Vietnam Daily Market Recap July 01 – ACV AGM Note

Stocks inch higher, led by Travel & Leisure

The VN-Index opened higher on Tuesday and traded in positive territory throughout the session, closing up 0.1% at 1,377.8. In June, the VN Index rose 3.0%, during 2Q25, it increased 4.5% and over the first half of 2025, the index gained 8.4%. Market liquidity increased, with total trading value rising 8.5% compared to Monday to VND17tn (USD651mn). However, the HNX Index dropped 0.3% to close at 228.4.
Sectors were mixed today, led by Travel & Leisure (+2.2%), Media (+1.9%), Insurance (+3.1%) and Banks (+0.7%). In contrast, sectors such as Telecommunications (-1.4%), Industrial Goods & Services (-1.3%) and Food & Beverage (-0.9%) declined.
Top performers today included VCB (+2.1%), GVR (+2.8%) and HVN (+2.6%). Top laggards included GAS (-2.0%), MSN (-2.0%) and VHM (-0.5%).
VJC (+2.7%) launched three new routes connecting Thanh Hoa with Da Lat, Buon Ma Thuot and Can Tho. To meet travel demand while Vinh Airport is temporarily closed, Vietjet introduced these new routes and increased the frequency of its Thanh Hoa–HCMC service by four flights per day.
VCR (+4.5%) approved a plan to divest 107.1 million VCR shares of Vinaconex ITC, equivalent to 51% of its charter capital, at a minimum price of VND48,000 (USD1.84) per share through direct negotiation with investors. If successful, the transaction could generate at least VND5.1tn (USD197mn) for Vinaconex.
Foreign investors net sold today with a total of VND383.2bn (USD14.7mn), with selling momentum focused on VJC (VND368.2bn, USD14.1mn), HDB (VND219.5bn, USD8.4mn) and HPG (VND94.1bn, USD3.6mn). Meanwhile, foreign investors mainly bought HVN (VND70.3bn, USD2.7mn), MSN (VND61.2bn, USD2.3mn) and IDC (VND59.0bn, USD2.3mn).

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