Airbus forecasts that Vietnam's air passenger traffic could grow an average of 7.7% a year over the next 20 years, twice the global average, requiring about 1,000 additional aircraft beyond the existing fleet. Vietnamese airlines currently operate about 230 Airbus aircraft and have more than 220 more on order, with Airbus holding roughly 90% of the narrow-body market. As of September 2026, Vietnam had 258 aircraft registered to 13 operators, 231 of them in commercial service. In 2026, Vietravel Airlines ordered 50 narrow-body aircraft and Vietjet ordered 40 A330-900s. Airbus also says it will support Vietnam's aerospace workforce development and the VNREDSat-2 satellite program.
Summary written by Upside AI from the original article. Read the source for full details.
Original headline: Việt Nam cần 1.000 máy bay trong 20 năm tới
Read the original on VnExpress ↗
Keywords
Open a keyword to see other news on the same topic.
Related tickers and likely impact
VJC
▲ Likely positiveVietjet Air
Relevance: low
| Market | Vietnam stocks |
|---|---|
| Exchange | HOSE |
| Sector | Travel & Leisure |
| Industry | Airlines |
| Market cap | 101,751 bn VND |
| P/E | 46.2 |
| P/B | 3.84 |
| Close on 11/03/2026 | 132.20 |
| Change that session | -0.08% |
Impact is scored by AI from the headline and may be wrong. It is not investment advice.
Related news
- Vietjet revenue up 41% on network expansion
Vietjet's consolidated revenue for the first nine months reached 74,385 billion VND, up 41% year on year and 86% of its full-year plan, with profit after tax of 1,721 billion VND. The growth came from network expansion, with the airline carrying more than 20.7 million passengers on 111,700 flights and operating 223 routes, 176 of them international. At the parent-company level, nine-month revenue was 67,857 billion VND, up 30%, with after-tax profit of 1,467 billion VND. Vietjet also took delivery of its 11th Boeing 737-8 in Seattle and partnered with Starlink, Rolls-Royce and CFM on satellite internet, engine maintenance and technical capability. As of September 30, consolidated total assets stood at 152,800 billion VND, net debt to equity was 2.4 times, and the airline contributed more than 5,944 billion VND to the state budget.
- One of Vietnam's richest Labor Heroes
- Why popular airplanes are getting scrapped years early
- Europe's Airlines Are Heading for a Much Bigger Fuel Bill
Ryanair says its annual fuel costs could rise by €2 billion, forcing double-digit fare increases. Meanwhile, Air France-KLM shares rallied after a sudden fall in oil prices.
- Aviation businesses sharply cut workforce
By the end of Q3, Vietnam Airports Corporation (ACV) had 7,113 employees, down 3,698 (34%) from the start of the year, with Q3 net revenue of 6,066 billion VND (down 6%) and after-tax profit of 2,083 billion VND (down 35%). Vietnam Airlines had 22,580 staff as of 30 September, down 1,106 (about 4.6%) from 31 December 2025, while its Q3 revenue reached 39,168 billion VND (up 29%) with consolidated after-tax profit of nearly 320 billion VND. The airline said fuel price swings caused by geopolitical tensions in the Middle East had an adverse effect in Q2 and Q3, and parent-company fuel costs rose nearly 4,360 billion VND (61%). In contrast, Saigon Ground Services (SGN) posted Q3 net revenue of 433 billion VND (up 23%) and net profit of 78 billion VND (up 105%), with 1,592 employees, up 129 from the same period in 2025.
- Billionaire Nguyen Thi Phuong Thao's airline 'in high demand'
The VN-Index rose 46.70 points (+2.76%) to 1,738.67, breaking above the 1,700 psychological level on improved liquidity. Foreign investors returned to net buying of about VND160 billion, ending a streak of 21 straight net-selling sessions. Securities firms' proprietary trading were net sellers of VND139 billion on HOSE, led by VCB (VND102 billion), KBC (VND100 billion), HPG (VND74 billion), TCB (VND68 billion) and FPT (VND59 billion). In contrast, VJC drew the largest net buying from proprietary desks at VND286 billion, followed by VPB (VND148 billion), PVT (VND23 billion) and KDH (VND17 billion).
