越南股市周报
Oct 12 – Oct 16, 2026
市场概览
Aveluro 分类系统本周识别出 10 条高影响力新闻事件。
本周重要新闻
EVF reported pre-tax profit exceeding 1,100 billion VND in fiscal year 2025, up nearly 57% year-on-year, and contributed 210 billion VND to the state budget, an 84% increase.
Gia Lai province will use project resolution results as a KPI criterion for local leaders, aiming to accelerate private investment projects and support double-digit growth targets.
Vietnam's Ministry of Home Affairs reports that investment, construction, and land projects can require 8-12 separate procedures with overlapping appraisals, and about 550 legal documents still need revision by May 2026 to align with the two-tier local government model.
T&T Group signed a cooperation agreement with Vinacom to develop the 495 MW Savan 2 wind power project in Laos with an estimated investment of USD 768 million, complementing the existing Savan 1 project to form a nearly 1 GW wind cluster supplying power to Vietnam.
HOSE added two fund certificates, FUCTVGF4 and FUCTVGF5, to its list of securities ineligible for margin trading due to NAV per unit falling below par value, bringing the total to 67 securities.
HOSE added two fund certificates, FUCTVGF4 and FUCTVGF5, to its list of securities ineligible for margin trading due to NAV per unit falling below par value, bringing the total to 67 securities. The list also includes ITD, which received a tax authority conclusion of tax law violations.
Ho Chi Minh City authorities published a list of two more housing projects where foreign organizations and individuals are permitted to own homes, including Eco Xuan Lai Thieu and Happy One Lai Thieu Complex Building.
About 12 Vietnamese companies and banks will close their dividend entitlement lists during the week of October 12-16, 2026, with the highest cash dividend ratio at 15% (NTH, MGG, DRL) and the lowest at 0.77% (BMV).
About 12 Vietnamese companies and banks will close their dividend entitlement lists during the week of October 12-16, 2026, with the highest cash dividend ratio at 15% (NTH, MGG, DRL) and the lowest at 0.77% (BMV). HDBank will pay a 25% stock dividend and issue nearly 250.3 million bonus shares, while Agriseco (AGR) will pay a 6% stock dividend.
Analysts say gold prices are unlikely to break out due to high bond yields and inflation pressure, though holding above $4,100/oz is seen as a positive signal.
Analysts say gold prices are unlikely to break out due to high bond yields and inflation pressure, though holding above $4,100/oz is seen as a positive signal. The market awaits US CPI data, with Fed rate expectations and technical levels in focus.
Vietravel Airlines, part of T&T Group, signed an agreement with Airbus to purchase 50 aircraft, including 20 A220s and 30 A321s, with deliveries starting in 2029.
Domestic gold prices were flat on the morning of October 12, with plain gold rings quoted at 139.6-144.3 million VND per tael and SJC gold bars at 141-144.8 million VND per tael across SJC, PNJ, DOJI and other brands.