USD 100 Billion in Tariff Refunds Is Still in Disbursement
A vast refund pool has moved to the U.S. Treasury for payment, but that does not mean every company has cash in hand. Consumers do not automatically recover the higher prices they may have paid.
SpaceX Falls 13.6% Despite a Better Report
SpaceX reported a smaller-than-expected loss, but investors are also pricing the capital required for growth and a coming increase in sellable shares. It is a useful framework for reading a stock that falls after seemingly positive earnings.
A Dividend ETF Is Not a Portfolio Shield
VCAM GROWTH VNDIVIDEND ETF offers a new route into dividend equities. Dividend is a stock-selection rule, not a promise of steady prices or regular cash payments.
Gold rises as Hormuz cools: The interest-rate channel
A clearer path to reopening Hormuz made safe-haven demand less urgent, yet gold still rose. The link worth watching runs through oil, inflation expectations, and gold's opportunity cost.
VN-Index gives back its high as breadth lags
The VN-Index slipped just 0.04%, yet it surrendered 14.41 points from its intraday high. The next session should be read through breadth and closing strength, not the index alone.
DatVietVAC IPO: Read the cash timetable before the price
DatVietVAC opens IPO subscriptions on 10 August. The key question is not only the VND 54,800 offer price, but where the deposit sits, when allocation is known, and when the shares can actually trade.
P&G buys Thorne: Value beyond the supplement bottle
P&G's USD 3.8 billion agreement for Thorne is a purchase of a direct consumer relationship and a growth platform, not simply current revenue. The test is whether expansion can preserve the trust that made the brand valuable.
VND 220 trillion registered is not money disbursed
Four state-owned banks have set aside concessional credit for small and medium-sized enterprises. The economic impact, however, depends on implementation guidance, approved applications and cash that actually leaves the bank.
DGW profit rises fast, inventory is the real test
Digiworld has completed 77% of its full-year profit plan after six months. Wider gross margins are encouraging, but cash tied up in inventory will determine how durable that growth is.
Foreign Buying Has Not Reached the Whole Market
VND 872 billion of net foreign buying was encouraging, but most of it went to VIC and VHM. To read the rally properly, investors need to track where the money went, market breadth and turnover.
VNE at a 15% Limit: Reading UPCoM's Reference Price
VNE hit its upper limit on the morning of August 4, but 15% is not directly comparable with HOSE's 7% ceiling. The difference lies in each market's price band and in how UPCoM sets its reference price.
Oil Falls, Wall Street Rallies: Reading Vietnam's Signal
Brent cooled while Wall Street rose sharply in the same session. For Vietnamese investors, the key is not a promise of higher prices but confirmation from the domestic market itself.