AEON Exits Thailand to Focus on Vietnam

Key pointsVietjet announced the launch of direct flights connecting Ho Chi Minh City and Western Sydney, Australia, starting January 9, 2027. The route will operate twice a week and is expected to enhance tourism, trade, and investment flows between the two countries. Vietjet's CEO stated that this new route is a significant step in strengthening the relationship between the two nations.
Business impactThe establishment of this new route presents an opportunity for Japanese companies to improve access to the Australian market. This is particularly important for companies considering logistics and business expansion.

Key pointsIn the first seven months of 2026, Ha Tinh Province approved 32 domestic projects with a total investment exceeding 155 trillion VND. Among these, two projects from Vingroup, VinFast and VinMetal, account for 93 trillion VND, representing about 60% of the new investments in the province. The VinFast electric motorcycle factory is set to be completed in 2025, with an annual production capacity of 200,000 units.
Business impactVingroup's projects will promote economic growth in Ha Tinh Province and provide new business opportunities for Japanese companies. Firms considering investments in the automotive industry and related supply chains should take note.

Key pointsHeineken Vietnam is actively participating in the promotion of culture and cuisine in Da Nang. The company, which has a significant production base in Da Nang, aims to celebrate local identity and promote the development of the tourism economy. The Da Nang Enjoy Festival in 2026 will feature events showcasing local food culture and art, providing an opportunity to convey Da Nang's charm to tourists. Heineken shares a vision for sustainable tourism while respecting local culture.
Business impactJapanese companies should monitor this trend and assess its impact on related transactions, contracts, and local operations.

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

Key pointsVingroupは、AIエンジニアを最大5,000人採用する計画を発表しました。これは、2027年までに10,000〜20,000人のAI人材を育成するという目標の一環です。Vingroupは、AI技術の導入を進めることで、競争力を高めることを目指しています。
Business impact日本企業は、Vingroupの人材育成戦略を参考にし、AI技術の導入に向けた人材確保を急ぐ必要があります。特に、AI関連のスキルを持つ人材の採用や育成が、今後の競争力に直結するため、早急な対応が求められます。

Key pointsAEON has decided to withdraw from the Thai market by transferring all shares to Central Food Retail due to long-term losses. AEON Thailand operated around 30 MaxValu stores but will now concentrate 60% of its capital on the Vietnamese market. AEON positions Vietnam as a key growth market in its mid-term plan from 2026 to 2030.
Business impactFor Japanese companies, AEON's exit highlights the growth potential of the Vietnamese market and serves as an important indicator when considering future investment opportunities. Particularly, as competition intensifies in the retail sector, a shift towards the Vietnamese market is necessary.

Key pointsVietnam's Ministry of Construction has instructed the urgent development of electric charging infrastructure at highway rest areas nationwide. This directive is based on the government's energy conservation enhancement directive issued on March 19, 2026. Currently, charging systems are partially operational at 4 out of 21 rest areas, with 8 under construction, while the remaining 9 have not been installed. The development of charging infrastructure is crucial for promoting the adoption of electric vehicles.
Business impactJapanese companies should monitor this trend and assess its impact on relevant transactions, contracts, and local operations.

Key pointsThe police in Tay Ninh Province have charged Nguyen Van Huy, the president of HL Plastic Company, and his wife with 'aiding others to illegally stay in Vietnam.' Investigations revealed that three Bangladeshi nationals were illegally residing in the country, and Huy employed them without proper procedures. It was also discovered that his wife warned the illegal residents to flee during the police investigation.
Business impactThis incident highlights the importance of compliance with regulations regarding the employment of foreign workers. Companies are required to follow proper procedures and adhere to laws when hiring foreigners.

Key pointsVingroup is expected to contribute 150 trillion VND to the national budget by 2025, which amounts to approximately 4.07 trillion VND per day. This figure ranks among the highest contributions from state-owned enterprises. Vingroup is focusing not only on tax payments but also on building a foundation for sustainable growth.
Business impactJapanese companies should closely monitor the trends of large enterprises like Vingroup, as they may influence tax strategies and investment plans.

Key pointsVietnam has grown to become the second largest aviation market in the ASEAN region as of July 2026 data, with domestic flights accounting for 45% and international flights for 55%. Notably, Vietnam Airlines has become the largest airline in the region by seat capacity.
Business impactThe growth of the aviation industry positively impacts tourism and logistics sectors. Japanese companies are encouraged to reassess their use of air transport and develop efficient logistics strategies.