Oct 29, 2026
Full Analysis
Positive
strategic partnership
Astor 1, a 40-storey, 350-unit luxury tower inside the Ciputra complex, signed mortgage cooperation agreements with MB, Vietcombank and BIDV on 15 October 2026. For MB in particular, the deal is a retail lending channel into a high-end segment where credit access, not demand, is the binding constraint.
Oct 25, 2026
Full Analysis
Negative
legal action
MBAMC, the asset-management arm of Military Commercial Joint Stock Bank (MB), is auctioning Nam Thuan Steel's 12.5-hectare cast-iron plant in Hai Phong's Dinh Vu industrial zone from a starting price of VND 301.86 billion (about USD 12 million). Nam Thuan Steel entered bankruptcy proceedings in 2024, so the sale is a debt-recovery step for MB rather than a new steel investment.
Oct 21, 2026
Full Analysis
Positive
dividend announcement
Techcombank (TCB) set October 30, 2026 as the record date for a 50% stock dividend, issuing over 3.543 billion shares from 2025 audited retained earnings. Charter capital rises from VND 70,862.4bn to about VND 106,293.6bn, overtaking MB and VPBank to become Vietnam's largest bank by charter capital.
Oct 16, 2026
Full Analysis
Positive
capital raise
Eight Vietnamese banks plan to issue shares worth an estimated VND 143,830 billion (about USD 5.4 billion) between Q4 2026 and 2027, per SSI Research. NCB leads at roughly VND 33,000 billion, ahead of Vietcombank at VND 31,771 billion and BIDV at VND 28,080 billion, lifting sector equity by an estimated 6.9%.
Oct 15, 2026
Full Analysis
Neutral
capital raise
Techcombank (TCB) received State Bank of Vietnam approval on 13 October to raise charter capital by up to VND 35,731 billion, which would lift it to roughly VND 106,593 billion and make it the largest in the system. MB and VPBank have already crossed the VND 100,000 billion mark, while VietinBank, Vietcombank and BIDV target similar levels.
Oct 06, 2026
Full Analysis
Neutral
capital raise
HDBank (HDB) raised VND 15,000 billion in September 2026 bonds, including a VND 10,000 billion six-year tranche at 9.2%, as 12 Vietnamese banks issued VND 35,160 billion (about USD 1.4 billion) at coupons mostly near 9% and up to 10.5%. The wave signals banks locking in medium- and long-term funding at elevated rates.
Sep 29, 2026
CafeF - Thị trường chứng khoán
Mixed
opinion analyst
Sep 28, 2026
Full Analysis
Positive
capital raise
SHB has approved a 2026 international bond issuance in Singapore dollars, following $600 million in ESG-linked syndicated loans raised in 2025. The move extends a sector-wide offshore funding wave that now includes VPBank's $1.44 billion sustainability loan, HDBank's $721 million social loan and MB's $550 million in completed foreign borrowings.
Sep 16, 2026
Full Analysis
Mixed
sector sentiment
Vietnamese banks are plugging a 3.5-point gap between credit growth (9%) and deposit growth (5.5%) with heavy issuance of valuable papers at 8-10% annual rates. BIDV's outstanding issuance rose nearly 34% to VND 302,000B, the largest in the system, while sector-wide paper balances climbed 16.7% to VND 1.96 quadrillion.
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%.
Aug 13, 2026
VnExpress - Kinh doanh
Neutral
opinion analyst
Aug 13, 2026
Full Analysis
Positive
capital raise
HDBank raised a $721 million syndicated social loan, the largest in Vietnam, while VPBank secured a $1.44 billion sustainability-linked facility. These deals, alongside BIDV's $250 million and MB's $500 million, signal growing international confidence in Vietnamese banks' governance and sustainable finance frameworks.
Aug 10, 2026
Full Analysis
Negative
sector sentiment
Vietnamese banks are grappling with a liquidity squeeze as deposit growth (6.16% by mid-June) trails credit demand, intensifying competition for deposits and pushing up funding costs. MB's CEO cites rapid credit growth amid difficult mobilization, while Vietcombank's chairman flags capital imbalance.
Aug 10, 2026
Full Analysis
Positive
dividend announcement
FOC (FPT Online) leads Vietnam's dividend week with a 100% cash payout (VND 10,000/share), record date Aug 11, 2026. Among 19 firms closing rights Aug 10-14, PVI offers a 23% cash plus 10:1 stock dividend, while MB issues over 1.2 billion shares for a 15% stock dividend.
Aug 02, 2026
Full Analysis
Negative
sector sentiment
MB's H1 2026 report shows NPLs up 26.8% to VND 17,797B, with the NPL ratio rising to 1.45% and group 5 loans surging 36.2%. Credit growth of 13.2% lags behind bad-debt expansion, while system-wide liquidity pressure pushes deposit rates up, squeezing net interest margins.