CII's VND20tn Coastal Road: Land Swap, Not Yet Approved
CII has proposed swapping 500 hectares of Lam Dong land for a VND20 trillion coastal road under a build-transfer contract. The project is more than double both CII's market cap and its equity, and the contract has not been signed.
VN-Index Rises on VIC, Most Stocks Still Fall
On the morning of August 25, the VN-Index broke above 1,800 points, up 1.02%, even as 180 stocks on HOSE fell versus 125 that rose. Understanding how a cap-weighted index works explains why one stock can carry an entire green headline.
SJC gold buy price drops below world price after 4 years
On August 19, a Vietnamese gold shop bought back SJC gold bars VND 2.85 million below the converted world price, the first time in over four years of data. This week's world gold surge is only the final push on a trend that has been building since May.
4x Leverage: What an AI Hedge Fund's 67% Loss Teaches
Situational Awareness got the AI trade right and returned 439% in six months, then lost roughly 67% of its portfolio in a single month. The SEC has now subpoenaed the four banks that lent it money.
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.