中文

Market Summary

September 15, 2026

By Aveluro Research Team · Editorial policy

1811.30
VN-Index
VN-Index
1811.30
VN30
1949.23
Total Volume
571.8M

After audit review, Thuduc House (TDH) reported consolidated after-tax profit of less than 2 billion VND, down over 85% from its self-prepared report, while LDG's after-tax loss widened to nearly 88 billion VND from 41 billion VND.

CafeF - Bất động sản
10 Negative

EVN reported it has cleared its accumulated losses and estimates a profit of over 12,215 billion VND in the first 8 months of the year, reaching 103% of its annual plan.

VnExpress - Kinh doanh
10 Positive

The article discusses the tension between US President Trump and Fed Chair Kevin Warsh ahead of the Fed's September 16 meeting, where markets price over 90% odds of a 0.25 percentage point rate hike due to persistent inflation. It does not directly affect Vietnamese listed companies or sectors.

VnEconomy - Chứng khoán
9 Neutral

Bank of Japan officials warn of rising inflation pressure and signal a possible acceleration of rate hikes, with economists expecting a move to 1.25% on September 18 and 1.75% by Q2 2027.

VnEconomy - Chứng khoán
9 Neutral

The Tax Department issued an urgent directive requiring tax offices not to impose extra procedures or documents on businesses closing their tax codes, and to process dissolution files within 3 working days.

CafeF - Vĩ mô đầu tư
8 Positive

Bac Ninh province will provide 100% land rent support for high-tech enterprises and innovative startups in industrial zones for the first five years, and support 10,000 business households in digital transformation.

VnExpress - Kinh doanh
8 Positive

Hanoi's Department of Construction publicly proposed a series of new social housing projects across multiple wards, with the largest covering 22.5 hectares in Thuong Cat. The city aims to complete at least 18,700 social housing units in 2026 and start all 114 projects in the second half of the year.

CafeF - Bất động sản
8 Positive

Vietnam Railways proposes a master plan for 8 railway lines and 4 hub stations in the Ho Chi Minh City region, requiring over VND 544,000 billion (about USD 21.8 billion) in investment, with more than VND 92,600 billion targeted for the period to 2030.

CafeF - Vĩ mô đầu tư
8 Positive

Dragon Capital reports Vietnam's August macro data remained stable with industrial production up 11.9% YTD and PMI at 53.3, but high deposit rates (6-month corporate deposits averaging 7.2%) and capital costs weigh on the outlook. VN-Index rose 6.6% in August to 1,832 points, while foreign net selling on HOSE fell to 1.6 trillion VND.

VnEconomy - Chứng khoán
8 Neutral

The State Bank of Vietnam injected over 7,000 billion VND via OMO on September 14, including 1,055 billion VND in 91-day collateralized loans, while 32,140 billion VND matured, resulting in a net withdrawal of 24,884 billion VND. Interbank VND rates rose 0.50-1.90 percentage points and the USD/VND rate increased 40 dong to 25,990.

CafeF - Tài chính ngân hàng
8 Neutral

Vietnam's FDI sector accounts for over 80% of exports, with 8-month 2026 exports reaching $374.84 billion, up 22.4% year-on-year, while domestic firms lag behind. Experts call for policies to upgrade domestic enterprises and deepen their participation in global value chains.

CafeF - Vĩ mô đầu tư
8 Neutral

A Reuters survey shows 85% of economists now expect the Fed to raise rates by 25bps to 3.75-4% at its September 15-16 meeting, reversing last week's expectations of a hold, with nearly 53% expecting at least one more hike before end-Q1 2027.

VnEconomy - Chứng khoán
8 Negative

The Vietnamese government issued Decree 353/2026/ND-CP on universal preschool education for children aged 5-6, providing tuition exemptions, reductions, and support, as well as incentives for organizations and businesses participating in the program.

CafeF - Vĩ mô đầu tư
8 Neutral

Deputy Prime Minister Pham Gia Tuc chaired a meeting on the investment policy for a railway industrial complex, agreeing to assign the Ministry of Construction to prepare a pre-feasibility study. The project aims to develop Vietnam's railway industry with local content and technology transfer.

CafeF - Vĩ mô đầu tư
8 Positive

Vietnam's Ministry of Construction has launched a national housing and real estate market information system, and a revised Land Law draft proposes a unified land database with unique parcel identifiers, aiming to improve market transparency.

CafeF - Bất động sản
8 Neutral
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Information provided for educational purposes only. Past performance does not guarantee future results. Data sourced from public Vietnamese market feeds.

Last updated: 2026-09-15T16:22:04Z.