Vietnam Market Daily Report — August 12, 2026
Vietnam's benchmark VN-Index closed at 1,786.50 on August 12, 2026, largely unchanged from the previous session.
Nam A Bank announced a broad interest rate cut effective August 12, 2026, reducing lending rates by 0.1-1.8% per year for individuals and businesses, and cutting deposit rates by up to 0.3%. This follows the State Bank of Vietnam's directive, with other banks like BIDV, Agribank, NCB, and BVBank also cutting rates.
CafeF - Tài chính ngân hàngThe Vietnamese government issued Resolution 221 requiring ministries and agencies to complete internal restructuring and streamline the state apparatus by October, including merging public universities and vocational schools and reducing their numbers by at least 20% and 30% respectively.
CafeF - Vĩ mô đầu tưVietnam will require 2,441 enterprises, factories, and commercial buildings to conduct greenhouse gas inventories starting September 25, an increase of 275 facilities from 2024, as part of national emissions management and carbon quota allocation.
VnExpress - Kinh doanhThe article discusses the state divestment theme in Vietnam, noting that despite a recent uptick, most divestment-related stocks remain deeply discounted from their 2026 highs. It highlights the potential impact of Decision 40/2026/QD-TTg, which could open more room for divestment, especially at large groups like Viettel and PVN, and may turn SCIC into a major restructuring hub.
Vietstock - Cổ phiếuThe National Assembly is discussing the establishment of two centrally-governed cities, Quang Ninh and Bac Ninh, along with the Ring Road 5 project and the Lao Cai-Hanoi-Hai Phong railway adjustment, which could boost regional infrastructure and urban development.
CafeF - Vĩ mô đầu tưFollowing the State Bank of Vietnam's directive, major banks including Agribank, BIDV, Vietcombank, and VietinBank have launched preferential credit packages and cut lending rates, with packages ranging from 50,000 to 70,000 billion VND. Other banks like BVBank and Nam A Bank also announced rate cuts and credit programs.
CafeF - Tài chính ngân hàngMirae Asset estimates passive inflows of about 39,118 billion VND (~1.56 billion USD) into Vietnamese stocks following FTSE Russell's upgrade to secondary emerging market status, with allocations phased from September 2026 to September 2027. VIC is expected to receive the largest inflow at 399 million USD, followed by VHM at 147 million USD.
VnEconomy - Chứng khoánThe chairman of Cao Bang Sugar (CBS) and his sister plan to sell a combined 50.66% stake to Nasu, part of TH Group, via negotiated transactions. The deal aims to resolve raw material competition and leverage synergies.
CafeF - Doanh nghiệpPVcomBank's shares (PCB) debuted on UPCoM on August 12, surging 40% at the open to the ceiling price of 14,000 VND before paring gains. The bank reported a 25.8% rise in pre-tax profit for H1 2026.
CafeF - Tài chính ngân hàngVinhomes issued additional bonds worth VND 2,000 billion (VHM12615) on 6/8/2026, with a 3-year term and 12.5% annual coupon, following two earlier bond issuances totaling VND 3,000 billion in July. The company also reported strong Q2/2026 results with revenue up nearly 2.9x and net profit up 3.22x year-on-year.
CafeF - Doanh nghiệpAmy Grupo (Amy Group) has extended the subscription period for its IPO by nearly one month, without providing a reason. The company plans to offer 16.1 million shares at VND 48,900 each, potentially raising nearly VND 790 billion.
CafeF - Thị trường chứng khoánHoa Phat Group announced the appointment of two female executives to deputy director positions at subsidiary companies, with Chairman Tran Dinh Long emphasizing the importance of preserving corporate culture.
CafeF - Doanh nghiệpNTP held an extraordinary shareholder meeting, removed independent board member Trinh Van Tuan, and elected former SSC Vice Chairman Pham Hong Son to the board, while keeping the 2026 investment plan unchanged at 468 billion VND.
CafeF - Doanh nghiệpDigiworld (DGW) has signed a strategic partnership with Shell to distribute lubricants in Vietnam through B2B and B2C channels, entering a market of hundreds of millions of liters annually.
CafeF - Doanh nghiệpDomestic gold prices in Vietnam remained elevated on the morning of August 12, with SJC gold bars around 140.5-143.5 million VND/tael and gold rings ranging from 139.5-146 million VND/tael across brands, while international gold edged up to 4,375 USD/ounce.
CafeF - Tài chính ngân hàng