越南股市周报

Thaco Agri, the agricultural company of billionaire Tran Ba Duong, reported a 6-fold increase in after-tax profit to over 64.6 billion VND in fiscal year 2025, but total debt surged to over 68,000 billion VND (2.59 billion USD).

Masan's retail chain WinCommerce turned profitable in 2025 with nearly 500 billion VND profit, targeting 1,000 billion VND in 2026, as Q1 2026 revenue grew 29% YoY and store count exceeded 5,000.

BIDV Securities (BSC) raised its 2026 forecast for PV Power (POW), projecting 57% revenue growth and 150% profit growth, driven by El Niño, higher electricity prices, and a VND 1.6 trillion forex compensation from EVN.

Dai Quang Minh Real Estate, part of Thaco Group, reported a surge in after-tax profit to over 4,070 billion VND in 2025 from 183 billion VND in 2024, driven by completion of 22 projects and new large-scale developments.

Dai Quang Minh Real Estate reported a 20-fold increase in after-tax profit to over 4,069 billion VND in 2025, with equity nearly doubling and financial health improving significantly.

VPBankS Securities (VPX) reported Q2 profit quadrupling year-on-year and H1 profit tripling, exceeding its 6-month plan, driven by strong margin lending, brokerage, investment banking, and proprietary trading.

Several Vietnamese banks reported strong first-half 2026 results: Vietbank's pre-tax profit surged 79.4%, BVBank's total assets rose 7%, and Vietcombank's total assets increased nearly 10%.

Tracodi (TCD) restated its 2024 net profit from a profit of 111 billion VND to a loss of 1,450 billion VND after audit, leading to mandatory delisting.

Tracodi (TCD) restated its 2024 net profit from a profit of 111 billion VND to a loss of 1,450 billion VND after audit, leading to mandatory delisting. Bamboo Capital (BCG) also faces delisting due to failure to publish financial reports.

VPBank reported a record pre-tax profit of nearly 11 trillion VND in Q2, up 76% year-on-year, driven by strong net interest income and cost control.

VPBank reported a record quarterly profit of nearly VND 11 trillion in Q2 2026, with H1 pre-tax profit up 68% YoY to VND 18.9 trillion.

VPBank reported a record quarterly profit of nearly VND 11 trillion in Q2 2026, with H1 pre-tax profit up 68% YoY to VND 18.9 trillion. BVBank also posted a fivefold profit increase to VND 500 billion in H1 2026 and raised its full-year target to VND 1,000 billion.