SHS Presents New Growth Strategy to Shareholders, Targeting Top 10 Securities Firms by Operational Efficiency

Saigon – Hanoi Securities Joint Stock Company (SHS) has released the materials for its 2026 Annual General Meeting of Shareholders (AGM), covering the proposed profit distribution plan, business targets, and development strategy for the coming period.

The AGM comes as SHS enters a strategic transformation phase, moving toward a modern investment-focused financial institution while strengthening the foundations for sustainable, long-term growth.

SHS Plans to Raise Charter Capital to Over VND 10 Trillion, with 5% Cash Dividend and 5% Stock Dividend

According to the published AGM materials, SHS will submit a 2026 charter capital increase plan to shareholders to further strengthen its financial capacity, support growth, and provide resources for its development strategy in the next phase.

Specifically, SHS’s pre-issuance charter capital stands at VND 8,994.6 billion, with a proposed increase of up to approximately VND 1,069.7 billion, corresponding to the issuance of 106,973,111 shares. The proposed capital increase forms part of SHS’s broader capital expansion roadmap, aligned with its current scale, capital requirements, and market conditions.

The capital increase will comprise three key components: a 5% bonus share issuance from equity, equivalent to 44,973,111 shares, for existing shareholders; a 5.23% private placement, equivalent to 47,000,000 shares, to investors; and a 1.67% Employee Stock Ownership Plan (ESOP), equivalent to 15,000,000 shares.

Upon completion of the issuances, SHS’s charter capital is expected to increase to a maximum of approximately VND 10,064.4 billion. At the current stage, a measured increase in capital will not only strengthen the Company’s financial foundation, but also create room to gradually expand its operations while maintaining a balance between business development objectives and shareholder interests.

The additional capital is expected to be prioritized for expanding margin lending, investment activities, and technology infrastructure upgrades. As Vietnam’s securities market enters a new development cycle, with opportunities arising from the market upgrade process and increasing investment flows, strengthening capital is an important step toward enhancing SHS’s competitiveness and adaptability.

Alongside the capital increase plan, SHS is also expected to submit its 2025 profit distribution plan, including a 5% cash dividend. Accordingly, SHS shareholders will receive a 5% cash dividend and a 5% stock dividend.

Shaping a Sustainable Growth Strategy for 2026–2030

For the 2026–2030 period, SHS plans to restructure its growth model, gradually shifting from cyclical growth drivers toward a more stable earnings foundation with greater predictability and stronger risk management. This direction is intended to enhance the sustainability of its business operations while creating capacity to capture opportunities in future market growth cycles.

SHS aims to strengthen its market position, targeting a position among the Top 5 securities brokerage firms by market share and the Top 10 securities firms by operational efficiency, while gradually increasing its brokerage market share toward the leading group. SHS also plans to develop as a modern investment-focused financial institution, offering a comprehensive ecosystem of financial products and services to retail and institutional clients.

This direction will be built on several strategic pillars: strengthening a customer-centric mindset, enhancing organizational and people capabilities, accelerating technology investment, strengthening governance systems, and pursuing sustainable development.

The year 2026 is identified as the starting point of SHS’s strategic transformation, with key priorities including the development of a One-Stop Shop model for comprehensive financial solutions, the establishment of a Wealth Management platform, strengthening core business capabilities, and improving the client experience through technology.

On this basis, under the business plan submitted to the AGM, SHS targets revenue of VND 3,739 billion and profit before tax of VND 1,718 billion in 2026. The targets are built on the strong performance achieved in 2025, when both revenue and profit exceeded their respective targets by more than 60% and 20%, while also reflecting SHS’s proactive approach amid a market environment expected to remain subject to significant uncertainties in 2026.

As SHS transforms and restructures its business segments, maintaining a high level of revenue and profitability is viewed as a strategic step toward strengthening its operating foundation, improving efficiency, and preparing for the next growth cycle. Given its current scale and performance, SHS’s 2026 targets place the Company among the leading players in the sector, reflecting a development approach focused on sustainability rather than short-term growth.

As the market enters a new development cycle, SHS’s coordinated initiatives in capital strengthening, business restructuring, and foundational investment are laying the groundwork for its next phase of development. This is not simply an expansion in scale, but a comprehensive transformation toward a more modern and efficient SHS, better positioned to capture emerging market opportunities, strengthen its competitiveness, and create long-term value for shareholders and clients.