Dragon Capital Returns as a Major DXG Shareholder

Funds managed by Dragon Capital bought approximately 5 million shares of Bluemarq Group JSC (CTCP Bluemarq Group) on November 4, 2026. After the transaction, the group’s DXG holdings rose from more than 61 million shares to 66 million shares, increasing its stake from 4.8% to 5.2% and making it a major shareholder.

Information disclosed by DXG on changes in the fund group’s shareholding.（VietVance）

Dragon Capital had ceased to be a major shareholder on July 16, 2026, after selling a net 546,200 DXG shares, reducing its stake from 5.0004% to 4.9573%. On November 4, DXG shares rose to their daily trading limit of VND 10,550 per share. At that price, the shares purchased cost an estimated VND 53 billion.

Bluemarq Group board member Hà Đức Hiếu has also registered to buy 15 million DXG shares through order matching and negotiated transactions between November 3 and December 2, 2026. If completed, the purchase would raise his holdings from nearly 472,000 shares to approximately 15.5 million shares, increasing his stake from 0.04% to 1.22%.

In the third quarter of 2026, Bluemarq Group recorded consolidated net revenue of nearly VND 683 billion, down 36% year on year. Net profit attributable to parent company shareholders exceeded VND 15 billion, down 84%. In the first nine months, net revenue was approximately VND 2.823 trillion, up 4% year on year. Consolidated after-tax profit was VND 253 billion, while net profit attributable to parent company shareholders was VND 106 billion; both fell approximately 51% year on year. The company’s 2026 targets are VND 5 trillion in revenue and VND 268 billion in after-tax profit. Consolidated after-tax profit for the first nine months reached approximately 94% of the full-year profit target.

DXG shares closed at VND 10,950 per share on November 9, 2026, corresponding to a market capitalization of approximately VND 13.886 trillion.

DXG share price movements since 2025.（VietVance）

Source: VietVance