市场摘要

VPBank Securities (VPBankS) held its AGM, approving an ambitious 2026 business plan targeting 59% revenue growth and 44% profit growth, with a goal to double its average margin loan balance to nearly VND 50 trillion.

Dien May Xanh reported strong Q1 results with revenue up nearly 30% YoY and net profit up about 50% YoY, while also announcing plans for an IPO this year.

Multiple large companies reported Q1/2026 financial results, with TP Securities (ORS) showing a remarkable 1,961% growth in pre-tax profit, VNDirect (VND) profit up 43%, and ACBS profit up 67%, while Asean Securities reported a loss.

Vinhomes (VHM) has officially raised its 2026 business plan, targeting consolidated revenue of 285 trillion VND and after-tax profit of 60 trillion VND, representing a 38% profit growth compared to 2025 results.

Vinhomes (VHM) unexpectedly raised its 2026 revenue and profit targets by 35 trillion VND and 10 trillion VND respectively, representing 86% revenue growth and 38% profit growth compared to 2025 results, ahead of its annual shareholder meeting.

KienlongBank (KLB) reported a record pre-tax profit of over VND 2,323 billion for 2025, with ROE surging to 22.11%, and announced a 60% dividend payout and a 131% stock price increase.

Vingroup (VIC) has officially raised its 2026 business plan targets, aiming for revenue of 485 trillion VND (up 46% vs 2025) and net profit of 35 trillion VND (triple the previous year).

DNSE Securities reported Q1 2026 operating revenue of over VND 395 billion, up 62% year-on-year, with margin lending and pre-settlement advances increasing 38% to VND 5,910 billion.

SSI reported strong Q1/2026 results with consolidated pre-tax profit of VND 1,593 billion, leading the securities sector, and parent company pre-tax profit grew 44% YoY.

VPBank reported strong 2025 results with operating income up 26% and pre-tax profit surging 44.4%, while average employee income rose over 30%.

Vinhomes (VHM) stock surged 6.9% after the company raised its 2026 revenue and net profit targets by 14% and 20%, respectively, ahead of its AGM.

HSC (HCM) reported Q1 2026 revenue of 1,280 billion VND, up 48% YoY, with pre-tax profit up 28% YoY, driven by growth in brokerage and margin lending.

The State Bank of Vietnam net withdrew over 71 trillion VND from the system via OMO, while interbank and deposit rates decreased across the board, with 30 commercial banks cutting rates.

The government has set a record-high public investment capital plan for 2026, totaling approximately 995 trillion VND, a more than 30% increase from 2025's execution, which is expected to benefit sectors like construction materials, infrastructure, real estate, and logistics.