Vietnam Market Daily Report — October 25, 2026
Vietnam's benchmark VN-Index closed at 1,774.15 on October 25, 2026, largely unchanged from the previous session.
HoREA has petitioned the government and the State Bank of Vietnam to enforce real lending-rate cuts, asking commercial banks to share profits with borrowers; the SBV has directed deposit rates down at least 0.5 percentage points and lending rates down 1.5-2 percentage points per year.
CafeF - Bất động sảnHanoi's People's Committee issued Plan 411/KH-UBND to implement the city Party Committee's Resolution 32-NQ/TU, maintaining a full-year GRDP growth target of at least 11% for 2026 and prioritizing public investment, land resources, and key projects.
CafeF - Vĩ mô đầu tưNational Assembly Chairman Tran Thanh Man commented on the draft amendments to the Environmental Protection Law, calling for clearer accountability on cross-regional pollution of the Nhue, Day and Bac Hung Hai rivers and cautioning against simplifying environmental impact assessments.
CafeF - Bất động sảnA draft amendment to the Law on Handling Administrative Violations proposes allowing fines without a formal record for violations detected via technical equipment, as part of administrative reform and digitalization.
CafeF - Vĩ mô đầu tưVN-Index rose 0.77% to 1,774.15 on Friday, led by banking and real estate stocks such as VIC and STB, while foreign investors net sold 480 billion VND (~19.2 million USD) across the market.
VnEconomy - Chứng khoánMasan Group subsidiary Lepus Investment bought 73 million MCH shares, raising Masan Group's ownership in Masan Consumer from about 69.4% to about 74.9%. MCH also reported Q3/2026 revenue up 16% and pre-minority net profit up 14.1% year-on-year.
CafeF - Doanh nghiệpDomestic gold bar and ring prices were flat on the morning of 25/10 after falling about 2 million VND per tael over the past week, tracking a sharp drop in global gold prices driven by rising oil, inflation fears and expectations of tighter Fed policy.
CafeF - Tài chính ngân hàngSavills reports that Ho Chi Minh City and Hanoi real estate markets in Q3/2026 face liquidity pressure from high capital costs, with HCMC apartment absorption at only 25% and Hanoi new apartment supply down 42% QoQ and 51% YoY.
CafeF - Bất động sảnDXS-FERI outlines three scenarios for Vietnam's real estate market in late 2026, with the expected case (highest probability) seeing supply up 20-30%, floating rates at 11-13%, and absorption of 25-40%. Experts also cite legal reforms and possible property taxes as factors shaping the market.
CafeF - Bất động sảnPrimary apartment supply in Da Nang fell 14% quarter-on-quarter in Q3/2026 to 4,385 units from 20 projects, with new supply down about 40% and absorption down 25% amid cautious developers and buyers.
CafeF - Bất động sản