Sep 14, 2026
Full Analysis
Neutral
foreign flow
Securities firms' proprietary desks net sold VND 7B on HOSE, with HPG the heaviest single-name outflow at VND 31B, followed by VIX (-16B) and FPT (-15B). STB (+20B) and VPB (+19B) drew the strongest proprietary buying, while foreign investors net bought roughly VND 812B across the market.
Sep 12, 2026
Full Analysis
Positive
capital raise
Nam A Bank (NAB, HOSE) signed a USD 30 million financing facility with Proparco, the French development finance institution, dedicated entirely to climate objectives. The deal is the first concrete outcome of the bank's Green Finance Community initiative and follows a March 2026 MOU signed in Paris.
Sep 09, 2026
Full Analysis
Positive
sector sentiment
Vietnamese banks reported a 54.3% YoY increase in service fee income in Q2 2026, with Techcombank (TCB) leading at VND 6,811 billion. This shift toward non-interest income is crucial as NIM pressures persist, making digital transformation a key driver for revenue diversification.
Sep 06, 2026
Full Analysis
Positive
earnings beat
Nam A Bank (NAB) reported H1 2026 pre-tax profit of nearly VND 3,152 billion, up 25% year-on-year, with average employee income surging 68.2% to VND 37 million per month. The growth was driven by net interest income and stronger non-interest income, alongside a 10.7% rise in loans.
Sep 06, 2026
Full Analysis
Positive
earnings beat
Nam A Bank (NAB) reported H1 2026 pre-tax profit of VND 3,152B (+25%), with total assets up 8% to VND 452,008B. Employee income surged 70.7% and bonuses jumped 120x, reflecting strong operational performance and aggressive talent retention.
Aug 27, 2026
Full Analysis
Negative
sector sentiment
VISRating projects Vietnam's banking sector asset risks will remain elevated in H2 2026, with overdue loans rising to 3.8% in H1 2026 from 3.3% in 2025. Loss absorption capacity is weakening, but VCB and ACB maintain stable asset quality, and several banks including VPB, HDB, and MBB plan capital increases in H2 2026.
Aug 22, 2026
Full Analysis
Positive
foreign flow
Vietnamese banks have raised nearly USD 7 billion from international syndicated loans, green credit, and bond issuances, with major deals by VPBank, HDBank, and others. The influx of foreign capital strengthens bank balance sheets and supports ESG-focused lending, benefiting tickers like NAB, HDB, and VPB.
Aug 21, 2026
CafeF - Thị trường chứng khoán
Positive
general news
Aug 21, 2026
Full Analysis
Positive
sector sentiment
On August 21, Vietnamese bank stocks rallied strongly, lifting VN-Index by 1.95% to 1,768.12. Foreign investors net bought over 11.8 million SHB shares worth about 139 billion VND, driving SHB to the highest liquidity in the sector.
Aug 17, 2026
Full Analysis
Neutral
macro policy
LPBank, VPBank, SeABank, BIDV, and Nam A Bank cut deposit rates in early August 2026, with LPBank trimming up to 50 basis points on long tenors. Household deposits hit a record 17.44 quadrillion VND by end-June, up 7.1% YTD, while credit growth pressures capital allocation.
Aug 16, 2026
Full Analysis
Positive
rate decision
MSB, Nam A Bank, KienlongBank, and NCB have announced lending rate cuts and preferential credit packages, with MSB offering rates at least 1% lower for SMEs and a VND 3,000 billion facility. These moves aim to channel credit into priority sectors and support economic growth, potentially impacting net interest margins for the banks.
Aug 14, 2026
Full Analysis
Positive
macro policy
Following the Prime Minister's directive, Vietnamese banks including KienlongBank, Sacombank, and the big four state-owned banks have launched preferential credit packages and cut lending rates by up to 2.5% per year. However, experts warn that access to credit, not just cost, remains the key bottleneck for SMEs.
Aug 14, 2026
Full Analysis
Positive
earnings beat
Nam A Bank (NAB) reported a 25% increase in H1 pre-tax profit to VND 3,159 billion, with total assets up 8% and improved asset quality. The bank strengthened its capital base through a 20% stock dividend, an ESOP issue, and VND 2,000 billion in subordinated bonds, positioning for growth.
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 12, 2026
Full Analysis
Positive
macro policy
BID, CTG, and AGR are among Vietnamese banks rolling out preferential loan packages with rate cuts of 0.5-2% for SMEs and priority sectors, following a State Bank of Vietnam directive. The packages total over VND 170,000 billion, aiming to boost credit growth and support economic targets.