Industry Overview

Industry Heatmap

Tech +12%

Financials +8%

Energy -3%

Materials +5%

Consumer +4%

Utilities -2%

VNI sector weights

Tech

28%

Financials

22%

Energy

15%

Industrials

10%

Consumer

8%

News

Tech stocks rally as foreign funds return

Bloomberg · 1h ago

Bank profits rise 12% in Q3

Reuters · 2h ago

EVN boosts electricity output 8% YoY

VnExpress · 3h ago

Hanoi okays 5 new industrial parks

TuoiTre · 4h ago

Retail sales up 9% in Sep

Investing · 5h ago

SBV keeps policy rates unchanged

CNBC · 6h ago

Industry Macro

PMI (>=50 expansion)

IIP YoY (%)

FDI inflows (USD bn, monthly)

Export growth YoY (%)

Money Flow

Foreign investor flow (VND bn)

Tech

Fin

Energy

Mat

Ind

Margin debt (VND tn)

Proprietary trading (buy/sell)

Mon

Tue

Wed

Thu

Fri

Sector fundamentals comparison (VN)

Industries	P/E	P/B	ROE (%)	EPS Growth (%)	Dividend Yield (%)
Tech	18.2	2.1	14.5	+12.0	1.8
Financials	12.1	1.4	20.0	+9.0	2.5
Energy	9.5	1.2	18.0	+7.0	3.0
Materials	14.0	1.6	11.0	+5.0	2.1
Industrials	10.8	1.3	13.0	+6.2	2.4

Global sector comparison

VN

ASEAN

Global

Reports

📄 Vietnam Industrials Outlook Q4 2025 (PDF) 📊 ASEAN Manufacturing Trends 2025 (Slides)

Event Calendar

Oct 10 – Energy Policy Update

Oct 15 – Major IPO (Banking)

Oct 20 – Trade Balance Release