Original title: Chứng khoán ngày 26/8: Cổ phiếu ngân hàng tăng trần, VN-Index vượt mốc 1.800 điểm Japanese title: ベトナム株式市場、VN-Indexが1,800ポイントを突破
金融・為替市場動向
Key pointsOn August 26, 2026, the Vietnamese stock market saw an overall rise, with the VN-Index increasing by 29.91 points to reach 1,821.32 points. Notably, stocks in the real estate, banking, and securities sectors received strong buying interest, contributing to the rise of key indicators. Foreign investors continue to net buy stocks, particularly those of FPT and TCB. Business impactThe active stock market may improve the fundraising environment for companies and promote investment activities. It is particularly important for Japanese companies to leverage this trend for fundraising and new investments.
Original title: Chứng khoán ngày 26/8: Cổ phiếu ngân hàng tăng trần, VN-Index vượt mốc 1.800 điểm Japanese title: ベトナム株式市場、VN-Indexが1,800ポイントを突破
金融・為替市場動向
Importance 70Important news
Key pointsOn August 26, 2026, the Vietnamese stock market saw an overall rise, with the VN-Index increasing by 29.91 points to reach 1,821.32 points. Notably, stocks in the real estate, banking, and securities sectors received strong buying interest, contributing to the rise of key indicators. Foreign investors continue to net buy stocks, particularly those of FPT and TCB. Business impactThe active stock market may improve the fundraising environment for companies and promote investment activities. It is particularly important for Japanese companies to leverage this trend for fundraising and new investments.
Original title: TP.HCM tính hạn chế xe xăng dầu vào trung tâm thế nào? Japanese title: ホーチミン市、中心部へのガソリン車両制限を計画
規制・政策労務・人材
Importance 70Important news
Key pointsHo Chi Minh City has announced a new proposal to manage vehicle emissions. Starting from July 2027, a Low Emission Zone (LEZ) will be established in the city center, restricting the entry of gasoline vehicles. The first phase will cover 930 hectares, including the central area and Thu Thiem district, with public transport coverage reaching approximately 95.91%. A second phase of broader restrictions is planned to begin in 2029, with the ultimate goal of transitioning most vehicles to electric or clean energy by 2035. Business impactThis policy may impact logistics and commuting for Japanese companies. In particular, businesses using gasoline vehicles will need to urgently consider transitioning to electric vehicles. With the strengthening of environmental regulations, sustainable operations will be required.
Original title: [Infographic] Chứng khoán ngày 24/8: Thị trường tiếp tục tăng điểm tích cực, thanh khoản cải thiện Japanese title: 8月24日の株式市場：VN-Indexが上昇、流動性が改善
市場動向金融・為替
Importance 70Important news
Key pointsOn August 24, 2026, the VN-Index increased by 20.66 points (+1.17%) to reach 1,788.78 points. The market saw 199 stocks rise, 115 stocks fall, and 59 stocks maintain their reference prices. Liquidity also improved, with foreign investors recording a net purchase of 176 billion VND. The revitalization of the stock market is a positive sign for the recovery of the Vietnamese economy. Business impactJapanese companies need to monitor the stock trends in the Vietnamese market and reconsider their investment strategies. In particular, the improvement in liquidity suggests new investment opportunities, making participation in the capital market worth considering.
Original title: Chứng khoán ngày 24/8: Cổ phiếu bất động sản dẫn sóng, VN-Index bật tăng gần 21 điểm Japanese title: 8月24日の株式市場：不動産株が牽引、VNインデックスが約21ポイント上昇
市場動向金融・為替
Importance 70Important news
Key pointsOn August 24, the Vietnamese stock market rose, with the VN Index increasing by 20.66 points (+1.17%) to reach 1,788.78 points. Real estate, energy, and major stocks contributed to the market's rise. Foreign investors continued to buy shares, focusing on companies like HPG and VIC. Business impactThe rise in the stock market indicates expanded fundraising and investment opportunities for Japanese companies. It is essential to monitor trends in the real estate sector and reassess investment strategies.
