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Market date: 06/06/2026

Daily market pulse

Overview

Market Overview for the Day: Today, the Vietnamese stock market has several notable news stories.

Firstly, some Western brands may be revived when taken over by Chinese companies due to their strong supply chain and digital marketing capabilities.

However, there is no specific information about these brands.

Meanwhile, Chairman Trịnh Văn Tuấn of PC1, a joint-stock company for investment, construction, and technology development, has been arrested.

A major new shareholder of PC1 has invested around VND 74 trillion to purchase shares.

Foreign investors also experienced a sharp net sell-off of nearly VND 7.2 trillion during the first week of June, primarily through transactions.

The focus of foreign investors in this week is still unclear.

A newly listed brokerage firm has just been included in the FTSE Vietnam ETF in June's rebalancing period.

However, there is no specific information about this company.

Some companies like Nam Tân Uyên have also planned a "reverse" business strategy in 2026, with total expected revenue of VND 545.8 trillion and after-tax profit of over VND 226.4 trillion.

Lastly, the Chairman of the Vietnam Blockchain Association has pointed out the "gap" that needs to be filled to tap into the market's potential worth USD 200 billion.

Outlook

The next trading session may be influenced by several key factors.

Firstly, the market may continue to react to information regarding the arrest of Chairman Trịnh Văn Tuấn and its impact on technology development and investment construction joint stock company 1 (PC1).

Secondly, foreign investors may continue to sell net, especially through block trades, as observed in the first week of June.

Thirdly, companies like SharkNinj, Nam Tân Uyên, and others may continue to be affected by information regarding their business plans and development prospects.

Key assumptions and risks

Foreign investors continued to sell heavily, putting pressure on Vietnam's stock market; - Companies that may be affected by foreign investors' selling trend or other factors such as the arrest of Chairman Trịnh Văn Tuấn; - The state of the macro economy and the market's potential recovery after the price decline period.

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