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Vietcap Daily - VN-Index sees no material change - FPT, FRT, GAS

Market Commentary

09 Feb 2026

* FPT-Viet Thai consortium signs MoU with G42 to develop hyperscale data center project in HCMC
* FRT proposes 27% YoY PBT growth for 2026
* GAS aims to invest in LNG power plants, USD1bn data center; long-term upside potential
* Market wrap: VN-Index sees no material change


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Market wrap: VN-Index sees no material change

The VN-Index saw no material change (-0.04%; -0.7 pts) on Monday to close the trading day at 1,754.8. Performance among large-caps was mixed, as the VN30 group recorded 12 gainers, 14 decliners, and 4 unchanged stocks. Across the index, there were 150 gainers, 173 laggards, and 52 unchanged stocks. Total trading volume sharply decreased compared to the previous trading day to USD771.7mn.

* In Banking, BID (-1.6%) and STB (-2.0%) plunged while MBB (+0.9%) and HDB (+1.1%) posted solid gains.  

* In Real Estate, KDH (+4.5%) and VIC (+1.0%) surged as VHM (-2.6%) and BCM (-2.1%) dropped.  

* Noteworthy gainers in other sectors included tech company FPT (+1.4%), oil & gas company PVD (+3.5%), jewelry company PNJ (+3.7%), chemical companies DGC (+2.9%) and DCM (+2.8%), and retailers MWG (+1.0%) and FRT (+2.2%).  

* Standout laggards included industrials firms GEE (-5.2%) and GEX (-3.6%), rubber producer GVR (-0.9%), securities firm SSI (-1.0%), and airline VJC (-0.6%).


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