MBS Research forecasts that in the VN30 index review for Q1 2026, Vinpearl (VPL) is likely to be added to the VN30 basket as it ranks among the top 20 largest capitalization stocks, while Duc Giang Chemical (DGC) is expected to be removed due to a significant drop in its market capitalization. VN30 ETFs are expected to buy about 1.6 million VPL shares and sell more than 1.7 million DGC shares. Besides VPL, stocks like Hoa Phat (HPG) and The Gioi Di Dong (MWG) are also expected to see purchases. Conversely, some stocks such as Sacombank (STB) and Vinamilk (VNM) are likely to face net sales. This review is set to begin on December 31, 2025, with a new list announced on January 19, 2026. For the upcoming July review, stocks like TCX, MCH, and BSR are being recognized as potential candidates, with MCH and TCX likely having the best chances to enter VN30. In contrast, BSR’s chance of entering VN30 is low unless its capitalization rises considerably.
Leave a Reply