What to read before the stock market opens on April 6, 2026.

Quick update on domestic and global economic and financial developments over the weekend before the market opens.

Domestic market and corporate news

Social housing policy expands access in Ho Chi Minh City: The income cap for social housing purchases (NOXH) is being raised, expanding access for workers in Ho Chi Minh City as of April 2026.

Dividend week (06-10/04): Several stock brokerage firms are set to declare cash dividends during 06-10/04, with about four companies issuing payouts. The highest dividend yield is reported at 35%, equivalent to 3,500 dong per share.

Investment calls (28/03-03/04/2026): Investment proposals include the Long Son LNG power plant (nearly 40 trillion dong) and a 27-hole golf course in Ca Mau. Total investment is reported at over 41.7 trillion dong.

Market recovery supported by Vingroup: The Vingroup group helped extend a recovery week, with the VN-Index rising to 1,684.04 over 30/03-03/04. Liquidity improved, and contributions were mainly from VHM and VIC.

Crypto and gold participation plans: TCBS plans to present its plan to participate in the crypto-asset and gold markets, aiming to diversify funding sources to proactively manage potential volatility.

Land management oversight strengthened: On 13/02/2026, the Ministry of Agriculture and Environment issued Decision 633/QĐ-BTNMT on handling information about violations in land use and management.

Capital raising and funding moves:

• Tasco plans to raise over 3.56 trillion dong via convertible bonds to fund real estate and investee entities in 2026.
• Techcombank outlines two profit scenarios for 2026 and plans to increase charter capital by more than 71 trillion dong.
• Vietcombank seeks to raise charter capital to 94.238 trillion dong and establish a Vietcombank member bank at VIFC with 3 trillion dong capital.
• VietinBank aims to grow total assets by 5–10% in 2026, leveraging opportunities at VIFC.

Debt resolution and provision reversal: SACOMBANK seized 355 properties of FLC in Gia Lai to resolve debt for Bamboo Airways. SMC signed an asset-offset agreement with the Novaland group, reversing nearly 200 billion dong in provisions.

Banking targets: HDBank targets total assets of about 1.2 quadrillion dong and aims for a 41% profit increase in 2026.

Profit outlook and sector constraints: MBS Research said high interest rates constrain real estate sector profits in Q1.

Other corporate developments:

• HSC plans to boost profits by 56% and establish an 800 billion dong subsidiary to participate in VIFC.
• HDBank and other banks are also highlighted amid deposit and lending dynamics, including “outflow of funds from private credit firms.”

Funding, deposits and credit conditions

Deposit rates vs. mobilization: Deposit rates are rising, but deposit mobilization remains weak in Q1.

Ho Chi Minh City credit snapshot (end-March): Deposits are about 5.26 million billion dong and loans about 5.28 million billion dong. This represents an increase of 0.1% in deposits and 1.5% in loans since the year start.

Investment fund disbursements: Disbursements for exploration signal a possible market re-entry, but investors remain cautious amid VN-Index volatility after rebounding from a trough.

Global developments: jobs, gold and oil

US labor market: The US added 178,000 jobs in March, beating expectations.

Gold market reaction: After the Iran conflict, gold is reported to have lost some appeal.

Oil prices: WTI crude rose 11% to $111 per barrel, higher than Brent, driven by concerns of potential supply disruption from the Middle East.

Market performance context

Seasonality note for April: VietstockFinance data indicate that April months have historically been less favorable for stock prices, with the VN-Index often down in those months.