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Vietcap Daily - VN-Index sees strong gain of 1.2% - DXG, SAB, PC1

Market Commentary

05 Aug 2025

* DXG: BOD approves resolution regarding proposed use of proceeds from planned private placement

* SAB: GT channel disruption hits Q2 sell-in volume; market share up on sell-out recovery - Analyst Meeting Note

* PC1: Strengthened outlook on US tariff clarity, higher wind prices - Update

* Market wrap: VN-Index sees strong gain of 1.2%

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Market wrap: VN-Index sees strong gain of 1.2%

The VN-Index saw a strong gain of 1.2% (+18.9 pts) on Tuesday to close the trading day at 1,547.2. Large-cap stocks in the banking and real estate sectors drove the market’s rise. Across the index, there were 113 gainers, 217 laggards, and 40 unchanged stocks. Total trading volume jumped from the previous trading day to USD2.9bn. 

* Banks TCB (+4.7%), MBB (+6.8%), BID (+1.8%), CTG (+1.9%), and VCB (+0.7%) led the sector.  

* Real estate tickers VIC (+5.7%), VHM (+4.1%), VRE (+6.4%), and KBC (+2.9%) jumped, while BCM (-2.9%), NVL (-2.4%), and SJS (-6.7%) plunged.  

* Utilites performed poorly as GAS (-0.3%), REE (-0.5%), POW (-1.7%), PGV (-6.7%), and BWE (-3.5%) dropped.  

* Notable gainers from other sectors included steelmaker HPG (+4.4%), industrial company GEX (+4.4%), food & beverage conglomerate MSN (+0.9%), and retailer MWG (+3.4%).

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