越南股市周报
Oct 19 – Oct 23, 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
VPBank reported 9-month profit of nearly VND 30 trillion, up almost 47% year-on-year, with total assets rising 27.8% and credit growth near 30%.
Five Vietnamese banks reported 9M2026 results, with VPBank posting record consolidated pre-tax profit of nearly VND30 trillion (+47% YoY) and ABBank nearly doubling profit to VND4.54 trillion (+97% YoY).
At a National Assembly group discussion, officials debated growth targets, with the Deputy PM citing 9.01% growth over nine months and reaffirming the push for double-digit growth, while Quang Ninh's party secretary argued not all provinces can achieve 10% growth.
State Bank of Vietnam Governor Pham Duc An chaired a meeting with commercial bank chairmen and CEOs to direct banking operations, emphasizing credit growth of 11.44% and deposit growth of 11.22%, exchange-rate stability, and the need to avoid unhealthy interest-rate competition while supporting priority sectors.
Ton Nam Kim (NKG) is investing VND 6,200 billion (~USD 248 million) in the Nam Kim Phu My steel plant with 1.2 million tonnes annual capacity, expanding total capacity to over 2.2 million tonnes and moving into high-quality steel products.
TCBS (HOSE: TCX) reported record Q3/2026 pre-tax profit of VND 2,152 billion, with 9-month pre-tax profit of VND 5,708 billion, up 13% year-on-year and reaching 76% of the annual plan.
TCBS (HOSE: TCX) reported record Q3/2026 pre-tax profit of VND 2,152 billion, with 9-month pre-tax profit of VND 5,708 billion, up 13% year-on-year and reaching 76% of the annual plan. Margin lending remained the key growth driver, with net income up 55% and loan balance at VND 54,740 billion.
A draft amendment to the Law on Asset Auction proposes raising the deposit for land-use-right auctions for residential land to 20-50% of the starting price and banning individuals who won but abandoned a prior auction from participating again.
A draft amendment to the Law on Asset Auction proposes raising the deposit for land-use-right auctions for residential land to 20-50% of the starting price and banning individuals who won but abandoned a prior auction from participating again. The measure aims to curb speculation and 'bait' bidding in the real estate market.
A.P.
A.P. Moller Capital (Maersk's parent ecosystem) signed an agreement to buy 100% of Portek International from Japan's Mitsui & Co., which indirectly holds a 49% stake in Mitorient Holding, the joint-venture partner operating Ho Chi Minh City's VICT container port alongside SOWATCO.
TCBS (TCX) reported record Q3/2026 pre-tax profit of 2,152 billion VND, with 9-month pre-tax profit of 5,708 billion VND, up 13% YoY and reaching 76% of the annual plan.
TCBS (TCX) reported record Q3/2026 pre-tax profit of 2,152 billion VND, with 9-month pre-tax profit of 5,708 billion VND, up 13% YoY and reaching 76% of the annual plan. Margin lending drove growth, with loan balance at 54,740 billion VND, up 25% since end-2025.
TCBS, the securities arm of Techcombank, reported 9-month pre-tax profit of VND 5,708 billion, up 13% year-on-year and reaching 76% of its full-year plan, driven by strong margin lending growth.