Vietnam Market Daily Report — September 25, 2026
Vietnam's benchmark VN-Index closed at 1,787.34 on September 25, 2026, largely unchanged from the previous session.
Vietnam's interbank overnight rate fell to 1% on September 24, down 600 bps from 7% on September 21, as the State Bank of Vietnam withdrew about 4,518 billion VND in net liquidity via OMO after earlier heavy injections.
CafeF - Tài chính ngân hàngHoan My Medical Corporation reported 2025 net profit of over 679.4 billion VND, up nearly 23% year-on-year, with total net profit of about 2,350 billion VND over the past four years. The company is owned by Singapore's Clermont Group and operates Vietnam's largest private hospital chain.
CafeF - Doanh nghiệpHo Chi Minh City attracted a cumulative $5.57 billion in investment in the first nine months of 2026, up 29% year-on-year, with FDI reaching $4.27 billion (+62%), as capital shifts toward large high-tech projects. The city is preparing clean industrial land, infrastructure and logistics ecosystems to capture billion-dollar FDI projects.
CafeF - Bất động sảnA government meeting chaired by Deputy PM Pham Thi Thanh Tra discussed a draft plan to reform salary and social insurance policies, acknowledging that public-sector pay is unreasonable and must attract high-quality talent. The plan will be submitted to the Politburo next February.
CafeF - Vĩ mô đầu tưVietnam's Ministry of Health set long-term population and health targets, aiming for average life expectancy above 80 and health insurance coverage above 99% of the population by 2036-2045.
CafeF - Vĩ mô đầu tưThe Vietnamese government approved a project to modernize the banking system, handle weak credit institutions, and improve access to capital for businesses, especially SMEs, with goals through 2030. Agribank is highlighted as actively digitalizing and modernizing its systems to serve customers better.
CafeF - Tài chính ngân hàngHanoi's 2026-2030 medium-term public investment plan totals VND 864.682 trillion, prioritizing seven major bridges over the Red River and about 100 km of urban metro lines, with over VND 1 quadrillion needed for metro projects.
CafeF - Vĩ mô đầu tưDeputy Prime Minister Pham Gia Tuc urged the agriculture sector to research export markets before organizing production, emphasizing deeper processing, branding, and reduced reliance on imported inputs. Businesses also raised concerns over credit policy, VAT refund delays, and market access.
VnExpress - Kinh doanhHo Chi Minh City authorities agreed to extend Metro Line 2 from the Northwest Urban Area along National Highway 22 to the border of Tay Ninh province, with construction targeted for Q4 2026 and completion before 2030.
CafeF - Vĩ mô đầu tưHanoi approved a plan to streamline red-book (land certificate) procedures, moving correction and post-land-clearance registration processes fully online to reduce paperwork and trips for residents.
CafeF - Vĩ mô đầu tưPNJ has revised its 2026 business plan, cutting its net revenue target by about 20% to VND 39,057 billion and its after-tax profit target by about 77% to VND 800 billion, and now expects a record after-tax loss of VND 6,270 billion including provisions. The company also proposed cutting its 2026 cash dividend from 20% to 0% and reducing its 2025 dividend from 20% to 10%.
CafeF - Thị trường chứng khoánHo Chi Minh City attracted a record 17.2 billion USD in FDI in the first nine months of 2026, driven by large projects including the over 5 billion USD Can Gio international transshipment port and multi-billion-dollar AI data centers such as the 2.1 billion USD SGI-HCM Campus.
CafeF - Vĩ mô đầu tưAverage lending rates at Vietnamese banks rose 0.1-0.2% in August to 8.4-10.7% per year, with some banks like Techcombank reaching 11.2%, increasing borrowing costs for homebuyers.
CafeF - Tài chính ngân hàngHai Phong City Council approved a 23.59 km East-West road project with preliminary investment of over VND 22,669 billion, to be implemented in 2026-2030.
CafeF - Vĩ mô đầu tưMasan (MSN) completed the sale of its stake in Masan High-Tech Materials (MSR) to a US partner, recovering VND 3,300 billion (~USD 132 million), which supported sentiment in the mining sector.
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