Vietnam's HOSE Expands List of Suspended Margin Trading Stocks to 73

Key pointsIn Tam Tien Village, Da Nang City, local residents are seeking new livelihoods through tourism. The transition from fishing to tourism is progressing, and preparations to welcome tourists are underway. Notably, local youth are taking the lead in environmental protection activities and working on utilizing tourism resources. The village's economy is revitalizing, and residents' incomes are improving.
Business impactJapanese companies should view the growth of tourism in Tam Tien Village as a business opportunity and consider developing projects that leverage local tourism resources. Particularly, as environmentally conscious tourism development is required, building sustainable business models will be crucial.

Key pointsOn September 11, 2025, the Ho Chi Minh Stock Exchange (HOSE) added plastic manufacturing company Parley (PLP) to its list of suspended margin trading stocks, bringing the total to 73. This move reflects the vulnerabilities in the Vietnamese economy and serves as an important indicator for investors. The suspension of margin trading applies to companies with issues related to financial status or information disclosure, and the 73 stocks represent a certain percentage of HOSE-listed companies.
Business impactJapanese companies need to reference the list of suspended margin trading stocks to assess the financial health of their business partners. This information is particularly crucial for credit management and investment decisions, serving as an important signal. Close attention to future market trends is required.

Key pointsIn Vietnam, the green transition is opening new growth spaces, and companies are facing increased pressure to invest in technology and management. Particularly, the development of green finance is progressing, and there is a need to build an ecosystem for companies to access this funding.
Business impactJapanese companies need to closely monitor trends in green finance and advance the establishment of sustainable business models. Specifically, investment in environmentally friendly projects is required.

Key pointsVingroup's stock code VIC is expected to be subject to the sale of approximately 3.6 million shares, valued at 860 billion VND, due to ETF restructuring. This move is anticipated to impact supply and demand in the Vietnamese stock market.
Business impactJapanese companies need to closely monitor Vingroup's developments and reassess their investment strategies, particularly paying attention to the trends of large-cap stocks that are sensitive to ETF influences.

Key pointsSingapore's 'Business Times' reports that Vietnamese real estate companies are focusing on urban development in coastal areas. There is a shift from traditional resort development to long-term residential cities, with large-scale projects underway, particularly in Quang Ninh and Da Nang. HAUS's 'Coastal Quang Ngai' project aims to accommodate approximately 4,000 residents, which is expected to boost local economic development.
Business impactThis trend presents new investment opportunities for Japanese companies. Firms with expertise in infrastructure and sustainable development are likely to secure a competitive advantage.

Key pointsVietnam's port system continues to rise in international rankings, with Ho Chi Minh City's port ranked 22nd, Hai Phong port 26th, and Cai Mep port 31st. This establishes Vietnam as a hub for international cargo transport. Notably, Cai Mep port has enhanced its deep-water port capabilities and opened direct international shipping routes, contributing to reduced logistics costs and shorter transport times.
Business impactJapanese companies should monitor this trend and assess its impact on related transactions, contracts, and local operations.

Key pointsVietnam's durian industry is facing intensified competition in the international market, particularly from producing countries such as Thailand, Malaysia, the Philippines, and Cambodia. By 2026, the domestic durian cultivation area is expected to reach approximately 200,000 hectares, with an anticipated production volume of 2.08 million tons. As of July, the export value was about $1.77 billion, a 47.1% increase compared to the same period last year, accounting for 36.98% of total fruit exports. Notably, the approval of imports of fresh durian from Vietnam by India has opened up new market possibilities.
Business impactJapanese companies need to diversify their durian export markets. Given the high dependence on the Chinese market, it is crucial to reassess export strategies to other countries. Additionally, there is a demand to strengthen quality control and standardize production processes to enhance international competitiveness.