After the strong adjustments last week, investors' sentiment was somewhat cautious in the early trading period today, August 4. However, the selling pressure is not too great while the increased demand in bluechip stocks has helped the VN-Index recover green soon and increasingly increase the range when the positive developments in major stocks have spread more widely on the electronic board.
In the afternoon session, strong demand increased, causing a series of groups of stocks to increase points, pulling the main index back to the historical peak. VN-Index closed up nearly 33 points to 1,528 points. Liquidity reached 42.6 trillion VND.
With the leadership of the large pair VIC and VHM, real estate stocks are a bright spot in the market. In addition, another notable code is NVL, which is currently trading around the ceiling with liquidity of up to more than 56.6 million units...
The pillars of banking, securities, and steel also recovered strongly. In which, in line with the big wave of the market, the SHB and SHS stock pair is not out of the trend when increasing all the range. SHB increased 6.9% to VND18,600/share with a trading volume of more than VND91 million shares, while SHS also had a volatile trading session, causing a sharp decrease at the beginning of the session and then unexpectedly increased the range to VND23,600/share at the end of the session.
Meanwhile, in the context of the VN-Index improving, foreign investors unexpectedly net sold VND10,242 billion across the whole market, setting an unprecedented net selling record. On HoSE alone, foreign investors net sold nearly VND10,258 billion.
On the afternoon of purchase, GEX shares were net bought the most by foreign investors in the whole market for about 151 billion VND, NVL also net poured 100 billion VND in today's session.
In contrast, VIC was the most net-sold code in today's session with a value of VND9,944 billion, of which foreign investors net sold VIC shares by 90 million through the deal, with a recorded value of VND9,819 billion. Reversal
Today's foreign net selling transaction involves SK Group, part of SK Group's global portfolio restructuring strategy that was announced in advance. VIC is just one of the investments that SK Group has been divesting from. With VIC shares active since the beginning of this year, SK Group believes this is the optimal time to divest.
In addition, other stocks such as SSI, VHM, FPT and HPG were also strongly sold by foreign investors from over a hundred billion to nearly 300 billion VND.
According to experts, the market under increased selling pressure last week when it was at its historical peak is considered normal. Vctuations and adjustments can open up short-term opportunities for investors to trade quickly, adapt and restructure flexible portfolios.
Factors to be concerned about at the present stage are the level of volatility, liquidity and spread among stock groups.
Some industry groups are emerging and have good growth potential in the second half of 2025, in the context of strong market liquidity increase and macroeconomic support policies gradually taking effect.
Securities is one of the industries that benefits the most from the liquidity boom. The average daily trading value in July skyrocketed to a record VND34,700 billion, far exceeding the average of VND19,200 billion in the first half of the year.
This development reflects the increasingly strong participation of individual investors, as well as growing expectations for the possibility of the market being upgraded by FTSE in September.
Banking is also a potential industry group in the second half of the year, as the economy continues to grow. Investors expect that the profits of this industry will improve, not only thanks to increased credit but also thanks to reduced pressure to set aside reserves.
Real estate is starting to show signs of recovery. The Government has made significant progress in removing legal bottlenecks, while promoting administrative procedure reform through projects to merge provinces and cities, and restructure the local apparatus. These changes are expected to unblock supply, strengthen buyer confidence and return the market to a sustainable growth path, based on real demand.
