Port volumes grow modestly, profits forecast up 65-86%
Viconship's cargo volume is forecast to rise only about 6% in Q3, yet its profit is expected to jump more than 80%. At GMD, PHP and VSC, the gap comes from fixed costs, tariffs and joint-venture income.
PVS's USD 3bn+ Qatar award: what shareholders actually get
The Maydan Mahzam EPIC-1 package is nearly five times PVS's market value. After the consortium split, multi-year revenue recognition and thin margins, estimated profit for shareholders is about USD 45 million over four years.
Egroup case: Paying in full did not make them shareholders
Vietnam's supplementary investigation into Egroup found 60 people who bought 3.2 million real shares but were never entered in the shareholder register. That detail matters to anyone buying unlisted shares.
HSC plans a VND 4.6 trillion share sale to fund margin loans
HSC's margin loan book stood at about 198% of equity at the end of Q2, just below the 200% cap. A private placement of 200 million shares at VND 23,000 is meant to lift that ceiling, and the cost to existing shareholders is smaller than the headline discount suggests.
Philippines buys record rice, Vietnam still sells below Thai
The Philippines is projected to import around 5 million tonnes of rice this year, yet Vietnam's 5% broken white rice is still quoted about USD 46 per tonne below Thai rice. The reason lies in the timing of its biggest customer's purchases.
Overnight at 1%, one month at 6.15%: money isn't cheap yet
Vietnam's overnight interbank rate fell to 1% on September 24, yet one-month money still cost 6.15%. The gap of more than 5 points shows only overnight cash is in surplus; term funding remains expensive.
Iran offers to reopen Hormuz in 7 days, Brent holds near $105
June's promise to reopen the Strait of Hormuz did not last a month. Iran's new 7-day plan compresses the timeline and flips the sequence, but still leaves open the question that sank the last deal.
PNJ's VND 6.3 trillion planned loss rests on one assumption
PNJ's extraordinary AGM documents, released on September 25, assume 80% of the jewelry it has sold will come back to its counters. That assumption alone carries a VND 7,071 billion provision, enough to flip the 2026 plan from profit to loss.
SMBC eyes 20% of VPBank: why the buying route matters
According to Reuters, SMBC is negotiating to lift its VPBank stake to about 20%, but the two sides have yet to agree on price. Buying on the market and taking a private placement would leave minority shareholders with very different outcomes.
Five limit-down sessions for KOS: the pledged-share risk
Kosy's half-year profit more than doubled, yet KOS has closed limit-down five sessions running after at least four brokerages announced forced sales of shares held by its executives and related parties.
Oracle invokes force majeure, but Jupiter's debt stays put
Oracle's force majeure notice on Project Jupiter only lets it defer the higher rent. The project's debt costs remain Oracle's to carry while the data center waits on a gas pipeline and an air permit.
Foreigners bought VND 2,640bn, sold 2,620bn around upgrade
Across nine HOSE sessions around the FTSE upgrade, foreign investors roughly broke even. The selling after September 21 looks like 2026's familiar outflow pace, not a verdict on the upgrade.