KOSPI rebounds, portfolios can still be underwater
Market Beat

KOSPI rebounds, portfolios can still be underwater

KOSPI gained 8.9% in one week, but an index rebound does not automatically return every portfolio to breakeven. For concentrated or leveraged positions, the path of prices matters as much as the ending level.

Mai Linh·
Nghe An waste-to-energy project: What repays the debt
Market Beat

Nghe An waste-to-energy project: What repays the debt

A VND 2,975 billion credit line is a starting point, not proof of project economics. The repayment case depends on waste supply, cash collection and operating costs.

Mai Linh·
SCIC divestment list is not a sale schedule
Market Beat

SCIC divestment list is not a sale schedule

SCIC plans to fully divest from 66 companies by 2030. A stock-market impact still depends on a company-specific sale plan, price and buyer.

Mai Linh·
VN-Index Falls 1.54% as Selling Broadens
Market Beat

VN-Index Falls 1.54% as Selling Broadens

The August 13 session was not simply a red VN-Index close. Weak breadth and higher turnover point to selling pressure across a wider set of stocks.

Mai Linh·
ACB, SSB and MSB Join MSCI: Look Beyond the Price
Market Beat

ACB, SSB and MSB Join MSCI: Look Beyond the Price

Joining the MSCI Vietnam Index creates a rebalance event worth watching, not a promise that share prices will rise. Index weights, fund size and market access determine actual buying demand.

Mai Linh·
A 65.1% share does not define auto-sector health
Market Beat

A 65.1% share does not define auto-sector health

New-energy vehicles now account for almost two-thirds of China’s passenger-car market. Retail sales still fell, a distinction investors should keep in view before calling the sector healthy.

Mai Linh·
US CPI Cools, but the Fed Still Leans Toward Holding
Market Beat

US CPI Cools, but the Fed Still Leans Toward Holding

July inflation eased, but the evidence is not strong enough for a Fed pivot. Core CPI, employment and oil will determine the next policy path.

Thanh Ha·
Fund Certificates: Delegate Work, Keep Responsibility
Market Beat

Fund Certificates: Delegate Work, Keep Responsibility

A fund certificate delegates security selection and rebalancing to a professional process. Your financial goal, withdrawal horizon and acceptable level of risk remain your decisions.

Mai Linh·
HHP's 6.5% stock dividend does not add wealth by itself
Market Beat

HHP's 6.5% stock dividend does not add wealth by itself

HHP announced a 6.5% stock dividend on the same day its shares hit the floor. The events can coexist because they describe two very different mechanisms.

Mai Linh·
KSB Hits Its Ceiling, Ring Road 5 Is Not Revenue Yet
Market Beat

KSB Hits Its Ceiling, Ring Road 5 Is Not Revenue Yet

A one-day price move can reflect public-investment expectations. For Ring Road 5 to become KSB revenue, the project still needs contracts, deliveries, margins, and cash collection.

Mai Linh·
A SIMO Alert Works Only When the Sender Pauses
Market Beat

A SIMO Alert Works Only When the Sender Pauses

A warning about a recipient account is not a verdict. Its value is the time it gives a sender to step away from pressure and verify the transfer.

Mai Linh·
AI Revenue Is Rising, but Growth Quality Is Not the Same
Market Beat

AI Revenue Is Rising, but Growth Quality Is Not the Same

CoreWeave and Supermicro both benefit from AI infrastructure demand, but one must fund data centers while the other must turn delivered systems into cash.

Mai Linh·