternoon session, closing down 10.60 points (-0.60%) at 1,763.55 points. EIB saw the largest net selling at 193 billion VND, followed by VCB (41 billion), GEX (25 billion), MSN (23 billion) and MBB (22 billion VND). TCB was the most net bought at 51 billion VND, followed by VPB (13 billion) and FRT (8 billion VND).
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Securities firms' proprietary trading net bought VND 12 billion on HOSE, led by ACB at VND 240 billion, followed by TCB (VND 55 billion), VPB (VND 26 billion) and VIC (VND 20 billion). On the other side, the group net sold most heavily at KBC at VND 204 billion, followed by TPB (VND 171 billion) and FPT (VND 23 billion). In the weekend session of 23/10, VN-Index dipped slightly on selling pressure in banking and securities stocks, then turned higher to close up 13.52 points (0.77%) at 1,774.15 points as buying improved. Foreign investors reversed course to net sell VND 470 billion after two consecutive sessions of net buying.
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