中文

Market Summary

October 25, 2026

By Aveluro Research Team · Editorial policy

1774.15
VN-Index
VN-Index
1774.15
VN30
1907.09
Total Volume
777.2M

HoREA has petitioned the government and the State Bank of Vietnam to enforce real lending-rate cuts, asking commercial banks to share profits with borrowers; the SBV has directed deposit rates down at least 0.5 percentage points and lending rates down 1.5-2 percentage points per year.

CafeF - Bất động sản
10 Positive

Vietnam's Civil Aviation Authority asked airlines to review and restore suspended domestic routes, add new domestic routes and increase frequencies, with plans due by November 10, 2026.

CafeF - Vĩ mô đầu tư
8 Positive

Hanoi's People's Committee issued Plan 411/KH-UBND to implement the city Party Committee's Resolution 32-NQ/TU, maintaining a full-year GRDP growth target of at least 11% for 2026 and prioritizing public investment, land resources, and key projects.

CafeF - Vĩ mô đầu tư
8 Positive

National Assembly Chairman Tran Thanh Man commented on the draft amendments to the Environmental Protection Law, calling for clearer accountability on cross-regional pollution of the Nhue, Day and Bac Hung Hai rivers and cautioning against simplifying environmental impact assessments.

CafeF - Bất động sản
8 Neutral

A draft amendment to the Law on Handling Administrative Violations proposes allowing fines without a formal record for violations detected via technical equipment, as part of administrative reform and digitalization.

CafeF - Vĩ mô đầu tư
7 Neutral

VN-Index rose 0.77% to 1,774.15 on Friday, led by banking and real estate stocks such as VIC and STB, while foreign investors net sold 480 billion VND (~19.2 million USD) across the market.

VnEconomy - Chứng khoán
5 Negative

Gold prices fell below $4,000/oz, causing buyers of SJC and PNJ gold bars and rings earlier in the week to lose up to 8.1 million VND per tael, with peak buyers down over 52 million VND. Pressure stems from Iran-related geopolitical risk lifting oil, sticky US inflation, and expectations the Fed keeps rates high.

CafeF - Thị trường chứng khoán
5 Negative

Masan Group subsidiary Lepus Investment bought 73 million MCH shares, raising Masan Group's ownership in Masan Consumer from about 69.4% to about 74.9%. MCH also reported Q3/2026 revenue up 16% and pre-minority net profit up 14.1% year-on-year.

CafeF - Doanh nghiệp
5 Positive

Domestic gold bar and ring prices were flat on the morning of 25/10 after falling about 2 million VND per tael over the past week, tracking a sharp drop in global gold prices driven by rising oil, inflation fears and expectations of tighter Fed policy.

CafeF - Tài chính ngân hàng
5 Negative

Savills reports that Ho Chi Minh City and Hanoi real estate markets in Q3/2026 face liquidity pressure from high capital costs, with HCMC apartment absorption at only 25% and Hanoi new apartment supply down 42% QoQ and 51% YoY.

CafeF - Bất động sản
4 Negative

DXS-FERI outlines three scenarios for Vietnam's real estate market in late 2026, with the expected case (highest probability) seeing supply up 20-30%, floating rates at 11-13%, and absorption of 25-40%. Experts also cite legal reforms and possible property taxes as factors shaping the market.

CafeF - Bất động sản
4 Mixed

Primary apartment supply in Da Nang fell 14% quarter-on-quarter in Q3/2026 to 4,385 units from 20 projects, with new supply down about 40% and absorption down 25% amid cautious developers and buyers.

CafeF - Bất động sản
4 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: 2026-10-25T03:53:57Z.