Condotel Gridlock: The Math Was Broken, Not the Law
Nearly 150,000 resort real estate units are stuck in legal limbo across Vietnam, even though the legal framework was opened back in May 2026. The real problem was never the title deed. It was a profit-commitment formula that never added up from the day contracts were signed.
Samsung isn't borrowing a dollar for its $4.08B chip plant
An environmental permit filing from Samsung Vietnam Semiconductor reveals a 1,612-machine equipment list and the capital structure behind its $4.08 billion memory chip plant in Thái Nguyên: over 60% comes from profit that hasn't been earned yet, and none from bank loans.
Vietnam Stocks Reopen Sep 3: What's Priced In, What Isn't
Brent crude jumped 9.52% over a three-session holiday window as US-Iran tensions flared around the Strait of Hormuz, while Vietnam's market stayed frozen at its August 28 close. The big picture for the September 3 reopen comes down to separating what the market has already priced in from what it hasn't.
PVOIL Books VND 60.3 Trillion Overseas, Then a Loss Quarter
PVOIL's international revenue hit VND 60,329 billion in H1 2026, dwarfing Viettel Global and Vingroup. Yet the same period included the company's first quarterly loss in almost four years.
World Gold Drops 7%, Vietnam's SJC Price Barely Moves
World gold shed 6.99% in a single week, hitting its lowest level since mid-August. Vietnam's SJC gold bar price fell just 1.26%, widening the gap between the two price boards by roughly VND 12 million per tael.
Rate-cut Directive: 3 Weeks On, Deposit Rates Still Frozen
Vietnam's PM ordered lower lending rates in mid-August, and major banks rolled out discount packages fast. But deposit rates barely moved, because a funding math problem no directive can erase.
HGI shares: two prices, a 25% gap
The same HGI share carries two different price tags this week: VND 45,652 that HAGL actually sold at, and VND 60,600 now being offered to the public. Where does the 25% gap come from, and how should investors read it before the September 7 deadline?
Japan Bond Yield Tops 3%: Holders Sit on 11% Loss
Japan's 10-year government bond yield just broke above 3% for the first time since September 1996. Buyers of 30-year bonds back in March are now sitting on roughly an 11% market-price loss, even though Japan hasn't missed a single interest payment.
FTSE Upgrade: Three Numbers Investors Keep Conflating
Nearly $800 million is being cited around FTSE's September 18 rebalance, but that figure covers 4 disbursement tranches over 12 months, not what lands in a single session. Here is how to untangle the three numbers being treated as one.
Shein loses 73% of its value as a tax loophole closes
Shein listed in Hong Kong on September 1 at a valuation of roughly $26.5 billion, less than a quarter of its $100 billion peak in 2022. Behind that drop is a US customs rule that any government can erase overnight, and the same risk lesson now touches Vietnam's garment exporters.
Dien May Xanh Now Worth More Than Parent MWG
Dien May Xanh's market cap has overtaken parent company Mobile World Group, even though MWG still owns nearly 86% of it. It's a preview of how Vietnam's wave of subsidiary listings is double-counting hundreds of trillions of dong in the billion-dollar club's market cap.
Habeco's 28.4% Dividend: Two Years Combined, Not One Generous Payout
Habeco is set to pay VND 658.312 billion in cash dividends at a 28.4% ratio, but that figure is two fiscal years combined. Right after a record profit year, its 2026 plan targets a nearly 57% profit drop.