MB raises fresh cash, VPBank turns profit into shares
Investor Guide

MB raises fresh cash, VPBank turns profit into shares

MB and VPBank both crossed VND 100,000 billion in charter capital, but only MB brought in about VND 8,055 billion of new cash from shareholders. Same headline number, very different funding.

Mai Linh·
PNJ Diamonds Pass Outside Testing: What It Does and Doesn't Cover
Risk Watch

PNJ Diamonds Pass Outside Testing: What It Does and Doesn't Cover

On the evening of Oct 8, PNJ announced that AIGS found 100% of sampled diamonds on sale to be natural. The result answers a question about stock on the shelf; the numbers that drive shareholders' money are unchanged.

Duc Tri·
SHB near par value, 63,000 holders can't sell new shares
Corporate Analysis

SHB near par value, 63,000 holders can't sell new shares

SHB hit its daily floor at VND 10,050, below the prices paid in its 2026 capital raises. More than 63,000 shareholders who paid in May still cannot sell their new shares.

Minh Quan·
R&I Lifts Vietnam to BBB-, the Big Three Yet to Follow
Macro Insights

R&I Lifts Vietnam to BBB-, the Big Three Yet to Follow

R&I has placed Vietnam in the investment-grade group for the first time, but S&P, Fitch and Moody's still rate it below that line. What the upgrade changes, and where the deciding step still sits.

Thanh Ha·
Tasco Bond Rights: HUT Shareholders Have Until Nov 10
Investor Guide

Tasco Bond Rights: HUT Shareholders Have Until Nov 10

From October 21, HUT shareholders receive rights to buy Tasco's convertible bonds. Rights not used by November 10 lapse. A walk through each date and what happens to your account.

Mai Linh·
Chuong Duong Funds Expressway Stake With 10.4% Bonds
Corporate Analysis

Chuong Duong Funds Expressway Stake With 10.4% Bonds

Chuong Duong's board has approved the BOT contract terms for the Go Dau – Xa Mat expressway and authorized its signing; the contract is not yet signed. The company's share is being prepared through VND 739 billion of convertible bonds, while tolls are not expected until Q1 2029.

Minh Quan·
VinFast Ha Tinh ramps up, but the plant has left Vingroup
Market Beat

VinFast Ha Tinh ramps up, but the plant has left Vingroup

VinFast's Ha Tinh plant built over 26,000 cars in Q3, about 45% faster than in the first half. But the plant's operator is no longer part of Vingroup, which changes how VIC shareholders should read the number.

Minh Quan·
Mr Pips: Per Indictment, Customer Losses Were the Operator's Gain
Risk Watch

Mr Pips: Per Indictment, Customer Losses Were the Operator's Gain

On October 26, 188 defendants in the Mr Pips case go on trial. The indictment describes a setup where depositors had almost no chance of winning: orders stopped at the operator's own server.

Duc Tri·
EVN Restructuring: PGV and GE2 Sit in the Divestment Stage
Macro Insights

EVN Restructuring: PGV and GE2 Sit in the Divestment Stage

At the October 7 briefing, the Electricity Regulatory Authority outlined plans to divest state capital in EVN's power generation companies. EVN holds 99.19% of PGV and a controlling stake in GE2. The plan has been submitted to the government but not approved.

Phuong Nam·
Deposit Rates Hit 6.38%, SBV Says a New Baseline Has Set In
Macro Insights

Deposit Rates Hit 6.38%, SBV Says a New Baseline Has Set In

The average deposit rate on new transactions reached 6.38% a year, about 1.15 percentage points above end-2025. A State Bank of Vietnam deputy governor says the pace of increase is slowing, but the higher level is now the baseline the market operates around.

Thanh Ha·
T. Rowe Price Exits PNJ's Major Shareholder List After a Month
Market Beat

T. Rowe Price Exits PNJ's Major Shareholder List After a Month

The US fund group lifted its PNJ stake above 6% in mid-August, then sold on 2 October and fell to 4.95%. The July-to-October trail of institutional money shows why it has not been a long-term anchor for the stock.

Minh Quan·
HoSE's Lunch Break and 7% Price Limit Under Review
Market Beat

HoSE's Lunch Break and 7% Price Limit Under Review

Vietnam's State Securities Commission says it is studying midday trading, wider price limits and dropping some call-auction sessions. There is no draft, no new limit and no start date yet.

Phuong Nam·