Oct 30, 2026
Full Analysis
Neutral
leadership change
EVS shareholders elected Acting CEO Nguyen Tran Minh Quan, who holds 4.85% of the company, to the board for the remainder of the 2026-2030 term, replacing Nguyen Thanh Hai. The same meeting extended a roughly VND 519 billion receivable from Tien Thanh to June 30, 2027 and approved a restructuring and cost-cutting mandate.
Oct 20, 2026
Full Analysis
Positive
earnings beat
VPBank (VPB) reported Q3/2026 after-tax profit up 20.4% year on year, one of the first two banks to disclose, alongside SHB at +58.8%. Across 109 early reporters covering 10.4% of market capitalization, aggregate profit rose 45.4%, but the gain is concentrated in BSR's +659.4% and a small, unrepresentative sample.
Oct 19, 2026
Full Analysis
Negative
sector sentiment
HOSE average daily turnover fell 28% to VND 13.18 trillion in the week of Oct 12-16 as the VN-Index slipped 1.7% to 1,706, with money concentrating in metals and wood. NKG average volume rose nearly 110% to about 3.8 million shares a session and HSG doubled, while securities, oil & gas and large-cap real estate lost flow.
Oct 16, 2026
Full Analysis
Negative
earnings miss
Rong Viet Securities (VDS) reported a Q3 2026 pre-tax loss of more than VND 105B, reversing a VND 310B profit a year earlier, after investment revenue fell nearly 90% and the firm booked VND 124.5B in portfolio markdowns. Fellow HNX-listed peer EVS also swung to a VND 52B pre-tax loss, while unlisted NHSV grew profit 3.5x.
Oct 12, 2026
Full Analysis
Mixed
sector sentiment
TIG, IDC, VC3, CEO and IDJ absorbed rising trading volume on HNX in the week of Oct 5-9 as money rotated into mid- and small-cap real estate, while AGG, NTL, NLG and API saw capital withdraw. HNX-Index fell nearly 2% to 261.6 even as HNX turnover rose about 55%, a divergence that points to active rotation rather than broad accumulation.
Sep 28, 2026
Full Analysis
Mixed
sector sentiment
MSB led Vietnamese banking liquidity in the week of Sep 21-25, 2026, with average trading volume up more than 360% to 16.6 million shares per session, while TCB rose 86% and NVB gained nearly 150%. Real estate names NTL and KHG also drew inflows, even as HOSE-Index liquidity fell 14% and oil & gas and securities stocks saw capital withdrawn.
Sep 23, 2026
Full Analysis
Negative
legal action
The State Securities Commission fined EVS Securities VND 200 million for overstating its financial safety ratios at 31 March and 30 April 2026, which were restated from 195.31% and 196.26% down to 177.5% and 178.87%. The correction lands just before an October extraordinary shareholder meeting expected to vote on the resignation of board member Nguyễn Thanh Hải.
Sep 23, 2026
Full Analysis
Negative
legal action
EVS Securities (HNX: EVS) was fined VND 200 million by the State Securities Commission after restating its financial safety ratio for March and April 2026 down to 177.5% and 178.87% from originally reported 195.31% and 196.26%. The company must also publish a correction, making this a disclosure-quality issue rather than a capital-solvency one.
Sep 21, 2026
Full Analysis
Mixed
sector sentiment
Vietnam's VN-Index gained 1.14% to 1,815.66 in the Sep 14-18 week, with HOSE turnover up 24% to roughly VND 19 trillion per session. Money concentrated in banking names BVB, SSB, VPB and BID plus HNX oil & gas plays PVC, PVS, PPT and PVG, while real estate, construction and securities liquidity split sharply.
Sep 14, 2026
Full Analysis
Mixed
sector sentiment
PVT and PVP saw trading volume more than double week-on-week as oil & gas and plastics became the only Vietnamese sectors attracting money in the Sep 7-11, 2026 session block. VN-Index fell 3% to 1,795.2 and HNX-Index dropped 3.5% to 272.7, with real estate and securities flows split and construction lightly drained.
Sep 06, 2026
Full Analysis
Neutral
leadership change
EVS board member Nguyen Thanh Hai has resigned, following his earlier departure as CEO, citing health reasons. Nguyen Tran Minh Quan, whose family holds 14.68% of EVS, has been appointed acting CEO.
Aug 14, 2026
CafeF - Thị trường chứng khoán
Negative
sector sentiment
Aug 12, 2026
Full Analysis
Neutral
leadership change
ACV appointed two deputy general directors, Vũ Phạm Nguyên An and Tô Tử Hà, effective August 2026, while EVS named Nguyễn Trần Minh Quân as acting CEO from September 1. KienlongBank dismissed deputy CEO Vũ Thị Phương after just three months.
Aug 11, 2026
Full Analysis
Neutral
leadership change
EVS Securities (EVS) appointed Nguyen Tran Minh Quan as Acting CEO effective September 1, 2026, following Nguyen Thanh Hai's resignation for health reasons. The leadership change comes as EVS reports a dramatic Q2 2026 pre-tax profit of nearly VND 243 billion, reversing a year-earlier loss, driven by proprietary trading gains.
Aug 10, 2026
Full Analysis
Negative
sector sentiment
In the first week of August, securities stocks experienced significant outflows, with trading volumes falling 20-60% across the sector. EVS led the decline with a near 63% drop in volume, while construction, real estate, and oil & gas attracted mild inflows.