VNDirect (VND) posted Q1 2026 pre-tax profit of VND 681 billion, a 43% year-on-year increase, as part of a broader earnings release wave. TP Securities (ORS) led with a 1,961% surge to VND 42 billion, while ACBS grew 67% to VND 303 billion, highlighting divergent performance in Vietnam's securities sector amid mixed market conditions.
Vietnam Beverage, the parent company of Sabeco, agreed to pay an $860,000 fine to the U.S. Treasury for 43 violations of North Korea sanctions related to 26 export contracts worth over $1.14 million processed through U.S.
KSV (Vimico) plans a 119% cash dividend for 2025, totaling VND 2,380B, to be voted on at its 2026 AGM, following a 56.2% rise in 2025 net profit. HLB targets a 125% payout, and VNX has approved a 130% payout, reflecting strong 2025 results and shareholder-friendly policies across diverse sectors.
The Vietnamese food and beverage industry is facing significant pressure from rising input costs, including energy, logistics, and agricultural raw materials, driven by global conflicts. Companies are experiencing eroding profit margins and anticipate inevitable retail price increases once current raw material reserves are depleted.
The Vietnamese Deputy Prime Minister has signed Resolution 15/2026/NQ-CP, temporarily suspending Decree 46/2026/NĐ-CP and Resolution 66.13/2026/NQ-CP, which detail the implementation of the Food Safety Law and product registration. During this suspension, the older Decree 15/2018/NĐ-CP will remain in effect, providing regulatory continuity for businesses until an amended Food Safety Law is enacted.
FTSE Russell has confirmed Vietnam's reclassification from Frontier to Secondary Emerging market status, effective September 2026, along with a detailed 4-tranche roadmap for inclusion into FTSE GEIS indices by September 2027. A reference list of 32 potential stocks, including major large-caps, was also released.
Several Vietnamese companies, including Vinhomes (VHM), Hạ Long Beer (HLB), and Vimico (KSV), have announced significant cash dividend plans for the upcoming AGM season, reflecting strong financial health and management confidence. Vinhomes' plan to pay a 60% cash dividend, totaling nearly 25 trillion VND, is highlighted as the largest on the Vietnamese stock market, significantly benefiting its major shareholder Vingroup (VIC).
Information provided for educational purposes only. Past performance does not guarantee future results. Data sourced from public Vietnamese market feeds.