越南股市周报

PNJ shares hit a 6-year low after the company proposed cutting its 2026 revenue target to 39,057 billion VND and swinging to a projected loss of 6,271 billion VND due to a 7,071 billion VND provision, while also halving its 2025 cash dividend to 10% and skipping 2026 dividends.

Coteccons (CTD) targets FY2027 consolidated revenue of VND 42,000 billion (+22%) and net profit of VND 1,050 billion (+34%), which would mark its return to trillion-dong profit after 9 years.

Coteccons (CTD) targets FY2027 consolidated revenue of VND 42,000 billion (+22%) and net profit of VND 1,050 billion (+34%), which would mark its return to trillion-dong profit after 9 years. The board also proposed no dividend for FY2026.

PNJ shares hit the floor limit, falling 6.97% to a six-year low after the company reported a VND61 billion after-tax loss for July-August and proposed a full-year loss plan of VND6.27 trillion due to a VND7.07 trillion provision related to its buyback policy.

Coteccons (CTD) targets FY2027 revenue of VND 42,000 billion and after-tax profit of VND 1,050 billion, up 22% and 34% respectively, which would be its highest profit in nine years.

Coteccons (CTD) targets FY2027 revenue of VND 42,000 billion and after-tax profit of VND 1,050 billion, up 22% and 34% respectively, which would be its highest profit in nine years. The company also plans to retain all FY2026 profit of VND 788 billion and skip dividends for 2026.

Coteccons (CTD) targets FY2027 consolidated revenue of VND 42,000 billion (+22%) and net profit of VND 1,050 billion (+34%), which would mark its first return to trillion-VND profit in 9 years.

Coteccons (CTD) targets FY2027 consolidated revenue of VND 42,000 billion (+22%) and net profit of VND 1,050 billion (+34%), which would mark its first return to trillion-VND profit in 9 years. The board also proposed no dividend for FY2026.

Hanoi's People's Council has drafted a resolution proposing special mechanisms for compensation and site clearance for 7 key railway projects, including compensation up to 2x the current regulated rate and shortened contractor selection procedures with mandatory price reductions of at least 15% for local railway projects and 10% for national ones.

The Ministry of Industry and Trade proposes moving the petrol price stabilization fund balance from fuel wholesalers to a centralized account at the State Treasury, per the draft decree on petroleum trading.

The Ministry of Industry and Trade proposes moving the petrol price stabilization fund balance from fuel wholesalers to a centralized account at the State Treasury, per the draft decree on petroleum trading. The fund currently holds over 196 billion VND in regular sources and over 1,714 billion VND from budget advances.

Deputy Prime Minister Pham Thi Thanh Tra chaired a meeting of the State Steering Committee on Tourism, urging accelerated implementation of Resolution 26-NQ/TW in Q4 2026 and the study of special mechanisms for tourism development.

The Ministry of Construction has identified 28 priority expressway projects for PPP investment in 2026-2030, with total estimated investment of about 887.82 trillion VND.

New policies on social insurance, health insurance, and preferential allowances for people with revolutionary contributions take effect from October 1, 2026, raising the standard allowance to 3,012,000 VND per month.