PNJ trades 39 million shares but still closes at the floor
Market Beat

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.

Mai Linh·
PC1 Has a Full Board, but Trust Still Needs Proof
Market Beat

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.

Duc Tri·
Expected ETF Buying of HPG Is Not a Buy Signal
Market Beat

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.

Mai Linh·
Oil Above $100 Makes Equity Valuations Harder
Market Beat

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.

Mai Linh·
Vietnam's Financial Centre: Execution Is the Test
Market Beat

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.

Phuong Nam·
SJC Gold at VND 140m: The Buyback Column Sets Break-Even
Market Beat

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.

Mai Linh·
203 Stocks Rose, Yet VIC Drove 62% of the Rebound
Market Beat

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.

Mai Linh·
VinFast in 2027: Break-even Needs a Measure
Market Beat

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.

Mai Linh·
Red Sea adds risk, but oil is not yet scarce
Market Beat

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.

Thanh Ha·
Tesla Revenue Rises, Free Cash Flow Stays Negative
Market Beat

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.

Minh Quan·
AMD and Anthropic: 2 GW Is Not Revenue Yet
Market Beat

AMD and Anthropic: 2 GW Is Not Revenue Yet

AMD is both an infrastructure supplier to Anthropic and a prospective investor in it. The 2 GW headline is significant, but turning it into revenue requires several more steps.

Mai Linh·
DGC: Costs Rise as Revenue Falls
Corporate Analysis

DGC: Costs Rise as Revenue Falls

DGC's Q2 revenue fell 16.55%, while net profit dropped by more than 50%. The gap makes gross margin and production costs more informative than sales alone.

Minh Quan·