中文

Market Summary

October 01, 2026

By Aveluro Research Team · Editorial policy

1759.35
VN-Index
VN-Index
1759.35
VN30
1901.21
Total Volume
114.7M
Ticker Close Change Volume
PVS 34.8 +3.88% 2.8M
VTP 53.9 +2.86% 522.6K
HDB 27.95 +1.64% 5.2M
BSR 31.85 +1.43% 2.4M
PHR 34.0 +1.34% 152.0K
MSN 69.5 +0.72% 442.5K
SSB 18.35 +0.55% 422.9K
NVL 10.25 +0.49% 2.2M
SSI 20.15 +0.25% 3.1M
CTD 58.7 +0.17% 27.3K
Ticker Close Change Volume
PNJ 24.75 -6.95% 1.0M
GEE 72.4 -4.36% 327.9K
VHM 67.1 -2.04% 1.6M
VIC 224.0 -1.71% 624.1K
SHB 11.35 -0.87% 1.6M
TCX 28.9 -0.86% 247.9K
VGC 44.65 -0.78% 76.2K
MCH 138.0 -0.72% 20.1K
NVB 14.2 -0.70% 228.6K
VIB 13.3 -0.37% 244.2K

Masan Group reported 52% revenue growth in the first 8 months of 2026, driven by MSR and consumer segments, prompting HSBC and J.P. Morgan to raise their MSN target prices.

VnExpress - Kinh doanh
10 Positive

Samsung Electro-Mechanics announced a 6.78 trillion won investment plan, of which 2.51 trillion won (~1.85 billion USD) will expand its FC-BGA semiconductor substrate plant in Thai Nguyen, Vietnam, with operations targeted for June 2030.

CafeF - Doanh nghiệp
8 Positive

VinFast Vietnam, now chaired by Pham Nhat Vuong's son Pham Nhat Quan Anh, increased its charter capital by VND 25,000 billion to over VND 35,183 billion, with foreign ownership diluted from 5.28% to 1.528%.

CafeF - Doanh nghiệp
8 Neutral

Vietnam's manufacturing PMI fell to 51.9 in September from 53.3 in August, still above the 50 expansion threshold but showing slower improvement, with new export orders declining at the fastest pace since April amid rising fuel and shipping costs.

CafeF - Vĩ mô đầu tư
8 Neutral

US PCE inflation for August came in below expectations, sharply reducing the probability of a Fed rate hike in October to 38% from 50%, though December hike odds remain high at 87%. The data has indirect implications for Vietnamese markets via global interest rate expectations.

VnEconomy - Chứng khoán
8 Neutral

The Vietnamese government issued Resolution 303 assigning social and rental housing development targets to localities for 2026-2030, aiming for at least 1 million units by 2030, with a total target of 899,857 units.

CafeF - Bất động sản
8 Positive

The Government Steering Committee 751 reported that 3,557 stalled projects worth nearly 2.49 quadrillion VND have been resolved, while 1,131 projects with over 779 trillion VND in investment remain stuck and are being urged to be unblocked.

CafeF - Vĩ mô đầu tư
8 Positive

Ho Chi Minh City attracted over USD 17 billion in registered FDI in the first nine months, more than four times the year-earlier level and nearly 57% above its full-year target, with officials saying competition now hinges on institutions, innovation, human resources and infrastructure rather than cheap labour and tax incentives.

CafeF - Vĩ mô đầu tư
8 Positive

Taseco Group registered to buy 6 million TAL shares of Taseco Land, raising its ownership from 60% to 61.19%. Taseco Land also plans to issue 10 million ESOP shares at 10,000 VND each, raising 100 billion VND.

CafeF - Bất động sản
7 Positive

PC1's board approved the transfer of its entire 40% stake (1.2 million shares) in affiliate Tan Thanh, expected in Q3-Q4 2026. H1 2026 revenue fell 12.3% to over VND 4,206 billion while net profit rose 54.2% to nearly VND 477.6 billion.

CafeF - Doanh nghiệp
7 Neutral

Vinhomes (VHM) successfully raised VND 8,000 billion (approx. USD 320 million) through a 24-month bond issuance (VHML12618), with H1 2026 net profit up 378% year-on-year.

CafeF - Doanh nghiệp
7 Positive

Under Circular 30/2025 from the State Bank of Vietnam, from April 1, 2026, payment account names must match citizen ID information, prompting major banks like Vietcombank, VietinBank, Agribank, and BIDV to discontinue account nickname services and potentially reject transactions using old nicknames.

CafeF - Tài chính ngân hàng
7 Neutral

The Vietnamese government extended preferential import tax, environmental protection tax, and VAT reductions on gasoline, oil, and jet fuel until the end of 2026, effective from October 1, 2026.

CafeF - Vĩ mô đầu tư
6 Positive

Vietnamese banks are aggressively raising long-term capital abroad, with VPBank signing a USD 27 million loan with JBIC and HDBank expanding ties with Citi and Standard Chartered; total syndicated international loans reach about USD 3.4 billion in early 2026.

CafeF - Tài chính ngân hàng
6 Positive

HDBank announced a record date of October 12, 2026, for a 30% total payout comprising a 25% stock dividend and 5% bonus shares, raising charter capital from VND 50,053 billion to over VND 65,069 billion. The bank also plans a private placement of 700 million shares and reported H1 2026 pre-tax profit of VND 13,202 billion, up 31.1% year-on-year.

CafeF - Tài chính ngân hàng
6 Positive
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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: 2026-10-01T03:04:50Z.