Oct 27, 2026
Full Analysis
Positive
earnings beat
ACB reported 9M2026 pre-tax profit above VND16,600 billion, up 3% year on year and equal to 74% of its annual plan, with Q3 profit near VND5,900 billion. OCB grew profit more than 20% and Kienlongbank 11.5%, as 12 banks disclosed combined 9M earnings above VND110,000 billion, underscoring sharp divergence across the sector.
Oct 26, 2026
Full Analysis
Negative
earnings miss
KienlongBank (KLB) booked Q3 after-tax profit of about VND 430B, down nearly 13% year-on-year, which management attributed to preferential credit programs launched under State Bank of Vietnam guidance. Nine-month profit still rose 11% to roughly VND 1,370B as loan income grew nearly 20% and the loan book expanded close to 10% year-to-date.
Oct 26, 2026
CafeF - Tài chính ngân hàng
Mixed
earnings inline
Oct 26, 2026
CafeF - Tài chính ngân hàng
Neutral
general news
Oct 26, 2026
CafeF - Tài chính ngân hàng
Neutral
general news
Oct 21, 2026
Full Analysis
Mixed
macro policy
OCB charged individual customers an average lending rate of 11.38% in September, the highest among 30 Vietnamese banks surveyed, followed by Techcombank at 11.24% and TPBank at 11.03%. The State Bank of Vietnam has since ordered lenders to cut loan rates by 1.5-2 percentage points and deposit rates by at least 0.5 points, pressuring net interest margins across the sector.
Oct 20, 2026
Full Analysis
Neutral
rate decision
VietinBank (CTG) cut listed deposit rates for 6-month to under-12-month terms to 3%/year, a 50-basis-point reduction, after the State Bank of Vietnam ordered banks to lower 6-month+ rates by at least 0.5 points. Vietcombank, Agribank and more than a dozen private lenders made matching cuts on 19-20 October, signaling a system-wide deposit repricing.
Oct 20, 2026
Full Analysis
Neutral
rate decision
VietinBank (CTG) cut listed deposit rates by 50 basis points for terms of 6 months or more on the morning of Oct 20, then restored the prior levels by the afternoon, leaving 6-12 month rates at 3.5% per year. The reversal tests the State Bank of Vietnam's directive for banks to lower 6-month+ deposit rates by at least 0.5 percentage points, a wave that Vietcombank, Agribank and more than a dozen private lenders have already joined.
Oct 20, 2026
Full Analysis
Neutral
rate decision
Vietcombank (VCB) and VietinBank cut deposit rates by 50 basis points across 6-24 month terms from 20 October 2026, with roughly 15 private banks reducing 50-70 basis points after a State Bank of Vietnam meeting on 19 October. The coordinated move lowers funding costs sector-wide and is intended to open room for lending-rate cuts, compressing near-term net interest margins while supporting credit demand.
Oct 19, 2026
Full Analysis
Positive
rate decision
Fifteen private banks led by ACB, TPBank, Sacombank and LPBank cut deposit rates by 0.5-0.7 percentage points for terms of six months or more on October 19, one day after the State Bank of Vietnam ordered at least a 0.5-point reduction on deposits and 1.5-2 points on priority-sector lending. The SBV tied non-compliance to credit-limit cuts, making the directive effectively binding rather than advisory.
Oct 09, 2026
Full Analysis
Negative
regulation change
HoSE's margin ineligibility list dated October 8, 2026 now covers 67 securities after adding two Thiên Việt fund certificates, FUCTVGF4 and FUCTVGF5. Vietnam Airlines (HVN), Đức Giang Chemicals (DGC), Gilimex (GIL) and KienlongBank (KLB) remain barred from margin trading on warning, control, loss or audit grounds.
Oct 05, 2026
Full Analysis
Negative
regulation change
HOSE trimmed its Q4/2026 margin-ineligible list to 65 tickers from 73, but the roster still spans 25 warning-status names, eight with negative first-half 2026 parent profit including MHC and STK, and audit-qualified filings at AAT, KLB, GIL and VTB. For affected HOSE-listed shares, the practical effect is that brokerages must stop extending margin on them from the start of the quarter.
Sep 30, 2026
Full Analysis
Neutral
leadership change
KienlongBank (KLB) has appointed Dao Ngoc Hai as Head of its Board of Supervisors for the 2023-2027 term, effective October 1, 2026, after Do Thi Tuyet Trinh resigned both her supervisory posts for personal reasons. Hai, a 17-year banking veteran who joined the lender in 2022, moves up from within the board, leaving the five-member body's composition otherwise unchanged.
Sep 30, 2026
Full Analysis
Positive
leadership change
Vietbank (VBB) appointed former Techcombank executive Chester Gorski as Acting CEO effective September 29, 2026, and the stock closed up 6.4% at 13,300 VND on September 30 after touching the ceiling. The same session saw NCB (NVB) rise 5.93% to 14,300 VND after the State Bank approved a capital increase of up to 33,000 billion VND.
Sep 18, 2026
Full Analysis
Positive
sector sentiment
Vietnam formally entered FTSE Russell's Secondary Emerging Market category on 21 September 2026, with 90 Vietnamese names added to the Micro Cap group out of 117 new FTSE GEIS constituents. BSI, FTS, MBS and SHS sit on that list, which the research desk treats as a 12-24 month revaluation watchlist rather than an ETF flow trade.