Food Production
Vietnamese Stock Market Sector Overview
By Aveluro Research Team · Editorial policy
The Food Production sector page tracks 2 Vietnam-listed companies, including BAF, HAG. Aveluro has classified 109 related news articles; current sector sentiment is Positive, with valuation snapshots such as Avg P/E 30.5.
| Ticker | Company | News | Close | Change | Market Cap | Volume |
|---|---|---|---|---|---|---|
| BAF | BAF | BAF stock news | 30,600 | +0.00% | 3.0T | — |
| HAG | HAG | HAG stock news | 14,150 | +0.00% | 12.7T | — |
HAGL (HAG) reported 9-month net profit above VND 2,674B, nearly doubling year-on-year, but the gain rests on a VND 1,534B bond interest obligation waiver from DATC booked as other income. Core operations remain soft: revenue fell 11.7% and operating profit slipped 3.5% as interest expense rose 13%.
BAF Vietnam grew 9M 2026 revenue 63% to VND 5,956B on its integrated Feed-Farm-Food chain, yet net profit slipped 9% to nearly VND 331B as live hog prices fell and feed costs rose. Q3 net profit was just VND 21.2B, down 6%, underscoring how thin margins remain while the company funds heavy farm and processing expansion.
HAGL Invest, the 84.42%-owned agriculture subsidiary of HoSE-listed HAG, received HNX approval to register 187.3 million HGI shares for UPCoM trading after completing a VND 1,139 billion IPO at VND 60,600 per share. Roughly VND 1,063 billion of net proceeds is earmarked for debt restructuring, lifting charter capital to VND 1,873 billion.
HAGL chairman Doan Nguyen Duc said pressure from foreign investment funds and banks on ESG standards prompted the company to establish a formal ESG committee, moving beyond its previous informal green agriculture practices.
HAGL (HAG) has signed a 1,000-tonne Arabica coffee export contract to China at 47 CNY/kg, roughly VND 182,000 per kg, with delivery scheduled for next year. The first harvest from nearly 3,000 ha is not due until October 2027, and the company plans to reach 20,000 ha by end-2028, requiring about VND 14,220 billion in capital for 2026-2028.
HAGL's board established an ESG Sustainability Committee with six members, including two PhDs and three master's degree holders in agriculture and finance, to formalize its sustainability efforts. Chairman Doan Nguyen Duc said large agricultural firms cannot ignore ESG as foreign investors and funds increasingly focus on it.
HAGL (HAG) has established a six-member ESG Development Committee reporting directly to its board, chaired by CEO Nguyễn Xuân Thắng and staffed with two PhDs and three master's degree holders. The committee is tasked with monetizing carbon credits and attracting green financing across roughly 18,800 ha of banana, durian and coffee plantations in Vietnam, Laos and Cambodia.
THACO AGRI, part of Trần Bá Dương's THACO ecosystem and operator of over 95,000 ha across Vietnam, Laos and Cambodia, signed a 10-year strategic partnership with US-based Fresh Del Monte. The deal targets at least 71,500 tonnes of bananas in 2026, scaling toward 240,000 tonnes annually, against THACO AGRI revenue targets of VND 12,000 billion for 2026 and VND 40,000 billion for 2027.
A retrospective feature on Hoang Anh Gia Lai's 15-year agricultural journey, detailing Bau Duc's repeated shifts between crops and livestock (rubber, sugarcane, cattle, bananas, durian, coffee) to find a viable direction for HAGL.
HAGL Chairman Doan Nguyen Duc spent more than VND 300 billion across five on-market purchases from March to July 2026, lifting his personal HAG stake from 24.06% to 25.72%. With HAG closing at 14,400 on 14 October, the block sits roughly VND 20 billion below his estimated cost basis.
HAGL (HAG) received an investment certificate for a 2,083-hectare coffee project in Savannakhet, Laos, with total investment above USD 29.2 million and a 9,470-ton-per-year processing plant. The license advances the group's plan to reach 20,000 hectares of coffee across Vietnam, Laos and Cambodia by 2028, with offtake already sketched via a China MOU.
A cluster of insider purchase registrations has returned to the Vietnamese market, led by 50 million HPG shares registered by Tran Vu Minh, son of Hoa Phat Chairman Tran Dinh Long, and 5 million DIG shares by DIC Corp Chairman Nguyen Hung Cuong. The pattern echoes insider buying near the two previous VN-Index bottoms in 2026.
Vietnam's stock market fell in the final week of September 2026, with the VN-Index dropping 2.66% to 1,737.71 points, dragged down by large-cap stocks, especially VIC which alone removed 12.45 points. The HNX-Index also declined 2% to 266.75 points.
A stock market blog notes VNI fell 1.09% and may drop toward 1920 points, with weak cash flow in blue-chips and VN30 liquidity share falling to around 50% from over 61% three weeks earlier. The author expects continued gradual decline with weak rebounds and sees the information backdrop favoring cash holders over stock holders.
Heavy selling pressure pushed VN-Index down more than 19 points, breaking below the 1,950 mark, with VIC alone dragging the index down 12.5 points. Foreign investors turned net buyers in the afternoon session with a net inflow of 185 billion VND.
Information provided for educational purposes only. Past performance does not guarantee future results. Data sourced from public Vietnamese market feeds.
Last updated: 2026-10-30T21:59:14Z.