中文

Market Summary

October 30, 2026

By Aveluro Research Team · Editorial policy

1736.82
VN-Index
VN-Index
1736.82
VN30
1857.94
Total Volume
155.7M
Ticker Close Change Volume
FPT 53.0 +0.57% 1.9M
Ticker Close Change Volume
VIC 235.9 -2.12% 607.0K
TCB 22.0 -1.57% 3.1M
VPB 22.9 -1.29% 1.4M
VCB 56.9 -0.52% 419.3K
BID 33.7 -0.44% 320.9K

At DMX's extraordinary shareholder meeting, management addressed concerns about real estate bond investments, saying they are short-term repos with pre-signed resale contracts. The company reported 9M2026 revenue of VND99,460 billion (+25% YoY) and profit of over VND7,700 billion (+83% YoY), already exceeding its full-year profit target.

CafeF - Doanh nghiệp
10 Positive

Hanoi People's Council passed Resolution 36/2026/NQ-HDND establishing new mechanisms for short-term land leasing, provisional land-use fee payments, and compensation on land recovery, aimed at unblocking land resources and accelerating key projects and public investment disbursement.

CafeF - Bất động sản
8 Positive

The Deputy Prime Minister directed EVN to prepare a plan to cut average retail electricity prices from 1 Nov 2026 through 31 Mar 2027, and the Ministry of Finance to review cutting the special consumption tax on gasoline to 0% over the same period.

CafeF - Vĩ mô đầu tư
8 Positive

Duc Giang Chemicals (DGC) reported Q3/2026 net revenue of VND 2,469 billion, down 12% YoY, and net profit of VND 507 billion, down 37% YoY, though profit rose 15% versus Q2/2026. Nine-month revenue fell 18% and net profit fell 46% YoY amid higher input costs and a temporary suspension of its 25 mine for investigation.

CafeF - Doanh nghiệp
8 Negative

The Vietnamese government is pushing social housing and rental housing development, targeting 191,023 rental units for 2026-2030 under Resolution 303/NQ-CP, alongside tighter land price controls. The policy is expected to expand supply and stabilize prices, benefiting real estate developers.

CafeF - Bất động sản
8 Positive

The Ministry of Construction was tasked with reviewing overall transport connectivity to Gia Binh International Airport, with Hanoi studying a direct rail link between the airport and the capital center. The airport is targeted for 30 million passengers and 1.6 million tons of cargo annually by 2030.

CafeF - Bất động sản
8 Positive

The Ministry of Finance has proposed a draft resolution to waive late-payment penalties and license fees for businesses in inactive tax statuses (03 and 06) that settle principal debt and complete tax code procedures by June 30, 2028. Over 2.5 million cases owe roughly 27,805 billion VND, including 9,715 billion VND in late-payment charges.

CafeF - Vĩ mô đầu tư
8 Positive

The Ministry of Finance proposes special mechanisms to help dissolved/inactive businesses, including waiving license fees and reducing late-filing penalties to 30-70% of current levels, to clear backlogged tax files. Over 2.5 million taxpayers are in inactive status with total tax debt of 27,805 billion VND.

CafeF - Doanh nghiệp
8 Positive

Vietnam will apply a 12-digit property identification code to each land plot and building from September 1, 2026, integrated with VNeID. Experts say this improves transparency but is only a necessary, not sufficient, condition to boost real estate transactions.

CafeF - Bất động sản
8 Neutral

Hanoi's Economic-Budget Committee agreed to remove 9 land plots (65.3ha), including 7 housing projects in Vinh Hung ward, from the pilot list for commercial housing under Resolution 171/2024/QH15, as they fall within the Vinh Hung urban redevelopment area.

CafeF - Bất động sản
8 Neutral

Vietnam's vehicle registry (Cục Đăng kiểm) is consulting on a draft national technical regulation that would require pure battery electric vehicles (BEV/PEV) to be equipped with an Acoustic Vehicle Alerting System (AVAS) active below 20 km/h or when reversing.

CafeF - Vĩ mô đầu tư
7 Neutral

VPBank Securities (VPX) approved a public bond issuance of 60 million bonds worth VND 6,000 billion (about USD 240 million) with a 12-month term and 9.5% annual coupon, to fund margin lending. It also plans a 45% bonus share issuance to raise charter capital from VND 18,750 billion to VND 27,187.5 billion.

CafeF - Thị trường chứng khoán
7 Neutral

A draft amendment to the Housing Law proposes restricting resale of social housing (NƠXH) after 5 years only to eligible buyers rather than free market transfer, raising concerns about transitional provisions and property rights of existing owners.

CafeF - Vĩ mô đầu tư
7 Mixed

REE reported record Q3/2026 revenue of VND 3,270 billion (+28% YoY) and after-tax profit of nearly VND 926 billion (+12% YoY), driven by strong M&E growth while the real estate segment declined.

CafeF - Doanh nghiệp
7 Positive

The ECB held its key lending rate at 2.5% amid eurozone inflation of 3.8%, nearly double its 2% target, and hours after President Christine Lagarde announced her early resignation.

VnEconomy - Chứng khoán
7 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: 2026-10-30T02:57:33Z.