越南股市周报

Savico (SVC) withdrew its capital increase plan and set a 2026 target of 22,094 billion VND in revenue (-21% YoY) and 159 billion VND in net profit (-68% YoY), citing temporary market saturation after a record 600,000+ vehicles in 2025.

Overnight VND interbank rate surged 4 percentage points to 11% on June 1, prompting the State Bank of Vietnam to inject VND 13,619 billion via open market operations to support banking system liquidity.

After spiking to 11% overnight, VND interbank rates dropped sharply on June 2, with the overnight rate falling 440 bps to 6.60%.

After spiking to 11% overnight, VND interbank rates dropped sharply on June 2, with the overnight rate falling 440 bps to 6.60%. The State Bank of Vietnam conducted a USD/VND swap operation of up to $1 billion and reduced OMO offerings, resulting in a net withdrawal of VND 18,620 billion from the banking system.

Securities company VIX plans 2026 after-tax profit of 2,800 billion VND, down 48% from 2025, and proposes a 5% stock dividend for 2025.

Minh Phu Seafood sets 2026 targets of VND 19,892.1 billion in revenue (+36.3%) and VND 974.4 billion in net profit (+83.1%), driven by sustainable shrimp value chain and AI/Blockchain adoption.

Vinhomes (VHM) announced the acquisition of Berjaya Vietnam, the developer of the 59,000 billion VND International University Urban Area project in Hoc Mon, Ho Chi Minh City, making it a subsidiary, while also divesting from a trading company.

Nam Tan Uyen Industrial Park JSC (NTC) announced a 2026 business plan with revenue of 545.8 billion VND and net profit of 226.4 billion VND, down 37% and 29.6% respectively from 2025 results.

The State Bank of Vietnam issued a policy allowing banks to exclude new loans for social housing and industrial parks from real estate credit growth limits, benefiting industrial park developers and social housing firms.

The State Bank of Vietnam allows credit institutions to exclude loans for social housing and industrial parks from the 2026 real estate credit growth limit, aiming to redirect capital to priority sectors while maintaining control over speculative real estate.

The State Bank of Vietnam allows credit institutions to exclude loans for social housing and industrial parks from the 2026 real estate credit growth limit, aiming to redirect capital to priority sectors while maintaining control over speculative real estate. GVR and PHR are indirectly benefited through land conversion progress.

The Prime Minister instructed the Ministry of Finance to submit a plan to develop the stock market and accelerate state-owned enterprise equitization by June, while the State Bank coordinates to stabilize liquidity and interest rates.