ETF report: Portfolio Forecast VNDIAMOND

OVERVIEW
HOSE will officially announce the constituent list of the VNDIAMOND Index on October 20, 2025, with changes taking effect on October 22, 2025. The key changes in this upcoming announcement compared to the previous update are as follows:

In the October 2025 review, VIB will be officially removed from the index after being on the watchlist for exclusion in the previous review due to not meeting the foreign ownership limit (FOL) requirement. Meanwhile, CTD has become a retained constituent for two consecutive periods, and its weight cap will be increased from 50% (for newly added stocks) to 100% (for retained stocks).

The stock expected to be purchased the most by the FUEVFVND ETF in this rebalancing period is FPT, with an estimated value of approximately VND 466 billion, equivalent to around 4.9 million shares. Conversely, TCB is expected to be the most heavily sold, with an estimated value of over VND 295 billion, equivalent to nearly 7.6 million shares.

View the full report for more details: ETF Forecast report VNDIMOND_Oct.2025