Vietnam Market Daily Report — August 18, 2026
Vietnam's benchmark VN-Index closed at 1,729.51 on August 18, 2026, largely unchanged from the previous session.
Vietcap forecasts BSR's 2026 net profit to surge 3.9x YoY, driven by an 86% YoY increase in average crack spreads and a 2% rise in output, amid global refining product shortages.
CafeF - Thị trường chứng khoánVietnam's interest rate environment is turning positive as the central bank's open market operations and declining interbank rates signal easing capital costs, with several banks cutting deposit rates and supporting credit growth.
CafeF - Tài chính ngân hàngExperts predict the Fed will keep interest rates unchanged this year, with about 90% of economists expecting no change at the September meeting, though some see a possible hike later.
VnEconomy - Chứng khoánVietnam's Road Department requires rest stops to complete EV charging infrastructure by January 1, 2027, with progress reports due by August 25, 2026, to support the transition to electric vehicles.
CafeF - Vĩ mô đầu tưIn Q2 2026, Vinhomes and related companies issued over 2.18 billion USD in corporate bonds, accounting for nearly 53% of the real estate sector's new issuance. The banking sector led overall issuance but saw a 37% year-on-year decline.
CafeF - Doanh nghiệpNCB plans to issue 3.3 billion private shares at 10,000 VND each to raise charter capital by 33,000 billion VND in 2027, aiming to enter the top 10 Vietnamese banks by capital. The bank also reported strong H1 2026 results with total assets up 21.5% and after-tax profit up 57% year-on-year.
CafeF - Tài chính ngân hàngMore than 10 Vietnamese banks have announced preferential lending programs and interest rate cuts as of August 18, 2026, including SHB, BAC A BANK, MSB, KienlongBank, Sacombank, and the four largest state-owned banks.
CafeF - Tài chính ngân hàngThe State Bank of Vietnam Governor assigned six key tasks to banks, focusing on digital transformation, AI application, data infrastructure, and legal framework improvements.
CafeF - Tài chính ngân hàngThe Ministry of Home Affairs will advise on adjusting public sector salaries to motivate civil servants, aligning with CPI, economic growth, and state budget capacity.
CafeF - Vĩ mô đầu tưThe Vietnamese government issued Decree 325/2026/NĐ-CP granting special mechanisms to TKV, including unified management of mineral resources, pricing authority within its market, and handling of failed exploration costs. TKV reported 7-month revenue of over 109,297 billion VND.
CafeF - Doanh nghiệpHSBC analysts discuss Vietnam's macroeconomic outlook for late 2026, noting high growth, rising import demand, and pressure on exchange rates and interest rates, with policy coordination needed to maintain balance.
VnEconomy - Chứng khoánThe Prime Minister directed amendments to several laws including healthcare, securities, and accounting to cut intermediary costs and simplify procedures, aiming to lower drug prices and improve market transparency.
CafeF - Vĩ mô đầu tưPVS raised its 2026-2030 revenue plan to 210,000-220,000 billion VND, up about 39% from the previous plan, and Vietcap raised its M&C backlog assumption to 7 billion USD, boosting 2026 profit forecast by 20%.
CafeF - Thị trường chứng khoánHo Chi Minh City needs to collect nearly 87,000 billion VND per month in the remaining five months of 2026 to reach its annual budget revenue target of over 1 million billion VND, with a focus on accelerating land auctions and tax collection.
CafeF - Bất động sảnVietnam's tax authority plans to automate VAT refunds from December 2026, aiming to increase pre-refund audit rates and shorten processing times to support business cash flow.
CafeF - Vĩ mô đầu tư