Investors are bored with stocks?

(Dan Tri) - The current trading value on the stock market is quite cautious, much lower than the period of 40,000-50,000 billion VND/session.

The liquidity of the stock market has recently recorded a sharp decline compared to the boom times in July and August. In today's trading session (October 2), the transaction value on the HoSE floor only reached over VND22,661 billion, slightly higher than yesterday.

Investors have been more cautious in trading since September. Compared to the average of about 40,000-50,000 billion VND/session, even setting a record of 83,830 billion VND in the period of July-August, the current situation is quite cautious.

Nhat Viet Securities Company commented that market liquidity is cooling down compared to the previous vibrant period, reflecting the cautious sentiment of investors before the upgrade. The decline in transaction value in the market shows that large cash flows tend to stay on the sidelines and observe. Foreign investors are continuously net sellers in the market.

However, on the contrary, cash flow from domestic organizations was a bright spot with a net purchase of more than VND 9,000 billion, acting as the main support, "balancing" the entire selling force of foreign investors and helping the market not to fall deeply.

The paradox of foreign net selling can be explained as portfolio restructuring by frontier market funds before Vietnam is upgraded, rather than as a negative sign. Meanwhile, the aggressive buying action of domestic institutions demonstrates a strong belief in the macro fundamentals and long-term prospects of the Vietnamese stock market.

The market was affected by the decline of large-cap stocks (Screenshot).

Returning to today's trading session, VN-Index fell 12.34 points to 1,652.71 points. Red covered HoSE with 243 stocks falling.

Cash flow was supported by banking stocks such as LPB, MBB, TCB,SHB , MSB, OCB... Some other large-cap stocks such as VIC, VJC, MSN also contributed to "saving" the index.

However, pressure still weighed on the index when a series of large-cap stocks were in red, such as VPB, VHM, STB,FPT , VRE... Foreign investors continued to net sell more than 2,348 billion VND, focusing on codes such as VHM, FPT, VPB, STB, MWG

Source: https://dantri.com.vn/kinh-doanh/nha-dau-tu-da-chan-chung-khoan-20251002160256604.htm