TAL

Taseco Land (TAL) completed the issuance of nearly 144 million bonus and dividend shares on May 28, 2026, increasing charter capital to nearly VND 5,040 billion. The company also declared a 5% cash dividend for 2025, payable on June 15, 2026. The capital increase and dividend payout reflect strong retained earnings and a commitment to shareholder returns.

TAL plans to issue 144 million shares (36M for 10% dividend, 108M for capital increase from equity), lifting outstanding shares from 360M to 504M. The move, expected in 2026, dilutes existing holders but signals confidence. Separately, an independent board member registered to buy 155,000 TAL shares, and the company approved VND 125B to establish a new infrastructure investment firm.

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.

Vinhomes (VHM) targets a record 50 trillion VND net profit for 2026, a 15% increase, driven by major project launches like Hạ Long Xanh and Vinhomes Cần Giờ. Sunshine Group (KSF) plans a 33% rise to 15 trillion VND pre-tax profit, while firms like Taseco (TAL) and Khang Điền (KDH) project growth up to 373% and 44%, respectively, highlighting a sharp divergence in the competitive real estate landscape.

Taseco Land (TAL) plans to invest VND 125 billion for a 50% stake in a new industrial infrastructure company in Bac Ninh, with capital from business operations and a 90-day funding window. This expansion coincides with the planned dissolution of its subsidiary Taseco Hải Phòng, signaling a strategic portfolio shift toward industrial real estate.

AAV Group (AAV) board member Phạm Quang Khánh registered to sell 15 million shares, potentially reducing his stake from over 23.5% to about 1.8% and raising VND 117B, while Vinasun (VNS) board member Lê Hải Đoàn registered to buy 4.9 million shares to increase his stake to 13.56%. The AAV sale coincides with the stock's recent 8.97% decline and potential delisting risk due to consecutive losses, highlighting divergent insider sentiment in Vietnam's real estate and transportation sectors.