Original title: Vingroup miễn nhiệm bà Mai Hương Nội khỏi vị trí Phó Tổng Giám đốc sau 14 năm Japanese title: Vingroup、Mai Hương Nội氏を副社長から解任
法務・規制ビジネスカレンダー
Key pointsVingroup announced the dismissal of Mai Hương Nội from her position as Vice President, effective September 9, 2026, due to personal reasons. She has held this role for 14 years and has been with the company since 2006, contributing for 20 years. Business impactChanges in Vingroup's management may impact the company's strategies and policies, prompting Japanese companies to monitor future developments and reassess partnerships and business relationships.
Japanese title: ファム・ニャット・ヴォン氏のグループが全国的な環境保護キャンペーンを開始
環境・持続可能性ビジネスカレンダー
Importance 59
Japanese business summary. Read the original source for the source language.
Key pointsファム・ニャット・ヴォン氏のグループが「2026年の青空のために行動しよう」というキャンペーンを発表しました。このキャンペーンは、ベトナムの空気汚染問題に対処するためのもので、9月中に様々な活動を通じてコミュニティの意識を高めることを目指しています。WHOによると、毎年約670万人が空気汚染に関連する病気で亡くなっており、ベトナムでも深刻な健康問題を引き起こしています。キャンペーンは、政策対話や科学的活動を通じて、環境保護の重要性を広めることを目的としています。 Business impactこの取り組みは、企業にとっても重要な意味を持ちます。環境基準を遵守することで、企業の競争力が向上し、ESG（環境・社会・ガバナンス）への対応が求められています。特に、環境に配慮したビジネスモデルを採用する企業は、長期的な成長が期待できるでしょう。
Japanese business summary. Read the original source for the source language.
Key pointsベトナム証券市場では、200銘柄以上が「超割安」とされるPER水準にあることが明らかになった。この現象は、ベトナム経済の評価が特定の大型株に集中していることを示しており、全体には均等に広がっていない。市場平均の高いPERは一部の銘柄によって押し上げられている可能性がある。 Business impact日本企業にとって、割安な中小型株への投資機会が存在することを示唆している。特に、製造業やインフラ関連での取引実績を持つ企業は、今後の評価見直しの対象となる可能性があるため、銘柄選定が重要である。
Original title: Vingroup miễn nhiệm bà Mai Hương Nội khỏi vị trí Phó Tổng Giám đốc sau 14 năm Japanese title: Vingroup、Mai Hương Nội氏を副社長から解任
法務・規制ビジネスカレンダー
Importance 85Important news
Key pointsVingroup announced the dismissal of Mai Hương Nội from her position as Vice President, effective September 9, 2026, due to personal reasons. She has held this role for 14 years and has been with the company since 2006, contributing for 20 years. Business impactChanges in Vingroup's management may impact the company's strategies and policies, prompting Japanese companies to monitor future developments and reassess partnerships and business relationships.
Japanese title: 「Lẩu bò百五十」だが、支払いは400-500千ドン、なぜ客は殺到するのか？
市場動向ビジネスカレンダー
Importance 56
Japanese business summary. Read the original source for the source language.
Key pointsホーチミン市の飲食業界では、顧客心理を利用した「損失感」を演出するビジネスモデルが注目を集めている。例えば、「Lẩu bò百五十」という店名は、150,000ドンの価格を前面に出しているが、実際の支払いは400,000-500,000ドンに達することが多い。このようなモデルは、座席数やメニューを最適化し、営業を深夜0時30分まで延長することで、顧客の回転率を高めている。新たな飲食エリアが形成される中、顧客は平日でも気軽に外食を楽しむようになっている。 Business impactこのトレンドは、日系企業にとって新たなマーケティング戦略の参考になる。特に飲食業界では、価格設定や顧客体験の工夫が売上に直結するため、競争力を維持するための戦略を見直す必要がある。
Japanese business summary. Read the original source for the source language.
Key pointsベトナム株式市場では、石油ガス株が国際原油価格の上昇を背景に大幅に上昇し、ブルーチップ株が相場を支えている。市場全体は物色相場の様相を呈しており、売り圧力は軽微である。投資家の間では、石油ガス株の動きが注目されている。 Business impact日本企業にとって、エネルギー価格の動向は製造コストや物流費に直結するため、特にハノイ近郊の工業団地に拠点を持つ企業はコスト管理が課題となる。原油価格の変動を注視し、適切な対策を講じることが求められる。
Japanese business summary. Read the original source for the source language.
