Vietnam Market Brief — Week 36, 2026

Overview

Vietnam’s economy showed mixed momentum this week, with export-import trade approaching $1 trillion USD and agricultural exports—particularly durian—surging, while infrastructure investment accelerated with major expressway projects underway. However, regulatory challenges persist in real estate due to land-law inconsistencies, and new cryptocurrency restrictions took effect, adding compliance requirements for market participants. In equities, tech company VNG posted strong H1 growth, though LPBank Securities’ recent listing experienced a sharp 19% decline, wiping substantial wealth from major shareholders.

E-commerce

Xuất khẩu sầu riêng năm 2026 có thể đạt 4 tỷ USD

Vietnam’s Deputy Minister of Agriculture and Environment Dang Ngoc Diep reported at a September 3 government press briefing that agricultural product exports reached approximately 49.3 billion USD in the first seven months of the year, with August showing strong growth. Durian is identified as one of Vietnam’s high-value agricultural products, currently cultivated over 200,000 hectares with a production volume of approximately 2.08 million tonnes. Durian export value grew from 177 million USD in 2021 to 3.85 billion USD in 2025.

• Key figures: Agricultural export value (first 7 months): 49.3 billion USD; Durian cultivation area: 200,000 hectares; Durian production volume: 2.08 million tonnes; Durian export value 2021: 177 million USD
• Source: VnEconomy

Logistics

Liên danh Đèo Cả khoan hầm đường bộ ở độ cao lớn nhất Việt Nam, giúp rút ngắn thời gian từ 2 giờ xuống 11 phút, thi công xuyên Lễ để giữ vững tiến độ

A consortium led by Deo Ca Group is constructing a road tunnel at Vietnam’s highest elevation for the Hoang Lien Pass project. The tunnel will reduce travel time from 2 hours to 11 minutes. The contractor is conducting continuous construction through holidays to maintain project schedule.

• Key figures: Travel time reduction: 2 hours to 11 minutes; Project elevation: Highest in Vietnam
• Source: CafeF

Regulation

Luật Quy hoạch (sửa đổi): Khơi thông nguồn lực quốc gia

Resolution 21-NQ/TW issued on July 28, 2026 by the Communist Party’s Central Committee outlines directives to amend the Land Law and related legislation to address overlaps in the land and property legal framework. The real estate market in recent years has seen numerous projects stalled due to inconsistencies between land use planning and construction planning regulations. These regulatory gaps have created market inefficiencies and hindered project development.

• Source: VnEconomy

Ngay tháng sau, cá nhân có giao dịch tài sản mã hoá vi phạm điều này có thể bị phạt tiền lên đến 100 triệu đồng

Vietnam’s Decree 284/2026/ND-CP, issued on July 16, 2026, establishes administrative penalties for violations related to cryptocurrency assets and cryptocurrency markets, effective September 1, 2026. Individuals engaging in unauthorized cryptocurrency transactions face fines up to 100 million Vietnamese Dong. Providing cryptocurrency-related services without proper licensing incurs fines up to 200 million Vietnamese Dong under Article 7, Section 4 of the decree.

• Key figures: Phạt tiền đối với giao dịch tài sản mã hóa không phép: 100 triệu đồng VND; Phạt tiền cung cấp dịch vụ mã hóa không có giấy phép: 200 triệu đồng VND; Ngày có hiệu lực: 1/9/2026 date
• Source: CafeF

Sẽ trình Trung ương đề án cải cách tiền lương, bảo hiểm xã hội vào tháng 3/2027

Deputy Prime Minister Phạm Thị Thanh Trà, as head of the Central Committee’s steering committee on salary and social insurance reform, signed Decision 124 establishing a plan to research and develop a reform proposal for salary policy and social insurance to be submitted to the 5th plenum of the 14th Party Central Committee. The Ministry of Interior has been assigned to lead the comprehensive evaluation of previous resolutions on this matter in coordination with related ministries and agencies. The reform proposal is scheduled to be presented to the Central Committee in March 2027.

