Japanese title: SASCO 2026年株主総会：成長加速、配当率46.24%
Japanese business summary. Read the original source for the source language.
Key points2026年6月25日、タンソンニャット空港サービス株式会社（SASCO）は、年次株主総会を成功裏に開催し、成長が加速していることを報告した。配当率は46.24%に達し、株主にとって魅力的な内容となっている。
Business impact投資部門は、SASCOの成長戦略や配当政策を注視し、投資判断に活かすべきである。
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Japanese title: SASCO 2026年株主総会：成長加速、配当率46.24%
Japanese business summary. Read the original source for the source language.
Key points2026年6月25日、タンソンニャット空港サービス株式会社（SASCO）は、年次株主総会を成功裏に開催し、成長が加速していることを報告した。配当率は46.24%に達し、株主にとって魅力的な内容となっている。
Business impact投資部門は、SASCOの成長戦略や配当政策を注視し、投資判断に活かすべきである。
Japanese title: 南部メコンデルタ地域の高速道路建設研究を推進
Japanese business summary. Read the original source for the source language.
Key pointsベトナム政府と建設省は、南部メコンデルタ地域における高速道路の建設に関する研究を推進するための緊急指示を発表しました。この地域は交通インフラが不足しており、高速道路の整備が経済発展に寄与することが期待されています。具体的な建設計画や予算については今後の調査結果に基づいて決定される見込みです。
Business impact日系企業は、インフラ整備に関連するプロジェクトへの投資機会を検討し、地域経済の発展に貢献することが求められます。
Japanese title: ベトナムと中国、24時間通関のスマート国境を目指す
Japanese business summary. Read the original source for the source language.
Key pointsベトナムと中国は、貿易を促進するためにスマート国境の構築を進めています。この取り組みにより、手続きが簡素化され、24時間体制での通関が可能になる見込みです。特に農産物の貿易において新たな動力が生まれることが期待されています。
Business impact日系企業にとっては、通関手続きの迅速化が貿易業務の効率を向上させるため、特に輸出入部門は注視すべきです。
Japanese title: 航空運輸法第208号：遅延時の払い戻し規定
Japanese business summary. Read the original source for the source language.
Key points政府は航空運輸に関する第208号法令を発表し、フライトの遅延やキャンセル、スケジュール変更時の乗客への支援および補償義務についての規定を設けました。この法令により、航空会社は乗客の権利をより重視する必要があります。
Business impact航空業界に関与する日本企業は、新しい規制に対応するため、顧客サービスや法令遵守の強化が求められます。
Original title: PVS trúng gói thầu ước trị giá 3 tỷ USD tại Qatar
Japanese title: PVS、カタールで30億ドルの契約を獲得
Key pointsVietnamese oil service company PTSC (HNX: PVS) announced that its subsidiary PTSC M&C has received a bid notification from Qatar Energy. The contract is expected to be formally signed in October 2026 and involves the Maydan Mahzam redevelopment project, providing services such as design, procurement, construction, offshore installation, and commissioning. VCI estimates the contract value at approximately $3 billion.
Business impactWinning this contract demonstrates PVS's international competitiveness and creates future growth opportunities. Japanese companies need to reassess their strategies when participating in similar international bids.
Original title: 円高圧力とベトナム経済への波及、輸出企業とVN-Indexが直面する為替リスク
Japanese title: 円高圧力がベトナム経済に与える影響とリスク
Key pointsConcerns over inflation in Japan have strengthened expectations for interest rate hikes by the Bank of Japan, leading to an appreciation of the yen against the dollar. This yen appreciation may affect Vietnam's exports to Japan and FDI capital flows, which is particularly significant for Japanese companies. There are concerns that rising yen values could alter investment costs in Vietnam and the prices of imported materials, impacting corporate profitability. Market participants are becoming increasingly cautious due to the uncertain direction of exchange rates.
Business impactThe yen's appreciation may reduce the yen-denominated earnings of Japanese companies' local operations while potentially lowering the costs of imported materials. Companies integrated into Japanese supply chains will need to reassess their strategies considering exchange rate risks. Attention will be focused on future policy decisions by the Bank of Japan and trends in FDI.