Original title: Quốc hội chốt chi hơn 288 nghìn tỷ đồng làm đường Vành đai 5-Vùng Thủ đô Hà Nội Japanese title: ハノイ首都圏環状道路5号に288兆ドンを投資決定
不動産・インフラ投資・FDI
Importance 70Important news
Key pointsThe Vietnamese National Assembly has approved a budget of 288 trillion VND (approximately 14.4 billion USD) for the construction of Hanoi Ring Road No. 5. This project will span 349 km, passing through seven provinces and cities, with construction set to begin in 2027 and completion aimed for 2035. The ring road is expected to promote regional economic development through improved transportation infrastructure. Business impactThis project may lead to reduced logistics costs and the creation of new business opportunities for Japanese companies. In particular, there will likely be an increase in order opportunities within the construction and related industries.
Original title: Ngân hàng NCB tài trợ vốn cho loạt công trình trọng điểm phục vụ APEC 2027 Japanese title: NCB銀行、APEC 2027に向けた重要プロジェクトに資金提供
投資・FDI不動産・インフラ
Importance 70Important news
Key pointsIn Phu Quoc Island, significant infrastructure projects are underway for APEC 2027, with National Citizen Bank (NCB) providing funding. This is expected to reshape Phu Quoc Island and drive the country's long-term development. Business impactFor Japanese companies, the infrastructure development for APEC 2027 signifies expanded business opportunities. Particularly, construction and tourism-related firms should consider participating in these projects.
Original title: Vingroup bắt tay SpaceX; đại gia xăng dầu Chu Thị Thành bị truy tố Japanese title: Vingroup、SpaceXと提携; 石油大手Chu Thi Thanhが起訴
法務・規制投資・FDI
Importance 70Important news
Key pointsVingroup announced that VinSpace, founded by Phạm Nhật Vượng, has signed a satellite launch contract with SpaceX, with the satellite expected to be launched in the second quarter of 2027. Meanwhile, oil executive Chu Thi Thanh has been indicted for tax evasion and misconduct. Business impactVingroup's entry into the space industry highlights Vietnam's technological innovation, while the indictment of Mr. Chu underscores the need for heightened corporate compliance awareness.
Original title: Thủ tướng yêu cầu các ngân hàng giảm thực chất lãi suất cho vay Japanese title: 首相が銀行に実質的な金利引き下げを要請
金融・為替
Importance 70Important news
Key pointsOn August 13, 2026, Vietnamese Prime Minister Le Minh Khai requested banks to implement substantial interest rate cuts. The meeting evaluated the current state of monetary policy and the activities of credit institutions, discussing future directions. Business impactA reduction in interest rates could lower the cost of financing for businesses. Japanese companies need to monitor interest rate trends and reconsider their financing strategies.
Japanese business summary. Read the original source for the source language.
Key points2026年7月28日、国際信用格付け機関Moody'sは、東南アジア商業銀行（SeABank）の信用格付けを引き上げ、基本信用格付け（BCA）をBa3に、長期パートナーリスク格付け（CRRs）をBa2に、長期パートナーリスク評価（CR）をBa2(cr)に変更しました。また、SeABankの長期預金格付けは引き続きBa3とされ、見通しは安定からポジティブに変更されました。 Business impactこの信用格付けの引き上げは、SeABankとの取引を行う日系企業にとって、資金調達や取引条件の改善をもたらす可能性があります。特に、融資を検討している企業は、信用格付けの向上を考慮する必要があります。
Japanese business summary. Read the original source for the source language.
Key pointsベトナムの不動産開発会社Phát ĐạtのNguyễn Văn Đạt会長が、株価が急落する中で2,300億ドンを投じて2000万株を買い入れる意向を示しました。また、Vietcap証券のTô Hải氏も6,100億ドンで3100万株を購入する計画です。両社の株価は最近大幅に下落しています。 Business impact株価の急落は、投資家の信頼を損なう可能性があり、日系企業の投資戦略に影響を与えるかもしれません。特に不動産セクターに関わる企業は、株価動向を注視する必要があります。
Japanese business summary. Read the original source for the source language.
Key pointsナムロン投資株式会社は、2026年7月28日付で新たにCEOにグエン・タン・フオン氏を任命しました。フオン氏は、投資、金融、不動産分野で30年以上の経験を有しており、同社の成長戦略を推進することが期待されています。新CEOの就任により、企業の経営方針や戦略がどのように変化するかが注目されています。 Business impact新CEOの任命は、ナムロン社の経営戦略に直接的な影響を与える可能性があります。日系企業との取引がある場合、経営方針の変化に伴うリスクや機会を見極めることが重要です。