• Source: VnEconomy

Quy định quản lý hải quan đối với hàng hóa xuất, nhập khẩu tại cửa khẩu thông minh

Vietnam’s Ministry of Finance issued Circular 128/2026/TT-BTC establishing regulations for customs inspection, supervision, and management of exported, imported, and transit goods at smart border gates approved by the Prime Minister. The circular specifies requirements for smart border gate areas, including installation of necessary infrastructure and systems. The regulations apply to goods movement and transport vehicles operating within smart border gate zones.

• Source: BaoChinhPhu

Tin vui cho những ai có ý định mua nhà, đất trước 01/3/2027

Vietnamese citizens meeting certain conditions will receive a 10% reduction in property transfer tax fees on houses and land registered between August 15, 2026 and February 28, 2027, according to Circular 117/2026/TT-BTC. The measure is part of Resolution 66.22/2026/NQ-CP on digital citizen development. Eligible citizens could potentially benefit by millions of Vietnamese dong if they complete their property transactions before the March 1, 2027 deadline.

• Key figures: Property transfer tax reduction: 10%; Policy period start: 15/8/2026; Policy period end: 28/02/2027
• Source: CafeF

Chính sách mới có hiệu lực từ tháng 9/2026

From September 1, 2026, multiple new policies take effect in Vietnam, including pension payments via VNeID digital identification and identity cards for children under 6 years old. The government issued Decree 284/2026/NĐ-CP on July 16, 2026, establishing administrative penalties for cryptocurrency-related services and markets. Unauthorized provision of cryptocurrency services faces penalties up to 200 million Vietnamese dong.

• Key figures: Effective date of new policies: September 1, 2026; Maximum penalty for unauthorized cryptocurrency services: 200 million Vietnamese dong; Decree number: 284/2026/NĐ-CP; Decree issuance date: July 16, 2026
• Source: BaoChinhPhu

Stock Market

VNG đạt lợi nhuận thuần nửa đầu năm 937 tỉ đồng

VNG Corporation reported H1 2026 consolidated revenue of 5,872 billion VND, up 29% year-on-year. Adjusted operating profit (AOP) reached 937 billion VND with 115% growth, while AOP margin expanded from 10% to 16%. The company excludes unrealized gaming revenue and related costs, as well as non-core items, in calculating this metric.

• Key figures: H1 2026 consolidated revenue: 5,872 billion VND; Revenue growth YoY: 29 %; Adjusted operating profit (AOP): 937 billion VND; AOP growth: 115 %
• Source: ThanhNien

Hai con ông Nguyễn Đức Thụy mỗi người mất hơn 1.000 tỷ đồng sau hai tuần niêm yết cổ phiếu

Two children of Nguyễn Đức Thụy, including Nguyễn Ngọc Mỹ Anh and Nguyễn Xuân Thái, each lost over 1,000 billion Vietnamese dong in wealth within two weeks following their company’s stock listing. LPS stock from LPBank Securities fell approximately 19% since its August 18 debut on the Ho Chi Minh Stock Exchange (HoSE). As of September 3 trading session, LPS shares closed at 24,400 dong per unit, representing a floor-level decline, with each individual holding over 190 million LPS shares.

• Key figures: Wealth loss per individual: over 1,000 billion dong; Total wealth loss: 2,000 billion dong; LPS stock decline: nearly 19%; LPS closing price: 24,400 dong
• Source: VnExpress

Bốn nhà máy Samsung Việt Nam lãi hơn 2 tỷ USD

Samsung’s four Vietnamese manufacturing facilities reported a combined profit of $2.31 billion in the first half of the year, representing a 23.5% increase compared to the same period last year. The facilities—Samsung Thai Nguyen, Samsung Electronics Vietnam Bac Ninh, Samsung Display Vietnam Bac Ninh, and Samsung Electronics HCMC CE Complex—generated total revenues of 52,250 billion won, equivalent to approximately $35.2 billion. These four companies are major contributors to Samsung Electronics’ overall financial performance in the region.

