SIP

SIP dismisses Deputy General Director Tran Ngoc Van effective May 21, 2026, and announces a 40% cash dividend for the second installment of 2025, with payment on June 5, 2026. The dividend payout amounts to approximately VND 968.5 billion, funded from strong cash reserves. The leadership change follows a prior board reshuffle and comes as SIP reported a 11.4% decline in Q1 2026 net profit.

SIP will distribute a 40% cash dividend (4,000 VND/share) for the second installment of 2025, totaling nearly 968.5 billion VND, with a record date of May 15, 2026. The payout reflects strong cash flow, though Q1 2026 net profit fell 11.4% YoY to 356.6 billion VND, achieving 40.8% of the full-year target.

LPBank (LPB) announces a 30% cash dividend, the highest among Vietnamese banks, requiring VND 8,962 billion. Techcombank (TCB), MB (MBB), ACB, SHB, VIB, and VPBank (VPB) also declare cash dividends ranging from 5% to 10%, with combined cash payouts exceeding VND 30 trillion. The wave signals strong banking sector profitability and capital distribution to shareholders.

LPB (LPBank) announces a record 30% cash dividend for 2025, distributing nearly VND 9,000 billion to shareholders, the highest in its history and among the top in the banking sector. The payout is funded from distributable profits of VND 9,409 billion. HPG, SIP, and DHG also feature in the week's dividend events.

SIP (Saigon VRG Investment) announces a 40% cash dividend for 2025, the highest in its history, with a total payout of approximately 968 billion VND. The company also reported Q1/2026 revenue of 2,165 billion VND (+12%) but net profit fell 5% to 334 billion VND. The strong cash position, with over 6,200 billion VND in bank deposits, supports the dividend.

Foreign investors unexpectedly net sold VND 1,715.8 billion (USD 68.6 million) on all three Vietnamese exchanges on April 15, 2026, with matched-order net selling of VND 1,651.9 billion. Despite the outflow, the VN-Index rose 13 points to 1,870.36, driven by Vingroup (VIC) and large banks, while most sectors declined.

One year after the April 2025 tariff shock, over 40% of monitored industrial zone stocks remain below pre-shock prices. NTC (-34.82%), MH3 (-34%), and SZC (-28.38%) are among the hardest hit, while TAL (+67.3%), TIX (+20%), and KBC (+18.81%) have outperformed. The sector's recovery is highly uneven, with FDI inflows rising but not yet lifting all names.