BSC Says FPT, MSB and PNJ Could Leave VN-Diamond
BSC Research flags FPT, MSB and PNJ as possible exits from the VN-Diamond basket in April 2027: two because foreign holdings are shrinking, one because of 12-quarter EPS. It is a forecast, not a HOSE decision.
Tanifood plant drops to VND 702.8bn: VietinBank gets paid first
The starting price for the Tanifood plant in Tay Ninh is now about 48% below the first round. Under the collateral payout order, each price cut eats into what is left for Truong My Lan's judgment obligations before it touches the bank's loan.
G36's Chua Boc land: paperwork done, land fee still unknown
Hanoi has allowed G36 to convert nearly one hectare at 6-8 Chua Boc for a high-rise housing project. The project's total investment of about VND 2,800 billion is roughly 2.5 times the parent company's equity, and the land-use fee G36 must pay has yet to be determined.
ACV proposes Dec 24 for Long Thanh: three tests to pass
ACV has proposed pushing Long Thanh Airport's commercial opening from December 1 to December 24, with only part of the passenger terminal in use. A report due by October 7, November trial operations and a fuel-hydrant licence will decide whether the date holds or slips into 2027.
VPG goes under control status, and filing won't end it fast
From October 9, Viet Phat's VPG shares move to controlled status on HoSE because the reviewed half-year report is more than 30 days late. Holders will barely notice on day one, but the exchange's ladder of sanctions already has a date for the next step.
NET pays VND 145.6bn dividend, nearly all of 2025 profit
NET Detergent closes its register for a 65% cash dividend on October 6, a payout equal to about 92% of 2025 profit. With first-half 2026 earnings down about 43%, the money is coming from the company's accumulated reserves.
MWG doubles its dividend, payout ratio stays near 40%
Mobile World's second 10% cash dividend tranche has an October 8 record date and an expected October 16 payment. The 2025 dividend doubled because profit nearly doubled, while the share of earnings paid out held at about four-tenths.
One notch from investment grade: The costliest step
Decision 1919 keeps Vietnam's 2030 investment-grade goal and resets targets for public debt, deficits and bank capital. An IMF study cited this week suggests crossing the final notch can cut sovereign bond spreads by about a third.
Vinhomes funds Pomina interest-free, repayable in steel
A framework contract disclosed on October 1 shows Vinhomes granted Pomina an interest-free working capital facility of up to VND 1,352 billion, which can be recovered through the steel the two companies trade with each other.
GEE's rename bid: A new name is not new revenue
GEE shareholders will soon vote on renaming the company GELEX Industries, adding technology and materials business lines, and removing a board member who was recently formally charged. Every item is still a proposal.
Vietnam's CPI is level with its target, power prices held
Average CPI for the first nine months rose 4.52%, level with the full-year target of around 4.5%. The Prime Minister has instructed that electricity prices not rise, leaving EVN to absorb the costs that don't reach the tariff.
VND 409 trillion SME loan package: 4.5% lent in two months
Two months in, Vietnam's preferential credit program for small and medium-sized enterprises has about VND 409,000 billion in registered capacity but only about VND 18,600 billion in loans outstanding. Here is what that gap says about where the program stands.