
Tran Dinh Long's son files again to buy 50 million HPG shares
In March, Tran Vu Minh registered to buy 50 million HPG shares and ended up with 33.29 million. Putting the two filings side by side shows what an insider purchase notice tells you, and what it does not.

PC1 lifts share count 36%, new cash mainly from rights issue
PC1's 2026 capital plan adds roughly 148 million shares. The 15% stock dividend the board just approved raises no money; fresh capital comes mainly from the rights offering to existing shareholders.

Pangasius exports up 18.6% in September, profits may lag
VASEP estimates show Vietnam's pangasius exports outpacing the wider seafood sector in September. But US duties, market mix and raw fish costs mean each exporter captures a very different share of the gain.

Hoa Phat keeps 26.55% of its property arm, not 76.41%
Hoa Phat still received the 799.5 million Song Hong Future shares it planned for in July, but handed over roughly 3.1 times as many Hoa Phat Real Estate shares to get them. The steelmaker no longer controls its own property company.

Draft to end common fuel price: who wins, who pays
A draft fuel decree now under public consultation would let companies set their own pump prices and end the state-published base price. The 2% markup for remote areas stays, but the baseline it is added to changes, and that is where gains and losses get reshuffled.

Vietnam's 95% lending cap: which banks get it, and when
Circular 50 raises Vietnam's loan-to-deposit cap from 85% to 95% and takes effect on December 1, 2026. But a bank only moves to the new cap once it adopts two Basel III liquidity ratios, which become mandatory system-wide only from October 2028.

MSR plans about VND 5.5tn in dividends, mostly to Masan
Masan High-Tech Materials is asking shareholders to approve a VND 5,000-per-share cash dividend. If approved, close to VND 4,800 billion of the roughly VND 5,500 billion payout goes to the Masan group.

Kokuyo approves JPY 28bn, TLG holders await an offer price
Kokuyo's board has signed off on a JPY 28 billion injection for its bid to buy 65% of Thien Long. For small TLG shareholders, the only step that involves them directly is the tender offer, which still has no price and no schedule.

Vinhomes' VND 194 trillion Cam Ranh figure now includes land
The total investment for Vinhomes' Cam Ranh Bay project has been raised to approximately VND 194,000 billion, about 2.3 times the previous figure. The gap is not simply a cost overrun: the new number adds land-related financial obligations that the old one left out.

HDBank's 30% stock payout: Your account dips, no money lost
HDBank closes its shareholder list on October 12: every 100 HDB shares receive 30 new shares and no cash dividend. More than VND 12,500 billion of profit stays inside the bank to fund lending.

Foreign selling in September: nearly 99% hit three stocks
Foreign investors were net sellers of VND 4,848.5 billion on HoSE in September, almost triple August. Broken down by ticker, nearly all of it sits in VHM, VIC and VPB.

HNX stocks move to HoSE: four days with no trading
Buy a Hanoi-listed stock on December 22 or 23 and the earliest you can sell it is December 28, by which time it will be trading on HoSE under different rules.