BCM — Vietnamese Stock News

BCM plans VND1,200B ($48M) 36-month bond at 12.5% fixed for first four periods, using proceeds to repay BIDV and Vietcombank loans.

HCMC plans to reduce state ownership in Becamex Group (BCM, HOSE) from 95.44% to above 65% before 2030 under Decision 6810/QĐ-UBND, restoring public-company status.

HCMC approves plan to reduce its Becamex IDC (BCM) holding from 95.44% to above 65% before 2030, part of a wider state capital restructuring for 2026-2030.

HCMC plans to reduce state ownership in Becamex (BCM) from 95.44% to above 65% before 2030, and transfer SJC and six other firms to HFIC.

HCMC approves a state capital restructuring plan covering 71 enterprises, keeping stakes at 11 and reducing the state holding in Becamex (BCM) on HOSE.

Becamex - Binh Phuoc, 40%-owned by HOSE-listed BCM, posted H1 2026 after-tax profit of VND 26.5B, down 86% year-on-year, as leverage rose to 2.25x.

BCM will contribute VND 266.34bn to Becamex - Binh Phuoc's VND 665.87bn charter capital increase, keeping its 40% stake. BCM closed at VND 38,400.

BCM approves merger of Becamex Khánh Hòa and VSIP Khánh Hòa into a VND 1,300B entity; VSIP JV holds 70%, Becamex 30%, inheriting Ninh Xuân 1 and 2 IPs.

Vietnam FDI hit USD 50.4bn in 9M2026, up 76.4%, but BCM, KBC and SZC posted H1 net profit declines of 79-84% on accounting and cost shifts.

SSI Research: Vietnam FDI reached USD 50.4bn in 9M2026 (+76.4% YoY) while industrial park H1 net profit fell 40%, with BCM down 82.7%. IDC and VGC bucked the trend.

AIIB is weighing a $50M pre-IPO equity investment in BW Industrial, 23.9% owned by Becamex (BCM), ahead of a targeted 2027 Vietnam listing.

MBS forecasts BCM Q3 2026 net profit of VND 1,817B (+337% YoY) while IDC falls 49% and SZC drops 33%, exposing a widening split in Vietnam's industrial park sector.

BCM approves VND 266B capital contribution to affiliate Becamex Binh Phuoc, converting dividends into equity to maintain its 40% ownership stake.

BCM raised VND 710B via a 3-year secured bond at 11% and cleared a VND 2,500B lot, as Q2/2026 net profit fell 85.6% year-on-year.

BCM H1 2026 net profit down 83.37% to VND 307.1B; revenue falls 65.32%. Management compensation up 1.9% to VND 13.7B.

VSIP reports H1 2026 net profit down 13.3% to VND 976.6B; total liabilities rise 34.1%. Affects parent BCM on HOSE.

Becamex (BCM) establishes JV for VSIP 4 Binh Duong with VND 1,455B charter capital, BCM holds 30%. Expansion continues in Khanh Hoa.

State divestment stocks like BCM, GAS, GVR remain discounted despite Q3 2026 uptick. Decision 40/2026/QD-TTg may unlock new divestment room.

BCM signs strategic partnership with SATRA for 2026-2031 to develop supermarkets and services in industrial parks, starting with 5 new stores in 2026.

Becamex IDC (BCM), Petrolimex (PLX), and Vietnam Rubber Group (GVR) do not meet public company shareholder structure rules but retain status under transitional regulations.

BCM targets 2026 revenue of VND 10,230B and after-tax profit of VND 3,883B, up 4% and 10% YoY. AGM set for June 25, 2026.

Becamex (BCM) proposes reducing state ownership from 95.44% to over 65% by 2026-2030 via public share issuance to meet public company rules.

BCM proposes reducing state ownership from 95.44% to over 65% to meet public company requirements, with a public share issuance planned for 2026-2030.

Becamex (BCM) proposes reducing state ownership from 95.44% to over 65% to comply with public company shareholder structure rules. Q1 2026 net profit fell 21.1%.

BCM announces non-compliance with Securities Law as non-major holders own only 4.56%. Plans public offering to reduce state stake from 95.44% to above 65%.