Vietnam Market Daily Report — August 05, 2026
Vietnam's benchmark VN-Index closed at 1,772.38 on August 05, 2026, largely unchanged from the previous session.
Vinpearl reported strong H1 2026 results with revenue up 15% and profit reaching 71% of its annual target, driven by international tourism and entertainment spending. The company needs to generate over 9,200 billion VND in H2 to meet its full-year plan.
CafeF - Doanh nghiệpVimico (KSV) reported record Q2 net profit of 1,531 billion VND, up 223% YoY, driving the stock to its daily limit and market cap to ~36,600 billion VND.
CafeF - Thị trường chứng khoánVNG's stock surged 15% to 594,300 VND on UPCoM after reporting strong Q2/2026 results with revenue up 26% and net profit jumping from 15 billion to 467 billion VND.
CafeF - Doanh nghiệpPomina Steel (POM) reported a net loss of 325 billion VND in H1 2026, with accumulated losses exceeding 3,800 billion VND and negative equity of nearly 948 billion VND. Despite revenue growth, high interest costs continue to weigh on the company.
CafeF - Doanh nghiệpBain Capital is acquiring the Gong Cha bubble tea chain for over $635 million. In Vietnam, the brand has 55 stores and is experiencing slower growth amid intense competition.
CafeF - Doanh nghiệpDPM reported strong Q2 2026 results with revenue up 31.8% and gross profit up 85.6%, while also making a record R&D expenditure of over 130 billion VND, signaling a strategic shift towards product development.
CafeF - Thị trường chứng khoánSeveral Vietnamese real estate firms reported strong Q2 profits, but largely driven by financial income and asset disposals rather than core business, with weak core operations.
CafeF - Bất động sảnBIDV raised its online deposit rates for tenors of 6 months and above to 7.2-7.4% per annum, with the 12-month rate up 0.6 percentage points, making it the highest among the Big 4 state-owned banks.
VnExpress - Kinh doanhIn Q2 2026, five Vietnamese banks (Vietcombank, VietinBank, VPBank, MB, BIDV) each reported pre-tax profits exceeding VND 10 trillion, with Vietcombank leading at VND 17.42 trillion (+58% YoY). Techcombank also posted a record quarterly profit of VND 9.67 trillion, approaching the 10-trillion mark.
CafeF - Tài chính ngân hàngMWG's CEO expressed confidence in completing the full-year profit target of 9,200 billion VND 2-3 months ahead of schedule, after reporting record Q2 profit and achieving 66% of the annual plan in H1.
CafeF - Thị trường chứng khoánHanoi announced a plan to support green transport transition, including 100% bus fare exemption on Ring Road 1 until mid-2027 and a 30% interest rate subsidy for loans to convert vehicles to clean energy.
CafeF - Vĩ mô đầu tưResolution 21-NQ/TW prioritizes apartment development and restricts land subdivision, potentially reshaping Vietnam's real estate market toward use value over speculation. Experts note prices remain uncertain due to economic and credit factors.
CafeF - Bất động sảnVietnam's Decree 245/2026/NĐ-CP extends tax payment deadlines for VAT, corporate income tax, personal income tax, and land rent for 2026, benefiting businesses and households in eligible sectors.
CafeF - Vĩ mô đầu tưVietcombank acquired the remaining 48% of the company owning Vietcombank Tower in Ho Chi Minh City for about 3,206 billion VND, becoming the sole owner of the A+ office building.
CafeF - Doanh nghiệpThe government approved the adjustment of the general planning for Vung Ang Economic Zone in Ha Tinh province until 2050, aiming to develop it as a comprehensive coastal economic zone with industry, seaport, and logistics as growth drivers.
CafeF - Vĩ mô đầu tư