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Vietcap Daily - VN-Index falls 0.7% - NLG, VNM

Market Commentary

06 Aug 2026

* NLG: Key takeaways from analyst meeting 

* VNM: Continuing to benefit from broad-based market share gains, premiumization, economies of scale - Analyst Meeting Note

* Market wrap: VN-Index falls 0.7%

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Market wrap: VN-Index falls 0.7%

The VN-Index fell 0.7% (-11.7 pts) on Thursday to close the trading day at 1,764.8. Banks continued performing poorly, dragging on the index. Throughout the index, there were 110 gainers, 213 laggards, and 50 unchanged stocks. Total trading volume substantially decreased from the previous trading day to USD575.8mn.

* Banks CTG (-1.6%), TCB (-1.5%), VPB (-1.4%), MBB (-1.6%), LPB (-1.9%), STB (-1.4%), and ACB (-1.3%) plunged. 

* In Real Estate, VIC (-0.5%), VRE (-4.3%), BCM (-1.4%), NVL (-1.4%), and KBC (-1.6%) sharply fell. In contrast, VHM (+0.8%) climbed. 

* Consumer stocks MSN (-1.0%), SAB (-1.6%), MWG (-1.4%), FRT (-2.1%), HVN (-3.6%), and PNJ (-3.8%) tumbled. 

* Noteworthy laggards in other sectors included Industrials firms GEE (-2.9%) and VTP (-3.1%), Utility companies GAS (-1.0%) and POW (-2.9%), Rubber producer GVR (-1.1%), and Oil & Gas company PLX (-1.6%).

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