Funds Raise Cash as Defense Turns Visible
May fund data shows professional money had already slowed down before the VN-Index lost nearly 15 points on June 25. For newer investors, the real lesson is to read fund flows and liquidity, not just the color of the trading screen.
SASCO eyes HOSE as investors re-rate earnings
SASCO is no longer just an airport traffic recovery trade. What the market is really paying for is earnings quality, a rich cash dividend and the chance to graduate to a higher listing standard.
A 5% Deficit Target Still Does Not Pick the Winners
Vietnam's new fiscal framework gives public investment a wider runway, but the market is not rewarding every infrastructure stock equally. The next test is whether disbursement accelerates and whether companies can turn project volume into earnings.
VN-Index Nears a Peak, Many Accounts Still Lag
The index is holding near the top of its range, yet many first-time investors still feel stuck. The problem is not that VN-Index is wrong, but that it is describing a much narrower market than the one most portfolios actually live in.
Gold Below $4,000 Still Is Not Cheap for Vietnam's F0
Global gold has slipped below USD 4,000 an ounce, but retail buyers in Vietnam still face elevated asking prices and a wide buy-sell spread. For first-time investors, the real risk sits in the local entry price rather than the global headline.
Fed Clears Banks, JPMorgan Unveils $50 Billion Buyback
The Fed has shown that 32 of the largest US banks can still hold capital above minimum requirements even under a severe downturn scenario. What equity markets care about next is not just safety, but how much of that surplus capital can flow back to shareholders.
Decree 200 Tightens Bonds, Trust Is Only Half Repaired
Decree 200 has tightened issuance rules and given bondholders clearer protections. But for new investors, the bigger problem remains unresolved: the market still struggles to price credit risk correctly.
VinFast Changed Its Manufacturing CEO, Not Its Power Center
Pham Nhat Vuong stepping down from the manufacturing entity does not mean VinFast has changed strategic control. The more important shift is where assets, sales rights and debt obligations now sit after the corporate split.
Brent at USD 76, Vietnam oil stocks split apart
A lower oil price is no longer enough to explain Vietnam's entire oil and gas sector in one move. On June 24, the same drop in Brent led PVD, PVS, BSR and PLX to trade on four very different profit engines.
MWG's VND 10,000 ESOP is not a market price
MWG's VND 10,000 per-share ESOP looks shockingly cheap next to the stock's market price. For outside shareholders, though, the real question is not whether the price is attractive, but whether the company is buying enough management stability to justify even a small dilution.
At 9%, bank bonds are still not deposits
A 9% annual coupon can sound like a high-yield version of a savings account. In reality, that extra yield is compensation for a very different mix of risk, liquidity and legal protection.
Nasdaq Falls Over 2% as the Chip Trade Faces a New Test
Wall Street has not abandoned the AI story, but it has started to audit the bill behind it. When semiconductor stocks fall much harder than the rest of the market, retail investors should focus on real revenue and customers' ability to pay, not just on price action.