Vietnam Market Daily Report — September 29, 2026
Vietnam's benchmark VN-Index closed at 1,775.76 on September 29, 2026, largely unchanged from the previous session.
Trung Nam Group's solar subsidiary Trung Nam Thuan Nam reported a H1 2026 after-tax loss of over 27.6 billion VND versus a 126 billion VND profit a year earlier, with equity down nearly 73% and total liabilities near 9,793 billion VND.
CafeF - Doanh nghiệpThe State Bank of Vietnam approved NCB (ticker NVB) to raise its charter capital by up to VND 33,000 billion via a private placement of 3.3 billion shares at VND 10,000 each, which would lift charter capital to nearly VND 62,280 billion (+112.7%).
CafeF - Tài chính ngân hàngNational Assembly deputies discussed a draft law on SME development, proposing a 3-year corporate income tax exemption for small and medium enterprises, with calls for clearer targeting and anti-abuse measures.
CafeF - Vĩ mô đầu tưHanoi has disbursed 99,100 billion VND of public investment capital as of September 21, reaching 82.7% of the government's plan, with a focus on transport infrastructure including metro lines, bridges, and Ring Road 4.
CafeF - Vĩ mô đầu tưThe State Bank of Vietnam reported average lending rates of 8.4-10.7% per year in August 2026, up 0.1-0.2 percentage points from July and about 3 percentage points higher than a year earlier, prompting young buyers to rent instead of taking out mortgages.
CafeF - Bất động sảnThe Vietnamese government approved the adjusted master plan for the Dong Dang-Lang Son border gate economic zone through 2045, spanning 39,400 hectares, aiming to develop it into a modern international border trade and logistics hub connecting Vietnam and ASEAN with China.
CafeF - Vĩ mô đầu tưHanoi Tax Department summarized new personal income tax provisions under Decree 253/2026/ND-CP, effective July 1, 2026, including raising the withholding threshold from 2 million to 5 million VND per payment and the casual income threshold from 10 million to 15 million VND per month.
CafeF - Vĩ mô đầu tưThe Ministry of Industry and Trade approved a plan to develop Vietnam's first outlet centers by 2030, with at least one pilot model and 30-40% Vietnamese goods sold there, aiming to boost domestic retail and tourism.
VnExpress - Kinh doanhVietnam's Ministry of Industry and Trade approved a plan to develop outlet retail models through 2030 with a vision to 2045, targeting at least one outlet by 2030 and premium outlet villages of 30,000-50,000 sqm near major cities and transport hubs.
CafeF - Vĩ mô đầu tưHo Chi Minh City People's Committee approved starting prices for short-term leases of 10 land plots in the Binh Duong area, managed by the local Land Development Center branch.
CafeF - Bất động sảnVietnam's Urban Development Law, effective October 2026, will grant special economic zones including Van Don special administrative-economic zone a dedicated mechanism to become a regional innovation and high-end services hub, boosting the local real estate market.
CafeF - Bất động sảnThe Ministry of Industry and Trade proposes transferring the balance of the petroleum price stabilization fund from fuel wholesalers to a dedicated account at the State Treasury, a move experts say would improve transparency but still requires an effective spending plan.
CafeF - Vĩ mô đầu tưVietnam's Ministry of Industry and Trade approved a plan to develop outlet retail models by 2030, targeting at least one outlet and expanding to three regions by 2045, with Vietnamese goods making up 30-40% of products.
CafeF - Doanh nghiệpVietnam's trade surplus with the US has exceeded $100 billion, prompting experts to advise against sacrificing traditional export industries and instead upgrading them from processing to design, branding, and distribution. New US trade policies focused on origin, labor, and environmental standards are pressuring Vietnamese exporters to prove quality and provenance.
CafeF - Vĩ mô đầu tưAn Giang province approved a 1/2,000-scale zoning plan for over 550 hectares in Rach Vem and Ganh Dau on Phu Quoc, designating the areas for tourism urban development, eco-resorts, and coastal public space through 2030 with orientation to 2040.
VnExpress - Kinh doanh