越南股市每日报告 — April 07, 2026
越南基准指数 VN-Index 于 April 07, 2026 收于 N/A，与前一交易日基本持平。
FTSE Russell confirmed Vietnam remains on track for an upgrade to a Secondary Emerging Market, effective September 21, due to improved accessibility for foreign investors. This reclassification is expected to attract billions of dollars in foreign capital, with initial implementation starting in September.
VnExpress - Kinh doanhThe State Bank of Vietnam (SBV) issued a directive urging credit institutions to stabilize interest rates amidst recent rapid increases, driven by capital balancing pressures and high credit growth. This move aims to maintain macroeconomic stability, control inflation, and support economic growth.
CafeF - Tài chính ngân hàngThe State Bank of Vietnam (SBV) issued a new circular (02/2026/TT-NHNN) amending regulations on special loans to credit institutions, expanding the scope of lenders to include the Deposit Insurance of Vietnam (DIV) and other credit institutions. This clarifies DIV's role as both a lender and a borrower, strengthening the financial system's liquidity support and stability.
CafeF - Tài chính ngân hàngInterbank interest rates, especially for short terms, sharply increased on April 6th, driven by persistent liquidity pressure and a significant gap between credit growth and capital mobilization in the banking system. Analysts expect rates to remain high due to these factors and external pressures.
CafeF - Tài chính ngân hàngSecurities stocks experienced an unexpected and explosive surge in the afternoon session, with many tickers seeing strong gains and high liquidity, potentially driven by anticipation of the upcoming FTSE market upgrade review. This positive development brought a glimmer of hope amidst an overall low-liquidity market.
VnEconomy - Chứng khoánVietnamese steel prices are recovering in Q1/2026, with expectations for stronger growth in Q2/2026 driven by a trade investigation into cheap Chinese wide-width hot-rolled steel imports and the peak construction season. Major producer HPG is seeing strong consumption growth and increased market share, while the anti-circumvention investigation is expected to benefit domestic steel producers by allowing for price increases.
VnEconomy - Chứng khoánMiddle East conflicts are causing oil flow disruptions, leading to soaring fuel prices and a critical shortage of petrochemical raw materials like naphtha. This global crisis is severely impacting various manufacturing sectors, from footwear to medical supplies, driving up costs, fueling inflation, and hindering economic growth worldwide.
VnExpress - Kinh doanhThe Vietnamese stock market recorded its lowest liquidity in 10 months, with total transaction value significantly down and foreign investors continuing net selling. Despite this, the VN-Index saw a slight recovery, and analysts view the low liquidity as a potential sign of 'supply exhaustion' leading to a market rebound.
VnExpress - Kinh doanhThe Vietnamese securities sector experienced a strong late-session rally, fueled by anticipation of an upcoming market upgrade announcement, offering a signal of hope despite low overall liquidity and geopolitical concerns. This development is expected to bring certainty to the upgrade timeline and attract future fund inflows.
VnEconomy - Chứng khoánACBS forecasts a very positive Q1/2026 earnings season for the Vietnamese market, with overall profit growth of 20% YoY, driven by strong performance in banking, securities, retail, and public investment sectors. However, residential real estate, particularly VHM, faces a less optimistic outlook due to tighter credit and rising interest rates.
VnEconomy - Chứng khoánThe Vietnamese stock market is experiencing record-low liquidity from both domestic and foreign investors, leading to a slow decline in the VN-Index and narrow fluctuations across most stocks. This reflects a cautious sentiment and a significant lack of confidence among market participants.
VnEconomy - Chứng khoánVietnamese ETFs and foreign investors experienced significant net outflows of over 1.2 trillion VND last week, with major funds like VFMVN Diamond ETF seeing large withdrawals and impacting stocks such as MWG, FPT, and TCB. Despite these short-term outflows, the market anticipates a positive outcome from FTSE Russell's interim review tonight, potentially leading to substantial passive fund inflows from September 2026.
VnEconomy - Chứng khoánVietcap (VCI) and HSC (HCM) significantly increased their brokerage market share on HOSE in Q1/2026, with VCI rising to 4th and HCM to 5th. VPS maintained its leading position for the 21st consecutive quarter, while SSI and TCBS held 2nd and 3rd places respectively.
VnEconomy - Chứng khoánLPBank plans to propose a 30% cash dividend at its 2026 Annual General Meeting, following a record-breaking pre-tax profit of nearly 14,300 billion VND in 2025. This high dividend reflects the bank's strong financial health and commitment to shareholder value.
CafeF - Tài chính ngân hàngMSB (Vietnam Maritime Commercial Joint Stock Bank) has partnered with SAPO Technology JSC to launch a comprehensive digital ecosystem for Vietnamese small businesses and household enterprises. This collaboration aims to digitalize financial management and provide access to financing based on real-time business data, enhancing transparency and operational efficiency.
CafeF - Tài chính ngân hàng