Container Freight Doubles on Hormuz, Export Stocks Pay the Price
The Hormuz Strait blockade has pushed Vietnam-Europe container rates to $8,200, double pre-crisis levels. TNG lost 14.4% in one week, and even shipping stocks couldn't escape the pressure.
Fuel Stabilization Fund Depleted, VND 8 Trillion Injection Still Not Enough
PV Oil's fund is negative VND 1,437 billion, Petrolimex lost 70% of its buffer in just 3 months. With the April 15 tax exemption deadline approaching, what are the three scenarios for fuel prices and the stock market?
Fuel Tax Exemption Expires April 15, Prices May Surge 5,000 VND/Liter
Vietnam's unprecedented triple fuel tax exemption expires in 11 days. Without an extension, RON95 gasoline could jump to 30,000 VND/liter, creating a cost shock for aviation and logistics stocks.
1 Year After US Tariffs: Exports Recover, Stocks Diverge Sharply
One year after the historic 46% tariff shock, Vietnam's exports have largely recovered. But the stock market tells a different story: ANV surged nearly 48%, while TCM lost over 31%.
Lithium Up 141%, VinFast Still Imports 100% of Battery Materials
Lithium prices have surged from the 2025 bottom while Vietnam remains fully dependent on imports. VinFast targets 300,000 EVs in 2026, but the battery supply chain remains an unsolved equation.
Resolution 18-KL/TW Meets FTSE April 7: Four Stock Groups Set to Benefit
Resolution 18 simultaneously confirms four major policies, coinciding with FTSE Russell's review on April 7. Analysis of four stock groups directly benefiting from this rare policy convergence.
VCB Issues 1 Billion Bonus Shares, the Race to VND 100 Trillion Begins
Vietcombank plans to issue over 1 billion bonus shares and establish a subsidiary at VIFC, while VPBank, MB, and VietinBank all target VND 100 trillion in charter capital.
NVL Margin Trading Restored, but Negative Cash Flow of VND 6.1 Trillion Tells the Real Story
Novaland escaped the margin trading blacklist thanks to a profitable 2025 audit report. But behind the headline profit lies record negative cash flow, VND 191 trillion in debt, and significant share dilution risk.
Vingroup Targets Record 25,000 Billion VND Profit, Vinhomes Carries the Ecosystem
Vingroup unveils a 450,000 billion VND revenue target and 25,000 billion VND profit plan for 2026. The paradox: Vinhomes alone targets 50,000 billion in profit — double the consolidated figure.
Gold Loses Nearly 10% in One Week, Worst Decline in 15 Years
As the US-Iran conflict escalates, gold plunges instead of rallying. The oil-inflation-Fed domino chain explains this paradox and offers strategic insights for Vietnamese investors.
Asia Sells Off, VN-Index Drops Just 0.48%: Three Forces Holding Vietnam's Market
While KOSPI plunged 4% and Nikkei fell 3%, Vietnam's benchmark barely moved. Three factors are protecting the market, but logistics stocks are flashing a warning that risks remain unpriced.
27.83% Anti-Circumvention Tariff on Chinese HRC: HPG Benefits, HSG and NKG Under Pressure
Vietnam's Ministry of Industry and Trade imposes a 27.83% anti-circumvention duty on wide-width HRC steel from China. The policy protects domestic producers like Hoa Phat but raises input cost concerns for Hoa Sen and Nam Kim.