Key pointsマイ・フオン・ノイ氏は、2026年9月9日付けでヴィングループの副社長を辞任しました。彼女は2006年から2012年まで同社のCEOを務め、その後副社長として活躍していました。彼女の退任は個人的な理由によるもので、今後のヴィングループの経営にどのような影響を与えるか注目されます。 Business impact日本企業は本件の動向を注視し、関連する取引・契約・現地実務への影響を確認しておくとよいでしょう。
Original title: 円急騰で「円キャリー取引」動揺、ベトナム経済への波及に注目 Japanese title: 円急騰で「円キャリー取引」動揺、ベトナム経済への波及に注目
金融・為替投資・FDI
Importance 85Important news
Key pointsThe rapid rise of the yen is shaking the global 'yen carry trade'. This has raised concerns about its impact on the Vietnamese economy and stock market, leading to increased caution among investors. Market strategists warn that if the yen continues to strengthen, capital flight may accelerate, particularly affecting foreign investment flows into the Vietnamese stock market. Business impactFor Japanese companies, a stronger yen directly affects local investment costs and the yen-denominated profit amounts. In the manufacturing sector, it is necessary to reassess the timing of material procurement and capital investment, requiring careful evaluation of impacts across various departments.
Original title: TP.HCM tính phát hành trái phiếu đô thị để hút vốn làm metro và siêu hạ tầng Japanese title: TP.HCM、都市債発行でインフラ資金調達を計画
金融・為替不動産・インフラ
Importance 85Important news
Key pointsHo Chi Minh City plans to issue urban bonds to finance metro and super infrastructure projects. A meeting held on September 9 discussed establishing a legal framework for bond issuance under the Urban Development Law, which is expected to provide funding for urban development, logistics infrastructure, and energy sector projects. Business impactFor Japanese companies, increased investment opportunities in Ho Chi Minh City's infrastructure projects can lead to business expansion. Companies considering entry into public works should gather information promptly.
Original title: TP.HCM hút dự án logistics gần 1 tỉ USD từ hệ sinh thái TikTok Japanese title: TP.HCM、TikTokからの1兆円規模の物流プロジェクトを誘致
投資・FDI不動産・インフラ市場動向
Importance 85Important news
Key pointsHo Chi Minh City has attracted a logistics project worth approximately ¥1 trillion ($980 million) following discussions with TikTok. The 'Swift Logistics' project, implemented by Tokgistic Pte. Ltd., is scheduled to commence operations in November 2026, focusing on areas such as mail, delivery, and marketing research. This project is positioned as part of TikTok's international business expansion. Business impactFor Japanese companies, the enhancement of logistics infrastructure in Ho Chi Minh City presents opportunities to improve product distribution efficiency. As digital commerce expands, the quality of logistics services directly impacts competitiveness, necessitating close attention.
Original title: Prudential Việt Nam lãi sau thuế gấp 3.5 lần cùng kỳ trong 6 tháng 2026 Japanese title: プルデンシャルベトナム、2026年上半期の税引後利益が前年の3.5倍に
金融・為替市場動向
Importance 85Important news
Key pointsPrudential Vietnam announced that its after-tax profit for the first half of 2026 reached 23.47 trillion VND (approximately 2.34 billion USD), a 3.5-fold increase compared to the previous year, despite a 14% decrease in net income from its insurance business to 82.19 trillion VND (approximately 8.2 billion USD). This growth is attributed to increased sales of insurance products and improved cost management. Business impactThis result indicates intensified competition within the insurance industry, prompting Japanese companies to reconsider their insurance products and services. There will be a particular need to strengthen cost management and sales strategies.
Original title: BITEX ra mắt BITEX PREMIUM STORE – Trải nghiệm di sản bút PILOT sản xuất tại Nhật Bản Japanese title: BITEX、PILOT製品体験のためのプレミアムストアを開設
市場動向製造・輸出入
Importance 84Important news
Key pointsOn September 5, 2026, BITEX officially opened the BITEX PREMIUM STORE at AEON MALL Tân Phú Celadon in Ho Chi Minh City. This store symbolizes over 40 years of corporate development and provides consumers with a space to directly experience Japanese products sold by BITEX in Vietnam. Business impactJapanese companies should monitor this development and assess its impact on related transactions, contracts, and local operations.
Original title: Thúc đẩy hợp tác mạnh mẽ về kinh tế giữa Việt Nam và Liên bang Nga Japanese title: ベトナムとロシアの経済協力を強化
投資・FDI金融・為替
Importance 85Important news
Key pointsOn September 8, 2026, during President Vo Van Thuong's visit to Russia, Vietnam's Minister of Finance Ho Duc Phoc held a bilateral meeting with Russian Finance Minister Anton Siluanov to discuss strengthening economic cooperation. Trade between the two countries increased by 12% year-on-year, with investment, taxation, and customs identified as future cooperation areas. Business impactJapanese companies should monitor this development and assess its impact on related transactions, contracts, and local operations.
