Vietnam's Textile Industry Focuses on Efficiency Improvement

Key pointsVietnam's textile industry continues to grow, but pressures from pricing, delivery times, and tariff policies are increasing. Companies are striving to enhance productivity, reduce costs, and strengthen exports. In 2025, Vinatex's revenue increased by 8.3% year-on-year, with pre-tax profits rising by 39.3%. Notably, the textile sector recorded a 18.8% increase in sales, with profits tripling.
Business impactAs competition intensifies in the textile industry, Japanese companies need to focus on cost management and improving production efficiency, particularly in optimizing raw material procurement and logistics.

Key pointsIn the Vietnam stock market, selling pressure intensified in the afternoon due to the rebalancing of foreign ETFs, culminating just before the market close. As a result, the stock prices of major blue-chip companies experienced significant fluctuations, and trading volume reached its highest level in the past four months. There is growing caution among market participants regarding ETF rebalancing, highlighting issues with supply and demand management.
Business impactFor Japanese companies, the increased liquidity in the stock market is a factor that affects the fundraising environment. It is important to monitor future ETF rebalancing trends and deepen understanding of price movements of the relevant stocks.

Key pointsVingroup has announced the second phase of the 'Vì tương lai xanh' program to support green transformation in the transportation sector in line with government policies. The program offers discounts of up to 9% to encourage the transition from gasoline vehicles to electric vehicles, with special discounts for popular models and free charging at charging stations. Additionally, a special program is available for drivers, sharing 100% of the first year's earnings.
Business impactThis program presents an opportunity for Japanese companies to enter the electric vehicle market and promote sustainable transportation solutions. It is particularly valuable for logistics and transportation sectors to consider the adoption of electric vehicles.

Key pointsTechcombank announced a new asset management solution called 'Techcom Wealth' on September 19. This initiative focuses on intergenerational asset transfer and asset preservation, driven by the expansion of the affluent class in the Vietnamese economy. The increase in wealthy individuals, particularly in urban areas, has led to a rising demand for asset management services, prompting the bank to strengthen its specialized departments.
Business impactFor Japanese companies, Techcombank's new service expands options for asset management and becomes a crucial factor when considering asset formation and succession planning in the local market. The advancement of local asset management may enhance the investment environment and potentially offer new opportunities for Japanese individual investors.

Key pointsThe surge in US stocks, driven by falling government bond yields and oil prices, may affect the Vietnamese economy and stock market, particularly the VN-Index. Investors are focusing on future capital flows.
Business impactFor Japanese companies, stability in the US market could positively influence the funding environment and supply chains. Export-related firms need to closely monitor trends in the US market.