Vietcap Daily - VN-Index advances 0.8%

* BWE: 2M 2025 consolidated NPAT completes 14% of full year forecast; completion of Tan Hiep water M&A
* PVT: BIMCO lowers tanker shipping market outlook, suggests slight downside risk for PVT’s earnings forecast
* Market wrap: VN-Index advances 0.8%

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Market wrap: VN-Index advances 0.8%

The VN-Index advanced 0.8% (+10.1 pts) on Monday to close the trading day at 1,336.3. Foreign investors returned to net buying, but heavy selling in quality blue chips like FPT, PNJ, VNM, and MWG reflected a mixed market tone. Across the index, there were 270 gainers, 185 decliners, and 79 unchanged stocks. Total trading volume dropped sharply from the previous trading day to USD810.7mn.

* In banking, VCB (+1.9%) and VPB (+3.1%) surged, while CTG (+0.7%), TCB (+0.6%), ACB (+0.8%), and HDB (+0.9%) also posted strong gains. BID (-0.1%) and LPB (-0.7%) declined.

* In real estate, BCM (+3.5%), KDH (+3.3%), and PDR (+2.9%) jumped. VIC’s strong gain streak ended as it edged down 0.2%. VHM (-0.2%) and VRE (-0.3%) also declined.

* Several financial services stocks sharply gained, including VCI (+1.4%), HCM (+1.6%), FTS (+1.0%), and BSI (+2.6%).

* Notable gainers from other sectors included milk producer VNM (+1.5%), steelmaker HPG (+1.1%), airline HVN (+3.8%), oil & gas company BSR (+1.9%), and retailer MWG (+0.8%).