Toll Collection Begins on Can Tho - Ca Mau Expressway

Key pointsSGI Capital has warned that the Vietnamese stock market may enter a downward trend, potentially triggering a chain reaction of deleveraging. With the VN-Index environment becoming uncertain, changes in investor sentiment are a focal point, and maintaining cash and exercising patience are suggested as risk-averse strategies. Structural risks in the market are becoming apparent, particularly due to the inexperience of individual investors.
Business impactFor Japanese companies, while fluctuations in the stock market may have limited direct impact, the stability of the capital market could influence the fundraising environment and investor sentiment. Companies building supply chains in the manufacturing sector should pay close attention to market psychological trends.

Key pointsThe Vietnam Road Traffic Authority announced that toll collection on the Can Tho - Ca Mau Expressway will start on September 15. This expressway consists of two sections: Can Tho - Hau Giang and Hau Giang - Ca Mau, with a total length of 110.85 km. Toll rates vary by vehicle type, with a maximum charge of approximately 55,800 VND (about 260 yen). This will expand toll collection through public investment for expressways.
Business impactThis new toll system may impact logistics and transportation operations. In particular, Japanese companies will need to reassess cost management and prepare for fluctuations in transportation costs.

Key pointsOn September 10, 2026, T&T Energy Group and TotalEnergies signed a memorandum regarding an LNG power plant project in Ho Chi Minh City. The project is expected to involve an investment of approximately 40 trillion VND (1.5 billion USD) and will have a generation capacity of about 1,500 MW. It is anticipated to play a crucial role in energy security in southern Vietnam.
Business impactThis project presents investment opportunities in the energy sector and may create new business chances for Japanese companies. Energy-related firms should closely monitor future developments.

Key pointsCompliance with ESG (Environmental, Social, Governance) standards is directly impacting the competitiveness of Vietnamese companies and their participation in supply chains. Companies need to efficiently use resources and fulfill responsibilities towards workers, making ESG practices essential.
Business impactJapanese companies must reassess their strategies to meet ESG standards and advance the establishment of sustainable business models. Urgent action is required, especially in industries where environmental considerations are critical.

Key pointsInfrastructure projects are underway in Phu Quoc Special Economic Zone and An Giang Province in preparation for the APEC 2027 summit. Local governments are focusing on removing obstacles to ensure project progress.
Business impactInfrastructure development for the APEC event presents business opportunities for Japanese companies, especially those in construction and infrastructure sectors, who may consider participating in these projects.

Key pointsThe VN-Index has fallen by 0.87%, nearing the 1800-point mark. The surge in oil prices is impacting Asian stocks overall, with 44% of stocks declining. Selling pressure is spreading to major stocks, indicating a significant deterioration in market sentiment. This has heightened concerns about the future of the Vietnamese economy.
Business impactFor Japanese companies, the impact of rising oil prices on manufacturing costs and supply chains is crucial. Companies producing automotive parts and electronics locally need to be cautious, as the transfer of energy costs directly affects profitability.

Key pointsThe Department of Industry and Trade in Ho Chi Minh City is advancing the use of digital technology through the 'Responsible Green Check' program to ensure food safety. This program aims to provide consumers with over 10,000 sales points and thousands of safe products.
Business impactThis initiative will enhance transparency in the food industry and build consumer trust. Japanese companies need to strengthen compliance with food safety standards and adapt to the trend of digitalization.