Oct 26, 2026
Full Analysis
Positive
sector sentiment
Sonadezi Châu Đức (SZC) led a broad real-estate liquidity surge in the week of Oct 19-23, with average daily volume up more than 100% week-on-week alongside BCM, IJC, NLG and HDC. The rotation came as VN-Index rose 4% to 1,774 points and HOSE turnover climbed over 20% to VND 15.8 trillion per session.
Oct 26, 2026
Full Analysis
Positive
strategic partnership
VinFast (VFS) plans to trial 200 Level 4 driverless taxis at Vinhomes Green Paradise in Cần Giờ, Hồ Chí Minh City, by late 2027, contingent on regulatory approval. The program builds on a June 2026 partnership with NVIDIA and Autobrains using the DRIVE Hyperion 10 platform and Agentic AI software.
Oct 22, 2026
Full Analysis
Positive
capital raise
Vingroup (VIC) plans a roughly USD 500M EV assembly plant in the Philippines with initial capacity of 200,000 vehicles a year, targeting a Q1 2027 groundbreaking and 12-18 months of construction. The Philippines' DTI disclosed the plan after a meeting with Vingroup Vice Chairman Nguyễn Quốc Tuấn, though site, model mix and export share remain undisclosed.
Oct 20, 2026
Full Analysis
Positive
strategic partnership
Vingroup (VIC) has signed MOUs worth roughly US$9.5B across Telangana and Maharashtra, including a 1,080-ha Vinhomes smart city for about 200,000 residents, a 60,000-vehicle electric taxi fleet via GSM India and 500 MW of solar. The India build-out extends the VinFast manufacturing base at Thoothukudi into urban development and services.
Oct 19, 2026
Full Analysis
Negative
sector sentiment
HOSE average daily turnover fell 28% to VND 13.18 trillion in the week of Oct 12-16 as the VN-Index slipped 1.7% to 1,706, with money concentrating in metals and wood. NKG average volume rose nearly 110% to about 3.8 million shares a session and HSG doubled, while securities, oil & gas and large-cap real estate lost flow.
Oct 18, 2026
Full Analysis
Positive
contract win
Weldcom has signed more than USD 200M in contracts with VinFast (VFS) from 2018 through 2025, building body-in-white lines in Hải Phòng and Hà Tĩnh and now working on VinFast plants in India and Indonesia. VinFast work supplies roughly 50-60% of Weldcom's VND 3,000-4,000 billion annual revenue, evidence of a deepening domestic supplier base behind the automaker's expansion.
Oct 13, 2026
Full Analysis
Positive
ipo
Green SM, Vingroup's electric taxi unit, has confirmed a Hong Kong IPO and reported positive EBITDA in Vietnam and on a consolidated basis, with roughly $1 billion in 2025 GMV, 288,000 EVs and 55% domestic market share. Sister company VinFast (VFS) remains EBITDA-negative, posting a Q1 2026 EBITDA loss of $783 million on $921 million of revenue.
Oct 12, 2026
Full Analysis
Positive
ipo
Green SM, the unlisted Vingroup mobility arm, has confirmed plans for an IPO in Hong Kong, with no timing or deal size disclosed. The company runs about 288,000 EVs across 8 countries, posted roughly USD 1 billion in 2025 GMV and positive EBITDA, and targets 11 markets by end-2026.
Oct 12, 2026
Full Analysis
Negative
foreign flow
Foreign investors net sold roughly VND 615B across Vietnam's market on October 12, with HOSE accounting for VND 583B of that. HPG was the standout bluechip buy at over VND 128B, while TCB, PNJ and FPT led the selling side.
Oct 08, 2026
Full Analysis
Positive
strategic partnership
VinFast (VFS) signed a Letter of Intent with over 50 electric two-wheeler dealers to open more than 50 showrooms across 15 Indian states and 34 cities, marking its first dedicated electric motorcycle distribution network in India. The move targets a market of 21.41 million annual two-wheeler registrations where electric models account for just 6.54%.
Oct 08, 2026
Full Analysis
Positive
strategic partnership
VinFast (VFS) signed a Letter of Intent with over 50 Indian electric two-wheeler dealers to open more than 50 showrooms across 15 states and territories, marking its first dedicated electric motorcycle distribution network in India. The move extends VinFast's India presence beyond electric cars into the world's largest two-wheeler market, where EVs account for just 6.54% of registrations.
Oct 07, 2026
CafeF - Thị trường chứng khoán
Negative
foreign flow
Oct 06, 2026
Full Analysis
Mixed
regulation change
Vietnam's Ministry of Industry and Trade issued Circular 61/2026/TT-BCT, effective July 1, 2027, requiring public EV charging stations to be interoperable, transparently priced and safety-certified. The rule directly affects VinFast (VFS) and Petrolimex (PLX), which operate competing charging networks, and gives existing stations up to 24 months to comply.
Sep 30, 2026
Full Analysis
Positive
strategic partnership
VinFast (VFS) signed an automotive component supply cooperation agreement with HS Hyosung at the groundbreaking of the Korean group's USD 100 million BCF fiber and carpet plant in Quang Nam. Component types, contract value, volumes and duration were not disclosed, leaving the commercial scope of the tie-up undefined for now.
Sep 29, 2026
CafeF - Thị trường chứng khoán
Negative
foreign flow