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.
Vietnam's REIT is stuck: a fund can't hold the land title
Vietnam's REIT framework has been in force since 2021, yet the closest thing to a REIT on HOSE is still capped at VND 36.8 billion. Three legal and tax bottlenecks explain why Vietnam remains locked out of Asia's $235.8 billion REIT market.
Real Estate Bonds Pay 12.5%: Banks Charge Same Sector 12-14%
A 12.5% annual bond coupon looks like a bargain next to a savings account. But banks are charging that same real estate sector 12-14% a year, and they hold collateral plus payment priority that bondholders don't have.
Hormuz Hits Diesel, Not Crude Oil
While headlines fixate on Brent crude, the diesel crack spread just set an all-time record and pushed Vietnam's retail diesel price up 30.6% in eight weeks.
SJC Gold Nears World Price: The Buy-Sell Spread Is the Real Cost
The gap between SJC gold and world price has shrunk to roughly VND 1.2 million a tael, nearly gone. But anyone who bought gold bars in mid-July is still down VND 4.2 million per tael.
VN-Index back to 1,768: who changed hands this time
After a sharp drop and an equally sharp recovery over two weeks, VN-Index closed August 21 almost exactly where it stood on August 7. The score didn't change. Who's holding the shares did.
Amata exits 722-hectare project one day before audit finding
Amata VN sold its full 93.4% economic stake in the Amata Township Long Thanh project just one day before Dong Nai's inspection agency signed its finding on that same project. What matters more for investors: after 10 years, the 722-hectare project still has no land, and legal liability now sits with whoever owns the entity.
DGC clears one flag, margin trading stays locked
HOSE lifted DGC's warning flag effective August 24, but the ticker still can't be margined. Three separate trading-status layers, three separate unlock conditions, and it is easy for new investors to read all three as one.
Brokerage Stocks Hit Ceiling a Day After Ranking Last
Five brokerage stocks hit the daily ceiling on August 21, just one session after the sector ranked dead last on the board. Matched volume jumped 3-12x, signaling fresh money entering rather than a news-driven pop, though market-wide liquidity isn't yet strong enough to call it a trend.
PNJ hits the ceiling: seven weeks for one conclusion
On July 6, PNJ's chairwoman said smuggled diamonds never entered the company's system, and the stock still hit the floor. Seven weeks later police said almost the same thing, and the stock hit the ceiling. The gap shows markets price the messenger, not just the message.
CII's 0% bond: the real price is a stock purchase right
CII is offering VND 6.72 trillion in convertible bonds at 0% for three years, then 14.5% after. Read the structure closely and it looks far more like a rights offering than a high-yield loan.