GDP at $514B: FDI Firms Now Make 3/4 of Exports
Vietnam's economy is more than 70 times larger than in 1990, but nearly three-quarters of export turnover now sits with foreign-invested firms. The bigger picture shows listed-company profit flowing through a different channel entirely.
Vietnam's Sept 2 Rally: The Half Nobody Mentions
Eight years of VN-Index data show the pre-holiday rally everyone talks about is actually the less reliable half of the pattern. This year, the average seasonal gain would land the index right at the resistance zone brokerages are already flagging.
Vinhomes puts up 85% of capital, takes 85% of profit
Vinhomes' board resolution on July 2 ties its 85% profit share to a matching maximum capital commitment, plus the largest construction contract and land ownership at both ends of the line.
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.