越南股市周报

OCB's leadership expressed confidence in achieving a 39% profit growth target for the year, citing credit expansion, fee-based services, cost optimization, and asset quality control.

OCB's 2026 AGM approved a 2026 profit target of VND 6,960 billion, representing 39% growth compared to 2025, and plans to increase charter capital to over VND 30,600 billion.

Novaland (NVL) announced its 2026 business plan, projecting revenue to more than triple to VND 22,715 billion, while net profit is expected to remain flat at VND 1,852 billion, citing high interest rates and rising construction material costs.

Saigontel (SGT) reported 2025 net profit of 327.16 billion VND, up 2.5x year-on-year, and plans a 10,000 billion VND LNG port project and a capital increase via a 1:1 rights issue to fund its shift to green energy and digital infrastructure.

BIS Securities reported a net loss of approximately 7 billion VND in Q1 2026, compared to a profit of 2.5 billion VND in the same period last year, marking the first loss in the securities sector for the quarter, driven by a 14.6% revenue decline and a 481% surge in operating costs.

VinaLiving Holdings, a real estate company under VinaCapital Group, reported a loss of approximately 164.7 billion VND in 2025, a significant reversal from a profit of 582.5 billion VND in 2024, reducing its equity by nearly 11%.

Masan High-tech Materials (MSR) sets ambitious 2025 targets, aiming for revenue to nearly triple and net profit to increase 150-220 times year-over-year, driven by high tungsten prices and strong demand from the AI and semiconductor sectors.

MWG's Board of Directors will present shareholders with an ambitious 2026 business plan targeting 18% revenue growth and 30% net profit growth, alongside a record 20% cash dividend payout and an ESOP issuance plan.

Masan High-tech Materials (MSR) announced at its AGM a revenue target of VND 20.3 trillion for this year, nearly triple last year's, and a net profit target of VND 1.7-2.5 trillion, representing a 150-220 fold increase, driven by high tungsten prices and AI infrastructure demand.

VPBank (VPB) reported Q1 2026 pre-tax profit of VND 7,921 billion, representing 58% year-over-year growth.