越南股市周报

A broad swath of Vietnamese real estate companies reported 9M2026 pre-tax profit declines of 35-99% year-on-year, including VEFAC (-94%), Hodeco (-73%), Nam Long (-50%), Becamex IDC (-68%), and Sonadezi Chau Duc (-77%), largely due to high 2025 bases and slower handovers.

Several listed real estate and construction firms reported weak Q3 results with cash shortages: LDG posted a 9-month loss of ~116 billion VND with only 390 million VND cash left, DXG net profit fell 84% in Q3, and HBC profit dropped 93%.

Petrolimex (PLX) reported 9M2026 pre-tax profit of VND4,688 billion, up 67% YoY, reaching 139% of its full-year 2026 profit plan.

Petrolimex (PLX) reported 9M2026 pre-tax profit of VND4,688 billion, up 67% YoY, reaching 139% of its full-year 2026 profit plan. Q3 pre-tax profit rose 122% YoY to VND1,790 billion on strong revenue growth.

The Ministry of Finance proposes cutting late tax-filing penalties by up to 70% for over 2.5 million taxpayers who have ceased operations or are unreachable but have not closed their tax codes, as part of a draft National Assembly resolution on special tax-debt handling.

Vietnam's manufacturing PMI rose to 52.3 in October from 51.9 in September, marking a 16th consecutive month of improvement, though output and new order growth slowed and input costs rose at the fastest pace since June.

Vietnam's National Assembly continues its fourth working week of the 16th term's second session, reviewing tax-related bills including corporate income tax, personal income tax, and non-agricultural land use tax, and is expected to pass the 2027 socio-economic development plan.

Hanoi's Department of Construction drafted a decision to give poor households up to 20 million VND (100% of a new electric motorbike's value) to switch from fossil-fuel vehicles, using VNeID data to simplify procedures.

Hanoi's Department of Construction drafted a decision to give poor households up to 20 million VND (100% of a new electric motorbike's value) to switch from fossil-fuel vehicles, using VNeID data to simplify procedures. The policy runs until end-2027 under Resolution 68/2026.

During National Assembly debate on the amended Real Estate Business Law, a proposal to ban the transfer of purchase contracts for off-plan housing was discussed; a lawyer argues such a ban would violate property rights and push transactions underground, suggesting tax-based management instead.

Hanoi People's Court opened the first-instance trial of 23 defendants, including Chu Thi Thanh, chairwoman of Thien Minh Duc Group, over embezzlement, illegal invoice trading and tax evasion involving the petroleum price stabilization fund.

Hanoi People's Court opened the first-instance trial of 23 defendants, including Chu Thi Thanh, chairwoman of Thien Minh Duc Group, over embezzlement, illegal invoice trading and tax evasion involving the petroleum price stabilization fund. Representatives of the Ministry of Finance, Ministry of Industry and Trade and six tax agencies were summoned.

Vietjet (VJC) reported 9-month 2026 consolidated revenue of VND 74,385 billion, up 41% YoY, reaching 86% of its annual plan, with after-tax profit of VND 1,721 billion (82% of plan).

Vietjet (VJC) reported 9-month 2026 consolidated revenue of VND 74,385 billion, up 41% YoY, reaching 86% of its annual plan, with after-tax profit of VND 1,721 billion (82% of plan). The airline expanded its international network to 223 routes and continued fleet and technology investments.