
Intel lost $11 billion, but operations turned around
Intel's headline net loss was driven primarily by a revaluation of shares held in escrow. Its second-quarter report shows tangible operational progress, though cash deployment and the foundry business remain demanding tests.

VND 235 trillion in bonds mature: A test of cash
A bond maturity is not automatically a default. The dividing line is whether the issuer has secured funding, collected cash and met obligations on time before.

PNJ trades 39 million shares but still closes at the floor
A huge turnover session is not enough to call a bottom. Price location, sell orders and foreign trading show the difference between bargain hunting and buyer control.

PC1 Has a Full Board, but Trust Still Needs Proof
PC1's extraordinary meeting filled the vacancies on its board. Interim earnings, cash flow and the audit opinion will show whether the new structure can rebuild confidence.

Expected ETF Buying of HPG Is Not a Buy Signal
A forecast that ETFs may buy about 3.1 million HPG shares signals potential technical demand. It is not a completed order, and it does not guarantee a higher share price.

Oil Above $100 Makes Equity Valuations Harder
Brent settled at $100.69 a barrel on July 23, Treasury yields rose and US equities fell. The move works through inflation and interest rates, but it does not fully explain pressure on the Nasdaq.

Vietnam's Financial Centre: Execution Is the Test
The development plan through 2035 is approved and in force. Its market value will depend on rules, infrastructure and products that actually begin operating.

SJC Gold at VND 140m: The Buyback Column Sets Break-Even
Buying a gold bar does not begin with a price forecast. At SJC's VND 135-140 million quote, the buyback column tells you when your position actually breaks even.

203 Stocks Rose, Yet VIC Drove 62% of the Rebound
Market breadth improved on July 23, but one stock still supplied most of the VN-Index's gains. Reading breadth, liquidity and index contribution together helps separate a rebound from a new uptrend.

VinFast in 2027: Break-even Needs a Measure
VinFast's plan to break even in Vietnam in 2027 is a meaningful target. It becomes financial evidence only when revenue, margins and cash flow improve together.

Red Sea adds risk, but oil is not yet scarce
The attack on the Encelia has added pressure to oil shipping costs and routes. Current evidence, however, points to higher transport risk rather than a confirmed physical supply disruption.

Tesla Revenue Rises, Free Cash Flow Stays Negative
Tesla's Q2 revenue rose 26%, but it spent more on long-lived assets than it generated from operations. The USD 1.092 billion gap makes cash flow and investment returns as important as the headline sales number.