This Vietstock market roundup covers domestic news ahead of the 05/11 session. On November 3, 2026, the State Securities Commission fined GKM Holdings JSC (HNX: GKM), and shares of DatViet VAC Group Holdings (HOSE: DVV), producer of the show “Tinh Hà Say Hi”, hit the floor price for a second straight session on November 4. On the same day, the VN-Index rose 33.4 points and HOSE liquidity reached nearly 18 thousand billion VND, up almost 39%. Foreign investors net sold nearly 122 thousand billion VND on HOSE in the first 10 months of 2026, surpassing the nearly 111 thousand billion VND record for all of 2025. According to VietstockFinance, the VN-Index has risen in 7 of the past 10 Novembers.
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Original headline: Top cổ phiếu đáng chú ý đầu phiên 05/11
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- Foreign investors net sold nearly VND 122 trillion in 10 months, surpassing 2025 record
Foreign investors net sold nearly VND 122 trillion on HOSE in the first 10 months of 2026, surpassing the nearly VND 111 trillion record for all of 2025. In October alone, net selling exceeded VND 24 trillion, led by MCH at VND 9.6 trillion and HDB at nearly VND 3.4 trillion, with most MSN and HDB trades being negotiated deals with domestic investors. The VN-Index closed October at 1,741.62 points, down 1.5% for the month, while on HNX foreigners net sold nearly VND 139 billion in October, though year-to-date net buying remains positive at nearly VND 564 billion. OCBS expects foreign investors to keep trading cautiously in November, while Kirin estimates passive funds could deploy USD 2.2-2.4 billion over the next year, mostly in 2027.
- Foreign investors dump nearly $1 billion of Vietnamese stocks in October in 20 straight net-selling sessions
Foreign investors net sold more than VND 24,000 billion (nearly US$1 billion) on HoSE in October 2026, nearly five times September's VND 4,844 billion and the heaviest monthly net selling in 13 months. Over 22 sessions, they were net sellers on 20 days, extending a run of 20 straight net-selling sessions from September 23 to October 20. Selling pressure centred on Masan Consumer (MCH), with about VND 9,602 billion net sold, mainly from a negotiated transfer of more than 64.2 million shares on October 9; excluding MCH, net selling was still about VND 14,400 billion. Year to date through October, foreign investors had net sold nearly VND 122,000 billion on HoSE, close to the record VND 125,000 billion set in all of 2025. The article attributes the trend to global capital favouring markets with more attractive earnings growth stories, high international bond yields and fund rebalancing, as well as a mismatch between passive funds buying ahead of an upgrade and active funds realising gains.
- A 'Hot' Stock Sees Over VND 350 Billion in Foreign Net Selling in the Week's Final Session
Foreign investors net sold about VND 641 billion of shares across the market in the October 30 session, including VND 633 billion on HOSE. The VN-Index fell 14 points to 1,741 points after sharp swings, with HOSE liquidity exceeding VND 14,600 billion. VIC was the most net-sold stock on HOSE at VND 353 billion, followed by TCB (VND 133 billion) and MBB (VND 43 billion). In contrast, VHM was the most net-bought with over VND 69 billion, followed by VCB (VND 37 billion) and VJC (VND 31 billion). On HNX, foreign investors net bought VND 5 billion, led by TNG at VND 7 billion, while on UPCOM they net sold VND 13 billion, mainly QNS at VND 13 billion.
- Foreign investors net sell over 900 billion VND
Foreign investors net sold about 908 billion VND in the second straight session, the highest level in half a month, pushing the VN-Index down nearly 11 points to 1,763.5 points. FPT saw the heaviest net selling at 258 billion VND, while other tickers saw sales of only tens of billions each, and foreign buying in MSN, TCB and VIC was modest. Johan Nyvene, chairman of HSC, said capital allocation depends on investor sentiment, economic and political conditions and expected returns relative to risk, and that the market upgrade is a long-prepared roadmap rather than an overnight change. On HoSE, 203 stocks fell against 97 that rose, and total trading value dropped more than 20% to about 13,500 billion VND, reflecting caution. VCBS said cash flow remains fragmented and concentrated in large-caps, while BSI noted investors should avoid raising exposure too quickly before the trend is confirmed.
- Good news: Foreign investors snap 21-session selling streak, spend nearly VND 300 billion to accumulate a bank stock
The VN-Index rose nearly 47 points to 1,739 points, with HoSE liquidity improving to about VND 17,440 billion and the Vingroup group leading the rally. Foreign investors returned to net buying of about VND 160 billion, ending a streak of 21 consecutive sessions of net selling; on HoSE alone, they net bought VND 190 billion. On HoSE, TCB saw the largest net buying at about VND 290 billion, while FPT faced the biggest net selling at about VND 173 billion. On HNX, foreigners net sold VND 31 billion, while UPCoM saw net buying of VND 1 billion.
- Market Pulse 05/11: Upward momentum keeps narrowing as foreign investors net sell despite large VIX net buying
By midday, the VN-Index stood at 1,738.86 points, up 5.84 points, while the HNX-Index fell 2.51 points to 255.37 and the UPCoM-Index fell 0.23 points to 122.38. Across the market, 310 stocks rose (18 hit the ceiling) and 283 fell (12 hit the floor); VIC gained 1.54%, adding 5.88 points to the VN-Index, while VCB, GAS, HPG, VPB, MSN and FPT declined. Trading value exceeded 9 thousand billion VND, yet foreign investors were net sellers of more than 278 billion VND, even as VIX drew net buying of over 438 billion VND. The article says selling pressure appeared broadly rather than in isolated stocks.
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