Vietnam Market Daily Report — October 30, 2026
Vietnam's benchmark VN-Index closed at N/A on October 30, 2026, largely unchanged from the previous session.
At DMX's extraordinary shareholder meeting, management addressed concerns about real estate bond investments, saying they are short-term repos with pre-signed resale contracts. The company reported 9M2026 revenue of VND99,460 billion (+25% YoY) and profit of over VND7,700 billion (+83% YoY), already exceeding its full-year profit target.
CafeF - Doanh nghiệpThe Deputy Prime Minister directed EVN to prepare a plan to cut average retail electricity prices from 1 Nov 2026 through 31 Mar 2027, and the Ministry of Finance to review cutting the special consumption tax on gasoline to 0% over the same period.
CafeF - Vĩ mô đầu tưDuc Giang Chemicals (DGC) reported Q3/2026 net revenue of VND 2,469 billion, down 12% YoY, and net profit of VND 507 billion, down 37% YoY, though profit rose 15% versus Q2/2026. Nine-month revenue fell 18% and net profit fell 46% YoY amid higher input costs and a temporary suspension of its 25 mine for investigation.
CafeF - Doanh nghiệpThe Vietnamese government is pushing social housing and rental housing development, targeting 191,023 rental units for 2026-2030 under Resolution 303/NQ-CP, alongside tighter land price controls. The policy is expected to expand supply and stabilize prices, benefiting real estate developers.
CafeF - Bất động sảnThe Ministry of Construction was tasked with reviewing overall transport connectivity to Gia Binh International Airport, with Hanoi studying a direct rail link between the airport and the capital center. The airport is targeted for 30 million passengers and 1.6 million tons of cargo annually by 2030.
CafeF - Bất động sảnThe Ministry of Finance has proposed a draft resolution to waive late-payment penalties and license fees for businesses in inactive tax statuses (03 and 06) that settle principal debt and complete tax code procedures by June 30, 2028. Over 2.5 million cases owe roughly 27,805 billion VND, including 9,715 billion VND in late-payment charges.
CafeF - Vĩ mô đầu tưThe Ministry of Finance proposes special mechanisms to help dissolved/inactive businesses, including waiving license fees and reducing late-filing penalties to 30-70% of current levels, to clear backlogged tax files. Over 2.5 million taxpayers are in inactive status with total tax debt of 27,805 billion VND.
CafeF - Doanh nghiệpVietnam will apply a 12-digit property identification code to each land plot and building from September 1, 2026, integrated with VNeID. Experts say this improves transparency but is only a necessary, not sufficient, condition to boost real estate transactions.
CafeF - Bất động sảnHanoi's Economic-Budget Committee agreed to remove 9 land plots (65.3ha), including 7 housing projects in Vinh Hung ward, from the pilot list for commercial housing under Resolution 171/2024/QH15, as they fall within the Vinh Hung urban redevelopment area.
CafeF - Bất động sảnREE reported record Q3/2026 revenue of VND 3,270 billion (+28% YoY) and after-tax profit of nearly VND 926 billion (+12% YoY), driven by strong M&E growth while the real estate segment declined.
CafeF - Doanh nghiệpThe ECB held its key lending rate at 2.5% amid eurozone inflation of 3.8%, nearly double its 2% target, and hours after President Christine Lagarde announced her early resignation.
VnEconomy - Chứng khoánVietCredit (UPCoM: TIN) reported 9M2026 pre-tax profit of VND 1,558.6 billion, nearly double year-on-year, with net interest income up nearly 160% and customer loans exceeding VND 20,900 billion for the first time.
CafeF - Tài chính ngân hàngForeign investors and proprietary traders both net sold on October 29, with total net selling value of nearly 825 billion VND; PPT on HNX fell to the floor for five consecutive sessions.
Vietstock - Cổ phiếuGlobal gold prices fell about 1.1% to near $4,000/oz after a US PCE inflation report reinforced expectations that the Fed may raise rates in December, though a weaker dollar and lower Treasury yields limited the decline.
VnEconomy - Chứng khoánVARS reports Q3/2026 real estate market supply remains high (31,844 new units) but absorption is only ~39.3%, with Hanoi apartment prices at ~79.3 million VND/m2. It warns that 65% of brokerage firms face fee delays of 6-12 months and about 25% of commissions are frozen over a year or in legal dispute.
CafeF - Bất động sản