May 2026 PMI: New Order Quantity and Purchase Activity Recover
Vietstock Kinh te vi mo • 06/01/2026
Positive
Summary
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The S&P Global Vietnam Manufacturing Purchasing Managers' Index (PMI) rose to 52.8 in May, up from 50.5 in April and the highest level since February. Business conditions have improved for the eleventh consecutive month.
AI quick analysis
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1) Background & Scope of Analysis
- Vietnam's PMI (Purchasing Managers' Index) of S&P Global rose again after two consecutive months of decline.
- The index increased by 2.3 points from April, reaching its highest level since February.
- 2) Mechanisms of Impact:
« Liquidity
- » improved due to expectations of a recovery in production activity.
« Cash Flow
- » has been invested in industries with high growth potential.
« Valuation/Margin
- » may increase as manufacturing companies are likely to improve profitability.
- 3) Benefiting or Pressured Industry Groups/Stocks:
Benefiting industry groups
- Manufacturing, production, and construction.
Industry groups that may face pressure
- Those related to the conflict in the Middle East.
4) Risks to Monitor
- The risk of the conflict in the Middle East affecting production and business activities.
- The risk of a decline in business conditions.
- 5) Short-term Timeframe:
- Continue to monitor other economic indicators to confirm the market's improvement.
- Update information on industries and companies related to the conflict in the Middle East.
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The S&P Global Vietnam Manufacturing Purchasing Managers' Index (PMI) rose to 52.8 in May, up from 50.5 in April and its highest level since February, the month preceding the outbreak of the Middle East conflict. Business conditions have improved continuously for the 11th consecutive month.