Vietnam Market Daily Report — August 02, 2026
Vietnam's benchmark VN-Index closed at 1,735.78 on August 02, 2026, largely unchanged from the previous session.
Quoc Cuong Gia Lai (QCG) reported Q2/2026 net profit of 167 billion VND, up 9,356% YoY, driven by a one-time gain from transferring hydropower plants, while core revenue fell 91% to 11 billion VND with no real estate revenue.
CafeF - Doanh nghiệpThree major Vietnamese construction firms (Coteccons, Hoa Binh, Vinaconex) reported declining quarterly profits despite mixed revenue growth, citing rising costs and lower margins.
CafeF - Thị trường chứng khoánPetrolimex posted record Q2 revenue and swung to a profit, while PVOIL saw record revenue but a net loss due to rising costs and financial expenses.
CafeF - Thị trường chứng khoánPetrolimex reported record quarterly revenue of over 136,000 billion VND (~5 billion USD), up nearly 80% year-on-year, with pre-tax profit exceeding 3,300 billion VND, driven by strong consumption and reversal of inventory provisions.
VnExpress - Kinh doanhVietnam's Resolution 21 introduces a time limit for apartment buildings based on construction lifespan, potentially shifting buyer behavior and developer focus toward quality and maintenance.
CafeF - Bất động sảnThe Ministry of Agriculture and Environment is soliciting comments on a draft amendment to the Land Law, proposing two options for the land use planning system to streamline and integrate planning processes.
CafeF - Bất động sảnNew SBV regulations effective August 2026 raise small-loan limits, ease debt collection, expand financial leasing and digital credit, and update rules for overseas investment lending and independent audits.
CafeF - Tài chính ngân hàngThe Vietnamese government approved the proposal to establish Bac Ninh as the 9th centrally-governed city, aiming to develop it into a green, smart, and modern urban area with high-tech industries including semiconductors and AI.
CafeF - Vĩ mô đầu tưThe Vietnamese government approved the dossier for establishing Bac Ninh as a centrally-governed city, aiming to develop it into a green, smart, modern city with high-tech industry, semiconductors, and AI. The move is expected to boost infrastructure and economic growth in the region.
CafeF - Vĩ mô đầu tưThe Ministry of Construction has disbursed only 33% of its 2026 capital plan in the first seven months, leaving over 26,000 billion VND to be disbursed in the remaining five months, focusing on major infrastructure projects like the North-South high-speed railway and expressways.
CafeF - Bất động sảnNew land regulations take effect in August, notably increasing the maximum fine authority of commune-level chairpersons from 5 million to 250 million VND and adding exceptions for land registration violations.
CafeF - Bất động sảnPNJ reported a Q2 net loss of 283 billion VND due to a 865.5 billion VND provision related to a diamond smuggling case, causing its stock to drop over 50% in July and market cap to fall by more than 16,400 billion VND.
CafeF - Thị trường chứng khoánThe Ministry of Construction issued a national technical regulation on urban metro railways, effective February 1, 2027, providing a legal and technical framework for metro development in Vietnam.
CafeF - Bất động sảnIn June, 19 funds reduced their holdings in HPG, making it the most sold stock, while real estate (NVL, VHM) and securities (SHS, VIX) also saw selling. Funds favored banks, especially ACB, and cumulative net redemptions for the first half reached about 13,300 billion VND (~532 million USD).
CafeF - Thị trường chứng khoánCII Group increased its stake in PC1 to 11.9% after CII Invest bought 1.59 million shares, while PC1 reported strong H1 profit growth.
CafeF - Doanh nghiệp