Vietnam Market Weekly Report
Nov 09 – Nov 13, 2026
Market Overview
The VN-Index closed the week of Nov 09 – Nov 13, 2026 at 1,734.32, having gained 1.30% over the five trading sessions.
The week's strongest performers were FRT, CII, TCH, while VXT, CFV, RIC led to the downside.
Aveluro's classification pipeline flagged 10 high-impact news events during the week. 8 volume spikes were detected across the market. See below for the full breakdown.
Classified news sentiment for the week skewed positive, with 6 positive, 1 negative, and 3 neutral events among the top stories.
Top Weekly Gainers
Top Weekly Losers
Top Stories This Week
BSR, operator of the Dung Quat refinery, raised its full-year profit target to 18,579 billion VND, more than 8x the original plan and a record high, after 9-month profit exceeded 24,900 billion VND on higher crude prices.
VnDirect notes the US midterm election result mainly boosts short-term sentiment for Vietnamese equities, while medium-term direction depends on tariffs, oil prices, FX, interest rates and corporate earnings.
VnDirect notes the US midterm election result mainly boosts short-term sentiment for Vietnamese equities, while medium-term direction depends on tariffs, oil prices, FX, interest rates and corporate earnings. The State Bank of Vietnam has asked banks to cut deposit rates by at least 0.5%/year and lending rates by 1.5-2%/year for priority sectors.
Vinhomes (VHM) approved raising the total investment capital for the Hanoi International Sports Urban Area project from about VND 925,651 billion to VND 1,225,011 billion, an increase of over 32%.
Phuc Sinh JSC (unlisted) reports that under Decree 255/2026 on related-party transaction tax rules, its tax bill could equal 48% of pre-tax profit due to the 30% EBITDA cap on deductible interest, despite 19% revenue growth in FY2026.
China extended its suspension of the 24% retaliatory tariff on US goods by two months from November 10, keeping the additional tariff at 10%, following the September leaders' summit.
China extended its suspension of the 24% retaliatory tariff on US goods by two months from November 10, keeping the additional tariff at 10%, following the September leaders' summit. The move signals continued trade de-escalation between the US and China.
The State Bank of Vietnam's 416 trillion VND credit program for SMEs and growth-driver sectors has disbursed 54.3 trillion VND to 30,000 borrowers as of September 2026, with preferential rates 1-2% below normal lending rates.
VSDC announced that it aims to complete conditions for launching the central counterparty (CCP) model on the underlying equity market, with technology ready by early March 2027 and official operation targeted for Q1-Q2 2027 pending approval from the Ministry of Finance and the State Securities Commission.
The State Bank of Vietnam directed credit institutions to cut deposit rates by at least 0.5%/year for new term deposits of 6 months or more in late 2026, as credit growth (11.44%) continues to outpace deposit growth (11.22%), widening the funding gap to roughly 2.35-2.7 quadrillion VND.
Ho Chi Minh City's Department of Agriculture and Environment proposed a draft resolution to compensate holders of hand-written (unregistered) property transactions at 28% to 100% of land compensation value, aiming to resolve land clearance bottlenecks for public projects.
Vietnam's National Assembly approved the 2027 state budget with total revenue exceeding 3.33 quadrillion VND, of which real estate and land-related revenue is projected at about 775,280 billion VND, up roughly 40% from the 2026 plan.
Vietnam's National Assembly approved the 2027 state budget with total revenue exceeding 3.33 quadrillion VND, of which real estate and land-related revenue is projected at about 775,280 billion VND, up roughly 40% from the 2026 plan. The budget deficit is set at about 739,590 billion VND, or 4.5% of GDP.