Vietnam Market Daily Report — September 26, 2026
Vietnam's benchmark VN-Index closed at 1,785.11 on September 26, 2026, largely unchanged from the previous session.
The State Bank of Vietnam held a conference on internal control, audit, and inspection of credit institutions, emphasizing the need to strengthen risk prevention to ensure a safe and healthy banking system.
CafeF - Tài chính ngân hàngAMRO's Vietnam 2026 consultation report estimates that achieving 10% annual growth through 2030 would require raising the investment-to-GDP ratio to about 40.7%, up from roughly 34% in 2025, and highlights the need for domestic firms to join supply chains of Samsung, LG, and Intel.
CafeF - Doanh nghiệpHo Chi Minh City has attracted over 17.22 billion USD in registered FDI as of September 19, 2026, 4.19 times the same period last year and exceeding 56.6% of the annual target, with major projects in seaports, data centers, and urban development.
CafeF - Vĩ mô đầu tưFTSE Russell's upgrade of Vietnam to secondary emerging market status from September 21, 2026 could attract up to USD 6 billion into the stock market, indirectly broadening capital-raising and divestment options for real estate firms, though it does not imply direct real estate investment flows.
CafeF - Thị trường chứng khoánPNJ's board will ask shareholders at an extraordinary meeting on 21/10/2026 to approve a revised 2026 plan: revenue of VND 39,057 billion (+10% YoY) but a net loss of VND 6,271 billion after a VND 7,071 billion provision for buyback/exchange policy, with core profit around VND 800 billion; it also plans to raise up to VND 8,000 billion.
CafeF - Doanh nghiệpADB raised Vietnam's 2026 growth forecast to 7.8% and lowered 2027 to 7.6%, forecasting inflation at 4.3% in 2026 and 4% in 2027, and urged a shift to productivity-driven growth with fiscal policy as the main growth driver.
CafeF - Vĩ mô đầu tưHanoi approved a 'handover red book' plan to streamline land-use certificate procedures after site clearance, reducing paperwork and processing steps for residents.
CafeF - Bất động sảnThe State Bank of Vietnam issued Circular 8509, allowing credit institutions to exclude loans for restaurants, hotels, and tourism resorts from real estate credit limits from January 1 to December 31, 2026, to boost tourism sector credit. This follows Politburo Resolution 26 aiming for tourism to contribute 10-12% of GDP by 2030.
CafeF - Vĩ mô đầu tưVietnam's state budget revenue reached 81.9% of the annual target by mid-September 2026, with revenue from the three main economic sectors at 88.2% of plan, while spending reached 54.1% of the target.
CafeF - Vĩ mô đầu tưHoan My Medical Corporation, owner of the Hoan My hospital chain, reported record after-tax profit of over 679 billion VND in 2025, up nearly 23% year-on-year, and fully repaid its 1,400 billion VND bond debt.
VnExpress - Kinh doanhADB chief economist Bui Minh Giap says Vietnam needs to deepen its capital markets and diversify funding channels to sustain long-term growth, following approval of a comprehensive financial market reform plan.
CafeF - Tài chính ngân hàngVietnam's tax authority clarified that household businesses with annual revenue above 1 billion VND must continue using e-invoices and file quarterly, per Decree 68/2026 and Decree 141/2026 which raised the threshold from 500 million to 1 billion VND.
CafeF - Doanh nghiệpHo Chi Minh City is drafting a resolution to capture part of the land value uplift around metro stations under its TOD model, proposing five revenue streams including a 25% levy on additional floor area and location-based coefficients for projects near stations.
CafeF - Bất động sảnDeputy Prime Minister Nguyen Van Thang directed SCIC to restructure toward a National Investment Fund model with flexible, market-based investment, prioritizing key sectors such as infrastructure, high technology, energy, and digital transformation.
VnExpress - Kinh doanhSCIC's auction of a 63.38% stake (79 million shares) in Seaprodex (SEA) failed after no investors registered by the deadline, despite a starting price of 107,400 VND/share versus a market price of 52,000 VND. Novaland-linked shareholders hold 32.47% of SEA, and the company's key asset is a prime land plot in central Ho Chi Minh City.
CafeF - Thị trường chứng khoán