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.
Stocks down 3.12%: asset allocation is not a lucky charm
In the week of September 7-11, Vietnamese stocks, SJC gold and the USD/VND rate all fell together. The lesson isn't dodging the drop, but which split cushions it best.
VinFast Swaps CEOs, Keeps the Same Governance Risk
VinFast and GSM both named new global CEOs on September 12. But Pham Nhat Vuong's VND 40,500 billion personal funding commitment, and the setup where one executive both runs and oversees himself, stayed exactly where they were.
VIC Leads Upgrade Inflows, Net Flow Could Still Be Negative
VIC is set to receive the largest inflow among the 27 Vietnamese stocks entering the FTSE index, but the same week three foreign ETFs rebalancing their portfolios are selling the stock because its weight has breached the index cap. BSC estimates VIC's net flow this period could still be negative by roughly VND 960 billion.
VN-Index Breaks 1,800: The Real Risk Is Homegrown
VN-Index fell 3.12% for the week, deeper than both Dow Jones and Nasdaq. Three pieces of evidence point to targeted bank selling and domestic margin calls, not global risk-off sentiment.
VCI: VND 680bn bought, VND 11.6bn registered to sell
Vietcap's largest shareholder spent VND 680 billion buying up VCI shares, while a fund management firm chaired by Vietcap's own chairwoman registered to sell VND 11.6 billion worth. The two orders differ by nearly 60x, and mixing up their weight is the fastest way to misread the story.
Overnight rate falls to 1.5%, savings rates climb to 8%
On September 11, Vietnamese banks borrowed from each other overnight at just 1.5% a year, while still paying depositors up to 8%. The two prices aren't contradictory, they describe a yield curve that is getting steep, fast.
ACB Drops in Profit Ranking, Bad Debt Hits 3-Year Low
PROFIT500 2026 shows ACB as the only bank whose profit fell and rank dropped, but the cause is a self-imposed doubling of loan-loss provisions to clean up its balance sheet, not weaker underlying business.