• Key figures: Combined profit of four Vietnamese Samsung facilities: 2.31 billion USD USD; Profit growth year-over-year: 23.5% %; Combined revenues: 52,250 billion won won; Combined revenues in USD: 35.2 billion USD USD
• Source: VnExpress

Macroeconomy

Xuất nhập khẩu sắp vượt mốc 1.000 tỉ USD

Vietnam’s export-import trade is approaching the $1 trillion USD milestone, expected to be reached in approximately 2.5 months. Since late August, demand for Vietnamese shrimp products has increased, putting significant pressure on processing capacity. Minh Phu Seafood Corporation is simultaneously expanding capacity and accelerating automation, though current output remains unable to keep pace with rising orders.

• Key figures: Expected time to reach export-import milestone: approximately 2.5 months months; Minh Phu Khanh An plant investment: 1,500 billion VND; Minh Phu Khanh An designed capacity: 35,000 tons/year; Minh Phu Khanh An current operating level: approximately 2/3 % of designed capacity
• Source: ThanhNien

Liên Hợp Quốc: Nhiệt độ Trái Đất sắp vượt ngưỡng an toàn

The United Nations has acknowledged for the first time that global temperature will inevitably rise above 1.5 degrees Celsius compared to pre-industrial levels. The goal to limit global temperature increase to 1.5 degrees Celsius was unified by nearly 200 countries at the Paris Climate Agreement in 2015. Exceeding this threshold would cause extreme phenomena such as ice melt, ecosystem degradation, and sea level rise, posing serious risks to humanity and the planet.

• Key figures: Mục tiêu tăng nhiệt độ so với thời tiền công nghiệp: 1,5 độ C; Số quốc gia thống nhất tại Thỏa thuận Khí hậu Paris: gần 200 quốc gia; Năm Thỏa thuận Khí hậu Paris: 2015 năm
• Source: VnExpress

Hồ chứa nước lớn nhất Nam bộ thiếu hụt 100 triệu m3 vì El Nino

The Dầu Tiếng reservoir, the largest water storage facility in southern Vietnam, experienced a water inflow deficit of approximately 99.7 million cubic meters in August. According to the Southern Institute of Water Resources Planning (SIWRP), the natural water flow into the reservoir during August reached only about 186 million m³, significantly below projections made at the start of the rainy season. The deficit is attributed to El Niño effects, which have reduced rainfall across the reservoir catchment area.

• Key figures: Water inflow deficit to Dầu Tiếng reservoir (August): 99.7 million m³; Natural water flow into reservoir (August): 186 million m³; Deficit compared to August 2025: 102 million m³; Deficit compared to multi-year average: 63 million m³
• Source: ThanhNien

Toyota, Honda nguy cơ vạ lây vì thương chiến Mỹ - Canada

US President Donald Trump has announced plans to impose 50% import tariffs on automobiles, trucks, and automotive parts from Canada, effective January 1, 2027, amid escalating US-Canada trade tensions. Japanese automakers Toyota and Honda are expected to face significant losses from these tariffs despite not being the direct targets. Barclays analysts have warned that Japanese automakers will suffer the largest impact from this trade measure.

• Key figures: Proposed import tariff rate on vehicles, trucks, and automotive parts from Canada: 50% percent; Effective date for tariff implementation: January 1, 2027 date
• Source: VnExpress

Trái phiếu chính phủ toàn cầu bị bán tháo

Government bonds globally experienced a sell-off, driven by Middle East tensions that fueled inflation and interest rate concerns. Japan’s 10-year government bond yield reached 3% for the first time since 1996 on September 1st amid the broader global bond sell-off. As bonds are sold, increased supply drives prices down and pushes yields higher, reflecting the inverse relationship between these two metrics.

