BID — Vietnamese Stock News

Vietnam's overnight interbank rate jumped 400 bps to 11% on June 1. SBV responded with VND 13,619 billion OMO injection to ease banking system liquidity.

BIDV raises deposit rates up to 1.2% for 6-11 month terms, signaling intensifying competition for funds among Vietnam's Big 4 state-owned banks amid strong credit growth.

Foreign investors net sold VND 750B across Vietnam's market on May 29; proprietary desks net sold VND 570B on HOSE. VPB was the top buy by proprietary desks.

BIDV successfully issued VND 1.365 trillion in public bonds (36.91% of registered offering) and announced a VND 4.982 trillion charter capital increase via stock dividends.

BIDV announces 498.2 million bonus shares (6.84% of outstanding) to increase charter capital by VND 4,982 billion, expected Q2-Q3/2026.

SBV allows banks to count 20% of State Treasury deposits toward LDR. BID, VCB, CTG, AGR benefit most. Experts warn maturity mismatch keeps rates elevated.

SBV Circular 08/2026 allows banks to count 20% of State Treasury deposits in LDR denominator, easing liquidity pressure for BID, VCB, CTG, AGR.

SBV Circular 08/2026 allows 20% of state treasury deposits in LDR calculation, easing credit constraints for BID, CTG, VCB near the 85% ceiling.

Vietnam government meets May 19, 2026 with 23 state corporations to discuss capital restructuring criteria, affecting listed firms BID, GVR, BSR, BCM, ACV, VGI, FPT.

SBV Circular 08/2026 replaces LDR with CDR, allows 20% State Treasury deposits, easing liquidity for BID, SSI, VPB. Effective May 16, 2026.

NPLs at 27 listed Vietnamese banks rose 11% in Q1 2026 to VND 292,160B. BIDV and Sacombank each exceed VND 40,000B in bad debt, signaling worsening asset quality.

SBV proposes amending Circular 22/2019 to include 20% of State Treasury deposits in LDR calculation, freeing VND 58-78 trillion for BID, VCB, CTG lending.

SBV Circular 08/2026 allows 20% of KBNN term deposits in LDR denominator, boosting liquidity for BID, VCB, CTG. Effective May 15, 2026.

BID, VCB, VPB, STB, MSB, ACB: Vietnamese banks increase provisions and asset sales as group 5 bad debts rise sharply in Q1 2026, signaling credit risk pressure.

SBV Circular 08 allows banks to include 20% of State Treasury deposits in LDR, boosting liquidity and credit capacity for BID, VCB, CTG, AGR.

SBV proposes replacing LDR with CDR at 85% cap. 13 of 18 major banks, including BID, CTG, VCB, may exceed limit, impacting profitability.

BIDV and other major banks halt withdrawals and transfers for accounts lacking updated ID and biometric data under new SBV Circulars 17/2024 and 18/2024.

SBV proposes amending Circular 22/2019 to extend 20% State Treasury deposit inclusion in LDR as BID, CTG, VCB ratios near 85% ceiling.

12 of 27 listed banks reported customer deposit declines in Q1 2026. BIDV lost VND 82 trillion, while HDBank and VPBank posted strong growth. Read analysis.

BIDV to propose stock dividend of VND 13,205 billion from 2025 retained earnings, increasing charter capital. 2025 pre-tax profit hit VND 35,509 billion, up 15.7%.

Real estate credit in Vietnam hits 2.235 million billion VND (+43% YoY) by Feb 2026. Urban housing leads. BIDV and banking sector gain.

BIDV partners with Alphanam to finance the Alphora Mường Hoa resort in Sa Pa under a 2026-2030 comprehensive agreement.

BIDV reports Q1 2026 pre-tax profit of VND 8,572B (+15.7% YoY), total assets rise 1.7% to VND 3.388 quadrillion, but customer deposits fall 3.7%.

BIDV partners with Alphanam as strategic financial partner, providing financing for InterContinental Sapa Resort projects under 2026-2030 deal.

BIDV (BID) signs MOU with Gaw Capital Partners for strategic cooperation in infrastructure, logistics, green real estate, and Ho Chi Minh City International Financial Center.

SBV Circulars 17/18 force BIDV and other major banks to freeze accounts lacking biometric data or expired IDs, impacting millions of customers from 2026.

SBV redirects credit from real estate to production; 28 commercial banks report 2025 pre-tax profit of 356,600 billion VND (+19%). BID, VCB, CTG, MBB affected.

Politburo Resolution 79-NQ/TW aims for at least 3 Vietnamese state-owned banks (BID, CTG, VCB) to rank among Asia's top 100 by total assets by 2030.

BIDV completes private placement; Vietcombank plans 6.5% stake sale for $1.3-1.4B. VPB and SHB also seek foreign capital amid market upgrade hopes.

BIDV Chairman Phan Duc Tu retires July 1, 2026. Bank proposes capital increase to VND 99.6 trillion via share issuances. AGM also elects new board members.