
VND 305 Trillion in Banks: Cash Strategy Map of 6 Major Corporations
Bao Viet, FPT, MWG, Petrolimex, Hoa Phat, and Vinamilk collectively deposited over VND 305 trillion in banks by end of 2025. But as Vietcombank cuts rates from April 13, who stands to lose the most?

Hoa Phat Invests VND 10 Trillion in High-Speed Rail, HPG Stock Up 38%
Hoa Phat becomes the first Southeast Asian company to manufacture high-speed railway rails, betting on Vietnam's $67 billion mega-project. A data-driven look at the opportunity and risks.

DatVietVAC Prepares IPO, Valued at $800 Million
The conglomerate behind Anh Trai Say Hi and Rap Viet posted VND 3,235 billion in revenue and plans to list in 2026. What should investors evaluate?

ACB sets 22,274 bn profit, 20% dividend, shares still fall 1%
ACB's April 9 AGM delivered a heavyweight 2026 plan: 22,274 bn profit target, 20% dividend, capital raise to 58,044 bn, and a new non-life insurance arm. The stock still fell with the banking sector — a technical pause or a warning?

Rates Up 1%: Listed Firms Face Extra VND 34 Trillion Bill
With VND 3.39 quadrillion in outstanding debt across HOSE-HNX, each percentage point of rate hike means VND 34 trillion in extra interest. Who pays, who wins?

Banks Race to Raise Capital in AGM Season 2026
LPB surged 6.96% against a falling market on its 30% stock dividend plan. A look at the numbers to separate banks raising capital from strength versus those doing it out of obligation.

GEX Surges 5% as Market Corrects: 2026 Plan Actually Up 19%
The market 'corrects itself' after realizing GELEX's 2026 profit plan is actually 19% higher than the 2025 plan, with a record 53% distribution package and GELEX Electric booming.

Vincom Retail Posts Record 6,446B VND Profit, but 2026 Target Is Lower
VRE reported record 2025 profit driven by the Vincom NCT asset sale, yet core earnings grew moderately. The 2026 plan reveals a strategic pivot toward sustainable rental income.

VHM Hits Ceiling Price Twice, Record $1B Dividend: Four Risks to Consider
Vinhomes surged after its 2026 AGM with a 50,000 billion VND profit target and a record ~$1 billion cash dividend, but foreign investors net-sold nearly 1,000 billion VND in just 3 sessions.

Q1/2026 Earnings: VPBank Surges 62%, Sacombank Drops 31%
The Q1/2026 earnings season reveals deep divergence across Vietnam's banking sector. VPBank leads profit growth while Sacombank stands as the only bank in decline.

VCB Issues 1 Billion Bonus Shares, the Race to VND 100 Trillion Begins
Vietcombank plans to issue over 1 billion bonus shares and establish a subsidiary at VIFC, while VPBank, MB, and VietinBank all target VND 100 trillion in charter capital.

Vingroup Targets Record 25,000 Billion VND Profit, Vinhomes Carries the Ecosystem
Vingroup unveils a 450,000 billion VND revenue target and 25,000 billion VND profit plan for 2026. The paradox: Vinhomes alone targets 50,000 billion in profit — double the consolidated figure.

Gelex Targets Record VND 45T Revenue, Profit Down 21.8%
Gelex AGM 2026 approves record revenue but declining profit, elects CEO as Chairman and appoints a 32-year-old new CEO. Strategic sacrifice or overextension?

SSI Raises Capital to VND 30 Trillion as Securities Firms Race Ahead of FTSE
Vietnamese securities firms are collectively raising VND 77.8 trillion in capital, expanding margin capacity ahead of Vietnam's FTSE Emerging Market upgrade in September 2026.

Foreign Investors Accumulate VND 935B in MSN: Three Drivers Behind the Buying Streak
Amid broad market sell-offs by foreign investors, Masan Group stood out with nearly VND 935 billion in net foreign buying during March. The numbers point to three key drivers: earnings beating expectations, MCH's foreign ownership cap raised to 100%, and the CEO's personal commitment.