Today, November 11, 2 businesses started trading large quantities of stocks, including many stock codes that are the focus of attention on the market, including: DPG and CLX.
The large volume of shares traded by these companies can create fluctuations in the trading session. List of companies trading large volumes of shares today:
1. Dat Phuong Group Corporation (stock code DPG): Ms. Nguyen Thi Tung, mother-in-law of General Director Tran Anh Tuan, registered to sell 60,000 DPG shares, reducing her ownership to more than 50,700 DPG shares, at a rate of 0.05%.
Transactions are conducted from November 11 to December 10 by order matching or negotiation method.
2. Cho Lon Import-Export and Investment Joint Stock Company (stock code CLX): Vinafreight Joint Stock Company – an organization related to Board of Directors member Le Duy Hiep, who is also a Board of Directors member of CLX, registered to buy 100,000 CLX shares. Before the transaction, Vinafreight Joint Stock Company did not hold any CLX shares.
The transaction was conducted from November 11 to December 10 by order matching and negotiation methods.
Securities CompanyBIDV(BSC) recommends buying MBB shares. The third quarter 2025 business results of Military Commercial Joint Stock Bank (stock code: MBB) were somewhat lower than expected in terms of both profit growth and asset quality.
The stock price has also adjusted more than 15% since mid-August 2025 to present, currently MBB has a TTM P/B = 1.5x (stock price is 1.5 times book value per share, calculated based on the most recent 12 months), compared to the historical average of 1.3x and quite similar to competing banks such as TCB, VPB. In the short term, BSC expects MB’s profit outlook in the fourth quarter to be under pressure from increased capital costs and provisions.
However, BSC finds that the stock price has also adjusted to an attractive enough level for accumulation, so the buy recommendation is based on the latest 1-year target price of VND 29,300/share. According to the latest forecast, BSC expects MBB to achieve pre-tax profit in fiscal years 2025 and 2026 at VND 32,800 billion (up 14%) and VND 39,300 billion (up 20%), respectively, corresponding to 1-year forecast P/B = 1.2x.
Some catalysts (stock price triggers) expected in the coming time may come from the bank announcing its plan to issue capital increase, in the context that MB still has room FOL (maximum foreign ownership ratio) and the current CAR (capital adequacy ratio) of 11.7% at the end of the third quarter does not put the bank in a very comfortable position compared to competitors such as TCB (15.8%) or VPB (13.6%) in a strongly promoted credit cycle; or information updating the progress of cooperation with Dunamu on the establishment of a digital asset exchange.
Agribank Securities Joint Stock Company (Agriseco) recommends a target price of VND73,000/share for GMD shares. The Nam Dinh Vu Phase 3 project has a capacity of 800,000 TEUs, and when put into operation, it will help expand the capacity of Nam Dinh Vu port by 60%. Currently, Phase 3 has been put into trial operation at the end of September 2025 and officially exploited from the fourth quarter of 2025, earlier than the original plan of 2026.
Progress of Gemalink port phase 2A: In the South, Gemalink phase 2A has an investment capital of nearly 200 million USD, expected to add capacity of 600,000 TEU/year from 2027, increasing the capacity of Gemalink port by about 50%. Currently, GMD is completing the legal process to start implementation.
Port service prices continue to increase according to the roadmap: In the third quarter of 2025, the loading and unloading service price for deep-water ports has been adjusted to increase by about 5-10%, which is a factor supporting GMD’s business activities when the enterprise owns the largest deep-water port capacity in the country. In 2026, loading and unloading prices may continue to increase according to the roadmap.
Divestment from rubber sector: GMD is expected to record about 200 billion VND in profit from divestment from rubber sector. The company is currently negotiating with potential buyers and may complete the transaction in the near future.
Agriseco believes that GMD can record profits from divestment of the rubber segment in 2026, and recommends positively for this stock with a target price of VND73,000/share.
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