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Ahead of today’s trading, investors are tracking a mix of domestic market developments, corporate updates, policy moves and global macro signals from the past 24 hours.
Duc Giang Chemical (HOSE: DGC) was moved from the warning list to the surveillance list by HOSE on May 6, 2026, due to violations of information disclosure deadlines. The move raises the risk of potential removal from the VN30 index, depending on subsequent compliance.
FTSE Russell trimmed the list of Vietnamese stocks with potential down to 23 names. The update reduced the number of qualifying stocks in the non-basket group from 32 to 23.
MSCI upgrade watchlist: SSI Research said Vietnam has a high probability of being added to the MSCI watchlist in the June 2026 review.
HNX foreign flows: In April 2026, foreign investors’ net buying on HNX neared 300 billion dong, as the market saw notable price fluctuations. The HNX Index rose in the first three weeks before drifting lower, ending the month around 250.66 points, down 0.13% versus March.
UPCoM liquidity: The UPCoM market in April 2026 saw significant volatility. The UPCoM-Index recovered after early-month declines and ended the month modestly higher.
ETF flows: The VanEck Vectors Vietnam ETF (VNM ETF) continued to accumulate across all constituent stocks over two sessions ahead of the holiday break (from 24/04 to 01/05/2026, with only two trading days: 28–29/04). The article also noted “half-a-billion-dollar” net buying over two sessions before holidays.
HSC capital increase: On May 5, the Ho Chi Minh City-based stock exchange’s board approved a capital increase of up to nearly 270 million shares to existing shareholders (ratio 4:1). The plan is intended to lift charter capital beyond 15,719 billion dong, as approved at the 2026 annual general meeting. The stock was described as moving to the ceiling following the announcement.
Prudential Vietnam: The company was fined for taxes of more than 135 billion dong, with more than 5.1 trillion dong transferred to the parent company overseas. The 2025 financials cited in the article show a 135 billion dong tax penalty and around 5,104 billion dong of cash moved abroad.
SMC: The company reported materially affected earnings in Q1 2026 after a deep restructuring and leadership changes. The article said revenue fell by more than 40% and margins were described as slim.
Sunshine Group and KSF: The article said KSF extended loans to a partner close to 27 trillion dong, with receivables from Phat Dat reaching over 990 billion dong. It also stated Sunshine Group closed Q1 2026 with net profit near 285 billion dong, up almost 800% year-on-year, supported by handovers of strategic projects. Loans were reported at nearly 27,000 billion dong, with long-term receivables from Phat Dat around 1,000 billion dong.
Hoang Phat Agricultural Development: After its IPO, the company’s hog prices and sales volumes declined, but it maintained a healthy cash position despite lower year-on-year profits.
VNE warning list: HOSE explained the warning placement due to late audited financials for 2025 and outlined steps to address the issue.
Oil prices fell nearly 8% on May 6, after Axios reported that the US and Iran were nearing an agreement to end the conflict.
Brent forecast: The article said the EIA raised its Brent price forecast for 2026 to as high as $115 per barrel before cooling. It also cited ongoing volatility tied to bottlenecks, including the Hormuz strait remaining blocked and millions of barrels of oil stuck. It added that OPEC+’s production increase was described as symbolic.
Land database: A deputy prime minister said there would be no delay in building the land database, aiming to complete the work in 2026. Ho Chi Minh City government offices asked ministries and localities to accelerate efforts to finish more than 43 million land plots and ensure digitized data is put to practical use.
Resolution 29/2026/QH16: The article referenced a “freeze” of multi-trillion assets from delayed projects, noting improvements but no legalizing of past violations. It said the resolution targets resolving long-standing blockages and mobilizing resources from stalled lands and projects without legalizing violations.
Crypto exchange licensing: TCEX received official approval in round 1 for licensing as a crypto asset trading venue, under the licensing process for a crypto asset exchange.
US SEC reporting: The US SEC proposed switching listed-company reporting from quarterly to semi-annual as part of regulatory loosening under the Trump administration.
Household land-use fees: The Finance Ministry’s guide for households calculating land use fees before 2027 was summarized as involving three steps, with “no fees” mentioned in the article.
ESG and green financing: At a panel on May 6, experts discussed the benefits of ESG practices and how to raise a company’s ESG baseline, framing ESG as a potential gateway to long-term green financing.
EU and US auto tariffs: The EU said it is prepared for all scenarios in response to US auto tariff warnings, following threats to raise tariffs on European cars.
NOXH access for Hanoi residents: The article said people in Hanoi who own private homes can still purchase or lease-purchase social housing (NOXH) if their commuting distance to their workplace is 20 km or more, provided other conditions are met.
Đại Quang Minh: The developer increased its capital to over 26,000 billion dong and proposed a new plan for a major riverside boulevard project, including a USD-denominated capital increase as described in the article.
Pork market: The article said the wartime dynamics between the US, Israel and Iran have not yet produced a direct impact on domestic pork prices in Vietnam, noting that historical patterns suggest delayed responses.
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…
