中文

Market Summary

September 26, 2026

By Aveluro Research Team · Editorial policy

1785.11
VN-Index
VN-Index
1785.11
VN30
1938.50
Total Volume
624.3M

Deputy Prime Minister Nguyen Van Thang directed SCIC to restructure toward a National Investment Fund model with flexible, market-based investment, prioritizing key sectors such as infrastructure, high technology, energy, and digital transformation.

VnExpress - Kinh doanh
8 Positive

Ho Chi Minh City is drafting a resolution to capture part of the land value uplift around metro stations under its TOD model, proposing five revenue streams including a 25% levy on additional floor area and location-based coefficients for projects near stations.

CafeF - Bất động sản
8 Neutral

Vietnam's tax authority clarified that household businesses with annual revenue above 1 billion VND must continue using e-invoices and file quarterly, per Decree 68/2026 and Decree 141/2026 which raised the threshold from 500 million to 1 billion VND.

CafeF - Doanh nghiệp
8 Neutral

ADB chief economist Bui Minh Giap says Vietnam needs to deepen its capital markets and diversify funding channels to sustain long-term growth, following approval of a comprehensive financial market reform plan.

CafeF - Tài chính ngân hàng
8 Neutral

Hoan My Medical Corporation, owner of the Hoan My hospital chain, reported record after-tax profit of over 679 billion VND in 2025, up nearly 23% year-on-year, and fully repaid its 1,400 billion VND bond debt.

VnExpress - Kinh doanh
8 Positive

Vietnam's state budget revenue reached 81.9% of the annual target by mid-September 2026, with revenue from the three main economic sectors at 88.2% of plan, while spending reached 54.1% of the target.

CafeF - Vĩ mô đầu tư
8 Neutral

The State Bank of Vietnam issued Circular 8509, allowing credit institutions to exclude loans for restaurants, hotels, and tourism resorts from real estate credit limits from January 1 to December 31, 2026, to boost tourism sector credit. This follows Politburo Resolution 26 aiming for tourism to contribute 10-12% of GDP by 2030.

CafeF - Vĩ mô đầu tư
8 Positive

Hanoi approved a 'handover red book' plan to streamline land-use certificate procedures after site clearance, reducing paperwork and processing steps for residents.

CafeF - Bất động sản
8 Positive

ADB raised Vietnam's 2026 growth forecast to 7.8% and lowered 2027 to 7.6%, forecasting inflation at 4.3% in 2026 and 4% in 2027, and urged a shift to productivity-driven growth with fiscal policy as the main growth driver.

CafeF - Vĩ mô đầu tư
8 Neutral

PNJ's board will ask shareholders at an extraordinary meeting on 21/10/2026 to approve a revised 2026 plan: revenue of VND 39,057 billion (+10% YoY) but a net loss of VND 6,271 billion after a VND 7,071 billion provision for buyback/exchange policy, with core profit around VND 800 billion; it also plans to raise up to VND 8,000 billion.

CafeF - Doanh nghiệp
8 Negative

FTSE Russell's upgrade of Vietnam to secondary emerging market status from September 21, 2026 could attract up to USD 6 billion into the stock market, indirectly broadening capital-raising and divestment options for real estate firms, though it does not imply direct real estate investment flows.

CafeF - Thị trường chứng khoán
8 Positive

Ho Chi Minh City has attracted over 17.22 billion USD in registered FDI as of September 19, 2026, 4.19 times the same period last year and exceeding 56.6% of the annual target, with major projects in seaports, data centers, and urban development.

CafeF - Vĩ mô đầu tư
8 Positive

AMRO's Vietnam 2026 consultation report estimates that achieving 10% annual growth through 2030 would require raising the investment-to-GDP ratio to about 40.7%, up from roughly 34% in 2025, and highlights the need for domestic firms to join supply chains of Samsung, LG, and Intel.

CafeF - Doanh nghiệp
8 Neutral

The State Bank of Vietnam held a conference on internal control, audit, and inspection of credit institutions, emphasizing the need to strengthen risk prevention to ensure a safe and healthy banking system.

CafeF - Tài chính ngân hàng
8 Neutral

SCIC's auction of a 63.38% stake (79 million shares) in Seaprodex (SEA) failed after no investors registered by the deadline, despite a starting price of 107,400 VND/share versus a market price of 52,000 VND. Novaland-linked shareholders hold 32.47% of SEA, and the company's key asset is a prime land plot in central Ho Chi Minh City.

CafeF - Thị trường chứng khoán
7 Negative
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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: 2026-09-28T20:23:29Z.