Vietnam Market Daily Report — August 07, 2026
Vietnam's benchmark VN-Index closed at 1,769.59 on August 07, 2026, largely unchanged from the previous session.
VPBank's asset quality improved to multi-year lows in NPL and group 2 debt, with H1 2026 consolidated profit up 68% YoY, drawing positive ratings from multiple securities firms.
CafeF - Tài chính ngân hàngState-owned enterprise stocks rallied after the government issued Decision 40/2026 on equitization and divestment, boosting market sentiment. The VN-Index rose slightly, but liquidity remained low and foreign investors continued net selling.
VnExpress - Kinh doanhThe Deputy Prime Minister issued an official dispatch requiring the completion of the state capital restructuring plan for enterprises for 2026-2030 before August 31, 2026, encouraging mergers and transfers of state-owned enterprises.
CafeF - Vĩ mô đầu tưThe Ministry of Construction issued a directive requiring local authorities and rest stop operators to accelerate the installation of EV charging infrastructure at rest stops, especially along the North-South expressway, with a deadline of January 1, 2027 for transitional stops.
CafeF - Vĩ mô đầu tưVietnam's Ministry of Finance proposes a 30% income tax reduction for 2026-2027 for households and small enterprises with annual revenue up to VND 10 billion, aiming to support micro businesses.
VnExpress - Kinh doanhState-owned enterprise stocks (GVR, BCM, GAS, etc.) surged to limit-up after the government issued Decision 40/2026/QD-TTg on criteria for restructuring state capital in SOEs, boosting market sentiment.
CafeF - Doanh nghiệpVinamilk (VNM) shares surged nearly 7% to the ceiling price on strong volume after the company reported strong Q2 2026 results with revenue up 12.5% and net profit up 28% year-on-year.
CafeF - Doanh nghiệpThe Deputy Prime Minister signed Decision No. 40/2026/QD-TTg establishing criteria for classifying state-owned enterprises and the framework for state capital holding ratios to guide the restructuring of state capital in enterprises.
CafeF - Thị trường chứng khoánThe Vietnamese government has issued Decision 40/2026/QD-TTg requiring the state ownership ratio in VietinBank to be raised to at least 65% of charter capital, up from the current 64.46%.
CafeF - Tài chính ngân hàngThe National Assembly is discussing special mechanisms to remove legal obstacles for projects serving the APEC 2027 summit in Phu Quoc, including allowing construction to continue while procedures are completed.
CafeF - Bất động sảnVietnam's Ministry of Construction reports that over 1,000 stalled real estate projects have been resolved by mid-2026, unlocking over 800,000 billion VND in investment capital, with notable progress in Hanoi and Ho Chi Minh City.
CafeF - Bất động sảnAgribank reported a 42.24% increase in pre-tax profit for H1 2026, with NPL ratio improving to 1.14% by end-July 2026 and provision coverage at 150%. The bank's total assets exceeded 2.8 million billion VND.
CafeF - Tài chính ngân hàngThe National Assembly's Law and Justice Committee supports the direction of comprehensive and stable decentralization to Ho Chi Minh City and other special-class cities, as part of the draft Urban Development Law.
CafeF - Vĩ mô đầu tưVietnam's National Assembly is reviewing a draft law amending 10 laws in agriculture and environment to cut 40 administrative procedures, simplify 12, abolish 40 business conditions, and decentralize 24 procedures to provincial authorities, effective January 1, 2027.
CafeF - Vĩ mô đầu tưThe Ministry of Finance proposes a 30% reduction in personal and corporate income tax for 2026-2027 for households, individual businesses, and enterprises with annual revenue under 10 billion VND, aiming to support small businesses and stimulate the economy.
CafeF - Vĩ mô đầu tư