Daily Commentary 09/11/2026: Investors should remain cautious as VN-Index could retreat to 1,650
VN-Index continued to fall with most sectors performing negatively. SBV to buy spot USD to rebuild FX reserves and inject VND liquidity. DMX’s Oct sales hit a YTD high. Competitive spending to weigh on SAB’s earnings as excise taxes rise. DGW’s earnings to normalise in 2027 after a strong 2026, with new categories supporting longer-term growth.
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