The stock market has just witnessed a strong disbursement week by foreign investors, with a total net buying value of up to VND6,858 billion after 5 consecutive sessions. This is the highest level since the beginning of 2025.
Foreign investors are net buyers again in the context of the VN-Index continuously setting new peaks. The VN-Index surpassed 1,450 points, with 5/5 price increases last week.
According to statistics on the HOSE floor, foreign investors have been net buyers for 5 consecutive sessions. In total, this group has net bought 301.6 million units, the total net buying value reached VND6,974.3 billion, up 60.64% in volume and 34.94% in value compared to the previous week.
Foreign investors continue to net buy the most SSI shares with a value of VND 2,019 billion, equivalent to a net purchase volume of 71.31 million units. Thus, in just the first 9 sessions of July, foreign investors have net bought nearly VND2,650 billion worth of SSI shares.
However, the leading category with strong net buying in volume is SHB shares, reaching more than 73.3 million units, with a corresponding net buying value of VND 1,007 billion. In contrast, GEX shares were net sold the most with a volume of 9.95 million units, with a corresponding net selling value of VND 391 billion.
Experts assess that the trend of foreign investors continuously buying net, especially increasing sharply in recent sessions, is similar to many markets that have been upgraded, when foreign capital flows often enter strongly before, during and after the assessment time.
Dragon Capital believes that FTSE Russell will announce the upgrading of the Vietnamese stock market in September 2025, with official impact from March 2026.
Recent positive signals show that Vietnam is determined to implement reforms to meet the criteria of international rating organizations. One of the biggest bottlenecks is the requirement for foreign investors to deposit before trading (pre-funding) has been loosened, creating more favorable conditions for international capital flows.
In particular, the implementation of the new KRX trading technology system from May 5, 2025 is a fundamental step forward, helping to improve trading speed, payment reliability and increase monitoring capability. At the same time, the State Securities Commission has also coordinated with securities companies to standardize operating procedures, update the definition of investor identification information, apply digital document processing and increase the role of depositors.
Longer-term plans such as building a central counterpart compensation payment mechanism, developing an electronic communication platform between securities companies and depositors, or deploying comprehensive transaction accounts for foreign investors... are continuing to be promoted. These efforts not only upgrade market infrastructure but also reflect Vietnam's strong commitment to integrating more deeply into the global financial system.
If upgraded, market liquidity can reach VND28,000 billion/session, especially when new products and mechanisms such as no- lunch break transactions, shortening payment time... are implemented. It is expected that the VN-Index can soon move towards 1,500 - 1,550 points this year or early next year.
