HOSE Market Cap Surges as Foreign Investors Keep Selling
HOSE's market cap topped VND 8.84 quadrillion after an August rally, even as foreign investors have net-sold more than VND 90,704 billion year to date. The two numbers aren't contradictory, they belong to two different phases of the same market.
Brent Nears $100 as Diesel Outpaces Gasoline 5-to-1
Brent crude is approaching $100 a barrel after a week of military escalation in the Middle East, feeding straight into Vietnam's next fuel price review on September 10 at 3pm. The real burden falls on trucking, aviation and chemicals, sectors whose margins were already thin before diesel started climbing.
MSR posts record profit, two brokers split by VND 2,758bn
Reading the same audited semi-annual report from Masan High-Tech Materials, BSC and TCBS produced full-year 2026 profit forecasts that differ by 87%. Here's what the Q2 numbers and the latest tungsten price data actually support.
VHM Shares Land Sep 9, Real Float Just 1.16 Billion
More than 4.1 billion Vinhomes shares become tradable on September 9, but most of them belong to Vingroup, which isn't selling. The real free float is far smaller than the headline number, and that detail is what will decide which of two price scenarios plays out.
VIB hands out 9.5% bonus shares, ESOP is the real dilution
VIB closes its shareholder registry for two share issuances on the same day, September 11, 2026. The 323.4 million-share bonus is a neutral accounting entry, while the much smaller ESOP tranche is what actually transfers value away from shareholders.
Inventory hits 76,400 units, but home prices hold firm
Vietnam's absorption rate fell to 25.5% and unsold inventory climbed to 76,400 units in H1 2026, but a cost of capital above 12% a year is the real reason primary prices haven't come down.
Oil up, but refiners, distributors, drillers diverge
Brent hit USD 98 a barrel on September 7, yet Vietnam's six major oil & gas stocks fell by six different margins. The gap exposes three business models that react to oil prices in opposite directions.
Trump picked Warsh to cut rates. Markets now bet on a hike
Seven months after President Trump nominated Kevin Warsh expecting a dovish Fed, markets are now pricing roughly a 60% chance of a rate hike in mid-September. Vietnam, with a $106.6 billion trade surplus with the US, sits in the middle of that crossfire.
Long Thanh Opens, ACV Starts Depreciating VND 109 Trillion
The day Long Thanh airport receives its first commercial flight is also the day ACV starts depreciating its VND 109 trillion project. KBSV projects gross margin sliding from 63% to 58% in 2027, while P/B sits at a 5-year low.
Sun Life's VND 10,272bn Loss: What Actually Matters
Sun Life Vietnam just reported over VND 10 trillion in accumulated losses after 13 years in the market. The number doesn't mean what you think, and three other metrics matter far more before you sign a policy.
69 stocks lose margin eligibility: the real risk is elsewhere
HoSE just extended its margin-ineligible list to 69 tickers on a session where the VN-Index dropped 31.44 points. But for a leveraged account, what actually triggers a margin call isn't on that list.
Record public spending, Deo Ca stock still down 34.7%
Vietnam's 2026 public investment budget is the largest on record and is flowing into transport infrastructure, yet Deo Ca's HHV stock has fallen more than 34% in a year. The accounting mechanics of a BOT toll operator explain why the policy money hasn't reached shareholder profit yet.