越南股市周报

VietinBank (CTG) is expected to sign a transfer contract for the long-stalled VietinBank Tower project in August 2026 with a leading Vietnamese real estate developer, potentially recording a significant profit, though the buyer and deal value are undisclosed.

Vinhomes issued over 4.1 billion shares as stock dividends, raising charter capital to over 82,148 billion VND, and reported strong Q2 2026 results with net profit up 3.22 times year-on-year.

Several Vietnamese banks, including LPBank, VPBank, SeABank, BIDV, and Nam A Bank, have cut deposit interest rates in early August 2026, while household deposits continue to grow strongly, reaching a record 17.44 quadrillion VND by end-June 2026.

The Deputy Prime Minister requested Quang Ngai province to maintain stable operations of the Dung Quat oil refinery (BSR) and Hoa Phat Dung Quat steel complex, and to accelerate downstream petrochemical, chemical, and manufacturing industries.

The VN-Index fell 2.2% last week despite US market gains, pressured by large caps.

The VN-Index fell 2.2% last week despite US market gains, pressured by large caps. The State Bank of Vietnam directed banks to cut lending rates to support growth, while household deposits hit a record and the trade deficit widened.

The National Assembly Standing Committee discussed amendments to banking and anti-money laundering laws, emphasizing that banks' management activities should not become a safety certificate for corporate bonds.

MB is set to become the first Vietnamese bank to exceed 100,000 billion VND in charter capital through a stock dividend and a rights issue, while Techcombank and VPBank are also pursuing large capital increases.

CII group increased its stake in PC1 to 12.08%, holding shares worth over 1,000 billion VND.

CII group increased its stake in PC1 to 12.08%, holding shares worth over 1,000 billion VND. PC1's H1 2026 revenue fell 12% but net profit rose 63%.

Chứng khoán Capital (CapitalSC) shareholders approved an IPO of up to 12 million shares to raise charter capital from 300 billion VND to 420 billion VND and list on HoSE.

Foreign investors net sold 2,186.4 billion VND (about 87.5 million USD) on HOSE, with real estate stocks like VHM, VIC, and VRE leading the sell-off, while domestic retail investors and proprietary trading helped absorb the selling pressure.