• Key figures: Japan 10-year government bond yield: 3% %; Date of yield milestone: 1 September date; Last time Japanese 10-year yield hit 3%: 1996 year
• Source: VnExpress

Hạ tầng mở không gian phát triển chiến lược

Vietnam is entering a major infrastructure investment phase to support strategic double-digit growth targets for 2026-2030. The Hanoi-Thai Nguyen-Cho Moi expressway project, spanning 100 km with a total investment of over 21,000 billion VND, officially began construction in late June, approximately 5 months after Thai Nguyen province assigned the investment preparation task. The project represents part of Vietnam’s accelerated infrastructure development strategy to support economic expansion.

• Key figures: Hanoi-Thai Nguyen-Cho Moi expressway length: 100 km; Total investment for expressway project: 21000 billion VND; Time from investment preparation assignment to groundbreaking: 5 months
• Source: ThanhNien

Phú Quốc tăng tốc giải phóng mặt bằng các công trình phục vụ APEC 2027

Phu Quoc Special Zone has completed land clearance for 21 critical projects supporting APEC 2027, with 660 out of 1,050 hectares cleared as of August 2026, representing 62.79% progress. The local government has disbursed over 7.408 trillion VND in compensation and support to 3,148 households to facilitate the clearance process. Despite this progress, a substantial volume of work remains to ensure construction can proceed on schedule.

• Key figures: Land clearance completed: 660 hectares; Total land requiring clearance: 1,050 hectares; Clearance progress: 62.79 %; Compensation and support disbursed: 7.408 trillion VND
• Source: ThanhNien

Myanmar muốn học tập Việt Nam

Myanmar’s President Min Aung Hlaing visited Hanoi on September 5 and held talks with Vietnam’s General Secretary and State President Tô Lâm. The Myanmar President congratulated Vietnam on significant achievements in socio-economic development and its growing international role and prestige. Myanmar expressed interest in learning from Vietnam’s development experiences.

• Source: CafeF

Chuyến thăm Nga, Pháp của Tổng Bí thư, Chủ tịch nước Tô Lâm kỳ vọng tạo xung lực mới cho hợp tác

Vietnam’s Communist Party General Secretary and State President Tô Lâm will conduct a state visit to Russia and an official visit to France from September 7–12, 2026, at the invitation of Presidents Vladimir Putin and Emmanuel Macron. The delegation will also attend a Space Summit in Paris. The visits are expected to strengthen bilateral cooperation with both nations.

• Source: VnEconomy

Họp báo Chính phủ Thường kỳ tháng 8: Kinh tế vĩ mô ổn định, các cân đối lớn được bảo đảm

Vietnam’s government held its regular August press briefing, with Deputy Finance Minister Tran Quoc Phuong reporting on August and 8-month economic indicators. CPI increased 0.47% month-on-month and 4.89% year-on-year in August, with 8-month average CPI at 4.45% and core inflation at 4.24%. State budget revenue continued as a bright spot, with 8-month cumulative revenue reaching approximately 2.02 million billion dong.

• Key figures: CPI tháng 8 so với tháng 7: 0.47%; CPI tháng 8 so với cùng kỳ năm ngoái: 4.89%; CPI bình quân 8 tháng: 4.45%; Lạm phát cơ bản bình quân 8 tháng: 4.24%
• Source: VnEconomy

Dư địa CPI từ nay đến cuối năm gần như không còn, Phó Thủ tướng chỉ đạo ‘nóng’

The Ministry of Finance has updated three inflation scenarios for 2026 at levels of 4.5%, 5%, and 5.5%. With limited room to maneuver on CPI from now until year-end amid price pressures in the final months, Deputy Prime Minister Nguyễn Văn Thắng has directed relevant ministries, agencies, and local authorities to ensure supply and control prices of essential goods and services. Deputy Prime Minister Nguyễn Văn Thắng recently chaired a meeting of the Price Management Steering Committee to review results of price management and control work in Q2 and the first half of the year.

• Key figures: Kịch bản lạm phát năm 2026 - mức thấp: 4,5% %; Kịch bản lạm phát năm 2026 - mức trung bình: 5% %; Kịch bản lạm phát năm 2026 - mức cao: 5,5% %
• Source: CafeF

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Summaries are AI-generated from public news sources and link to the originals. Neutral, factual, not investment advice.