Vietnam Q3 GDP grows 9.95%, led by factories, not shoppers
Vietnam's Q3 GDP is estimated to have grown 9.95%, the fastest quarter this year. The statistics office's breakdown shows the extra growth came mostly from factories, construction sites and imported production inputs, while consumption grew more slowly than GDP.
Nam A Bank earns over VND 4,700bn, NPLs near 1.5% pre-CIC
Nam A Bank's self-reported nine-month results put its full-year profit target within easy reach. Third-quarter provisioning and the NPL ratio after the CIC cross-check still have to wait for the financial statements.
New project land costs hinge on how the law defines K
HoREA has proposed writing the three components of Vietnam's land price adjustment coefficient into the draft amended Land Law, estimating land charges could run 2–2.6 times higher under mechanical application. The National Assembly's reviewing committee also wants the principles set out in the law.
Tran Dinh Long's son files again to buy 50 million HPG shares
In March, Tran Vu Minh registered to buy 50 million HPG shares and ended up with 33.29 million. Putting the two filings side by side shows what an insider purchase notice tells you, and what it does not.
PC1 lifts share count 36%, new cash mainly from rights issue
PC1's 2026 capital plan adds roughly 148 million shares. The 15% stock dividend the board just approved raises no money; fresh capital comes mainly from the rights offering to existing shareholders.
Pangasius exports up 18.6% in September, profits may lag
VASEP estimates show Vietnam's pangasius exports outpacing the wider seafood sector in September. But US duties, market mix and raw fish costs mean each exporter captures a very different share of the gain.
Hoa Phat keeps 26.55% of its property arm, not 76.41%
Hoa Phat still received the 799.5 million Song Hong Future shares it planned for in July, but handed over roughly 3.1 times as many Hoa Phat Real Estate shares to get them. The steelmaker no longer controls its own property company.
Draft to end common fuel price: who wins, who pays
A draft fuel decree now under public consultation would let companies set their own pump prices and end the state-published base price. The 2% markup for remote areas stays, but the baseline it is added to changes, and that is where gains and losses get reshuffled.
Vietnam's 95% lending cap: which banks get it, and when
Circular 50 raises Vietnam's loan-to-deposit cap from 85% to 95% and takes effect on December 1, 2026. But a bank only moves to the new cap once it adopts two Basel III liquidity ratios, which become mandatory system-wide only from October 2028.
MSR plans about VND 5.5tn in dividends, mostly to Masan
Masan High-Tech Materials is asking shareholders to approve a VND 5,000-per-share cash dividend. If approved, close to VND 4,800 billion of the roughly VND 5,500 billion payout goes to the Masan group.
Kokuyo approves JPY 28bn, TLG holders await an offer price
Kokuyo's board has signed off on a JPY 28 billion injection for its bid to buy 65% of Thien Long. For small TLG shareholders, the only step that involves them directly is the tender offer, which still has no price and no schedule.
Vinhomes' VND 194 trillion Cam Ranh figure now includes land
The total investment for Vinhomes' Cam Ranh Bay project has been raised to approximately VND 194,000 billion, about 2.3 times the previous figure. The gap is not simply a cost overrun: the new number adds land-related financial obligations that the old one left out.