Big Thai companies are doing well because Vietnam is an important market for them.

Some Thai business groups are doing well because they invested in Vietnam a long time ago.

Vietnam is a key market.

SCG, a big industrial company, had good results in the first half of 2026, making $1.34 billion.

Vietnam helped SCG do well.

SCG made $1.42 billion from Vietnam in the first six months of 2026, which is 126% more than last year.

Business conditions got better, and a big petrochemicals complex started working again.

SCG will keep investing in Vietnam in areas like manufacturing and building materials.

Big consumer companies are also doing well.

Thai Beverage, a big drink maker, is still making good money despite some challenges.

Vietnam is a very important market for Thai Beverage.

Vinamilk, a dairy company, had good financial results.

Vinamilk made $720 million in the second quarter of 2026, which is 12.5% more than last year.

In the first half of the year, Vinamilk's revenue went up 18% and profit went up 37%.

Retail is growing fast.

Central Retail, a big retailer, sees Vietnam as a key growth area.

Central Retail made $467 million from Vietnam in the first quarter of 2026, which is 26% more than last year.

After selling an electronics retailer, Central Retail is focusing on expanding its stores and malls.

Central Retail works with over 5,000 Vietnamese suppliers, and most products in its stores are made locally.

Agriculture is still a big market.

Charoen Pokphand Foods, an agribusiness company, had mixed results.

Although revenue from Vietnam went down 17% in 2025, Vietnam is still the company's biggest overseas market.

The company plans to invest hundreds of millions of dollars in livestock and meat projects in Vietnam.

Long-term strategy is working.

Analysts say Thai investors focus on long-term investment, not just exports or short-term trading.

SCG has built a big industrial ecosystem in Vietnam through acquisitions and investments.

Binh Minh Plastics, a company SCG owns part of, is doing well and paying out big dividends.

ThaiBev has also focused on leading companies, and Central Retail has strengthened its retail presence.

These investments show that patient investing and long-term commitment are paying off in Vietnam.

Manh Ha