Sep 14, 2026
Full Analysis
Mixed
sector sentiment
PVT and PVP saw trading volume more than double week-on-week as oil & gas and plastics became the only Vietnamese sectors attracting money in the Sep 7-11, 2026 session block. VN-Index fell 3% to 1,795.2 and HNX-Index dropped 3.5% to 272.7, with real estate and securities flows split and construction lightly drained.
Sep 12, 2026
Full Analysis
Neutral
leadership change
Vingroup (VIC) has handed the top executive roles at VinFast and GSM to Pham Nhat Vuong's sons, with Pham Nhat Quan Anh named VinFast Global CEO and Pham Nhat Minh Hoang named Global CEO of GSM and CEO of GSM Vietnam. Nguyen Quoc Tuan moves to GSM Global Chairman, succeeding Pham Thu Huong, in a succession that concentrates family control as both units push international expansion and GSM eyes an overseas listing.
Sep 11, 2026
CafeF - Thị trường chứng khoán
Negative
foreign flow
Sep 09, 2026
Full Analysis
Positive
strategic partnership
Vingroup (VIC) is pursuing international expansion with proposed investments of about $9.5 billion in India and a 6,300-hectare riverside city in Kinshasa, Congo, where land is granted free. The projects integrate real estate and EV mobility, with VinFast supplying vehicles for a planned conversion of over 300,000 gasoline vehicles.
Aug 30, 2026
Full Analysis
Positive
strategic partnership
VinFast (VFS) and GSM have signed a framework agreement for approximately 1 million electric cars and 4 million electric scooters during 2026-2030, a dramatic scale-up from the 98,741 cars and 51,679 scooters delivered in 2023-2025. The deal implies average annual volumes of 200,000 cars and 800,000 scooters, potentially doubling VinFast's global sales and transforming its two-wheeler segment.
Aug 28, 2026
Full Analysis
Positive
contract win
VinFast (VFS) and GSM signed an MOU with Xe Nhanh Vietnam to supply 3,000 electric vehicles for passenger transport on the Green SM Platform through 2027. The order includes Minio Green, EC Van, Limo Green, VF 5, and Herio Green models, supporting fleet expansion in southern provinces.
Aug 28, 2026
Full Analysis
Positive
strategic partnership
Xe Nhanh Vietnam signed an MOU to purchase 3,000 VinFast electric vehicles for taxi operations on the Green SM platform, with deliveries through 2027. The deal includes investment in V-Green charging infrastructure across three provinces, reinforcing VinFast's B2B sales pipeline and the expansion of Vietnam's electric transport ecosystem.
Aug 28, 2026
Full Analysis
Positive
strategic partnership
VinFast (VFS) and GSM signed a tripartite MOU with Xe Nhanh Vietnam to equip 3,000 VinFast EVs for passenger transport on the Green SM Platform by 2027. The fleet expansion targets southern provinces and includes models like Minio Green and VF 5, reinforcing the ecosystem's vertical integration.
Aug 26, 2026
Full Analysis
Positive
strategic partnership
Green GSM launched Premium Taxi, a premium 7-seat electric taxi service, in the Philippines on August 25, 2026, using 100% VinFast Limo Green vehicles. The service targets business districts in Metro Manila, marking the second service line in the country.
Aug 24, 2026
Full Analysis
Negative
sector sentiment
During the Aug 17-21 trading week, liquidity on HOSE and HNX dropped 12-16%, with real estate stocks like HQC, IJC, FIR, SZC, and VHM seeing trading volume fall 50-65%. Securities and oil & gas names also saw outflows, while food stocks such as TCO attracted strong buying interest.
Aug 22, 2026
Full Analysis
Positive
foreign flow
FTSE Russell added 17 Vietnamese securities stocks to its Global Equity Index Series, with 7 in Small Cap and 10 in Micro Cap. Estimated foreign inflows of $161.3 million are expected to flow into the seven Small Cap names over four tranches through September 2027, with SSI and VIX projected to attract the largest amounts.
Aug 21, 2026
Full Analysis
Positive
strategic partnership
VinFast (VFS) signed an MOU with Federal Bank of India to provide inventory financing for its dealer network, supporting its expansion in India. The deal helps dealers optimize working capital and aligns with VinFast's goal of reaching 75 dealers by year-end.
Aug 15, 2026
Full Analysis
Positive
strategic partnership
VinFast (VFS) signed an MOU with Indonesia's Gowa Motor Group to form a joint venture developing a dealership network, targeting at least 30 showrooms and service centers. The move supports VinFast's goal of adding over 150 new showrooms globally, reinforcing its expansion in Southeast Asia's EV market.
Aug 11, 2026
Full Analysis
Positive
earnings beat
VinFast (VFS) delivered 21,781 electric vehicles in July, up 21% from June, bringing 7-month cumulative sales to nearly 137,700 units—a new domestic record. The VF 3 led with 5,564 units, while upcoming VF 8 and VF 2 deliveries could boost H2 momentum.
Aug 11, 2026
Full Analysis
Neutral
regulation change
Vietnam's Ministry of Industry and Trade has published a draft national technical regulation for EV charging stations and chargers, standardizing safety, metering, and data transparency. The move supports the rapid growth of EV adoption, with domestic sales of pure EVs rising from 15,676 in 2023 to 17,536 in H1 2024.