VNA

VietinBank (CTG) reported Q1/2026 pre-tax profit of VND 11,139 billion, up 63% YoY, leading a mixed earnings season. While MB (MBB) rose 15% and Vinpearl (VPL) surged 987%, Eximbank (EIB) saw a 59% decline. The results highlight divergent performance across banking, real estate, and consumer sectors.

The Vietnam Civil Aviation Authority proposes a fuel surcharge mechanism for domestic airfares, triggered when Jet A1 prices exceed $100/barrel, with a 50-50 cost split between airlines and passengers. For a Hanoi-HCMC flight, the surcharge would be about VND 311,000 per leg. This temporary measure aims to offset soaring fuel costs without raising price caps, directly affecting HVN and VJC.

Khang Dien House (KDH) proposes replacing two VinaCapital representatives on its board and supervisory committee with internal executives ahead of its April 22 AGM. Nam Kim Steel (NKG) appoints a new CEO effective April 15, while Vinaship (VNA) and Truong Thanh Wood (TTF) also announce supervisory and board changes. These moves signal potential strategic shifts across real estate, steel, and logistics sectors as companies prepare for 2026 operations.