Airbnb Rises After Earnings as Focus Shifts to Q3
Market Beat

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.

Mai Linh·
What Apollo Is Paying For at easyJet
Market Beat

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.

Mai Linh·
Sacombank’s 10% coupon: Read the bond as a loan
Market Beat

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.

Mai Linh·
DGC rose 6.91%, governance risk remains open
Market Beat

DGC rose 6.91%, governance risk remains open

A near-limit session signals that expectations have shifted. Candidate nominations and formal trading-status changes, however, are different matters.

Duc Tri·
DMX Listing Puts Its Valuation to an Earnings Test
Market Beat

DMX Listing Puts Its Valuation to an Earnings Test

At VND 80,000 a share, Điện Máy Xanh carries an implied market value of about VND 101,418 billion. The key question after listing is which earnings base can support that price.

Minh Quan·
USD 100 Billion in Tariff Refunds Is Still in Disbursement
Market Beat

USD 100 Billion in Tariff Refunds Is Still in Disbursement

A vast refund pool has moved to the U.S. Treasury for payment, but that does not mean every company has cash in hand. Consumers do not automatically recover the higher prices they may have paid.

Mai Linh·
SpaceX Falls 13.6% Despite a Better Report
Market Beat

SpaceX Falls 13.6% Despite a Better Report

SpaceX reported a smaller-than-expected loss, but investors are also pricing the capital required for growth and a coming increase in sellable shares. It is a useful framework for reading a stock that falls after seemingly positive earnings.

Mai Linh·
A Dividend ETF Is Not a Portfolio Shield
Market Beat

A Dividend ETF Is Not a Portfolio Shield

VCAM GROWTH VNDIVIDEND ETF offers a new route into dividend equities. Dividend is a stock-selection rule, not a promise of steady prices or regular cash payments.

Mai Linh·
Gold rises as Hormuz cools: The interest-rate channel
Market Beat

Gold rises as Hormuz cools: The interest-rate channel

A clearer path to reopening Hormuz made safe-haven demand less urgent, yet gold still rose. The link worth watching runs through oil, inflation expectations, and gold's opportunity cost.

Mai Linh·
VN-Index gives back its high as breadth lags
Market Beat

VN-Index gives back its high as breadth lags

The VN-Index slipped just 0.04%, yet it surrendered 14.41 points from its intraday high. The next session should be read through breadth and closing strength, not the index alone.

Minh Quan·
DatVietVAC IPO: Read the cash timetable before the price
Market Beat

DatVietVAC IPO: Read the cash timetable before the price

DatVietVAC opens IPO subscriptions on 10 August. The key question is not only the VND 54,800 offer price, but where the deposit sits, when allocation is known, and when the shares can actually trade.

Mai Linh·
P&G buys Thorne: Value beyond the supplement bottle
Market Beat

P&G buys Thorne: Value beyond the supplement bottle

P&G's USD 3.8 billion agreement for Thorne is a purchase of a direct consumer relationship and a growth platform, not simply current revenue. The test is whether expansion can preserve the trust that made the brand valuable.

Minh Quan·