BSR's board raised its 2026 revenue plan by ~24% to VND 190,831 billion and its pre-tax profit target nearly 9x to VND 20,646 billion, with 9-month after-tax profit already at 134% of the new full-year goal.
CafeF - Thị trường chứng khoánBSR reported consolidated net profit of nearly VND 24,902 billion for the first 9 months, up about 11.6x year-on-year, on revenue of VND 164,217 billion (+58%), driven by favorable oil markets and high refinery utilization (~123% of design capacity).
VnExpress - Kinh doanhThe government and State Bank of Vietnam are pushing commercial banks to cut lending rates by 1.5-2 percentage points, while some property developers are offering fixed 8% mortgage rates for up to 20 years to support homebuyers.
CafeF - Bất động sảnThe Bank of England raised its benchmark rate by 25 basis points to 4%, its first hike in over three years, citing energy-driven inflation. The move mirrors Fed and ECB tightening but has no direct impact on Vietnamese listed equities.
VnExpress - Kinh doanhJapanese group Kokuyo completed the acquisition of a 46.82% stake in Thien Long (TLG) from major shareholder TLAT, and plans a tender offer for an additional 18.19% to reach 65.01% ownership. The deal was reportedly worth about 27.6 billion yen (~4,700 billion VND).
VnExpress - Kinh doanhVietnam's Road Department is pushing investors to complete EV charging and green fuel infrastructure at expressway rest stops along the North-South corridor, with Petrolimex and other investors rolling out charging stations through 2026.
CafeF - Vĩ mô đầu tưThe Ministry of Construction plans to issue a circular from early 2027 requiring provinces and cities to annually assess and publish their climate-change and flood resilience, guiding priority infrastructure capital allocation.
VnExpress - Kinh doanhDraft amendments to the Land Law would use land price tables multiplied by a K coefficient to calculate financial obligations, which VARS estimates could raise land-use fees for projects by 2-2.6 times, pressuring real estate supply and home prices.
CafeF - Bất động sảnHo Chi Minh City is reviewing how to repurpose 171 reclaimed and 129 transferred public land and building sites, with 56 earmarked for education, healthcare and community use; experts urge use of special mechanisms to avoid wasting resources.
CafeF - Bất động sảnThe Ministry of Construction plans to issue a circular on climate-resilience assessment criteria effective early 2027, requiring provinces to publish flood and disaster resilience ratings and use them to prioritize infrastructure funding.
VnExpress - Kinh doanhQuang Tri province is studying a plan to expand the Dong Nam Economic Zone into a 686 km² special coastal economic zone tied to the East-West Economic Corridor, with a phased roadmap through Q3/2028. The proposal is still at the research stage and has not been approved.
CafeF - Vĩ mô đầu tưAt the Vietnam Digital Financial Security Forum 2026, FiinGroup estimated Vietnam needs about USD 1.5 trillion in capital for 2026-2030, warning the banking system is overloaded with credit/GDP above 140%, while Maybank forecast Vietnam's local-currency bond market could reach ASEAN's top 3 by 2030.
CafeF - Doanh nghiệpForeign-currency lending in Ho Chi Minh City reached an estimated VND 288 trillion in the first 10 months of 2026, up 42% from end-2025, while total city credit rose 12.4% to VND 5.85 quadrillion, reflecting strong import-export activity.
CafeF - Tài chính ngân hàngAll 46 commercial banks have cut deposit rates by 0.5-0.7 percentage points following State Bank directives, with new lending rates falling 0.2-0.5 points; analysts expect further cuts to be gradual and vary by bank due to NIM pressure.
CafeF - Tài chính ngân hàngHanoi's Chairman Vu Dai Thang said public investment disbursement reached 125,444 billion VND (104.5% of the central government target) by Oct 31, but noted about 40% was advance payments not yet converted into actual construction volume, urging stronger supervision. City budget revenue hit 652,790 billion VND (100.4% of plan, up 11.3% YoY) and FDI reached about 4.17 billion USD (92.7% of the 4.5 billion USD target).
CafeF - Bất động sảnInformation provided for educational purposes only. Past performance does not guarantee future results. Data sourced from public Vietnamese market feeds.
Last updated: 2026-11-14T10:47:38Z.