Vietnam Market Daily Report — October 01, 2026
Vietnam's benchmark VN-Index closed at 1,766.46 on October 01, 2026, largely unchanged from the previous session.
Masan Group reported 52% revenue growth in the first 8 months of 2026, driven by MSR and consumer segments, prompting HSBC and J.P. Morgan to raise their MSN target prices.
VnExpress - Kinh doanhVinFast Vietnam, now chaired by Pham Nhat Vuong's son Pham Nhat Quan Anh, increased its charter capital by VND 25,000 billion to over VND 35,183 billion, with foreign ownership diluted from 5.28% to 1.528%.
CafeF - Doanh nghiệpVietnam's manufacturing PMI fell to 51.9 in September from 53.3 in August, still above the 50 expansion threshold but showing slower improvement, with new export orders declining at the fastest pace since April amid rising fuel and shipping costs.
CafeF - Vĩ mô đầu tưUS PCE inflation for August came in below expectations, sharply reducing the probability of a Fed rate hike in October to 38% from 50%, though December hike odds remain high at 87%. The data has indirect implications for Vietnamese markets via global interest rate expectations.
VnEconomy - Chứng khoánThe Vietnamese government issued Resolution 303 assigning social and rental housing development targets to localities for 2026-2030, aiming for at least 1 million units by 2030, with a total target of 899,857 units.
CafeF - Bất động sảnThe Government Steering Committee 751 reported that 3,557 stalled projects worth nearly 2.49 quadrillion VND have been resolved, while 1,131 projects with over 779 trillion VND in investment remain stuck and are being urged to be unblocked.
CafeF - Vĩ mô đầu tưHo Chi Minh City attracted over USD 17 billion in registered FDI in the first nine months, more than four times the year-earlier level and nearly 57% above its full-year target, with officials saying competition now hinges on institutions, innovation, human resources and infrastructure rather than cheap labour and tax incentives.
CafeF - Vĩ mô đầu tưPC1's board approved the transfer of its entire 40% stake (1.2 million shares) in affiliate Tan Thanh, expected in Q3-Q4 2026. H1 2026 revenue fell 12.3% to over VND 4,206 billion while net profit rose 54.2% to nearly VND 477.6 billion.
CafeF - Doanh nghiệpVinhomes (VHM) successfully raised VND 8,000 billion (approx. USD 320 million) through a 24-month bond issuance (VHML12618), with H1 2026 net profit up 378% year-on-year.
CafeF - Doanh nghiệpUnder Circular 30/2025 from the State Bank of Vietnam, from April 1, 2026, payment account names must match citizen ID information, prompting major banks like Vietcombank, VietinBank, Agribank, and BIDV to discontinue account nickname services and potentially reject transactions using old nicknames.
CafeF - Tài chính ngân hàngThe Vietnamese government extended preferential import tax, environmental protection tax, and VAT reductions on gasoline, oil, and jet fuel until the end of 2026, effective from October 1, 2026.
CafeF - Vĩ mô đầu tưVietnamese banks are aggressively raising long-term capital abroad, with VPBank signing a USD 27 million loan with JBIC and HDBank expanding ties with Citi and Standard Chartered; total syndicated international loans reach about USD 3.4 billion in early 2026.
CafeF - Tài chính ngân hàngHDBank announced a record date of October 12, 2026, for a 30% total payout comprising a 25% stock dividend and 5% bonus shares, raising charter capital from VND 50,053 billion to over VND 65,069 billion. The bank also plans a private placement of 700 million shares and reported H1 2026 pre-tax profit of VND 13,202 billion, up 31.1% year-on-year.
CafeF - Tài chính ngân hàngMSB signed a memorandum of understanding with Singapore's FXChange to pilot an automated foreign-currency exchange kiosk model in Vietnam, starting with about 100 kiosks in Hanoi and Ho Chi Minh City, pending central bank approval.
CafeF - Tài chính ngân hàngGold prices fell about 0.6% to $4,158/oz despite weaker-than-expected US PCE inflation data, as rising oil prices, higher Treasury yields, and a firmer dollar pressured precious metals; SPDR Gold Trust saw net selling.
VnEconomy - Chứng khoán