Vietnam Market Daily Report — July 08, 2026
Vietnam's benchmark VN-Index closed at 1,850.70 on July 08, 2026, largely unchanged from the previous session.
The State Bank of Vietnam raised the short-term capital-to-medium/long-term loan ratio limit from 30% to 40%, and exempted certain infrastructure loans from credit growth caps, which may boost credit expansion but increase banks' reliance on short-term funding and deposit competition.
CafeF - Tài chính ngân hàngThe State Bank of Vietnam raised the short-term funding ratio for medium/long-term loans from 30% to 40% and exempted some infrastructure loans from credit growth limits, increasing liquidity risks for banks like MBB, OCB, BVB, and VIB, while proposing tighter Basel III-aligned liquidity rules from 2028.
VnEconomy - Chứng khoánHoa Phat Group's crude steel output surged 48% in Q2 2026 vs Q2 2025, reaching over 3.6 million tons. First-half 2026 production hit nearly 7 million tons, up 36% year-on-year.
CafeF - Doanh nghiệpThe Dung Quat Biofuel Plant, idle for over a decade, has resumed ethanol production at 70% capacity, supplying E10 gasoline blending to the Dung Quat Refinery, with plans to increase to 300 m³ per day by year-end.
CafeF - Doanh nghiệpDatVietVAC Group Holdings, producer of 'Anh trai say hi', plans an IPO at 54,800 VND per share, valuing the company at over 230 million USD. The company aims to raise 611 billion VND to restructure finances and repay debt.
VnExpress - Kinh doanhForeign investors continued net selling on the Vietnamese stock market with a value of 2,278 billion VND (~91.12 million USD), with strong selling pressure on HPG, VNM, and VHM, while buying VIC, MWG, and VCB. ETFs investing in Vietnam also saw net outflows of over 12 million USD for the second consecutive week.
VnEconomy - Chứng khoánOil prices surged nearly 3% and gold fell below $4,100/oz after US airstrikes on Iran escalated Middle East tensions, with the US revoking a sanctions waiver on Iranian oil.
VnExpress - Kinh doanhRussia bans diesel exports from July 8 to July 31 to address domestic fuel shortages caused by Ukrainian drone attacks on refineries, potentially tightening global diesel supply.
VnExpress - Kinh doanhBSR has completed the selection of the EPC contractor for the Dung Quat Oil Refinery expansion project, with a total investment of 36,397 billion VND (1.489 billion USD), increasing processing capacity from 148,000 to 171,000 barrels per day.
CafeF - Doanh nghiệpVietnamese banks are aggressively raising deposit rates, with some offering over 9% per year, due to a persistent gap between credit growth and deposit growth, putting pressure on liquidity and net interest margins.
CafeF - Tài chính ngân hàngOn July 8, foreign investors net sold VND 585 billion, with PNJ being the top sell (VND 222 billion) amid a scandal at a subsidiary, while proprietary traders net bought only VND 3 billion but heavily accumulated MWG (VND 122 billion).
Vietstock - Cổ phiếuVDN stock surged over 50% in three sessions ahead of a 40% cash dividend record date on July 9, 2025. The company reported a 12% revenue increase and a fivefold profit jump in 2025.
CafeF - Thị trường chứng khoán