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Weekend updates across domestic and global macroeconomic and financial developments ahead of markets opening highlight a mix of corporate restructurings, earnings updates, shareholder meeting agendas, and shifting global risk sentiment.
VIW shares jumped about 130% after Mr. To Dung was appointed chairman. Vinaconex signaled plans to divest more than 70% of its stake to restructure its investment portfolio.
In the real estate sector, the Q1 2026 market showed a clear adjustment, with a selective outlook for Q2 aimed at supporting development.
Dien Quang returned to profitability after two years of losses and is considering transferring development funds to erase accumulated losses. Chairman Dang Thanh Tam urged shareholders to stay calm and accompany the KBC group while waiting for a favorable harvest period after long asset accumulation in land and technology.
MWG reported Q1 pre-tax profit of about 9.5 trillion VND. At its annual meeting, shareholders confirmed plans including the IPO of Dien may xanh and expansion of Bach Hoa Xanh.
MB also reported Q1 pre-tax profit of 9.5 trillion VND, up over 13%. MB’s CEO Pham Nhu Anh emphasized focus on the 2026 plan and MB’s readiness to ride the wave with the VIFC-HCMC project. MB’s annual meeting similarly reflected the bank’s 2026 priorities.
DGC outlined the agenda for an extraordinary general meeting and will select a new audit firm. KBC’s AGM reiterated a cash dividend commitment for 2026 despite capital needs.
NAV 12 trillion ETFs are set for a review in Q2, with banks likely to face notable selling pressure.
Dien Quang is considering transferring development funds to erase accumulated losses. SHS’s 2026 AGM points to a new growth phase with a broad transformation strategy. VIX noted its lowest quarterly profit in five quarters due to a weaker market.
FPT Retail’s chair said the company is prepared for adverse scenarios amid macro uncertainty. East Middle East tensions pushed raw material prices higher, affecting STK’s AGM.
PVI’s AGM targets a 15% profit decrease and a 33% dividend. Gemalink port project progress includes Phase 2, increasing deep-water capacity to over 3 million TEU annually.
Vinafreight faces multiple macro drivers, including Middle East conflicts affecting air freight, Vector Aviation changing agency models, and Mipec port nearing break-even with potential profitability.
TCM reported orders through June. DHA (Dai hoc) and DHT updates included debt repayment plans. Hoang Anh Gia Lai (HAGL) signaled future dividends in cash.
PVI’s AGM targets a 15% profit decrease and a 33% dividend.
Ho Chi Minh City called for investment in 250 projects for 2026–2030. The housing market remains constrained by bottlenecks, with expectations for policy relief to restore balance.
Retailers including Comeco said they do not benefit from rising oil prices due to their retail-only business. The Deputy Prime Minister also called for implementation of several rail projects.
Global markets remained volatile, but stock indices reached new highs. The Dow Jones rose by almost 870 points, and the S&P 500 closed above 7,100, with Iran tensions influencing supply expectations.
Oil prices eased: WTI fell below $84 per barrel as Hormuz tensions eased concerns of supply disruption.
The thePetrodollar system faces pressure, and a multipolar monetary order could emerge, with Hormuz tensions highlighting RMB use.
The Gemalink port project advanced with Phase 2, increasing deep-water capacity to over 3 million TEU annually. Vinafreight continues to weigh macro-driven changes across air freight and port operations, including Middle East-related disruptions and agency model shifts.
Premium gym chains are entering a “golden era” that is ending or already in decline, as rising operating costs collide with shifting consumer preferences toward more flexible, community-based ways to exercise. Long-term memberships are shrinking, margins are pressured by higher rents and facility expenses, and competition from smaller, more personalized…
