市场摘要

Moc Chau Milk (MCM) reported Q1 2026 net revenue of 741.6 billion VND and net profit of 80.1 billion VND, representing 67.7% year-over-year growth, exceeding expectations and completing over 33% of its annual plan.

FPT Retail (FRT) estimates Q1 pre-tax profit grew 70% YoY and revenue grew 30% YoY, exceeding its annual plan, citing favorable business conditions.

VPBank reported strong Q1/2026 results with consolidated credit exceeding VND 1 quadrillion and net profit growing 58% year-on-year, keeping pace with its full-year plan.

VPBank (VPB) reported Q1 2026 pre-tax profit of VND 7,921 billion, representing 58% year-over-year growth.

Hoang Anh Gia Lai (HAG) Chairman Doan Nguyen Duc addressed shareholder concerns about funding a 20,000-hectare coffee project, stating the key issue is land, not capital. The company plans to finance the project through retained earnings, IPO of subsidiaries, and fundraising at the parent company, with a total capital need of over VND 14,000 billion (~USD 560 million).

Dat Xanh Group (DXG) held its 2026 AGM, approving a revenue target of 5,000 billion VND and a net profit target of 268 billion VND for 2026, representing approximately 16% growth, and a planned 14% stock dividend.

FPT Retail (FRT) announced at its AGM a 2026 revenue growth target of 16% and pre-tax profit growth of 27%, driven by expanding its Long Chau pharmacy network and introducing over 30 new advanced drugs.

At its 2026 AGM, Dat Xanh Group (DXG) set a 2026 revenue target of 5,000 billion VND and net profit of 268 billion VND, representing ~16% growth, and announced a long-term ambition for a minimum annual profit of 2,000 billion VND from 2027.

Dat Xanh Group (DXG) held its 2026 AGM, approving a revenue target of 5,000 billion VND and a net profit target of 268 billion VND for 2026, representing approximately 16% growth, and a plan for a ~14% stock dividend.

Prime Minister Le Minh Hung called for US businesses to invest in Vietnam's energy and technology sectors, pledging to improve the business environment and cut administrative procedures by 50% in Q2.

HAGL Chairman Doan Nguyen Duc announced a VND 14-15 trillion (~$560M) investment plan to plant 20,000 hectares of coffee and build processing plants, to be funded through profits, an IPO of subsidiary HGI, and parent company capital raising.

Dat Xanh Group (DXG) held its 2026 AGM, approving a 2026 revenue target of 5,000 billion VND, representing approximately 16% growth, and a plan for a ~14% stock dividend.

Multiple Vietnamese securities companies (VPS, DNSE, Vietcap, OCBS) have completed capital increases via share issuances, raising a combined ~24.3 trillion VND (~$972M USD), in preparation for Vietnam's potential market upgrade by FTSE.

Dat Xanh Group (DXG) held its 2026 AGM, reporting 2025 results and setting a 2026 revenue target of 5,000 billion VND, implying ~16% growth, alongside plans for a stock dividend.