中文

Market Summary

October 22, 2026

By Aveluro Research Team · Editorial policy

1758.81
VN-Index
VN-Index
1758.81
VN30
1893.05
Total Volume
157.5M
Ticker Close Change Volume
VIC 232.3 +3.89% 1.0M
VHM 63.8 +3.24% 3.9M
VCB 57.0 +1.06% 1.0M
BID 34.15 +0.15% 693.8K
Ticker Close Change Volume
PNJ 18.95 -1.30% 2.5M
TCB 34.15 -0.73% 3.7M
VPB 23.85 -0.62% 1.2M

Masan (MSN) reported 9M2026 net revenue of VND89,118 billion (+52.7% YoY) and pre-minority net profit of VND10,325 billion, 2.3x YoY and 3.3% above its full-year 2026 base plan. Q3 alone saw revenue up 74.7% and profit up 2.4x, driven by consumer, retail and high-tech materials segments.

CafeF - Doanh nghiệp
10 Positive

Remittances to Ho Chi Minh City reached over USD 6.87 billion in the first nine months of 2026, down 14% year-on-year, though Q3 rebounded to USD 2.8 billion, up over USD 800 million from the prior quarter. Full-year remittances are forecast at USD 9.5-9.8 billion versus USD 10.3 billion last year.

CafeF - Vĩ mô đầu tư
8 Mixed

The government approved Da Nang's master plan through 2050 with a vision to 2075, positioning the city as a leading ecological, smart coastal metropolis and regional growth hub.

CafeF - Vĩ mô đầu tư
8 Positive

The Ministry of Finance proposes a 0.2% tax on abandoned or delayed-use land, nearly 7 times the current 0.03% rate on residential land within quota, aimed at curbing real estate speculation. Experts note the key challenge is clearly defining what constitutes abandoned land.

CafeF - Bất động sản
8 Neutral

National Assembly deputies debated amendments to the Social Insurance Law, raising concerns that village heads and neighborhood group leaders cannot accumulate the 15 years of contributions needed for a pension, and questioning mandatory 25% contributions for platform and informal workers.

CafeF - Vĩ mô đầu tư
8 Neutral

The government approved Da Nang's master plan to 2050 with vision to 2075, including research into over 2,000 hectares of multi-functional reclaimed-land urban areas for housing, tourism, trade and services.

CafeF - Bất động sản
8 Positive

Vingroup plans to invest about USD 500 million in an electric vehicle factory in the Philippines with initial capacity of 200,000 vehicles per year, expected to break ground in Q1 2027.

CafeF - Doanh nghiệp
8 Positive

The Government proposed amending the Land Law so that provincial land price tables and adjustment coefficients (K) are revised every three years instead of annually, and land valuation is decided by the State under four principles. The draft also introduces a definition of abandoned land subject to reclamation.

VnExpress - Kinh doanh
7 Neutral

Masan Consumer (MCH) reported Q3/2026 revenue of VND 8,743 billion, up 16.3% YoY — its strongest quarterly growth in three years — with 9M revenue of VND 24,380 billion (+14.6%) and after-tax profit exceeding VND 5,200 billion (+12.1%).

CafeF - Doanh nghiệp
7 Positive

The National Assembly is debating amendments to the Land Law, Housing Law, and Real Estate Business Law, with a vote expected on November 21. The government emphasized controlling prices in the social housing and rental segments.

CafeF - Bất động sản
7 Neutral

The National Assembly spent a full day discussing amendments to three laws on land, housing, and real estate business, aimed at resolving land pricing, land recovery, resettlement, and stalled project issues to develop the real estate market.

CafeF - Vĩ mô đầu tư
7 Positive

CII extended the distribution period for its nearly 67.2 million convertible bonds (CII426001) by 30 days, with the offering targeting roughly VND 6,720 billion. HFIC's 27.4 million purchase rights (4.08% of CII) found no buyers and remain unsold.

CafeF - Thị trường chứng khoán
7 Neutral

Vicostone (VCS, HNX) approved establishing a wholly-owned subsidiary, Vicostone Chemicals LLC, with charter capital of VND 200 billion, focused on basic chemical production. The company also disclosed a tax penalty of over VND 69 million plus back taxes and late fees totaling nearly VND 260.9 million.

CafeF - Thị trường chứng khoán
6 Neutral

VPBank Securities (VPX) is submitting to shareholders a plan to issue 843.75 million bonus shares (45% ratio) to raise charter capital from VND 18,750 billion to VND 27,187.5 billion. The company also reported Q3/2026 pre-tax profit of nearly VND 843 billion, down 64% year-on-year, while 9-month pre-tax profit reached VND 3,516 billion, up 8%.

CafeF - Thị trường chứng khoán
6 Positive

Vietnam's IPO market has raised VND 60,900 billion from 10 companies since late 2025, over 9 times the total of the prior four years, with regulators shortening the IPO-to-listing timeline from 90 to 30 days. Speakers at a Tuoi Tre-KAFI seminar stressed that company quality, transparency and long-term value creation matter more than IPO volume.

CafeF - Doanh nghiệp
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: 2026-10-22T03:32:12Z.