Oil & Gas Production
越南股票市场行业概览
板块新闻情绪
公司数 — Oil & Gas Production
最新新闻 — Oil & Gas Production
The Ministry of Finance proposes extending the 0% preferential import tax rate on petroleum and raw materials from April 30 to June 30, 2026, estimated to reduce state budget revenue by an additional VND 997 billion (~$39.88M USD). This policy aims to support importers like Petrolimex (PLX) and Binh Son Refining (BSR) in securing supply amid Middle East conflicts, potentially stabilizing domestic fuel markets and input costs.
Domestic institutional investors were net sellers of 469.3 billion VND (approx. $18.77 million) today, while foreign investors were net buyers of 47.6 billion VND (approx.
The Ministry of Industry and Trade is accelerating the nationwide rollout of E10 biofuel gasoline from late April 2026, with experts emphasizing the need for a significant price advantage and supportive policies to attract consumers. Petrolimex (PLX) currently sells E10 at VND 23,160/liter, only VND 600 cheaper than RON 95, which analysts argue is insufficient to drive widespread adoption without further tax incentives or subsidies.
The article reports on daily market movements, with MWG hitting the ceiling limit on high volume due to IPO expectations for its subsidiary, while Vin-group and real estate stocks corrected sharply, and oil & gas stocks rose.
Foreign investors were net buyers of 52 billion VND (approx. $2.08 million) on the HoSE exchange, with strong net buying in VIC (315 billion VND) and MWG (195 billion VND), while being net sellers on HNX and UPCOM.
VN-Index rose 1.07% to 1,819.83 points on 16/04/2026, driven by large-cap stocks, particularly Vingroup family stocks, while foreign investors net sold 1.1 trillion VND on HOSE. Real estate and consumer discretionary sectors were bright spots, but market breadth was negative with more declining stocks than gainers.
VIC surged to a new all-time high, leading the VN-Index to a gain of over 19 points, while the broader market saw significant profit-taking with most stocks declining and foreign investors net selling heavily.
Vinhomes (VHM) was the primary target of foreign selling on April 15, with a net outflow of VND 3,400 billion, accounting for the vast majority of the total VND 3,651 billion net foreign sell-off on HOSE. This occurred despite a 25-point rally in the VN-Index to 1,800, driven by other Vingroup affiliates, highlighting a sharp divergence in foreign sentiment within the blue-chip basket.
The VN-Index rose to 1,800 points, driven by strong gains in Vingroup-related stocks (VIC, VHM, VRE, VPL), while the broader market saw more declining stocks than gainers, with pressure in banking, real estate, energy, and steel sectors.
Petrolimex (PLX) is under direct pressure from Vietnam's Directorate for Roads to complete public service facilities at highway rest stops by April 30, with warnings of responsibility and potential penalties for delays. This completion is a critical condition for implementing toll collection on state-invested expressways, directly impacting PLX's infrastructure service revenue stream.
US blockade of Iranian ports via Hormuz Strait disrupts oil supply, causing global prices surge impacting Vietnam's energy sector.
Geopolitical tensions in Hormuz Strait drive oil prices higher, causing market caution despite limited panic reactions.
VN-Index rebounded sharply driven by strong buying in VinGroup stocks despite initial sell pressure from geopolitical tensions.
BSR confirms sufficient crude oil supply for Dung Quat Refinery until July amid Middle East tensions, but faces profit forecast reductions and delisting risks due to concentrated ownership.
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所有信息仅供参考，不构成投资建议。过往表现不代表未来收益。数据来源于越南公开市场信息。
最后更新: 2026-04-19T14:05:30Z.