Cú chi nghìn tỷ thâu tóm cổ phiếu hàng không của đại gia Nhật 160 năm tuổi: Mở rộng mạng lưới khổng lồ tại Việt Nam từ làm khu công nghiệp đến nuôi bò, bán giấy

Japanese business summary. Read the original source for the source language.

Key points2026年9月14日、商社の双日株式会社は、ASTの株式を約14,930,000株取得し、27.64%の株式を保有することになりました。これにより、双日はASTの大株主となり、同社は51%の株式を持つ親会社のTasecoグループに次ぐ存在となります。
Business impactこの株式取得は、日系企業のベトナム市場へのさらなる進出を示しており、特に航空業界における競争力を強化する機会となります。

Key pointsVietnam's Eximbank has been awarded the 'Best Trade Finance Transaction' by the Asian Development Bank (ADB) for its support of a trade finance deal aimed at small and medium-sized enterprises (SMEs). This transaction assists a Vietnamese wood pellet manufacturing and exporting company in accessing international trade financing, as part of ADB's trade finance program. Eximbank acted as the issuing bank, with J.P. Morgan as the confirming bank, and ADB provided guarantees. Eximbank aims to strengthen collaboration with international financial institutions to enhance access for companies to international markets.
Business impactThis award enhances the credibility of Eximbank's trade finance services and serves as a crucial factor in supporting SMEs' entry into international markets. Japanese companies may find it valuable to strengthen partnerships with Vietnamese SMEs and consider utilizing trade finance.

Japanese business summary. Read the original source for the source language.

Key points9月15日の取引終了時点で、VN-Indexは22.92ポイント（+1.28%）上昇し、1,811.15ポイントに達した。ホーチミン証券取引所（HoSE）では、222銘柄が上昇し、83銘柄が下落した。
Business impact日本企業は、株式市場の動向を注視し、投資戦略を見直す必要がある。特に、銀行やエネルギーセクターの株式に注目することが重要である。

Key pointsRising bond yields in the US and Japan are affecting global capital flows, particularly sensitive for emerging markets like Vietnam, where investors are increasingly demanding risk premiums. The carry trade using the yen may have significant implications.
Business impactJapanese companies need to monitor exchange rate risks and international interest rate trends. If capital outflows accelerate due to the carry trade, it could impact local funding costs.

Key pointsThe Bank for Investment and Development of Vietnam (BIDV) has completed its third bond issuance to raise approximately 350 billion yen. In this issuance, 90 million bonds were issued, with 34.8 million ultimately sold. This aims to expand BIDV's capital scale and strengthen lending to the economy.
Business impactThis bond issuance will strengthen BIDV's capital base and may influence lending conditions for Japanese companies, necessitating close attention to trends in the financial sector.

Key pointsJapanese retail giant Aeon Mall is accelerating its growth in Vietnam, aiming to expand from urban to rural areas. Daisuke Isobe, the representative of Aeon Mall Vietnam, expressed intentions to open new shopping malls in regions such as Thanh Hoa and Ha Long, which is expected to create approximately 7,000 jobs. Aeon aims to triple its presence in the Vietnamese market by 2030 and plans to open four new malls within this year.
Business impactFor Japanese companies, Aeon's expansion into rural areas presents new business opportunities associated with regional economic growth. It is particularly important for companies in the distribution and retail sectors to understand local market needs and approach strategically.

Key pointsCompanies like Samsung, Huawei, and Tencent symbolize national economic strength, and their growth elevates entire industries. These countries formulate long-term policies, create stable business environments, and support companies in entering international markets rather than waiting for spontaneous growth. Vietnam needs to build an ecosystem to nurture its national enterprises and enhance competitiveness, particularly focusing on strategic areas like AI and clean energy.
Business impactJapanese companies should closely monitor Vietnam's enterprise development policies and strengthen collaboration with firms aiming for technological innovation and international market entry. This will enhance competitiveness and expand opportunities for sustainable growth.

Key pointsVingroup's high-speed rail project between Hanoi and Quang Ninh is scheduled to open by the end of 2028, with plans announced for the procurement of construction materials and power supply. Construction materials such as concrete and steel will be sourced from Hanoi, Bac Ninh, Hai Phong, and Quang Ninh, with an average transportation distance of 20 km. Additionally, over 85% of construction machinery is required to be new, and stability in power supply is emphasized.
Business impactThis project may promote efficiency in material procurement and supply chains within the construction industry. Japanese companies should consider opportunities for supplying related materials and providing technology.

Key pointsThe Department of Agriculture and Rural Development in TP.HCM has indicated that 87.76 hectares of land need to be released for the TP.HCM - Trung Lương - Mỹ Thuận highway expansion project, highlighting that 5.1 hectares near the Chợ Đệm intersection remain unreleased. Currently, 73 land parcels have been identified, but contact has not been established with 18 owners, which may impact construction progress.
Business impactDelays in land release could hinder construction progress and affect deadlines, prompting Japanese companies to closely monitor the project's status and consider necessary countermeasures.

Key pointsPhu My Hung Development Company reports a 40% increase in profits for the first half of 2026 compared to the same period last year. Debt levels are decreasing, and the company's financial situation is strong, which is expected to further strengthen its financial foundation.
Business impactJapanese companies need to reassess real estate investment opportunities in the region in light of Phu My Hung's growth.

Key pointsAmong ten notable young investors in Vietnam's stock market, five aged 23 to 25 hold a total of over 25 trillion VND in stocks. Notably, Ho Huy Anh, daughter of the chairman of Techcombank, possesses assets worth 11.5 trillion VND, making her the wealthiest among the group. Other young investors have also built substantial wealth through shares in their parents' companies. These individuals are establishing themselves as the next generation of business leaders.
Business impactThe rise of young investors in Vietnam may influence future market changes and consumer trends for Japanese companies. It is essential to observe how these next-generation leaders manage their businesses and reconsider business strategies accordingly.

Key pointsAccording to the State Bank of Vietnam, 12 commercial banks have decided to participate in a loan program for small and medium-sized enterprises (SMEs), providing a total of approximately 408 trillion VND. This program aims to support SMEs, which are a driving force for economic growth. Specifically, four state-owned banks will provide 220 trillion VND, while the remaining eight banks will supply 188 trillion VND. This will increase funding opportunities for SMEs to expand production and investment.
Business impactThis loan program will promote the growth of SMEs and provide new business partnership and market expansion opportunities for Japanese companies.