Vietnam Market Daily Report — August 03, 2026
Vietnam's benchmark VN-Index closed at 1,760.79 on August 03, 2026, largely unchanged from the previous session.
Mobile World (MWG) reported strong Q2 2026 results with revenue up ~30% and net profit more than doubling, while its cash holdings reached 63.6 trillion VND, making it the second most cash-rich listed company after Vingroup.
CafeF - Doanh nghiệpNafoods Group reported H1 net profit up 96.3% YoY, reaching 70% of its annual target, with record quarterly profit in Q2.
CafeF - Doanh nghiệpVNG reported Q2 2026 net profit up about 3,091% year-on-year to 466.84 billion VND, with revenue up 26% to 3,087 billion VND, driven by strong gaming, Zalo, and AI growth.
CafeF - Doanh nghiệpPC1 reported a 63% increase in after-tax profit for H1 2026 despite a 12% revenue decline, driven by improved gross margin and higher financial income.
CafeF - Doanh nghiệpIn Q2 2026, VietBank, NCB, and BVBank led profit growth, while Vietcombank posted record quarterly profit, widening its lead over other banks.
CafeF - Tài chính ngân hàngFPT Retail's stock hit its ceiling price for a third consecutive session after reporting strong Q2 results with revenue up 37% and net profit up 187% year-on-year.
CafeF - Doanh nghiệpBaf Vietnam reported Q2/2026 net profit down 50% YoY despite 54% revenue growth, citing lower hog prices, higher interest costs, and expansion costs.
CafeF - Doanh nghiệpPNJ shares surged limit-up on August 3 after foreign investors bought net ~VND 82 billion, but the company reported a Q2 net loss of ~VND 283 billion due to a VND 865.5 billion diamond buyback provision, while H1 profit still rose 6%.
CafeF - Thị trường chứng khoánOvernight interbank rates fell to 0.7% in late July, reflecting ample liquidity, while the State Bank of Vietnam injected a net VND 12.3 trillion via open market operations.
CafeF - Tài chính ngân hàngThaiholdings (THD) reported strong Q2 2026 results with net profit up 204% YoY, exceeding its full-year profit target in just the first half. The company also proposed a massive twin-tower project in Hanoi with partners.
CafeF - Thị trường chứng khoánVietnamese banks are keeping consumer and production loan rates high, with preferential rates commonly 9-11% per year, and analysts expect rates to stay elevated until at least Q4.
VnExpress - Kinh doanhThe State Bank of Vietnam's Deputy Governor outlined flexible monetary policy measures to ensure liquidity, stabilize interest rates and exchange rates, and boost credit to support economic growth.
CafeF - Tài chính ngân hàngVietnam's July 2026 government meeting reported total import-export turnover estimated at USD 659.6 billion, up 28.1%, with stable macroeconomy and CPI up 4.39% over seven months.
CafeF - Vĩ mô đầu tưVietnam's Deputy Finance Minister announced extensions of tax reductions and deferrals through 2026, including a 2% VAT cut, agricultural land tax exemption until 2030, and reduced import and environmental taxes on petroleum products to stabilize prices.
CafeF - Vĩ mô đầu tưThe Ministry of Agriculture and Environment announced that agricultural, forestry and fishery exports reached $42.8 billion in the first seven months, up 7.5% year-on-year, and outlined short-term and long-term measures to boost exports.
CafeF - Vĩ mô đầu tư