Vietnam Market Daily Report — September 01, 2026
Vietnam's benchmark VN-Index closed at 1,832.12 on September 01, 2026, largely unchanged from the previous session.
Vingroup reported record state budget contributions and strong 2025 results, with revenue up 76% and net profit up 111%, continuing robust growth into H1 2026.
CafeF - Doanh nghiệpFrom September 1, each land plot and building will receive a unique 12-digit identifier displayed on VNeID, as part of a national land database initiative. The policy aims to strengthen state management and lay groundwork for future taxation, though it may affect buyer sentiment in the short term.
CafeF - Bất động sảnVinFast has raised 14,000 billion VND in bonds with interest rates of 12-13.5% per year, and Vingroup has divested 99.9% of VinFast Manufacturing, booking a one-off gain of 12,542 billion VND.
CafeF - Doanh nghiệpThe Politburo issued Resolution 27-NQ/TW setting development targets for six socio-economic regions by 2030, emphasizing regional growth, innovation, and infrastructure.
CafeF - Vĩ mô đầu tưThe Prime Minister directed credit institutions to genuinely reduce lending rates, but banks face pressure from rising funding costs and narrowing net interest margins. Expectations are for lending rate cuts of 0.5-1% in the coming period.
CafeF - Tài chính ngân hàngNew economic regulations take effect in September 2026, including administrative fines for violations in the crypto-asset market and a ban on importing goods produced by forced labor.
CafeF - Thị trường chứng khoánBac Ha Energy reported a net profit of nearly VND 26.7 billion for the first half of 2026, down 12.5% year-on-year. The company is a subsidiary of IPA, which holds an 89.81% economic interest.
CafeF - Doanh nghiệpFLC Group increased its charter capital by about 50% from ~8,600 billion VND to 12,926 billion VND, adding over 4,326 billion VND, all from private sources. The company is focusing on real estate and renewable energy projects, including a 517-hectare resort in Gia Lai and a 25,000 billion VND cooperation with Dak Lak province.
CafeF - Doanh nghiệpFrom September 2026, two new regulations take effect: Decree 284/2026 on administrative penalties for crypto-asset violations and Circular 39/2026 on the use of foreign currency and VND accounts at credit institutions.
CafeF - Tài chính ngân hàngSeveral Vietnamese companies including CII and Becamex Group are planning bond issuances to raise capital for project investment and debt restructuring. CII aims to raise nearly 6,720 billion VND via convertible bonds, while BCM plans to issue up to 710 billion VND in secured bonds.
CafeF - Doanh nghiệpSeveral companies including LPBank Securities (LPS), Dien May Xanh (DMX), and BVBank (BVB) listed on HoSE in Q3 2026, raising significant capital and increasing their market presence.
CafeF - Thị trường chứng khoánPSI plans to issue 30 billion VND in private bonds on September 7, 2026, to restructure debt, and will hold an extraordinary shareholder meeting on September 12 to elect a new chairman.
CafeF - Thị trường chứng khoánGold prices are forecast to potentially reach 5,400 USD/ounce, with major banks like Citi, JPMorgan, and UBS raising their targets, though short-term volatility remains tied to Fed policy.
CafeF - Tài chính ngân hàngGlobal gold prices fell to a two-week low on Monday as rising expectations of a US Fed rate hike in September pressured the metal, while oil prices surged nearly 3%.
VnEconomy - Chứng khoánGlobal gold prices fell slightly as US-Iran tensions pushed oil higher and US Treasury yields rose, with Fed rate hike expectations adding pressure. Gold spot traded around $4,446.50/oz, down 0.18%.
CafeF - Thị trường chứng khoán