中文

Market Summary

October 04, 2026

By Aveluro Research Team · Editorial policy

1737.71
VN-Index
VN-Index
1737.71
VN30
1875.99
Total Volume
829.4M

Vietnam's Q3/2026 business survey shows 34.2% of firms reporting better business conditions, 45.7% stable, and 20.1% facing difficulties; September trade returned to a surplus of 1.27 billion USD after nine months of deficits, though the nine-month cumulative trade balance remained in deficit of 19.42 billion USD.

CafeF - Doanh nghiệp
8 Mixed

Deputy Minister of Industry and Trade Truong Thanh Hoai said implementation of the Power Development Plan VIII has been relatively slow, citing institutional and policy bottlenecks, while the ministry reviews the Electricity Law and adjusts the plan to update delayed power projects. He also highlighted rapid growth of rooftop solar, now about 11,000 MWp nationwide.

CafeF - Vĩ mô đầu tư
8 Neutral

The Vietnamese government raised the monthly social retirement allowance from 500,000 to 540,000 VND per person (an 8% increase) under Decree 335/2026, benefiting about 2.5 million people starting October 5, 2026.

CafeF - Vĩ mô đầu tư
8 Positive

Vietnam's tax authority is reviewing nearly 620,000 businesses with inactive tax codes, many of which face accumulated late-payment penalties that block dissolution, prompting calls for more flexible and humane policy solutions.

CafeF - Vĩ mô đầu tư
8 Neutral

ADB, Standard Chartered, and UOB have simultaneously raised their 2026 GDP growth forecasts for Vietnam, citing strong domestic demand, stable FDI, and public investment. ADB projects 7.8%, Standard Chartered 9.5%, and UOB around 8.5%.

CafeF - Vĩ mô đầu tư
8 Positive

The Vietnamese government signed Decision 1919/QD-TTg amending the national credit rating improvement plan, keeping the goal of reaching Investment Grade (Baa3/BBB-) by 2030, which could lower capital costs and broaden the investor base for Vietnam's capital markets.

CafeF - Thị trường chứng khoán
8 Positive

The State Bank of Vietnam announced it will direct credit toward priority sectors including power and transport infrastructure, strategic technology, and social housing, alongside preferential lending programs for SMEs and agriculture.

CafeF - Bất động sản
8 Positive

KOS shares on HoSE have halved in about two weeks, hitting a 10-session floor streak amid forced-selling pressure on accounts linked to Kosy's leadership, including Chairman Nguyen Viet Cuong who sold 4.3 million shares and now holds 33.43%.

CafeF - Thị trường chứng khoán
7 Negative

The State Bank of Vietnam issued Circular 50/2026/TT-NHNN, which raises the loan-to-deposit ratio (LDR) cap to 95% and allows banks meeting LCR and NSFR of at least 100% to be exempt from this limit, moving toward Basel III standards. An academic expert analyzes the implications for bank liquidity risk management.

CafeF - Tài chính ngân hàng
7 Neutral

Circular 50/2026/TT-NHNN adjusts capital and liquidity safety ratios toward Basel III standards, potentially allowing banks to raise the loan-to-deposit ratio ceiling from 85% to 95% and easing liquidity pressure, which MBS views as positive for listed banks.

VnEconomy - Chứng khoán
7 Positive

Vietnam exported 1.4 million tons of coffee in the first nine months, up 15.4% year-on-year, but export value fell over 7% to $6.54 billion as average export prices dropped nearly 20% to about $4,537 per ton. Global supply is recovering, with USDA forecasting higher output for 2025-2026 and 2026-2027.

VnExpress - Kinh doanh
5 Negative

ROX Key Holdings (HoSE: TN1) appointed Nguyen Viet Son as Chairman of the Board for the 2025-2030 term, replacing Pham Thi Van Ha who resigned for personal reasons. The company also reported H1 2026 net revenue of over 609 billion VND, up about 48% year-on-year.

CafeF - Doanh nghiệp
5 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: 2026-10-04T03:54:16Z.