November 5: What to read before stock trading hours?
November 5: What to read before stock trading hours?
Let's review notable domestic and international financial and economic news in the past 24 hours before today's trading hours.
* Investor Relations before IPO: Factor determining success or failure after listing. Many businesses still view the IPO journey as starting from the day the shares officially trade on the exchange. However, reality shows that companies that only start focusing on investor relations (IR) activities close to the time of listing often have to struggle to build reputation right at the most important stage. >>>
* Why is a haven asset like gold being sold off?. The world gold price has lost nearly 30% compared to its peak in January 2026, although the conflict in Iran and Ukraine shows no signs of ending. When real interest rates and the USD both go up, precious metals' role as a haven is not enough to shield them from a war that has turned into inflation. This scenario happened in 1973, and then the turning point only came when the Fed was forced to make concessions. >>>
* DatViet VAC shares fell to the floor for two consecutive sessions as soon as they were listed. On November 4, shares of DatViet VAC Group Holdings Joint Stock Company (HOSE: DVV) - producer of the entertainment show "Tinh Ha Say Hi" - suddenly fell to the floor for the second consecutive session, despite the general market's increasing excitement. >>>
* Hanoi approved 5 urgent public investment projects worth more than 42,800 billion VND. City People's Council. Hanoi on November 4 agreed to implement 5 urgent public investment projects with a total estimated cost of 42,846 billion VND. Of these, two projects related to railway infrastructure have a total capital of nearly 40,200 billion VND. >>>
* Ho Chi Minh City considers CII's idea of developing compact urban areas in Hang Xanh. The 108.4ha Hang Xanh area is proposed by CII for urban development around two underground metro stations. The Department of Planning and Architecture will consider this scope when preparing TOD planning. >>>
* The State Bank launches 6-month foreign currency swap operations. On November 3, the State Bank (SBV) announced the implementation of a 6-month swap operation between foreign currencies and Vietnamese Dong for credit institutions (CIs) to support relatively long-term VND capital sources for CIs. >>>
* The Democratic Party won an overwhelming victory, controlling both houses of the US Congress. The Democratic Party took control of both the US House of Representatives and the Senate in the midterm elections with an overwhelming victory, demonstrating opposition to President Donald Trump in the context of widespread voter dissatisfaction with the economic situation and the war in Iran. >>>
* HFIC wants to divest all capital in Eximbank. On November 3, Ho Chi Minh City State Financial Investment Company (HFIC) announced a plan to transfer all nearly 8.49 million shares held at Vietnam Export-Import Commercial Joint Stock Bank (Eximbank, HOSE: EIB), equivalent to 0.45% of charter capital. >>>
* Hai Phong invites investment in 7 infrastructure projects of nearly 46,800 billion, paid with a land fund of more than 3,500 hectares. The list of 7 infrastructure projects expected to be implemented by public-private partnership (PPP) and build-transfer (BT) contracts in Hai Phong has a total preliminary investment capital of nearly 46,800 billion VND. The city plans to arrange 24 reciprocal land plots for payment with a total area of more than 3,500 hectares. >>>
* Mr. Nguyen Do Lang wants to sell 20 million APS and API shares amid plummeting business results. Mr. Nguyen Do Lang has just registered to sell a total of 20 million shares of 2 businesses in the Apec ecosystem that he founded, in the period from November 5 to December 4, by order matching or agreement method. If completed, the amount of shares he holds in these two organizations will plummet. >>>
* Deputy Governor Pham Thanh Ha: SBV will handle credit institutions that do not reduce interest rates. At the regular Government press conference in October, Deputy Governor of the State Bank (SBV) Pham Thanh Ha said that regarding interest rates, the SBV will continue to direct commercial banks and credit institutions to drastically implement measures to reduce interest rates, both deposit interest rates and lending interest rates. At the same time, there will be sanctions against credit institutions that do not strictly implement the instructions. >>>
* Holding 34 trillion VND idle, GVR collects nearly 4 billion in interest on deposits and loans every day. Thanks to favorable business, the rubber industry giant accumulated 34 trillion VND in cash and short-term financial investments, an increase of 11.3 trillion VND from the beginning of the year. Average deposit and loan interest was nearly 4 billion VND per day for 9 months, with nearly 5 billion VND in the third quarter alone. >>>
* HAX finalizes the plan to buy back 4.5 million shares, the ownership of the group related to the Chairman exceeds 36%. Hang Xanh Automobile Services Joint Stock Company (Haxaco, HOSE: HAX) plans to spend a maximum of 45 billion VND to buy back 4.5 million outstanding shares. Accordingly, the ownership ratio of Chairman Do Tien Dung's group may increase from 34.95% to about 36.47%, even without buying additional shares. >>>
