Vietnam Market Weekly Report
May 04 – May 08, 2026
Market Overview
The VN-Index closed the week of May 04 – May 08, 2026 at 1,907.89, having gained 3.29% over the five trading sessions.
Aveluro's classification pipeline flagged 10 high-impact news events during the week. See below for the full breakdown.
Classified news sentiment for the week skewed positive, with 8 positive, 1 negative, and 1 neutral events among the top stories.
Top Stories This Week
PVOIL (OIL) reported Q1 2026 net profit up 22x YoY to 571.8 billion VND, driven by rising oil prices and low inventory costs, but warned that April profit collapsed to only 200 billion VND pre-tax due to falling oil prices, posing significant risk for subsequent quarters.
Masan Group reported record Q1 net profit of 1,974 billion VND, doubling year-on-year, and expects H1 net profit of 4,600 billion VND (+76% YoY).
Masan Group reported record Q1 net profit of 1,974 billion VND, doubling year-on-year, and expects H1 net profit of 4,600 billion VND (+76% YoY). Subsidiaries WinCommerce, Masan Consumer, and Masan MEATLife all posted strong growth.
International Milk Lof (IDP) reported Q1 2026 net profit of 244 billion VND, up 130% year-on-year, achieving 35% of its full-year profit target.
Vinhomes (VHM) reported Q1 2026 pre-tax profit of 30,727 billion VND, up 866% YoY, while Vietcombank (VCB) posted 11,803 billion VND, up 8.7% YoY, leading their respective sectors.
BSR, operator of the Dung Quat oil refinery, reported Q1 net profit of 8,265 billion VND, up 20x YoY, driven by surging crude oil prices.
BSR, operator of the Dung Quat oil refinery, reported Q1 net profit of 8,265 billion VND, up 20x YoY, driven by surging crude oil prices. Revenue rose 44% to over 45,900 billion VND, far exceeding the full-year profit target.
Dragon Capital Vietnam reported after-tax profit of 94.6 billion VND in Q1 2025, up 2.6 times year-on-year and the highest in three years, driven by strong investment advisory and fund management revenue.
BSR shares surged 7% to ceiling price after reporting a massive profit jump of nearly 21 times year-on-year, driven by rising crude oil prices.
BSR shares surged 7% to ceiling price after reporting a massive profit jump of nearly 21 times year-on-year, driven by rising crude oil prices. Market cap increased by VND 45,800 billion in four months.
BSR shares hit ceiling price with strong buying demand after reporting Q1/2026 net profit surged 20.7 times year-on-year to 8,265 billion VND, driven by high crude oil prices and stable Dung Quat refinery operations at 124-125% capacity.
BSR shares hit ceiling price with strong buying demand after reporting Q1/2026 net profit surged 20.7 times year-on-year to 8,265 billion VND, driven by high crude oil prices and stable Dung Quat refinery operations at 124-125% capacity. The stock's rally also lifted other oil & gas stocks like PLX, OIL, and GAS.
Masan Group reported record Q1 2026 net profit of 1,974 billion VND, doubling year-on-year, and expects H1 2026 revenue of 51,500 billion VND (+38%) and net profit of 4,600 billion VND (+76%).
Kinh Bac Urban Development Corporation (KBC) reported a 72.4% drop in net profit for Q1/2026, mainly due to a sharp decline in industrial park revenue.