Original title: Siêu dự án rộng hơn 8.700 sân bóng của tỷ phú Phạm Nhật Vượng vừa nộp 1 tỷ USD tiền sử dụng đất
Japanese title: Vingroup、8700サッカー場分の超都市開発を進行中
Key pointsVingroup has paid 26.36 trillion VND (approximately 1.02 billion USD) in land use fees for the mega urban development project called Hạ Long Xanh. This project has a total investment of approximately 456 trillion VND and is expected to accommodate 380,000 residents.
Business impactJapanese companies need to monitor regional trends to seize business opportunities related to Vingroup's project.
Original title: Liên doanh Việt Nam - Singapore vốn 50 tỷ thuê gần 4,5 ha làm siêu trung tâm dữ liệu hơn 12.500 tỷ
Japanese title: ベトナム・シンガポール合弁企業、データセンター建設のための土地を取得
Key pointsHo Chi Minh City has announced that a Vietnam-Singapore joint venture will lease 4.5 hectares of land in Khu Công nghệ cao to construct a data center worth $480 million (approximately 12.5 trillion VND). The project is set to obtain its investment registration certificate by March 2026, with land use rights granted until 2076.
Business impactJapanese companies should monitor this development and assess its implications for related transactions, contracts, and local operations.
Original title: ECB追加利上げとベトナム経済への波及、インフレ長期化リスクを読む
Japanese title: ECBの追加利上げがベトナム経済に与える影響
Key pointsThe European Central Bank (ECB) is set to implement a second rate hike this year, warning that inflation may remain high until 2027. This analysis explores the potential effects on Vietnam's economy and investment environment, particularly concerning foreign direct investment (FDI) and trade. Consequently, Vietnamese companies are expected to face new challenges in financing and cost management.
Business impactJapanese companies need to reassess their financial strategies in preparation for rising financing costs and increased exchange rate risks. Additionally, they may need to strengthen pricing and cost management due to potential inflation impacts.
Original title: Công ty nông nghiệp của tỷ phú Trần Bá Dương đề xuất 2 dự án trồng sâm Ngọc Linh và các loại dược liệu hơn 3.800ha tại Đà Nẵng
Japanese title: トラン・バ・ズオン氏の農業会社、3,800haの薬草栽培プロジェクトを提案
Key pointsTHACO AGRI has proposed a herbal planting project in Da Nang, covering approximately 3,800ha, aimed at cultivating Sam Goc Linh and other medicinal herbs. The project is planned to operate for 50 years, with funding sourced from investor contributions and legally raised capital. THACO AGRI is implementing a large-scale production strategy in the agricultural sector, utilizing over 95,000ha of land across Vietnam, Laos, and Cambodia.
Business impactThis project presents agricultural investment opportunities and could offer new business prospects for Japanese companies. Businesses anticipating growth in the herbal market may find it worthwhile to consider collaboration with THACO AGRI.
Original title: APEC 2027: Cột mốc tạo động lực cho Cảng Hàng không Quốc tế Gia Bình
Japanese title: APEC 2027に向けたGia Binh国際空港の準備
Key pointsGia Binh International Airport is entering a crucial preparation phase for APEC 2027. Efforts are underway not only for infrastructure development but also for operational design, technology, and providing a modern experience based on international standards. The airport aims to serve as a new aviation economic center, with private resources deeply involved in strategic infrastructure projects, contributing to Vietnam's enhanced international status.
Business impactJapanese companies should closely monitor this development and assess its impact on related transactions, contracts, and local operations.
Original title: Hậu vụ án Phúc Sơn: Gỡ vướng thế nào cho các dự án BT tại Khánh Hòa?
Japanese title: カインホア省のBTプロジェクトに関する課題解決の行方
Key pointsThree ongoing BT projects in Khanh Hoa Province are facing delays due to legal procedures and land issues related to fund recovery. The recovery of funds using land from the former Nha Trang Airport is a significant challenge affecting project progress. The government is introducing new policies to resolve these issues and is engaging in dialogue with stakeholders.
Business impactJapanese companies involved in projects in Khanh Hoa Province need to stay updated on the latest information regarding land use and fund recovery procedures and consider appropriate responses. It is particularly important to monitor the progress of legal procedures and understand factors that may impact project advancement.
ベトナム歴8年以上・海外歴11年超（🇮🇳🇻🇳）の専門家が、日本人が「役に立つ・面白い」と感じるベトナムビジネスの最新ニュースを配信。弁護士・会計士・日本語N1人材などベトナム人専門家によるコンテンツや、現地生活のリアル情報もお届けします。
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