Nvidia's Profit Jumped 126%. Its Stock Only Rose After a 2028 Promise
Nvidia reported 106% revenue growth and 126% profit growth, and its stock immediately fell. Less than an hour later, the price reversed to a 4.4% gain, triggered by a number about a fiscal year that hasn't started yet.
TNT-SBS Money Loop: A Big Shareholder Filing Isn't a Buy Signal
TNT hit its ceiling price on barely VND 1.7 billion of turnover, four days after TNT's chairman put VND 75 billion into SBS and SBS bought back 9.61% of TNT. This is a cross-ownership and liquidity story, not a reason to chase the price.
Rubber Hits a 13-Year High: It's Supply, Not Demand
Global rubber prices just touched their highest level since 2013, driven by Thai rain and Indonesian farmers abandoning rubber for palm oil, not a demand surge. A closer look at Phuoc Hoa Rubber's (PHR) books shows most of the profit behind its 94% distribution came from land compensation, not from latex.
TCB hits ceiling on $2B talk, foreign room short 9.47pp
Techcombank shares hit the daily ceiling on reports that two foreign banks are negotiating a 15% stake purchase, but the ownership math and implied price show the deal is still far from closing.
Bank bond rates cool off, but borrowing volume keeps rising
Vietnam's average bank bond issuance rate dropped to 8.5% a year in August, yet borrowing volume jumped nearly 56% from July. Bank-by-bank comparison shows most of that decline comes from a shift in who's issuing, not from genuinely cheaper money, and real rates have only eased at the very short end of the curve.
HDBank's 44% Capital Hike: Only a Third Is New Cash
HDBank plans to lift charter capital from VND 50,052 billion to VND 72,069 billion, but more than two-thirds of that increase is simply an internal shift between equity accounts, not fresh money into the bank.
Brent Falls Two Sessions, Vietnam Diesel Still Frozen
Brent crude has dropped for two straight sessions to $89/barrel, but Vietnam's retail diesel price is still stuck at the cap set on August 20. The 7-day pricing average explains why tomorrow's adjustment is unlikely to match that.
Vietnam's Fund AUM Is Up 6.8x, Retail's Slice Stays Thin
Vietnam's fund management industry now manages VND 846 trillion, 6.8 times its 2015 level. But the slice actually available to retail investors through fund certificates is only about VND 247.8 trillion, less than 2.2% of household bank deposits.
Vinhomes Borrows VND 1,000bn for a 9,171-Hectare Megaproject
Vinhomes has announced a VND 1,000 billion bond, VHML12616, earmarked entirely for land clearance at its 9,171-hectare Hanoi sports megaproject. It's the latest piece of a bond-raising cycle that has already topped VND 40,000 billion in 2026.
CII's VND20tn Coastal Road: Land Swap, Not Yet Approved
CII has proposed swapping 500 hectares of Lam Dong land for a VND20 trillion coastal road under a build-transfer contract. The project is more than double both CII's market cap and its equity, and the contract has not been signed.
VN-Index Rises on VIC, Most Stocks Still Fall
On the morning of August 25, the VN-Index broke above 1,800 points, up 1.02%, even as 180 stocks on HOSE fell versus 125 that rose. Understanding how a cap-weighted index works explains why one stock can carry an entire green headline.
SJC gold buy price drops below world price after 4 years
On August 19, a Vietnamese gold shop bought back SJC gold bars VND 2.85 million below the converted world price, the first time in over four years of data. This week's world gold surge is only the final push on a trend that has been building since May.