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.
Aug 02, 2026
Full Analysis
Negative
sector sentiment
MB's H1 2026 NPLs rose 26.8% to VND 17,797 billion, double its credit growth, lifting the NPL ratio to 1.45%. ABBank's substandard loans jumped 4.5x, signaling emerging stress.
Jul 10, 2026
CafeF - Tài chính ngân hàng
Positive
general news
Jun 04, 2026
CafeF - Tài chính ngân hàng
Positive
dividend announcement
May 20, 2026
CafeF - Tài chính ngân hàng
Negative
general news
May 17, 2026
Full Analysis
Negative
sector sentiment
BIDV and Sacombank each reported non-performing loans exceeding VND 40,000 billion in Q1 2026, contributing to an 11% sector-wide NPL surge to VND 292,160 billion. The broad-based deterioration in asset quality raises provisioning costs and pressure on net interest margins for most listed banks, with only three lenders showing improvement.
May 05, 2026
Full Analysis
Positive
dividend announcement
Techcombank (TCB) leads Vietnamese banks in 2026 with a 67% total dividend (7% cash, 60% stock), the highest in the sector. Other major banks including VPBank (31%), HDBank (30%), LPBank (30% all cash), MB (25%), and ACB (20%) also announced elevated payouts, signaling strong capital positions and shareholder return focus.
Full Analysis
Positive
earnings beat
BVBank (BVB) reported H1 2026 EPS of VND 682, a 5x jump year-on-year, driven by net profit of VND 437.2 billion, up 5.9x. The bank leads all listed Vietnamese banks in EPS growth, while Eximbank, SeABank, and Sacombank saw EPS declines of 49-55%.
Full Analysis
Positive
earnings beat
Vietnam's 27 listed banks reported record Q2-2026 after-tax profit of VND 89.3 trillion, up 19% QoQ, with seven lenders hitting all-time highs. VCB leads with VND 14.5 trillion (+53.8% QoQ), while 13 banks saw declines, signaling concentration in top players.
Tuổi Trẻ - Kinh doanh
Negative
general news