Three GELEX Stocks Hit Floor, VN-Index Down Just 0.39%
GEX, GEE, and GEL all hit limit-down in the same session with no bad news attached. A look at the ownership structure shows why: these are three slices of the same asset, not three separate bets.
Land Plots Nearly Doubled Apartments' Gains in 10 Years
From 2015 to 2025, land plots in central Ho Chi Minh City gained 384% while apartments gained 197%. The gap comes down to land ratio in asset value, not the headline debate over apartment lease terms.
Masan Chairman Exits Billionaire List as MSN Falls 23%
On September 13, 2026, Nguyen Dang Quang dropped off Forbes' real-time billionaire list after MSN shares fell nearly 23% in a year, even as Masan just posted its best-ever first-half profit.
AI leaders call for a pause, capex keeps doubling
Three AI lab chiefs are jointly calling to slow down model development, but Big Tech's USD 660-690 billion compute infrastructure spending plan for 2026 hasn't budged. For Vietnamese tech stocks like FPT, most of the risk was already priced in beforehand.
Hoa Phat Reopens Domestic Mine, Still Leans on Vale
The Quy Xa iron mine restarted on September 10, and a day later Hoa Phat signed a new deal with Vale. The mine's maximum output covers only a sixth of the ore Vietnam's steel industry imports each year.
VN-Index dip buying: 72.7% odds up, only 40.9% break even
VN-Index broke below 1,800 points on September 11. Two years of data show the instinct to buy the dip has real statistical backing, but volume, technical indicators and a packed week ahead tell a more cautious story.
VCB is twice VPB's size, yet gets less FTSE money
Vietcombank's market cap is more than double VPBank's, but in FTSE's first allocation round on September 21, VPBank is estimated to receive more foreign passive money. The answer lies in free-float-adjusted cap and remaining foreign room, not bank size.
Dividend Yield: Why 120% Can Mean Less Than 20%
Nearly 40 companies go ex-dividend the week of September 14-18, and several headline payout ratios above 50% translate into just a few percent of market price. Here's how to read the real number instead of the sticker shock.
SJC Gold Premium Doubles Ahead of Fed Meeting
As world gold fell for three straight weeks on Fed rate-hike bets, the gap between SJC gold bar prices and converted world prices widened from 2.5% to 6.0%. That is the clearer risk for Vietnamese gold buyers, not the outcome of the September 15-16 meeting.
Insider Buying: 40% of Filed Plans Never Get Completed
Larry Ellison scrapped a plan to sell $7.5 billion of Oracle stock, while SSI board member Nguyen Hong Nam completed a $4 million share purchase. Market-wide data shows nearly 40% of insider buy filings in Vietnam never get executed as announced.
Overnight Rates Crash, Mortgage Rates Stay at 12-14%
Vietnamese banks lend each other overnight cash at just 1.68% a year, yet mortgage rates hold at 12-14%, the highest since Q1 2023. Three layers of mechanics explain why cheap money never reaches homebuyers.
GVR's VND 6.03tn Profit: Nearly 40% From Land, Not Rubber
World rubber prices just hit their highest level since 2013, and GVR reported a huge pre-tax profit for H1 2026. But a close read of the financial statement shows almost 40% of that number never touched a rubber tree.