Bình Sơn Refining (BSR) projects 2026 net profit of VND 2,162B (-58% vs 2025) despite 25% revenue growth, as domestic crude supply supports 90% capacity. Vinaconex (VCG) forecasts a 73% profit drop to VND 1,037B, citing intense construction competition and cost pressures.
Vinaconex (VCG) sold only 3.6% of its registered VIW shares due to unfavorable market conditions, reducing its stake in Viwaseen (VIW) from 98.16% to 97.5%, and plans further sales to reduce ownership to 25%.
Vinaconex (VCG) approved a plan to purchase 2.23 million shares, equivalent to a 24.03% stake, in footwear manufacturer Giay Thuong Dinh (GTD). The acquisition follows recent shareholding shifts at GTD, including sales by its largest shareholder, and appears linked to VCG's CEO through a holding company structure.
Multiple executives from listed companies DGC and VCG have been prosecuted and detained for alleged violations including environmental pollution, resource exploitation, and bidding regulations.
Vinaconex (VCG) targets 2026 net profit of VND 1,037B, a 73% year-over-year decline, alongside a 16% dividend split equally between cash and stock. The guidance cut coincides with a board reshuffle, as two members were arrested and replaced by nominees from major shareholder Pacific Holdings.
Major real estate firms Novaland, Dat Xanh, and Vinaconex are undergoing significant leadership changes ahead of their 2026 AGMs, including a generational transfer at NovaGroup.
Vinaconex (VCG) approved a special transaction to acquire 18 million shares (18% stake) in Aegis Medical Company from its CEO and family members, estimated at 180 billion VND, as part of its multi-sector investment strategy.
Vinaconex (VCG) approved a VND 180 billion transaction to acquire an 18% stake in Aegis Medical from the family of CEO Nguyễn Xuân Đông, consolidating its position in a VND 4,500 billion healthcare project. Simultaneously, the company set 2026 revenue and net profit targets of VND 15,423 billion and VND 1,037 billion, representing declines of 23% and 73% from 2025, and plans a share issuance to raise capital for multi-sector investments.
Decree 122/2026/ND-CP, issued April 3, 2026, introduces clear risk-sharing mechanisms for 11 stalled pre-2021 BOT projects, aiming to resolve legal uncertainties and boost private investment in infrastructure. HHV, with two projects among the stalled list, alongside VCG, C4G, CTI, and CII, is positioned to benefit from improved cash flow stability and renewed investor confidence in the sector.
Vietnam's Prime Minister and National Assembly Chairman outlined the nation's economic strategy, emphasizing institutional and administrative reforms, sustainable growth, and boosting infrastructure and private investment. Key initiatives include reviewing laws, cutting business procedures with a plan due by April 15, and adjusting Power Master Plan 8.
Prime Minister Le Minh Hung outlined key economic priorities, emphasizing institutional reform, administrative streamlining, resolving stalled projects, and boosting infrastructure and energy development to achieve sustainable growth without 'hot' expansion.
The Prime Minister outlined Q1 economic performance, acknowledging challenges but emphasizing a commitment to macroeconomic stability, high sustainable growth, and preventing crises. Key solutions include fiscal discipline, energy security, stabilizing key markets (real estate, corporate bonds, currency), administrative reform, and infrastructure development.
Ho Chi Minh City is urgently pushing the progress of key infrastructure projects, but faces significant challenges due to bottlenecks in construction material supply. This creates both opportunities for construction firms and risks related to input costs.
The Vietnamese government proposes a medium-term public investment plan of 8.22 quadrillion VND for 2026-2030, focusing on key national projects like high-speed railways and expressways. This significant investment aims to boost infrastructure development and economic growth, with the National Assembly set to vote on the plan by April 23.
The Vietnamese stock market experienced a predictable correction due to short-term profit-taking and geopolitical concerns, leading to declines in several large-cap stocks. However, strong mid and small-cap stocks showed resilience and attracted capital, indicating underlying investor confidence and an expectation of market stabilization.
Information provided for educational purposes only. Past performance does not guarantee future results. Data sourced from public Vietnamese market feeds.