Vietnam Market Daily Report — November 02, 2026
Vietnam's benchmark VN-Index closed at 1,743.30 on November 02, 2026, largely unchanged from the previous session.
A broad swath of Vietnamese real estate companies reported 9M2026 pre-tax profit declines of 35-99% year-on-year, including VEFAC (-94%), Hodeco (-73%), Nam Long (-50%), Becamex IDC (-68%), and Sonadezi Chau Duc (-77%), largely due to high 2025 bases and slower handovers.
CafeF - Doanh nghiệpSeveral listed real estate and construction firms reported weak Q3 results with cash shortages: LDG posted a 9-month loss of ~116 billion VND with only 390 million VND cash left, DXG net profit fell 84% in Q3, and HBC profit dropped 93%.
CafeF - Thị trường chứng khoánPetrolimex (PLX) reported 9M2026 pre-tax profit of VND4,688 billion, up 67% YoY, reaching 139% of its full-year 2026 profit plan. Q3 pre-tax profit rose 122% YoY to VND1,790 billion on strong revenue growth.
CafeF - Doanh nghiệpThe Ministry of Finance proposes cutting late tax-filing penalties by up to 70% for over 2.5 million taxpayers who have ceased operations or are unreachable but have not closed their tax codes, as part of a draft National Assembly resolution on special tax-debt handling.
CafeF - Vĩ mô đầu tưVietnam's manufacturing PMI rose to 52.3 in October from 51.9 in September, marking a 16th consecutive month of improvement, though output and new order growth slowed and input costs rose at the fastest pace since June.
CafeF - Vĩ mô đầu tưVietnam's National Assembly continues its fourth working week of the 16th term's second session, reviewing tax-related bills including corporate income tax, personal income tax, and non-agricultural land use tax, and is expected to pass the 2027 socio-economic development plan.
CafeF - Vĩ mô đầu tưHanoi's Department of Construction drafted a decision to give poor households up to 20 million VND (100% of a new electric motorbike's value) to switch from fossil-fuel vehicles, using VNeID data to simplify procedures. The policy runs until end-2027 under Resolution 68/2026.
CafeF - Vĩ mô đầu tưDuring National Assembly debate on the amended Real Estate Business Law, a proposal to ban the transfer of purchase contracts for off-plan housing was discussed; a lawyer argues such a ban would violate property rights and push transactions underground, suggesting tax-based management instead.
CafeF - Bất động sảnHanoi People's Court opened the first-instance trial of 23 defendants, including Chu Thi Thanh, chairwoman of Thien Minh Duc Group, over embezzlement, illegal invoice trading and tax evasion involving the petroleum price stabilization fund. Representatives of the Ministry of Finance, Ministry of Industry and Trade and six tax agencies were summoned.
CafeF - Vĩ mô đầu tưVietjet (VJC) reported 9-month 2026 consolidated revenue of VND 74,385 billion, up 41% YoY, reaching 86% of its annual plan, with after-tax profit of VND 1,721 billion (82% of plan). The airline expanded its international network to 223 routes and continued fleet and technology investments.
CafeF - Doanh nghiệpDaily gold price update for Nov 2, 2026: Bảo Tín Minh Châu 9999 gold bars quoted at 13.38-13.78 million VND per chỉ, with comparison across SJC, Doji, PNJ and Phú Quý brands.
CafeF - Thị trường chứng khoánDomestic gold prices opened lower on Nov 2, with SJC gold bars sold at 139 million VND per tael and ring gold ranging 135.8-138 million VND, after global gold fell over 3% last week and lost the $4,000/oz mark.
CafeF - Tài chính ngân hàngGold fell below $3,900/oz, its lowest in a year, down nearly 3% for the week and 7% for October, with analysts citing the US election, Fed tightening expectations, and high oil prices as key drivers this week.
VnEconomy - Chứng khoánDatVietVAC plans to pay a cash dividend of 2,500 VND per share (25% of par value), totaling about 278.5 billion VND, shortly after its HOSE listing on November 2. The payout equals a reference dividend yield of roughly 4.56% on the 54,800 VND IPO price.
CafeF - Thị trường chứng khoánAbout 18 companies are scheduled to close their dividend entitlement registers during the week of November 2-6, 2026, with payout ratios ranging from 3% to 100%. The highest is Son La Sugar (SLS) at 100% cash, while others include MSR, VDS, PC1, SGN, QTP and WSB.
CafeF - Thị trường chứng khoán