Related markets
Latest news
- Elon Musk’s Tesla and SpaceX Block Their Stock From OKX-ICE Tokenized Venue
Six more companies, including Amazon, Tesla, SpaceX, Netflix, Lam Research and SoFi Technologies, have objected to OKXICE TSV trading their shares, according to an updated notice dated Nov. 2. The total has risen to 56, from nine on Oct. 15 and 50 in the Oct. 30 notice. Under the SEC's innovation exemption, a timely written objection bars the venue from listing a third-party tokenized version of that stock, though the objection applies only to that venue. Apple is one of the few megacap names still not on the list, and the venue can still list shares that issuers tokenize themselves.
- Elon Musk’s Tesla and SpaceX Block Their Stock From OKX-ICE Tokenized Venue
Six more companies, including Amazon, Tesla, SpaceX, Netflix, Lam Research and SoFi Technologies, have objected to OKXICE TSV trading their shares, according to an updated notice dated Nov. 2. The total has risen to 56, from nine on Oct. 15 and 50 in the Oct. 30 notice. Under the SEC's innovation exemption, a timely written objection bars the venue from listing a third-party tokenized version of that stock, though the objection applies only to that venue. Apple is one of the few megacap names still not on the list, and the venue can still list shares that issuers tokenize themselves.
- AMD and Sandisk Both Suffered Massive Price Swings But Sandisk is Absolutely Riskier
Sandisk fell 37.49% and AMD dropped 26.36% over the past month despite strong earnings. Sandisk's fiscal Q1 2027 revenue reached $11.03B, up 377.9% year over year, largely driven by higher pricing, while AMD's revenue rose 50.1% to $11.54B, with Data Center making up 58% of the total. The author argues Sandisk carries more risk because it sells a single NAND product through a joint venture with Kioxia, its margins could reverse quickly, and consumer revenue fell 29% sequentially. AMD's broader product mix and multi-gigawatt AI deals are seen as easier to absorb a downturn, though its P/E near 176 leaves little room for error.
- Nvidia Is Extremely Compelling Right Now And Here’s Why
NVIDIA shares fell 13.63% over the past month to $202.06, even though revenue roughly doubled. Q2 fiscal 2027 revenue reached $96.22B, up 105.8% year over year, with non-GAAP EPS of $2.22 versus the $2.09 consensus, and Q3 revenue is guided to $108.0B, plus or minus 2%. The author says the stock trades at about 22 times the fiscal 2027 EPS consensus of $9.3124 and about 13 times the fiscal 2028 consensus of $15.9146, and that analysts made 7 upward revisions and no downward ones in 30 days. Risks include $279B of supply obligations, days sales outstanding rising to 60 from 45, and Q3 guidance that assumes no Data Center compute revenue from China. The author says they will continue accumulating on dips while estimates rise.
- Investors Are Beginning to Say That Meta Is The Best Buy And Hold Stock Through 2030
Meta shares fell 16.67% over the past month to $606.73, as a $9.89B settlement with 52 state attorneys general over teen mental health claims pulled GAAP EPS to $3.83 against a $5.70 consensus; without the charge, EPS would have been $7.40. Revenue rose 26.1% to $64.60B, with ad impressions up 10% and average price per ad up 14%. Meta plans $135B to $145B in 2026 capex, third-quarter free cash flow turned negative at $2.12B, and operating margin fell to 20% from 40%. The average analyst target is $848.38, implying 39.8% upside. The author argues the long-term case through 2030 depends on ad growth and Muse, which signed up more than 10 million users in about a month and a half.
- Here's the 1 Thing I'd Wait to See Before Buying Plug Power Stock
The author remains bearish on Plug Power (PLUG), though his view has softened somewhat due to improving financials and a management change, and he still finds buying the stock unlikely for now. Plug grew sales at a 21.3% compound annual growth rate from 2015 through 2025, but its operating cash flow has been negative for a decade. In the first half of 2026, Plug reported negative $244 million in operating cash flow, while Bloom Energy (BE) reported $300 million in operating cash flow. Its outstanding share count rose from over 180 million in March 2016 to about 1.4 billion by February 2026, diluting shareholders. The author says the third-quarter 2026 results could change his view, but argues that without organic cash generation the stock is not a sound investment.
Get the briefing on Telegram or Zalo
Join the Upside Telegram channel or Zalo group for the Vietnam stocks and gold briefing at 8:00 and 19:00 (Vietnam time) on trading days, plus a weekly wrap on Saturday morning.