HBM4 Sold Out for 2026, Samsung Hit by 18-Day Strike
Samsung's entire HBM4 production capacity for 2026 is already contracted to Nvidia and major data centers. That same week, 45,000 workers announced an 18-day strike: the paradox of AI chip success.
SpaceX Nasdaq Debut June 12: Three Ways Vietnamese Investors Can Get In
SpaceX is targeting a Nasdaq debut on June 12 at a valuation of roughly $1.75 trillion, the largest IPO in capital market history. Vietnamese investors cannot buy SPCX directly on day one, but three access paths exist with different trade-offs in cost, timing, and legal complexity.
VND 30,400B in Real Estate Bonds: The 2022 Filter No Longer Works
Vietnam's real estate sector issued VND 30,400 billion in bonds in April 2026, capturing nearly 59% of the private placement market. A 7-percentage-point yield gap within a single month's issuance table reveals where the real risk actually sits.
Decree 161: Base Salary +8.1%, CPI 5.46% Narrows the Gain
Decree 161/2026 raises Vietnam's base salary to VND 2,530,000/month from July 1 for nearly 6 million beneficiaries. But with April 2026 CPI at 5.46%, already above the National Assembly's annual target, real income gains are far smaller than the headline figure and monetary policy room is narrowing.
BSR Escaped Hormuz. Nghi Son Is Still Exposed.
BSR locked in Hormuz-free supply routes early in the year. Nghi Son supplies 40% of Vietnam's domestic fuel but depends on Kuwaiti crude and is not publicly listed. Retail investors are mispricing the sector's real risk.
VN-Index Near 1,925: Dividends vs. a Foreign Selling Streak
VPBank and Techcombank lock in nearly VND 9,000 billion in cash dividends this week, even as foreign investors have been net sellers for 14 straight sessions. The VN-Index sits just 4 points below its all-time high. The week's direction will be clear within the first three sessions.
PC1 Lost 42% Before Arrests: What HoSE's Warnings Said
Before PC1's leadership was indicted, shares had already fallen 42.3% over two months. The warning wasn't buried in the financials. It was on HoSE's free public disclosure page.
Dragon Capital Raises VIC, VHM to 17% NAV: Not the Peak Yet
In April 2026, Dragon Capital accumulated millions of additional VIC and VHM shares, bringing combined allocation to 17% of NAV. Vietnam's largest fund group says straight out: a 7-8x gain from the trough is not the peak, but that thesis rests on three specific risks investors need to understand.
US 30Y Treasury at 5.127%: Same Number, Two Opposite Readings
The 30-year US Treasury yield hit 5.127%, its highest since 2007. For bondholders who bought at 3%, that's a paper loss. For new buyers, it's the richest coupon in 19 years.
REE's Power Transfer: A Singaporean Now Chairs the Board
Founder Nguyen Thi Mai Thanh is stepping down as REE's Board Chairman because of a single clause in Vietnam's Enterprise Law. A three-tier structure taking effect 10 July 2026 puts a Singaporean shareholder at the top for the first time.
AI 2026 Mirrors Dot-com 2000 in the One Way That Counts
Lower valuations, real profits, but AI market concentration in 2026 has already surpassed the dot-com bubble peak of 2000. Here is what investors need to understand before joining the ride.
VN-Index Hits All-Time High, Dow Jones Drops 537 Points Same Week
During the week of May 11–15, VN-Index set an all-time high of 1,925.46 while the Dow Jones shed 537 points on persistent US inflation at 3.8%. An analysis of the divergence: domestic resilience and its limits.