Novaland's bonds get extended, but debt hits a record
Bondholders just agreed to extend VND 13,800 billion of Novaland's bonds, but the same H1 2026 report shows total borrowings hitting a fresh record and operating cash flow still negative.
Equity Funds Drew VND 884bn the Month VN-Index Fell
In July 2026, open-end equity funds pulled in a net VND 884 billion just as the VN-Index dropped 6.7%. Most of that cash never made it into stocks, while foreign ETFs saw VND 828 billion in outflows driven by cash needs abroad, unrelated to any view on Vietnamese companies.
Same session, same sector: SSI up, LPS hits the floor
On August 24, brokerage stocks were credited with leading VN-Index's rally. But within that same group, SSI gained 2.41% while LPS crashed to its 6.93% floor, a gap of more than 9 percentage points in a single session.
PNJ hits ceiling: legal clarity beats the gold rally
PNJ hit its daily price ceiling on August 24, just as world gold prices set new records. But session-by-session data shows the stock tracks legal milestones far more closely than gold. Here's how to separate the two drivers.
Hoa Phat's Q2 Profit Jumps 51%: A Tariff Wall, Not Steel Prices
Global hot-rolled coil prices fell while Hoa Phat's net profit rose 51% in Q2 2026. Three consecutive anti-dumping tariff moves, sealed on August 12, explain the gap.
US doubles bond buybacks, yields fall for just one day
The US Treasury doubled the size of its long-term bond buyback program to support liquidity, but 30-year yields fell for only one session before climbing back above pre-intervention levels. Here's what's actually driving the move.
Primary Prices Up 12%, Resale Prices Fall for First Time Since 2022
Hanoi apartment supply hit a 6-year high in Q2 2026, but developers sold only 68% of new launches. Primary prices rose because the product mix shifted upmarket, while resale prices turned negative.
Hoa Sen drops buyback plan, bets on social housing
Hoa Sen shareholders scrapped a planned treasury-share buyback to fund a 20,000-unit social housing pledge and a new retail chain, Hoa Sen Home, even as short-term debt nearly doubled in half a fiscal year.
GDP at $514B: FDI Firms Now Make 3/4 of Exports
Vietnam's economy is more than 70 times larger than in 1990, but nearly three-quarters of export turnover now sits with foreign-invested firms. The bigger picture shows listed-company profit flowing through a different channel entirely.
Vietnam's Sept 2 Rally: The Half Nobody Mentions
Eight years of VN-Index data show the pre-holiday rally everyone talks about is actually the less reliable half of the pattern. This year, the average seasonal gain would land the index right at the resistance zone brokerages are already flagging.
Vinhomes puts up 85% of capital, takes 85% of profit
Vinhomes' board resolution on July 2 ties its 85% profit share to a matching maximum capital commitment, plus the largest construction contract and land ownership at both ends of the line.
SDV's 25% Dividend Is Really a 7.58% Yield
SDV announced a 25% dividend rate, but that figure is calculated on the VND 10,000 par value, not on what you actually pay for the stock. Converted correctly, the real yield is just 7.58% a year, and even that isn't pure extra profit.
G36 borrows VND 252bn from chairman's brother, 1-month term
G36 just approved a VND 252 billion unsecured loan from the chairman's brother, due in exactly one month. The loan alone exceeds all existing debt owed to the same lender, while 2025 interest expense already ran 2.6x net profit.