越南股市每日报告 — April 09, 2026

The VN-Index surged over 4.7% after FTSE officially upgraded Vietnam's stock market to secondary emerging status, effective September 2026. Securities companies are optimistic, forecasting continued market growth towards 1800-1840 points and advising investors to increase positions.

The Vietnamese government proposes reducing environmental protection tax, VAT, and special consumption tax on gasoline, diesel, and jet fuel to zero until June 30th to mitigate global energy price impacts and control inflation. This policy, if approved by the National Assembly, would take effect from April 16th.

The Standing Committee of the National Assembly has agreed to submit a proposal to the National Assembly to significantly reduce environmental protection tax, VAT, and special consumption tax on gasoline, diesel, and jet fuel, effective from April 16 to June 30, to stabilize prices and curb inflation.

Vietnam's stock market is experiencing euphoria after FTSE Russell confirmed its upgrade to Secondary Emerging Market by September 2026, expected to attract billions in foreign capital. This, coupled with easing geopolitical tensions, is seen as a long-term positive for the market, especially the VN30 and securities sector.

The Vietnamese government presented its 2026-2030 socio-economic development plan to the National Assembly, targeting over 10% average GDP growth and $8,500 per capita GDP by 2030. The plan outlines 11 key task groups focusing on institutional reform, macroeconomic stability, infrastructure development, and digital transformation.

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 government proposes to temporarily scrap environmental protection tax, VAT, and special consumption tax on various fuels until June-end to control inflation and achieve economic targets amidst rising global energy prices. This significant policy proposal will be considered by the National Assembly.

An Giang province is aggressively implementing measures to combat illegal, unreported, and unregulated (IUU) fishing, including eliminating unregistered boats and installing vessel monitoring systems, to address the European Commission's 'yellow card'. These resolute efforts aim to improve the reputation and value of Vietnamese seafood and facilitate the removal of the yellow card.

The Prime Minister reported to the National Assembly, outlining a comprehensive plan to prevent economic instability, achieve double-digit growth, ensure national energy security, and stabilize key markets like real estate and corporate bonds. The government commits to mobilizing resources, increasing budget collection, resolving stalled projects, and stabilizing interest rates.

Retail fuel prices in Vietnam have seen significant drops, with diesel plummeting 23% and RON95 falling 11.3%, influenced by global market fluctuations due to the Middle East conflict. The government is also considering tax waivers on fuel until June 30 to help stabilize prices.

ACB reported a strong Q1 pre-tax profit of 5,400 billion VND, up 17% year-on-year, completing 24% of its annual target. The bank also unveiled a 5-year internal strategy, C1425, with an estimated investment of 8,000-10,000 billion VND, primarily for technology.