PC1 locked at floor: When legal risk drags the whole power basket
On Apr 23, PC1 slammed into the floor limit at -6.95% with over 7.7 million shares stuck at sell queue right as its name resurfaced in a government bond inspection. TV1, TV2, TV3 and EVF fell with it even though none were named — a textbook Vietnamese basket-reflex.
Three CEOs refuse to recommend, Doan Nguyen Duc calls for buyers
Over the AGM week of April 17–22, four industry-leading CEOs gave two opposite answers about their own stock. How should retail investors read the governance signal?
PNJ's 20% margin: three scenarios as SBV reviews 11 gold licences
PNJ's AGM approved a 2026 plan for VND 48,660 billion in revenue with a committed 17–20% gross margin. But 20% is a conditional ceiling: three scenarios will decide where the year ends.
FPT Q1 PBT hits VND 2.8tn: Three positions in the AI cycle
On April 22, Tesla raised its 2026 capex guide past $25B, Google split its Gen-8 AI chip, and FPT booked quarterly profit of over VND 2.8tn. Same AI cycle, three very different positions — and Vietnamese investors need to read FPT on its own terms, not as a generic 'AI stock'.
VND 970tn borrowing plan: three rate pressures for 2026
The 2026 government borrowing plan is up 19%, but the 31.7% jump in deficit financing is the number worth reading. Three mechanisms keep VND rates flat or drifting up for the rest of the year.
THACO's 270 trillion VND metro push: Three stock-timing layers
On April 30, 2026, THACO breaks ground on the 33 trillion VND Ben Thanh – Thu Thiem metro line, closing a multi-year capability build-up. The near 270 trillion VND pipeline opens up a satellite-stock map with three distinct timing layers.
Holding VNM for a decade and still flat: the role has shifted
A shareholder's complaint at Vinamilk's AGM on April 22 isn't a personal grievance. It's the consequence of measuring a mature business with the old frame — price appreciation — while the stock has quietly moved onto a dividend-yield frame.
SHB locks in VIFC resolution, MB stays at rhetoric
SHB's 22 April AGM approved the plan to set up a subsidiary inside Vietnam's International Financial Centre, while MB has only gone as far as executive remarks. That legal gap is what will differentiate Vietnamese bank valuations through the 2026-2030 cycle.
Vingroup's VND 35 trillion 2026 target: three mechanisms behind the ~3x jump
On April 22, Vingroup shareholders approved a 2026 plan targeting VND 35 trillion in net profit — roughly three times the 2025 result. The headline number rests on three independent mechanisms, each with an assumption worth testing against quarterly reports.
Sacombank Withdraws Extension: Three Scenarios for STB in 2026
Sacombank's board unexpectedly withdrew its restructuring extension proposal just five weeks after submitting it. The decision opens three scenarios, and the market has already priced in part of one.
Bond funds: US retail piles in, Vietnam pulls VND 4.5tn out
Same product — open-ended bond funds — but in Q1 2026, US and Vietnamese retail investors are betting in opposite directions. TCBF lost nearly half its AUM in four months, even as per-unit NAV stayed positive.
Vietnam market cap 120% of GDP by 2028: three retail channels
The Deputy PM has pulled the 120% of GDP capitalization target forward by two years. A 42-percentage-point expansion over three years opens a dense IPO pipeline — and retail investors have three channels to position for it, each with a distinct trade-off in fees, liquidity, and research time.