Core technology needs customers before it makes profit
Decision 1483 expands research capacity but does not allocate benefits to listed companies. The bridge from policy to earnings is built with commercialization rights, customer contracts and recorded cash flow.
BVH: A large portfolio, rising short-term funding costs
Bao Viet's investment portfolio is still producing healthy income, but the cost of short-term funding is rising faster. The figure investors should watch is the margin left after funding costs.
VND 289,911 Billion Issued Is Not Net New Capital
Vietnamese corporate bond issuance is sizeable, but issuance minus early redemption does not reveal net new capital. The three figures answer different questions.
Gold gained 7.42%, yet SJC buyers could still lose
Global gold moved sharply higher in a week, while SJC selling prices barely changed. The domestic premium and the buy-back quote determine much of the outcome for a gold-bar holder.
US unemployment falls as the denominator shrinks
Payrolls fell by 23,000 while the unemployment rate eased to 4.1%. The figures are not contradictory, but together they tell a more cautious story about the US labour market.
EVN Has Cleared Its Consolidated Losses, but Funding Is Next
EVN's 2025 accounts show that retained earnings turned positive on a consolidated basis. Electricity prices and investment capacity, however, still depend on costs, cash flow and the regulatory mechanism rather than one profitable year.
VHM Falls Sharply but VN-Index Still Closes Higher
VHM lost more than 5% on 7 August while the VN-Index added 3.28 points. The apparent contradiction comes down to market-cap weighting and buying that reached beyond a single stock.
Decision 40: Four Stocks, Four Capital Paths
PLX, GAS, GVR and BCM all climbed sharply on August 7. Yet Decision 40 does not order a common divestment: each company must first clear its own classification test.
Alphabet borrows as AI outgrows self-funding
Alphabet has a vast cash buffer and is still preparing to borrow more. The real issue is not a rumored deal size, but whether AI infrastructure turns into cash flow fast enough.
Airbnb Rises After Earnings as Focus Shifts to Q3
Airbnb shares rose in after-hours trading following its second-quarter report. The market is pricing more than the quarter that just ended: it is reassessing the growth management expects to sustain ahead.
What Apollo Is Paying For at easyJet
Apollo's £5.7 billion cash proposal is not a completed deal. The real question is which easyJet cash flows it could improve and what risks could undo that calculation.
Sacombank’s 10% coupon: Read the bond as a loan
Sacombank has issued three six-year bonds with a fixed 10% annual coupon. Before comparing that rate with a bank deposit, investors need to understand liquidity, legal protection, and the issuer’s ability to repay.