VN-Index rebounds 24 points, but green is not confirmation
VN-Index returned above 1,800 after a 24.18-point afternoon rebound. The key story is not the closing colour, but easing drag from large caps and a recovery that was still uneven.
REE Nears Half Its Plan: The Second-Half Test
REE’s profit has advanced faster than revenue over six months. Delivering the full-year plan now rests on power commissioning, M&E execution and better performance from its leased assets.
USD 81.3bn in tariff refunds goes to importers first
US tariff refunds do not automatically reach shoppers or foreign exporters. The first recipient is the company that filed the import entry and paid the duty.
SK Hynix has two prices and one valuation test
SKHY in the United States still traded above the Seoul-equivalent price after SK Hynix's sharp July 13 fall. The gap reflects easier access, but it also puts the chipmaker's earnings expectations to the test.
Holding VN30F2607 Overnight: Price the Risk First
With expiry approaching, a few VN30F2607 points can become millions of dong on an account. The decision is not about guessing tomorrow morning's direction, but about defining the risk budget first.
Insurance Is Splitting in Two, Profit Is the Real Test
Non-life premiums are rising while life insurance continues to contract. The gap is a reminder to look beyond premium growth when assessing insurance stocks.
Heavy Turnover Does Not Confirm Dip Buying
The VN-Index fell to 1,800.54 on July 13 even as trading volume rose sharply. To read the session properly, investors need to examine price, breadth and where turnover concentrated rather than volume alone.
An appeal does not restore GIL's USD 840 million claim
The July 9 ruling fundamentally changed the status of Gilimex's case against Amazon. An appeal is a procedural right, not cash restored to shareholders.
A lower CPI is not enough to soften the Fed
June headline CPI may fall month on month, but that alone does not ease the path for US interest rates. Core inflation and the Fed's interpretation immediately after the release matter more.
Reading US bank earnings beyond the profit number
Five major US banks report second-quarter results on July 14. An earnings beat is only the starting point; spending, delinquencies and provisions offer a better read on the economy.
ACV's VND 5,862 billion profit faces a cash-flow test
ACV's first-half profit came from its operating airport network. Long Thanh's investment case still depends on cash flow, execution and commercial revenue converging.
HVN Trades All Day, but the Warning Remains
HVN will leave trading restrictions on 14 July. Shareholders gain more control over their orders, while Vietnam Airlines' accumulated losses remain a separate issue.