HDBank's 44% Capital Hike: Only a Third Is New Cash
HDBank plans to lift charter capital from VND 50,052 billion to VND 72,069 billion, but more than two-thirds of that increase is simply an internal shift between equity accounts, not fresh money into the bank.
Brent Falls Two Sessions, Vietnam Diesel Still Frozen
Brent crude has dropped for two straight sessions to $89/barrel, but Vietnam's retail diesel price is still stuck at the cap set on August 20. The 7-day pricing average explains why tomorrow's adjustment is unlikely to match that.
Vietnam's Fund AUM Is Up 6.8x, Retail's Slice Stays Thin
Vietnam's fund management industry now manages VND 846 trillion, 6.8 times its 2015 level. But the slice actually available to retail investors through fund certificates is only about VND 247.8 trillion, less than 2.2% of household bank deposits.
Vinhomes Borrows VND 1,000bn for a 9,171-Hectare Megaproject
Vinhomes has announced a VND 1,000 billion bond, VHML12616, earmarked entirely for land clearance at its 9,171-hectare Hanoi sports megaproject. It's the latest piece of a bond-raising cycle that has already topped VND 40,000 billion in 2026.
CII's VND20tn Coastal Road: Land Swap, Not Yet Approved
CII has proposed swapping 500 hectares of Lam Dong land for a VND20 trillion coastal road under a build-transfer contract. The project is more than double both CII's market cap and its equity, and the contract has not been signed.
VN-Index Rises on VIC, Most Stocks Still Fall
On the morning of August 25, the VN-Index broke above 1,800 points, up 1.02%, even as 180 stocks on HOSE fell versus 125 that rose. Understanding how a cap-weighted index works explains why one stock can carry an entire green headline.
SJC gold buy price drops below world price after 4 years
On August 19, a Vietnamese gold shop bought back SJC gold bars VND 2.85 million below the converted world price, the first time in over four years of data. This week's world gold surge is only the final push on a trend that has been building since May.
4x Leverage: What an AI Hedge Fund's 67% Loss Teaches
Situational Awareness got the AI trade right and returned 439% in six months, then lost roughly 67% of its portfolio in a single month. The SEC has now subpoenaed the four banks that lent it money.
Novaland's bonds get extended, but debt hits a record
Bondholders just agreed to extend VND 13,800 billion of Novaland's bonds, but the same H1 2026 report shows total borrowings hitting a fresh record and operating cash flow still negative.
Equity Funds Drew VND 884bn the Month VN-Index Fell
In July 2026, open-end equity funds pulled in a net VND 884 billion just as the VN-Index dropped 6.7%. Most of that cash never made it into stocks, while foreign ETFs saw VND 828 billion in outflows driven by cash needs abroad, unrelated to any view on Vietnamese companies.
Same session, same sector: SSI up, LPS hits the floor
On August 24, brokerage stocks were credited with leading VN-Index's rally. But within that same group, SSI gained 2.41% while LPS crashed to its 6.93% floor, a gap of more than 9 percentage points in a single session.
PNJ hits ceiling: legal clarity beats the gold rally
PNJ hit its daily price ceiling on August 24, just as world gold prices set new records. But session-by-session data shows the stock tracks legal milestones far more closely than gold. Here's how to separate the two drivers.