Brent gains 6.61%: Supply data still holds the answer
Renewed fighting lifted Brent to USD 89.65 a barrel. The next move depends less on the next headline than on how much oil can actually be delivered.
A 9% Deposit Rate Comes With Less Access to Cash
A deposit certificate paying up to 9% a year can be compelling, but only when the money will not be needed before maturity. On VND 100 million over six months, the extra return may be smaller than the cost of needing cash at the wrong time.
VN-Index clears 1,700, but the rebound lacks confirmation
VN-Index ended July 29 near its intraday high and moved back above 1,700. Falling volume and the heavy contribution from VIC and VHM mean the rebound still needs confirmation.
PNJ repurchased VND 7,062 billion, a working-capital test
The value of goods PNJ repurchased from customers far exceeded revenue in the first 20 days of July. A 120-day payment schedule eases immediate pressure, but cash flow and inventory turnover remain the real test.
SK Hynix profit rose 557% but still missed expectations
SK Hynix posted an extraordinary rise in second-quarter operating profit. Yet both revenue and absolute profit came in below consensus, showing why markets price the surprise relative to expectations rather than growth alone.
Ford raises outlook, F-Series must prove its margins
Ford lifted its 2026 outlook after a quarter of stronger margins. The decisive confirmation still lies in the second half, when F-Series supply returns to normal and shows up in profit and cash flow.
Coffee stays high as a large crop reaches market slowly
Brazil may have a large coffee crop, but market-ready supply has not increased quickly enough. That gap is keeping coffee prices unusually sensitive.
KOSPI Fell Sharply, VN-Index Rose on Different Structure
KOSPI lost more than 10% while the VN-Index gained 0.70% on July 28. The contrast says more about index weights and market breadth than Vietnam being insulated from a chip-stock sell-off.
VCI hits its ceiling, To Hai's 17.83% stake is still prospective
A registration to buy more than 31 million shares is a meaningful signal, but Vietcap's new ownership structure becomes fact only after the transaction report. Until then, earnings and balance-sheet quality are the real tests of the market narrative.
J&J's $5.5 Billion Commitment Does Not Close the Risk
Johnson & Johnson's new proposal puts a number around part of its talc liability. The 95% participation test, court approval and accounting treatment still determine how much of the dispute is actually resolved.
Apple Overtakes Nvidia: Two Ways to Monetise AI
Apple reclaimed the market-cap lead in a single session, but the ranking is not the real story. The two companies are turning artificial intelligence into revenue through very different business models.
DMX Tops MWG: Market Caps Alone Do Not Set Value
Dien May Xanh's implied value at its reference price exceeds MWG's market capitalization. That is an intriguing starting point, not proof that the parent company is undervalued.