New Perspectives on Real Estate Value and Long-Term Utilization

Key pointsNutiFood Group announced plans to purchase additional shares in QNS, a leader in Vietnam's soy milk market. NutiFood intends to acquire 650,000 shares, while NutiFood Binh Phuoc plans to buy 350,000 shares, raising NutiFood's ownership to approximately 3.82% and NutiFood Binh Phuoc's to about 4.58%. This move enhances NutiFood Group's influence over QNS.
Business impactNutiFood's stock purchase is a strategic move driven by the growth of the soy milk market, prompting Japanese companies to closely monitor market trends. Particularly, businesses in the food industry should take valuable lessons from NutiFood's actions.

Key pointsOn August 27, 2026, the Vietnamese government announced new guidelines regarding real estate, deciding to review the Land Law, Housing Law, and Real Estate Business Law. This new perspective emphasizes the quality of buildings, infrastructure, legal requirements, and actual utilization potential. Notably, efforts are underway in Da Nang to address issues related to the implementation of the Land Law.
Business impactThis policy change is expected to promote transparency and sustainable development in the real estate market. Japanese companies will need to respond quickly to the accompanying legal revisions and market changes.

Key pointsHo Chi Minh City's Mayor Nguyen Van Duc announced at a meeting with foreign investors on the 26th that the city has secured 53 hectares of land specifically for IT companies. This land is intended not just for leasing but to build a specialized technology ecosystem for companies engaged in AI, data centers, and semiconductor research and development. Ho Chi Minh City aims to set its economic growth rate at over 10% annually and target the digital economy to constitute 40% of its GRDP. Additionally, the city promises expedited procedures and tax incentives while protecting investor rights.
Business impactThe acquisition of this new land presents investment opportunities in AI and data center-related sectors for Japanese companies. In particular, firms involved in technology development and research will find it easier to operate with the support of Ho Chi Minh City. The investment sector will need to consider concrete plans for upcoming projects.

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

Key pointsベトナムは、外国直接投資（FDI）の増加と高技術製造へのシフトにより、グローバルサプライチェーンにおける戦略的地位を強化しています。国際的な専門家によると、ベトナムは経済成長や市場の適正価格、政府の改革によって魅力的な投資先として浮上しています。2025年にはGDPが5140億ドル、貿易総額が9300億ドルに達する見込みです。特に、中国からの生産移転が進む中、地理的な利点や若い労働力、自由貿易協定が企業の選択を後押ししています。
Business impact日本企業は、ベトナムの成長を活用し、FDIの流入を見越した投資戦略を再評価する必要があります。特に、製造業や技術関連の分野での機会を逃さないよう、現地の市場動向を注視することが重要です。

Key pointsHo Chi Minh City is advancing new initiatives to promote the recycling of plastic waste. Vu Dinh Nam, Deputy Director of the Ministry of Environment, has called for enhanced waste separation and innovation in recycling technologies. He emphasized the need for policies to achieve a circular economy for plastic waste by 2026, highlighting the importance of collaboration with businesses and research institutions.
Business impactJapanese companies need to prepare for strengthened environmental regulations by considering waste management and the adoption of recycling technologies. In particular, companies involved in plastic-related businesses should expedite their transition to sustainable business models.

Key pointsDuring a discussion on high-tech investment held in Ho Chi Minh City on August 26, 2026, investors called for improvements in administrative procedures. They emphasized the need for shared high-tech infrastructure to enable companies to conduct research and development quickly. Investors seek an environment where they can start operations immediately without having to develop land themselves.
Business impactJapanese companies should monitor this situation and assess its impact on related transactions, contracts, and local operations.