Sep 14, 2026
Full Analysis
Neutral
sector sentiment
VPBank, SHB, Techcombank and MB together hold nearly VND 900,000B in real-estate business loans, roughly 36% of the sector, with VPBank alone at VND 296,000B. Growth is now broadening: VIB and TPBank expanded these books 58% and 55% in H1, while Techcombank deliberately slowed to 2.6%.
Sep 13, 2026
Full Analysis
Negative
regulation change
HOSE added Pha Le Plastics (PLP) to its margin-trading ineligibility list after the company failed to publish reviewed H1 2026 financial statements, lifting the total to 73 tickers. The list spans newly listed names such as AAN, BVB and DMX, plus stocks with qualified audit opinions and those under control or warning status.
Sep 13, 2026
Full Analysis
Negative
regulation change
HOSE added PLP to its list of stocks ineligible for margin trading after the company failed to publish reviewed H1 2026 financial statements, bringing the total to 73 tickers. The list now spans 28 warning-status names, 4 control-status names and 9 newly listed stocks, restricting leverage demand across securities, banking and real estate.
Sep 08, 2026
Full Analysis
Positive
strategic partnership
BVBank (BVB) has partnered with Hospitality & Retail Systems (HRS) to integrate its payment solutions with OPERA Cloud PMS and Simphony, targeting the hotel sector. The solution is already live at WorldHotels Long Beach Resort Phú Quốc, with talks ongoing with Marriott, M Village, and Flamingo.
Sep 02, 2026
Full Analysis
Positive
sector sentiment
Vietnamese banks, including VPB, ACB, MBB, MSB, and BVB, are aggressively issuing certificates of deposit with rates up to 9% per year, exceeding regular deposit rates, as credit growth (7.41% H1) outpaces deposit mobilization. This intensifying funding competition could pressure net interest margins across the banking sector, with VPB leading at 9% for large deposits.
Sep 01, 2026
Full Analysis
Positive
ipo
LPBank Securities (LPS), Dien May Xanh (DMX), and BVBank (BVB) listed on HoSE in Q3 2026, collectively raising over VND 17.5 trillion. LPS and DMX completed IPOs, while BVB transferred from UPCoM.
Aug 26, 2026
Full Analysis
Positive
strategic partnership
BVBank (BVB) has signed a strategic cooperation agreement with VINASME to provide digital banking solutions and a preferential credit package of VND 2,500 billion for SME enterprises. The partnership aims to integrate financial services into the VINASME digital platform, potentially expanding BVB's SME customer base and digital banking adoption.
Aug 21, 2026
Full Analysis
Positive
sector sentiment
On August 21, Vietnamese bank stocks rallied strongly, lifting VN-Index by 1.95% to 1,768.12. Foreign investors net bought over 11.8 million SHB shares worth about 139 billion VND, driving SHB to the highest liquidity in the sector.
Aug 19, 2026
Full Analysis
Positive
earnings beat
BVBank (BVB) reported H1 2026 pre-tax profit of VND 547 billion, up nearly 6x year-on-year, reaching ~80% of the original full-year plan. Management raised the 2026 target to about VND 1,000 billion, supported by strong net interest income growth and cost control, as the stock begins trading on HOSE.
Aug 17, 2026
Full Analysis
Positive
earnings beat
BVBank (BVB) reported H1 2026 pre-tax profit of VND 547 billion, up nearly 6x year-on-year, reaching 80% of the original full-year plan. Management raised the 2026 target to about VND 1,000 billion, driven by strong net interest income and controlled costs, as the stock began trading on HOSE in July.
Aug 14, 2026
Full Analysis
Positive
macro policy
Following the Prime Minister's directive, Vietnamese banks including KienlongBank, Sacombank, and the big four state-owned banks have launched preferential credit packages and cut lending rates by up to 2.5% per year. However, experts warn that access to credit, not just cost, remains the key bottleneck for SMEs.
Aug 12, 2026
Full Analysis
Positive
macro policy
BID, CTG, and AGR are among Vietnamese banks rolling out preferential loan packages with rate cuts of 0.5-2% for SMEs and priority sectors, following a State Bank of Vietnam directive. The packages total over VND 170,000 billion, aiming to boost credit growth and support economic targets.
Aug 12, 2026
Full Analysis
Positive
macro policy
Following the State Bank of Vietnam's directive, major banks including BIDV (BID), Vietcombank (VCB), and VietinBank (CTG) have launched preferential credit packages of VND 50,000-70,000 billion, with rates at least 1% lower than average. BVBank and Nam A Bank also joined with rate cuts and packages, signaling a coordinated push to boost credit growth.
Aug 07, 2026
Full Analysis
Negative
regulation change
HOSE has expanded its margin-ineligible list to 57 securities, including Vietnam Airlines (HVN), Duc Giang Chemicals (DGC), and newly listed DMX. Investors cannot use leverage to buy these shares, potentially reducing liquidity and adding selling pressure in the short term.
Aug 06, 2026
Full Analysis
Negative
regulation change
HOSE removed margin trading eligibility for 56 stocks as of August 5, 2026, including APG, DGC, HVN, and LDG. Most are under warning, control, restriction, or suspension; others have been listed less than six months or reported losses.