中文

Market Summary

November 04, 2026

By Aveluro Research Team · Editorial policy

1702.92
VN-Index
VN-Index
1702.92
VN30
1825.69
Total Volume
116.1M
Ticker Close Change Volume
VPB 21.65 +2.12% 2.6M
STB 67.9 +1.95% 264.2K
VCB 54.3 +1.50% 660.7K
Ticker Close Change Volume
VIC 231.3 -1.15% 250.7K
VHM 61.6 -0.48% 964.6K
TCB 21.3 -0.47% 1.1M

Hanoi's Party leadership directed tighter budget management for 2026-2030, cutting recurrent spending to free resources for urban railway lines and transit-oriented development (TOD). The city targets 2026 budget revenue of VND 820.311 trillion and plans to accelerate land auctions to fund infrastructure.

CafeF - Bất động sản
8 Neutral

China's securities regulator CSRC has informally instructed investment banks to pause IPOs and large secondary share sales to stabilize the slumping mainland stock market, according to Financial Times sources. The CSI 300 fell 8.5% in October, its worst monthly drop in over a decade, and is down 15% year-to-date.

VnEconomy - Chứng khoán
8 Negative

The State Bank of Vietnam is preparing a refinancing package for social housing loans as the expanded VND153,000 billion credit program disburses slowly, with only about VND17,500 billion disbursed by end-August 2026. Borrowers face high rates and exhausted bank quotas, prompting hopes for a refinancing boost.

CafeF - Bất động sản
8 Mixed

The Ministry of Finance issued Decision 3151/QD-BTC, a tax system reform plan for 2026-2030 aimed at aligning Vietnam's tax policies with international standards and targeting budget revenue of at least 18% of GDP by 2030.

CafeF - Tài chính ngân hàng
8 Neutral

The Government issued Decree 399/2026/ND-CP setting new regional minimum wages effective January 1, 2027, raising monthly minimums by 310,000-390,000 VND across four regions (Region I to 5.7 million VND).

CafeF - Vĩ mô đầu tư
8 Neutral

Ho Chi Minh City authorities discussed procedures for allocating social housing to ensure units reach genuinely needy buyers, targeting 199,000 social housing units by 2030 versus 22,874 built so far.

CafeF - Vĩ mô đầu tư
8 Neutral

During National Assembly discussions on amended Land, Housing, and Real Estate Business laws, experts proposed barring developers who delay issuing red books (ownership certificates) to homebuyers from new projects, while stressing the need to clearly distinguish developer fault from administrative delays.

CafeF - Bất động sản
7 Neutral

The State Securities Commission fined Thuan Duc (TDP) 112.5 million VND for issuing dividend shares past the regulatory deadline and ordered remediation, while Vilacona was fined 85 million VND for late disclosure of financial reports and governance documents.

CafeF - Thị trường chứng khoán
7 Negative

Coteccons (CTD) converted loans into equity in AnPR, raising its stake from 19% to 64% and making the media agency a subsidiary, with consolidation consideration of over VND 33 billion (~USD 1.3 million) and goodwill of about VND 6.5 billion.

CafeF - Doanh nghiệp
6 Neutral

Saigon-Hanoi Insurance (BSH, ticker BHI) reported 9M2026 net profit of nearly VND54 billion, a swing of over VND68 billion from last year's loss, despite a 14% decline in insurance revenue; headcount fell 39% to 788 employees since end-2025.

CafeF - Doanh nghiệp
6 Positive

Bao hiem Sai Gon - Ha Noi (BHI) reported 9M2026 net profit of nearly VND54 billion, a swing of over VND68 billion from a loss of over VND14 billion a year earlier, though insurance revenue fell 14% and headcount dropped 39% since end-2025.

CafeF - Doanh nghiệp
6 Positive

Masan Group (MSN) appointed David Tan Wei Ming as Group Chief Strategy and Investment Officer and Rob Chang as Group Chief Human Resources Officer, effective November 2, as part of its 'Go Digital, Go Global' strategy.

CafeF - Doanh nghiệp
5 Neutral

Daily gold price update: SJC gold bars at Doji quoted at 13.76-14.06 million VND per tael, down 60,000 VND per tael on both sides versus the prior morning, with comparison across SJC, PNJ and other brands.

CafeF - Thị trường chứng khoán
5 Neutral

Foreign investors and proprietary traders were net sellers on Nov 3 with total value over 630 billion VND, mostly from foreign selling; banks were net sold nearly 589 billion VND despite buying in TCB and TPB. Securities stocks weakened again after a late-October recovery.

Vietstock - Cổ phiếu
5 Negative

Domestic gold prices were flat on the morning of November 4, with SJC gold bars sold at 140.6 million VND per tael and plain gold rings ranging 133.7-139.5 million VND per tael across SJC, PNJ, DOJI and other brands. Spot gold traded at 3,937 USD/oz, up 0.2%.

CafeF - Tài chính ngân hàng
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: 2026-11-04T03:07:29Z.