In today's trading session (June 15), the stock market recorded a recovery session when domestic and foreign investors' cash flow was strongly disbursed into pillar stocks.
VN-Index increased by 7.66 points (+0.43%) to 1,799.31 points. Total trading volume reached more than 792 million units, worth 25,367 billion VND, up 23.7% in volume and 55.2% in value compared to the last session of the previous week. Block transactions contributed nearly 171.4 million units, worth 8,465.9 billion VND.
The most positive signal in today's trading session is that foreign investors have disbursed a total of 7,100 billion VND, while only selling about 3,000 billion VND. This means that the net buying value is more than 4,060 billion VND, exceeding the record of 3,800 billion VND set in a trading session at the end of 2025.
Foreign investors' cash flow mainly focused on Vingroup (VIC) shares through negotiated transactions. Specifically, foreign investors bought about 4,700 billion VND, while selling less than 300 billion VND. Foreign investors bought Vingroup shares amid a sharply adjusted market price of 1.5%, down below 193,000 VND/share.
Following behind, HPG and MWG are the next codes to be strongly bought 167 and 138 billion VND. In the opposite direction, VHM leads the list of net selling with 191 billion VND. Followed by VPB and VCB, respectively being net sold 117 billion VND and 94 billion VND.
Today's net buying session reduced the pressure to withdraw capital maintained by foreign investors for many months. It is estimated that this group has net sold about 75,000 billion VND (equivalent to 2.9 billion USD) since the beginning of the year.
However, the current net selling status does not mean that the door to foreign capital is gradually closing. The market is entering a stage that investors are particularly interested in before the upgrade milestone taking effect from September 21, 2026. In the view of many institutional investors, Q2 and Q3/2026 are important stages to prepare positions before the market is officially put into a new group.
This makes the current period a particularly meaningful "buffer zone". If well utilized, Vietnam can shift from a state of prolonged net selling to a state of gradual accumulation before official cash flow enters the index baskets.
With the story of upgrades, the expected inclusion in FTSE Russell's emerging market index from September 2026 may create significant momentum for foreign capital flows and market liquidity.
SSI Research estimates that passive capital flows could reach about 1.4 billion USD, mainly from ETF funds simulating this index such as Vanguard and disbursed in four quarterly installments in the period 2026-2027.For comparison, this scale is equivalent to about half of the accumulated net selling value of 75,000 billion VND of foreign investors from the beginning of the year to date, showing that the upgrade cycle can significantly compensate for capital withdrawal pressure.
