Which stocks do brokerage firms prefer?

(Dan Tri Newspaper) - Companies' investment assets seem to prioritize bonds and certificates of deposit, with a small portion invested in listed stocks.

The financial reports for the last quarter of 2025 from many securities companies reveal investment portfolios with varying amounts of temporary losses and temporary profits.

VNDirect Securities maintained stable investments. Its proprietary trading portfolio injected VND 964 billion into listed stocks and fund certificates, including MWG ( Mobile World Group ), HSG (Hoa Sen Group), and REE (Refrigeration and Electrical Engineering). The company particularly favored bonds (both listed and unlisted) with an investment value of VND 14,558 billion, and certificates of deposit with an investment value of VND 5,831 billion.

According to a report from its parent company, SSI Securities, certificates of deposit and bonds were the two largest financial investments, reaching VND 23,207 billion and VND 13,207 billion respectively. The value of investments in stocks and listed securities was quite low, just over VND 178 billion. Stocks purchased included HPG, FPT, VPB,ACB , and VNM.

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Vietcap Securities and VNDirect both made mistakes.(Dan Tri Newspaper) - Vietcap was reprimanded twice in June for violating regulations on clearing and settlement of securities transactions. VNDirect had 7 post-transaction corrections in May on the HoSE.

Ho Chi Minh City: Ly Thuong Kiet social housing project sets selling price from 23.2 million VND/m2.The developer has just announced the selling price of social housing at the Ly Thuong Kiet project starting from 23.2 million VND/m2. Meanwhile, another project in the former Thu Duc City also announced a price of over 35 million VND/m2.

The Ministry of Finance proposes a 20% tax on profits from securities transfers.(GLO) - The Ministry of Finance has proposed applying a personal income tax rate of 20% on profits from securities transfers, instead of the current 0.1% on the selling price.

SSI's financial investment assets (Source: Separate financial statements for Q4/2025).

Vietcap Securities Joint Stock Company (stock code: VCI) holds a significant number of listed stocks and bonds, and its market value has increased considerably. Specifically, the company holds 8 listed stocks, generating a temporary profit of over 3,180 billion VND. Some stocks showing significant temporary gains include IDP, KDH, MBB, MWG, and TDM. Conversely, investments in ACB,FPT , and STB are currently showing losses.

Ho Chi Minh City Securities Company (HSC) invested VND 3,899 billion in stocks, with no significant change in market value. The main portfolio, with the largest value, includes TCB (Techcombank), VPB (VPBank), HPG (Hoa Phat), MWG (Mobile World Group), and ACB (Asia Commercial Bank). Compared to the end of last year, this securities company reduced its investment in VTP (Viettel Post) and FPT (FPT Group) stocks.

United States - Vietnam: Don't miss

Vietnam encourages US businesses to expand investment in high technology.On the morning of June 26th, at the Government Headquarters, Deputy Prime Minister Ho Quoc Dung received Mr. Jeff Place, Supply Chain Director of Coherent Group (USA). During the meeting, the Deputy Prime Minister affirmed that Vietnam encourages US businesses to expand investment, especially in high-tech, innovation, and semiconductor industries.

Encourage U.S. businesses to expand investment in high-tech sectors.Deputy Prime Minister Ho Quoc Dung said that Vietnam welcomes US businesses to continue expanding their operations in Vietnam, especially in high-tech industries and sectors with high added value.

Vietnam and the United States strengthen cooperation in addressing the consequences of war.VTV.vn - On June 22, General Secretary and President To Lam received Acting Secretary of the US Navy Hung Cao.

Source: https://dantri.com.vn/kinh-doanh/cac-cong-ty-chung-khoan-thich-co-phieu-nao-20260126122423881.htm