VnDirect notes the US midterm election result mainly boosts short-term sentiment for Vietnamese equities, while medium-term direction depends on tariffs, oil prices, FX, interest rates and corporate earnings. The State Bank of Vietnam has asked banks to cut deposit rates by at least 0.5%/year and lending rates by 1.5-2%/year for priority sectors.
VnEconomy - Chứng khoánBSR, operator of the Dung Quat refinery, raised its full-year profit target to 18,579 billion VND, more than 8x the original plan and a record high, after 9-month profit exceeded 24,900 billion VND on higher crude prices.
VnExpress - Kinh doanhPhuc Sinh JSC (unlisted) reports that under Decree 255/2026 on related-party transaction tax rules, its tax bill could equal 48% of pre-tax profit due to the 30% EBITDA cap on deductible interest, despite 19% revenue growth in FY2026.
CafeF - Vĩ mô đầu tưVinhomes (VHM) approved raising the total investment capital for the Hanoi International Sports Urban Area project from about VND 925,651 billion to VND 1,225,011 billion, an increase of over 32%.
CafeF - Bất động sảnChina extended its suspension of the 24% retaliatory tariff on US goods by two months from November 10, keeping the additional tariff at 10%, following the September leaders' summit. The move signals continued trade de-escalation between the US and China.
VnExpress - Kinh doanhThe State Bank of Vietnam's 416 trillion VND credit program for SMEs and growth-driver sectors has disbursed 54.3 trillion VND to 30,000 borrowers as of September 2026, with preferential rates 1-2% below normal lending rates.
CafeF - Tài chính ngân hàngVSDC announced that it aims to complete conditions for launching the central counterparty (CCP) model on the underlying equity market, with technology ready by early March 2027 and official operation targeted for Q1-Q2 2027 pending approval from the Ministry of Finance and the State Securities Commission.
CafeF - Thị trường chứng khoánThe State Bank of Vietnam directed credit institutions to cut deposit rates by at least 0.5%/year for new term deposits of 6 months or more in late 2026, as credit growth (11.44%) continues to outpace deposit growth (11.22%), widening the funding gap to roughly 2.35-2.7 quadrillion VND.
CafeF - Tài chính ngân hàngHo Chi Minh City's Department of Agriculture and Environment proposed a draft resolution to compensate holders of hand-written (unregistered) property transactions at 28% to 100% of land compensation value, aiming to resolve land clearance bottlenecks for public projects.
CafeF - Bất động sảnVietnam's National Assembly approved the 2027 state budget with total revenue exceeding 3.33 quadrillion VND, of which real estate and land-related revenue is projected at about 775,280 billion VND, up roughly 40% from the 2026 plan. The budget deficit is set at about 739,590 billion VND, or 4.5% of GDP.
VnExpress - Kinh doanhThe National Assembly passed a resolution on the 2027 state budget with total revenue of 3.334 quadrillion VND, spending of 4.074 quadrillion VND, and a deficit of 739.597 trillion VND (4.5% of GDP), targeting revenue growth of about 9.1% versus 2026.
CafeF - Vĩ mô đầu tưThe National Assembly approved the 2027 state budget resolution, allocating VND 80,400 billion for salary reform within total recurrent spending of over VND 2.06 quadrillion and a budget deficit of VND 739,597 billion (4.5% of GDP).
CafeF - Vĩ mô đầu tưHo Chi Minh City is soliciting public feedback on a draft resolution covering compensation, support and resettlement policies for land recovery, including proposed support for homes and land bought/sold via handwritten papers without full legal procedures.
CafeF - Vĩ mô đầu tưThe National Assembly passed resolutions on the 2027 state budget estimate and central budget allocation, and discussed amendments to several laws on labor, social insurance, and health.
CafeF - Vĩ mô đầu tưThe State Treasury raised VND 69,362 billion in government bonds in October, reaching 173% of its monthly issuance plan, with cumulative 2026 issuance at 92% of the annual target. Secondary market liquidity rose and foreign investors were net buyers of VND 224 billion.
VnEconomy - Chứng khoánInformation provided for educational purposes only. Past performance does not guarantee future results. Data sourced from public Vietnamese market feeds.
Last updated: 2026-11-14T10:47:40Z.