市场摘要
April 16, 2026
Masan High-tech Materials (MSR) sets ambitious 2025 targets, aiming for revenue to nearly triple and net profit to increase 150-220 times year-over-year, driven by high tungsten prices and strong demand from the AI and semiconductor sectors.
VnExpress - Kinh doanhEVS Securities reported a surprising pre-tax loss of nearly 197 billion VND in Q1 2026, a sharp reversal from a profit of nearly 18 billion VND in Q1 2025, marking the first major loss in the securities sector for the quarter.
CafeF - Thị trường chứng khoánVinasun reported a 19% drop in revenue and a more than 50% decline in net profit for the previous year, extending a four-year negative growth streak, while also planning for continued profit decline in 2025.
VnExpress - Kinh doanhViet Dragon Securities (VDS) approved its 2026 business plan, targeting pre-tax profit of 510 billion VND, a 47% increase from the previous year, despite reporting a Q1 2026 loss of about 30 billion VND.
CafeF - Thị trường chứng khoánMasan High-tech Materials (MSR) announced at its AGM a revenue target of VND 20.3 trillion for this year, nearly triple last year's, and a net profit target of VND 1.7-2.5 trillion, representing a 150-220 fold increase, driven by high tungsten prices and AI infrastructure demand.
VnExpress - Kinh doanhHoang Anh Gia Lai (HAG) reports it has overcome its most difficult period, with auditors no longer doubting its going concern, and sets a 2026 net profit target of 4,202 billion VND.
CafeF - Doanh nghiệpBVBank (BVB) reported a 34% increase in pre-tax profit for 2025 and approved a plan to list on HOSE in Q3 2026, while also planning a 55% charter capital increase.
CafeF - Tài chính ngân hàngKhai Hoan Land (KHG) reported strong 2025 results with revenue doubling to VND 601.3 billion and net profit up 25.78% to VND 68.71 billion, exceeding its annual plan. The company also set ambitious 2026 targets of VND 1,250 billion in revenue and VND 155 billion in pre-tax profit.
CafeF - Doanh nghiệpPrime Minister Le Minh Hung has been assigned to lead a new state steering committee for key national programs, projects, and works, with a focus on the energy sector.
CafeF - Vĩ mô đầu tưVietnamese Prime Minister Le Minh Hung discussed with Singapore's PM Lawrence Wong about new policies to attract foreign investment, expanding VSIP industrial parks to 30 by 2026, and cooperation on cross-border low-carbon electricity trade and financial center development.
CafeF - Vĩ mô đầu tưChina's Q1 GDP grew 5.0%, exceeding forecasts, but retail sales growth slowed in March and the government has set a lower annual growth target reflecting domestic demand slowdown and trade tensions.
VnExpress - Kinh doanhVPS Securities (VCK) held its 2026 AGM, approving a business plan targeting 39.2% revenue growth and 28.6% pre-tax profit growth for 2026, with leadership expressing determination to exceed these targets.
CafeF - Thị trường chứng khoánA National Assembly delegate emphasized the private sector's role as the primary driver of the economy, proposing policy measures including a preferential credit package of 200 trillion VND and streamlined lending mechanisms to support private enterprises in key sectors.
CafeF - Vĩ mô đầu tưBVBank (BVB) reported a 34% increase in pre-tax profit for 2025 and approved a plan to increase charter capital by 55%, with a target to list on HOSE in Q3.
CafeF - Tài chính ngân hàngVPBank plans a private placement to a foreign investor in 2026, aiming to raise its charter capital to over VND 106.2 trillion, which would make it the bank with the largest charter capital in the system.
CafeF - Tài chính ngân hàng