* PV GAS increased profits by 80% thanks to oil and LNG prices, owning a mountain of cash of nearly 51 trillion. The increase in Brent oil prices in the third quarter led to an increase in gas prices, as well as a rise in dry gas and LNG consumption. Therefore, Vietnam Gas Corporation - Joint Stock Company (PVGAS, HOSE: GAS) has impressive profit growth over the same period. >>>
* Bao Viet Group was honored in the list of Fortune Southeast Asia 500. Bao Viet Group (HOSE: BVH) continued to be listed in Fortune Southeast Asia 500, affirming its position as the leading financial and insurance group in Vietnam. >>>
* Foreign investors net sold nearly 122 trillion VND in 10 months, the 2025 record was broken. Foreign investors net sold nearly 122 trillion VND on HOSE after the first 10 months of 2026, surpassing the record level of nearly 111 trillion VND for the whole year of 2025. In October alone, the net selling value was more than 24 trillion VND, which recorded a large deal scale at MCH and HDB. >>>
* Short-term loan interest rates stabilize the market in Ho Chi Minh City from 6.5-8%/year. Currently, the loan interest rate for the market stabilization program ranges from 6.5-8%/year for short-term loans and 8.8-9.8%/year for long-term loans, directly supporting businesses in terms of loan costs, creating conditions to reduce input costs and use capital effectively, thereby actively participating in the program. >>>
* Proposal to build a 2-3 billion house far from the center of Ho Chi Minh City, 15 minutes by metro to work. Instead of focusing on developing tens of billions of apartments in the center, businesses can go further afield, taking advantage of land prices and metro connections to create a housing supply of 2-3 billion VND. >>>
* Prime Minister Le Minh Hung meets with the Chairman of the Lao National Assembly: Vietnam always gives the highest priority to relations with Laos. On the afternoon of November 3, at the Government Headquarters, Prime Minister Le Minh Hung met with Chairman of the Lao National Assembly Sonexay Siphandone and a high-ranking delegation of the Lao National Assembly on the occasion of an official visit to Vietnam. >>>
* 'Concentrate' on loan interest rates and wait for the real estate market to recover. The loan interest burden increased to 12.4% per year, but Mr. Kiet still chose to keep the adjacent house and not sell it at a loss with the belief that next year the market will improve. >>>
* Waiting for the refinancing package for social housing. The credit package for social housing loans has been expanded to more than 153,000 billion VND, but disbursement progress is still slow, making it difficult for many home buyers to access. The State Bank is implementing a refinancing package under the direction of the Prime Minister. >>>
STOCK MARKET
* GKM was fined 330 million VND for a series of information disclosure and bond violations
* Bluemarq lent VND 358 billion to the investor of the DatXanhHomes Parkview project
* Tracking shark cash flow November 4: Foreign investors net sold for the 9th consecutive session but cooled down, self-trading strongly gathered VPB
* Just listed on HOSE, DSH has completed increasing capital to 392 billion
* After-tax loss in the third quarter, MVB still spent more than 110 billion to pay 2025 dividends
* Angimex escaped losses thanks to liquidation of investments, the Chairman continuously registered to sell all shares
* VSH plans to spend an additional 236 billion to advance dividends for the second phase of 2026
* PGV achieved electricity output of 22.1 billion kWh in 9 months
* Losses from Thaigroup caused Thaiholdings to evaporate 80% of its profit after tax in the third quarter
* DIG Chairman completed purchasing 5 million shares
* Develop appropriate asset management strategies in a high interest rate environment
* Net profit in the third quarter increased by 13%, May Viet Tien exceeded 22% of the plan after 9 months
* Profit after tax in the third quarter increased by 56%, LBM is about to pay 90 billion to advance dividends for the first phase of 2026
* Raw material prices increased, Vinh Hoan lost more than 50% of Q3 profit
BANKING FINANCE
* MB Economic Insights 2026: Unlock capital sources, adapt quickly to upcoming changes in the city. Ho Chi Minh
* The financial market fluctuated, safe haven assets prevailed, except gold
MACRO INVESTMENT
* Son Phuc - Bac Ninh won the bid for an urban area worth more than 6,300 billion VND in Chu ward
* Hanoi allocated more than 6.4 hectares of land to Tien Dat for a 1,386-unit social housing project in Thach That
* What is the solution for low-income people to truly access housing, buy or rent long-term at a reasonable price?
* How are Japanese investors changing the Vietnamese housing market?
* Hanoi removed 14 land plots from the list of pilot commercial housing projects
* 'Suspending' residents' pink books, will investors be banned from doing new projects?
* Real estate transfer: Honest tax declaration to avoid risks
WORLD FINANCE
* The Democratic Party is about to control the US Congress, Asian stocks plummet
* China massively exports chemicals, putting more pressure on the global industry
* The $6.3 billion hack at Binance could change the game in the virtual currency industry
* US midterm elections: Mr. Trump's biggest challenge to power before 2028
* Binance exchange was tricked by hackers into job interviews to steal 6.3 billion USD in cryptocurrency
Duc Do
FILI
- 04:58 November 5, 2026