StockNoteIndependent research · Vietnam market
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Market Update
Market Update — Jul 28, 2026: Banks Keep Leading the Flow
StockNote launches the Market Update section — a running log of notable developments in the Vietnam stock market, based on data StockNote tracks daily.
Jul 28, 2026
Sector · Banking
Vietnam Banking Sector: H2 2026 Outlook
Diverging credit growth and profits, a wave of new liquidity-easing policies, and a rare valuation window are opening up for bank stocks.
Jul 2026
Sector · Retail
Vietnam Retail Sector: Consumer Recovery, a Billion-Dollar IPO, and Lessons from PNJ
Retail sales up nearly 13%, MWG–DGW–FRT post surging profits, Dien May Xanh's $3.35B IPO, and PNJ's diamond-smuggling scandal — a multi-layered picture of retail in H2 2026.
Jul 2026
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