HCMC – Dragon Capital has returned as a major shareholder of Mobile World Investment Corporation (HOSE: MWG) after its acquisition of more than 1.2 million MWG shares, according to the fund group’s latest ownership disclosure.
The transaction that changed the foreign investor group’s ownership ratio took place on December 17. Specifically, Amersham Industries Limited acquired 250,000 MWG shares, Hanoi Investments Holdings Limited bought 300,000 shares, Norges Bank took 350,000 shares, Samsung Vietnam Securities Master Investment Trust [Equity] added 83,000 shares, and Vietnam Enterprise Investments Limited got 250,000 shares.
In total, the Dragon Capital group purchased more than 1.23 million MWG shares, lifting its ownership from below 5% to 5.02%. As a result, the fund officially resumed its status as a major shareholder of Mobile World Investment Corporation as of December 19. Previously, in mid-September, Dragon Capital had sold more than 3.26 million shares and exited the major shareholder position.
The buying move came just days before MWG announced positive business results for the first 11 months of 2025. During the period, the company posted revenue of VND142.3 trillion, up 16% year-on-year and equivalent to 95% of its full-year target of VND150 trillion.
Revenue from the The Gioi Di Dong and Dien May Xanh chains reached nearly VND96.5 trillion, rising 18% year-on-year and accounting for 67.8% of total revenue. Growth was mainly driven by existing stores, with same-store sales increasing by around 20%, reflecting the effectiveness of MWG’s strategy of improving operational efficiency and optimizing its current store network rather than expanding aggressively.
At Bach Hoa Xanh, revenue amounted to nearly VND42.6 trillion, up 14% year-on-year, supported by growth in both fresh food and FMCG categories. In November alone, the chain recorded revenue of VND4.2 trillion, up 6% month-on-month and nearly 20% compared to the same period last year. Other chains, including An Khang, AvaKids and EraBlue, also reported positive results.
Closing the trading session today, December 23, MWG shares closed at VND87,500 per share, up 2.94%, with more than 13.8 million shares traded, valuing the company at VND129.4 trillion in market capitalization.
The VN-Index rose 21.12 points, or 1.21%, to 1,772.15 points, with102 advancers and 212 decliners. Total trading volume exceeded 859.5 million shares worth VND26.2 trillion, down 12% in volume and 14% in value from the previous session. Put-through transactions accounted for over 130.3 million shares valued at VND3.67 trillion.
The Vingroup stocks played a key role in supporting the market, with VIC and VHM hitting ceiling prices at VND169,900 and VND141,900, respectively. VRE rose 3.8% to VND34,250, while VPL climbed 5.1% to VND103,000. Collectively, these stocks contributed more than 30 points to the VN-Index.
In the banking sector, STB surged to the ceiling price, up 6.9% to VND56,000, with matched volume of 8.4 million shares and strong buying interest remaining. In contrast, LPB fell 5% to VND41,800, with over 12.6 million shares changing hands.
Among other bluechips, DGC declined by a sharp 4% to VND71,600, with trading volume reaching 13.3 million shares. Most remaining large-cap stocks saw only mild fluctuations, while MWG rose nearly 3% and SSI slipped more than 2%.
In the mid-cap and small-cap segment, VTB, TEG and HVH hit their ceiling prices, while TTF, TVS, and BMP advanced between 3% and over 5% on strong liquidity. On the downside, portfolio restructuring pressure sent several stocks down 2-3%, including DIG, DXS, and NLG.
The HNX-Index closed down 1.76 points, or 0.68%, at 255.47 points, with 57 gainers and 93 decliners. Trading volume reached more than 67.2 million shares valued at VND1.46 trillion, while put-through transactions added another 1.4 million shares worth VND17.4 billion.
