VIB hands out 9.5% bonus shares, ESOP is the real dilution
VIB closes its shareholder registry for two share issuances on the same day, September 11, 2026. The 323.4 million-share bonus is a neutral accounting entry, while the much smaller ESOP tranche is what actually transfers value away from shareholders.
Inventory hits 76,400 units, but home prices hold firm
Vietnam's absorption rate fell to 25.5% and unsold inventory climbed to 76,400 units in H1 2026, but a cost of capital above 12% a year is the real reason primary prices haven't come down.
Oil up, but refiners, distributors, drillers diverge
Brent hit USD 98 a barrel on September 7, yet Vietnam's six major oil & gas stocks fell by six different margins. The gap exposes three business models that react to oil prices in opposite directions.
Trump picked Warsh to cut rates. Markets now bet on a hike
Seven months after President Trump nominated Kevin Warsh expecting a dovish Fed, markets are now pricing roughly a 60% chance of a rate hike in mid-September. Vietnam, with a $106.6 billion trade surplus with the US, sits in the middle of that crossfire.
Long Thanh Opens, ACV Starts Depreciating VND 109 Trillion
The day Long Thanh airport receives its first commercial flight is also the day ACV starts depreciating its VND 109 trillion project. KBSV projects gross margin sliding from 63% to 58% in 2027, while P/B sits at a 5-year low.
Sun Life's VND 10,272bn Loss: What Actually Matters
Sun Life Vietnam just reported over VND 10 trillion in accumulated losses after 13 years in the market. The number doesn't mean what you think, and three other metrics matter far more before you sign a policy.
69 stocks lose margin eligibility: the real risk is elsewhere
HoSE just extended its margin-ineligible list to 69 tickers on a session where the VN-Index dropped 31.44 points. But for a leveraged account, what actually triggers a margin call isn't on that list.
Record public spending, Deo Ca stock still down 34.7%
Vietnam's 2026 public investment budget is the largest on record and is flowing into transport infrastructure, yet Deo Ca's HHV stock has fallen more than 34% in a year. The accounting mechanics of a BOT toll operator explain why the policy money hasn't reached shareholder profit yet.
Zinc Hits a 4-Year High: HSG, NKG Fear Tariffs More Than Metal Costs
London zinc just hit a four-year high, but the real story is inventory relocating to Shanghai, not a global shortage. For Hoa Sen and Nam Kim, the bigger cost worry is three anti-dumping investigations in the US, EU and Australia.
AI Revenue Is Real: The Risk Is the Circular Financing Web
Anthropic's $100+ billion contract with Amazon is about to have its terms disclosed in an IPO filing. Behind that number is a network where the same handful of companies are shareholders, customers, and creditors of one another.
Thai Nguyen leads FDI, 93% of it traces back to Samsung
Thai Nguyen outpaced every other province in new manufacturing FDI in the first half of 2026, but almost all of that USD 5.77 billion comes down to two investment decisions from a single Korean conglomerate.
Hanoi Apartments Cut VND 1.3bn, Deals Still Stuck on Rates
Resale apartment prices in Hanoi fell only about 3% in Q2, but transactions dropped 13.9%. The gap isn't about sentiment. It's a cost the listing price never shows: financing.