Vinamilk Pledges Minimum 50% Payout, Actual Yield Beats Savings Rates
On paper, Vinamilk's 50% minimum payout yields just 3.8%. But the company's track record tells a different story: 6.55% average over five years, peaking at 8.5%.
VJC Hits Ceiling, HVN Still Struggling: Business Models Make All the Difference
Both benefiting from falling oil prices, VietJet surged nearly 7% while Vietnam Airlines gained only 4%. The numbers show the market clearly distinguishing between two airline business models.
Vinhomes Pays VND 25 Trillion Cash Dividend, Record for Vietnam's Stock Market
Vinhomes proposes a cash dividend of VND 6,000/share totaling nearly VND 25 trillion, alongside 4.1 billion bonus shares. What do these numbers reveal about the financial health and cash flow strategy of the Vingroup ecosystem?
Q1/2026 Earnings: Real Estate Surges 407%, Steel Collapses
Q1/2026 earnings season reveals extreme divergence. Real estate leads at +407%, banks outperform, but steel companies lose nearly all profits. A closer look at the numbers behind the percentages.
F88 Doubles Profit in 2025, Targets VND 1 Trillion and HOSE Listing
Amid rising inflation and interest rates, F88 posted VND 907 billion pre-tax profit in 2025 (+102%), while announcing plans to raise capital by 123% and transfer to the HOSE exchange in 2026.
FPT Down 25% YTD as Foreign Investors Pull Nearly 10,000 Billion VND
Vietnam's largest tech stock plunges amid record foreign selling and fears that AI could disrupt the outsourcing model. A look at the numbers behind the risk and the opportunity.
DPM and DCM Plunge Amid Urea Rally — Separating Paradox from Opportunity Through the Numbers
Global urea prices surged 70% yet Vietnam's top fertilizer stocks fell hardest on the board. A closer look at the financials reveals a far more nuanced story than headlines suggest.
Vietnam Steel Q1/2026: HPG Dips Slightly, NKG Loses Nearly All Profit — Are Full-Year Targets Too Ambitious?
Q1/2026 estimates reveal sharp divergence in Vietnam's steel sector: HPG down 2.6%, HSG down 49%, NKG plunging 92%. A numbers-driven assessment of whether full-year targets remain achievable.
MB Bank Targets VND 39,500 Billion Profit in 2026 — Which Numbers Are Achievable and Which Are a Stretch?
MB unveils plans for VND 39,500 billion profit, total assets exceeding VND 2 quadrillion, and expansion into gold and digital assets. A data-driven look at the opportunities and hidden risks.
VCI Targets Record VND 2,300 Billion Profit — But the 35% Dilution Equation Deserves a Closer Look
Vietcap unveiled its most ambitious business plan at the 2026 AGM, but a 35% bonus share issuance that cuts EPS by 26% sent the stock lower immediately.
Ninh Thuan Nuclear Power: TV2 and TV1 Win Consulting Bid — Strategic Positioning or Long-Shot Bet?
TV2 and TV1 join the consortium winning a consulting bid for Vietnam's $22 billion nuclear power project. The contract is worth just VND 8.35 billion, yet stocks surged over 10% in a week — how should investors assess this opportunity?
Coteccons Posts 7-Year Profit High — What Does a VND 62.5 Trillion Backlog Signal?
Coteccons reports its highest profit in nearly 7 years with a record VND 62.5 trillion backlog. A data-driven look at the opportunities and risks facing Vietnam's largest construction contractor.
HVN or VJC — Who Survives the Jet Fuel Price Storm?
Jet A-1 surges to USD 234/barrel. Vietnam Airlines slashes thousands of flights while Vietjet triples fuel surcharges. A data-driven look at two survival strategies.
VPBank Eyes VND 100 Trillion Charter Capital — First Private Bank to Surpass the Big 4, But Is It Strong Enough?
VPBank plans to raise its charter capital to nearly VND 100 trillion, overtaking Vietcombank and MB. The numbers are impressive, but ROE remains a question mark.
VIMC Pours VND 13,800 Billion into Can Gio Super Port — Strategic Turning Point or Outsized Gamble?
From Vinalines' VND 13,000 billion accumulated loss to a $3.3 billion market cap, VIMC is now betting big on a $5 billion super port. An analysis of the capital expansion roadmap, MSC joint venture, and risks investors should consider.