Vietnam Market Daily Report — September 24, 2026
Vietnam's benchmark VN-Index closed at 1,773.02 on September 24, 2026, largely unchanged from the previous session.
PetroVietnam Ca Mau Fertilizer (DCM) revealed 9-month 2026 results with output, revenue and profit all growing over 10%; H1 revenue rose 27% to nearly VND 12,000 billion and net profit jumped 55% to nearly VND 1,860 billion, already exceeding 57% of the full-year profit target.
CafeF - Thị trường chứng khoánJollibee's subsidiary will sell a stake in Highlands Coffee operator SF Vung Tau Jsc to founder David Thai's Viet Thai International, raising Thai's holding to 51% in a deal valuing the chain at around $800 million. Highlands Coffee is considering an IPO in Q1 2027.
VnExpress International - BusinessVietnam's interbank overnight rate plunged from 7% to 2.5% after the State Bank of Vietnam expanded liquidity support via OMO and a USD 2 billion FX swap, easing VND liquidity pressure.
CafeF - Tài chính ngân hàngUS-based Elmet Group will acquire a 4.99% stake in Masan High-Tech Materials (MSR) at a $2.5 billion equity valuation, alongside an 8-year strategic tungsten supply partnership worth an estimated $1.5 billion in gross revenue.
CafeF - Doanh nghiệpThe Swiss National Bank kept its policy rate unchanged at 0% on September 24, diverging from other major central banks that have been raising rates to fight inflation.
VnExpress - Kinh doanhDuring a US business roundtable in New York, Vietnam's top leader To Lam urged American firms to deepen cooperation in energy, technology, and finance, and to turn agreements into concrete projects with clear timelines.
VnExpress - Kinh doanhADB raised Vietnam's 2026 GDP growth forecast to 7.8%, the highest in Southeast Asia, citing strong H1 growth of 8.2%, robust FDI inflows and domestic consumption, while warning of rising credit and external risks.
VnExpress International - BusinessHo Chi Minh City plans to use the 8-12 Le Duan land plot, valued at about 3,422 billion VND, to partially pay the Can Gio Bridge BT contract, meaning the plot invested in by KIDO (via Lavenue) may transfer to Masterise. KIDO had invested over 1,069 billion VND for a 50% stake in Lavenue.
CafeF - Doanh nghiệpResolution 21 of the Party Central Committee outlines a stronger state role in land pricing, aiming to make land an efficient input resource and curb speculation, which experts say could help lower housing prices over time.
CafeF - Bất động sảnHanoi's People's Committee has directed departments to resolve outstanding BT (build-transfer) infrastructure projects and complete contractual payments within 2026, including land allocation for completed projects and acceleration of four ongoing projects.
CafeF - Bất động sảnResolution 21-NQ/TW directs research into higher taxes on abandoned or slow-to-develop land to curb speculation and waste, with Hanoi reviewing 341 delayed projects, 290 of which require continued handling.
CafeF - Bất động sảnFrom September 28, Decree 320/2026/NĐ-CP allows pension and social insurance benefits to be paid via a social security account integrated into the VNeID app, adding a third payment method alongside bank transfer and cash.
CafeF - Vĩ mô đầu tưDecree 85 of 2026 implementing the 2024 Social Insurance Law establishes a voluntary supplementary retirement insurance scheme with individual retirement accounts, adding a new long-term savings channel for workers.
CafeF - Vĩ mô đầu tưVietnam's Ministry of Construction delegation met German railway firms including Siemens Mobility and DB to promote technology transfer for the 67 billion USD, 1,541 km North-South high-speed rail project with 350 km/h design speed, targeted for basic completion by 2035.
CafeF - Vĩ mô đầu tưThe Ministry of Finance reported that the petrol and oil price stabilization fund balance reached over 196.28 billion VND as of June 30, up 1.22 billion VND from the start of Q2 due to accrued interest, with no contributions or withdrawals during the quarter. Petrolimex and PVOIL were among the main contributors to the fund.
CafeF - Vĩ mô đầu tư