Sep 14, 2026
Full Analysis
Positive
strategic partnership
Vietnam Airlines (HVN) signed an MOU with Airbus covering 5 A350-900 wide-body aircraft, with delivery slated for 2033-2034. The deal, witnessed by Tô Lâm and Emmanuel Macron in Paris, extends a fleet relationship that already spans 80 Airbus jets but adds no near-term capacity.
Sep 11, 2026
Full Analysis
Positive
strategic partnership
Vietnam Airlines (HVN) signed an MOU with Airbus for A350-900 aircraft, while Vietjet Air (VJC) secured an A320/A330 maintenance, repair and technical support contract, part of a broader Vietnam-France cooperation package signed at the Élysée Palace on 10 September. Vietravel Airlines separately placed intent for 20 A220 and 30 A321neo jets.
Sep 08, 2026
Full Analysis
Negative
regulation change
Vietnam Airlines (HVN) remains under HOSE warning status as accumulated losses hit VND 23,148 billion at June 30, 2026, despite a positive H1 net profit of VND 3,852 billion (consolidated). The 50% year-on-year profit decline stems from a 55% surge in average fuel prices, underscoring the carrier's vulnerability to oil shocks.
Sep 08, 2026
Full Analysis
Negative
regulation change
Vietnam Airlines (HVN) stays on HoSE's warning list as accumulated losses reached VND 23.15 trillion at June 30, 2026, despite a positive H1 net profit of VND 3.85 trillion. The carrier's earnings fell 40-50% year-on-year due to a 55% surge in fuel costs, delaying any potential status upgrade.
Sep 07, 2026
Full Analysis
Negative
production disruption
Vietnam Airlines (HVN) and Vietjet Air (VJC) rescheduled and added flights between Vietnam and Jakarta on September 7 after Krakatau volcanic ash closed Soekarno-Hatta airport on September 6, affecting over 300 flights. The disruption is temporary, but highlights operational risks for carriers on the Indonesia route.
Aug 14, 2026
CafeF - Thị trường chứng khoán
Negative
sector sentiment
Aug 13, 2026
Full Analysis
Neutral
macro policy
KBSV identifies 13 companies in the state divestment pipeline under Decision 40, with notable planned reductions at BCM, BSR, and GAS, and full divestment for MSB, NTP, HND, QTP, VGC, PVI, and DMC. The market-wide impact is expected to be limited, but individual tickers may see volatility as ownership changes unfold.
Aug 12, 2026
Full Analysis
Positive
foreign flow
Mirae Asset estimates passive foreign inflows of VND 39,118 billion (USD 1.56 billion) into Vietnamese stocks following the FTSE Russell upgrade to Secondary Emerging Market in September 2026. VIC leads with USD 399 million, followed by VHM, LPB, VPB, and HPG, with allocations spread over four tranches through September 2027.
Aug 12, 2026
Full Analysis
Positive
foreign flow
FTSE Russell's upgrade of Vietnam to secondary emerging market status in September 2026 is set to channel approximately $1.56 billion in passive inflows into 35 eligible Vietnamese stocks, with VIC receiving the largest share at $399 million. The phased allocation runs from September 2026 to September 2027, providing a clear timeline for foreign capital deployment.
Aug 11, 2026
Full Analysis
Negative
production disruption
Vietjet (VJC) and Vietnam Airlines (HVN) faced operational disruptions on August 11 as drone sightings near Tan Son Nhat airport triggered two temporary suspensions of takeoffs and landings, affecting multiple flights. The incidents highlight ongoing airspace security risks that can impact airline schedules and costs.
Aug 10, 2026
Full Analysis
Positive
sector sentiment
Vietnam's international airfares to Singapore and Bangkok have halved year-on-year, driven by a 10% capacity increase and government fuel tax cuts. Vietnam Airlines (HVN) and Vietjet (VJC) are absorbing the margin squeeze as competition intensifies, with HVN closing at 23,800 and VJC at 125,500 on August 10.
Aug 10, 2026
Full Analysis
Positive
sector sentiment
Vietnam Airlines (HVN) now leads Southeast Asia in seat capacity with 2.81 million seats in July 2026, as Vietnam overtakes Thailand to become the region's second-largest aviation market with 7.4 million seats. The shift reflects Vietnam's resilience amid regional capacity declines driven by Middle East fuel costs.
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.
Aug 06, 2026
Full Analysis
Positive
sector sentiment
Vietnam overtook Thailand to become Southeast Asia's second-largest aviation market in July, with 7.4 million seats, up 5.6% year-on-year. Vietnam Airlines (HVN) and Vietjet (VJC) lead regional capacity, though HVN's growth was modest at 0.2%.