中文

Market Summary

October 23, 2026

By Aveluro Research Team · Editorial policy

1756.83
VN-Index
VN-Index
1756.83
VN30
1887.89
Total Volume
266.2M
Ticker Close Change Volume
PVT 23.7 +0.42% 1.8M
VCB 56.4 +0.18% 648.3K
Ticker Close Change Volume
PNJ 17.7 -4.84% 9.5M
ACB 20.3 -0.98% 15.0M
VPB 23.75 -0.84% 1.4M
VHM 63.5 -0.78% 2.3M
TCB 33.95 -0.59% 5.0M
GEX 23.55 -0.42% 198.0K
BID 33.7 -0.30% 889.1K
VIC 232.4 -0.21% 496.1K

Garmex Saigon (GMC) reported a Q3 net loss of nearly VND 24.7 billion, 3.8x the year-earlier loss and its worst in over three years, as garment production remains suspended and revenue from pickleball court leasing fails to cover fixed costs including back land rent.

VnExpress - Kinh doanh
10 Negative

Lotte Group and Phat Dat (PDR) officially broke ground on the VND 60,000 billion (~USD 2.4 billion) Lotte Eco Smart City Thu Thiem project in Ho Chi Minh City, with PDR holding a 35% stake; MB, VietinBank and BIDV are the financing banks.

CafeF - Thị trường chứng khoán
10 Positive

Vietnamese securities firms reported mixed Q3 results as market liquidity fell sharply, with VNDirect's after-tax profit down about 65% and SSI down 27% year-on-year, while TCBS and SHS grew on margin lending and investment income.

CafeF - Thị trường chứng khoán
10 Negative

Several Vietnamese banks reported strong Q3 and 9-month 2026 profit growth, with VPBank posting pre-tax profit of nearly VND30 trillion (+47% YoY) and Techcombank VND28.9 trillion (+23.7%), though funding and margin pressures remain.

CafeF - Tài chính ngân hàng
8 Positive

The Government proposed to the National Assembly a 0.2% tax rate on abandoned or delayed-use land under the amended non-agricultural land use tax law, though the Economic and Finance Committee flagged inconsistencies with the existing 0.15% rate and the draft Land Law.

CafeF - Bất động sản
8 Neutral

The Prime Minister directed provinces to finalize subsidy policies for household rooftop solar by end-December, with the Ministry of Industry and Trade to set rooftop solar targets by October 30 and develop BESS mechanisms, as part of urgent measures to ensure sufficient power by 2027.

VnExpress - Kinh doanh
8 Positive

Hanoi Tax Department clarified that household businesses with annual revenue of 1 billion VND or less are exempt from VAT under Decree 141/2026, but those using e-invoices in eligible sectors can still apply the 20% VAT reduction under Resolution 204/2025/QH15.

CafeF - Vĩ mô đầu tư
8 Positive

Vietnamese tax regulations require business households and individuals with revenue above 1 billion VND to file VAT and personal income tax returns, with deadlines approaching in October 2026 and fines up to 25 million VND for late filing.

CafeF - Vĩ mô đầu tư
8 Neutral

The Government proposed a 0.2% tax on abandoned or unused land without applying a quota threshold, as part of amendments to three tax laws submitted to the National Assembly. The law, if passed on November 20, would take effect in 2027 and aims to improve land-use efficiency.

VnExpress - Kinh doanh
8 Neutral

Vietnam has over 134,000 rooftop solar systems totaling more than 11,450 MWp, but businesses say licensing and trading procedures remain inconsistent and urge synchronized fixes in the amended Electricity Law. Decree 243/2026 raised the allowed surplus power sold to the grid from 20% to a maximum of 50%, yet implementation bottlenecks still leave clean energy wasted.

CafeF - Vĩ mô đầu tư
8 Mixed

The National Assembly discussed amendments to three tax laws covering corporate income tax, non-agricultural land use tax, and personal income tax, alongside other draft laws on budget, bidding, and investment.

CafeF - Vĩ mô đầu tư
8 Neutral

Ho Chi Minh City is proposing a shared research equipment network (FabNet HCMC) allowing tech companies and startups to use existing lab machinery, including 13 semiconductor packaging and testing tools transferred from Intel at SHTPLABS, instead of buying their own. Proposed 2026-2027 research infrastructure investment exceeds VND 4,162 billion, highlighting the need to avoid duplication.

CafeF - Doanh nghiệp
8 Positive

Hanoi is accelerating key infrastructure and urban development projects, planning to start or inaugurate about 193 projects with total investment exceeding 202,785 billion VND, while pushing to resolve land clearance bottlenecks.

CafeF - Vĩ mô đầu tư
8 Positive

At a seminar, economists estimated Vietnam needs 280-300 billion USD of investment capital annually in 2026-2030 and argued the economy must reduce its reliance on bank credit (over 50% of total capital) by developing the corporate bond and equity markets.

CafeF - Vĩ mô đầu tư
8 Neutral

Vietnam's Q3-2026 GDP grew 9.95% year-on-year, lifting 9-month growth to 9.01%, driven by industry, exports and public investment, though S&I Ratings flags capital demand, inflation and tighter global financial conditions as Q4 challenges.

CafeF - Vĩ mô đầu tư
8 Positive
Send the October 23, 2026 Vietnam market summary to another investor.

Information provided for educational purposes only. Past performance does not guarantee future results. Data sourced from public Vietnamese market feeds.

Last updated: 2026-10-23T04:19:30Z.