Vietnam Market Daily Report — October 22, 2026
Vietnam's benchmark VN-Index closed at 1,749.47 on October 22, 2026, largely unchanged from the previous session.
Masan (MSN) reported 9M2026 net revenue of VND89,118 billion (+52.7% YoY) and pre-minority net profit of VND10,325 billion, 2.3x YoY and 3.3% above its full-year 2026 base plan. Q3 alone saw revenue up 74.7% and profit up 2.4x, driven by consumer, retail and high-tech materials segments.
CafeF - Doanh nghiệpThe government approved Da Nang's master plan through 2050 with a vision to 2075, positioning the city as a leading ecological, smart coastal metropolis and regional growth hub.
CafeF - Vĩ mô đầu tưThe Ministry of Finance proposes a 0.2% tax on abandoned or delayed-use land, nearly 7 times the current 0.03% rate on residential land within quota, aimed at curbing real estate speculation. Experts note the key challenge is clearly defining what constitutes abandoned land.
CafeF - Bất động sảnNational Assembly deputies debated amendments to the Social Insurance Law, raising concerns that village heads and neighborhood group leaders cannot accumulate the 15 years of contributions needed for a pension, and questioning mandatory 25% contributions for platform and informal workers.
CafeF - Vĩ mô đầu tưThe government approved Da Nang's master plan to 2050 with vision to 2075, including research into over 2,000 hectares of multi-functional reclaimed-land urban areas for housing, tourism, trade and services.
CafeF - Bất động sảnVingroup plans to invest about USD 500 million in an electric vehicle factory in the Philippines with initial capacity of 200,000 vehicles per year, expected to break ground in Q1 2027.
CafeF - Doanh nghiệpThe Government proposed amending the Land Law so that provincial land price tables and adjustment coefficients (K) are revised every three years instead of annually, and land valuation is decided by the State under four principles. The draft also introduces a definition of abandoned land subject to reclamation.
VnExpress - Kinh doanhMasan Consumer (MCH) reported Q3/2026 revenue of VND 8,743 billion, up 16.3% YoY — its strongest quarterly growth in three years — with 9M revenue of VND 24,380 billion (+14.6%) and after-tax profit exceeding VND 5,200 billion (+12.1%).
CafeF - Doanh nghiệpThe National Assembly is debating amendments to the Land Law, Housing Law, and Real Estate Business Law, with a vote expected on November 21. The government emphasized controlling prices in the social housing and rental segments.
CafeF - Bất động sảnThe National Assembly spent a full day discussing amendments to three laws on land, housing, and real estate business, aimed at resolving land pricing, land recovery, resettlement, and stalled project issues to develop the real estate market.
CafeF - Vĩ mô đầu tưCII extended the distribution period for its nearly 67.2 million convertible bonds (CII426001) by 30 days, with the offering targeting roughly VND 6,720 billion. HFIC's 27.4 million purchase rights (4.08% of CII) found no buyers and remain unsold.
CafeF - Thị trường chứng khoánVietnam's IPO market has raised VND 60,900 billion from 10 companies since late 2025, over 9 times the total of the prior four years, with regulators shortening the IPO-to-listing timeline from 90 to 30 days. Speakers at a Tuoi Tre-KAFI seminar stressed that company quality, transparency and long-term value creation matter more than IPO volume.
CafeF - Doanh nghiệpThe Government Inspectorate announced an inspection of Hanoi Housing Development and Investment Corporation (Handico) covering anti-waste practices in land and property management and joint venture, capital contribution and divestment activities from 2019 to 2025.
CafeF - Doanh nghiệpGold prices fluctuated above $4,100/oz as the dollar and Treasury yields steadied ahead of next week's Fed meeting, with SPDR Gold Trust seeing net selling. Markets price ~84% odds of a hold on Oct 28 and over 90% odds of a December hike.
VnEconomy - Chứng khoánArticle discusses USD/VND exchange rate volatility expected in Q4/2026 driven by Fed policy, inflation, energy prices and geopolitics, advising Vietnamese firms to prepare multiple FX scenarios for foreign currency cash flows. It notes 9M2026 trade turnover of USD 888.02bn with imports up 36.7% and a trade deficit of USD 19.42bn.
CafeF - Tài chính ngân hàng