Lao Bao is still paperwork, yet VTP jumped 5.28%
Quang Tri has only allowed Viettel Post to study and draft a proposal for a logistics hub at Lao Bao, with no capex figure or start date. VTP still added about VND 400 billion in market value in one morning.
Elmet's 4.99% MSR stake: the real prize is the supply deal
US tungsten maker Elmet will pay USD 124.75 million for 4.99% of MSR, valuing the company at USD 2.5 billion. The weightier piece is a supply deal for Nui Phao tungsten running more than eight years, while the cash from the stake sale goes to Masan.
US yields hit 5.11%: three paths for gold and the dong
The US 10-year Treasury yield is at its highest since 2007, but the backdrop looks nothing like 2007. Oil and the 10-year yield together will show where gold, the dong and foreign capital go next.
Hoa Phat proposes halting its VND 86 trillion steel project
Hoa Phat has proposed not continuing its VND 86,000 billion integrated steel complex in Dak Lak, while keeping the Bai Goc port and Hoa Tam industrial park. The numbers point to a return-on-capital call rather than a cash squeeze.
Seaprodex stake draws no bids as Dong Khoi land lacks title
SCIC's 63.38% stake in Seaprodex, priced from over VND 8,500 billion, drew zero registrations by the deposit deadline. Unpacking the asset base shows most of the value sits in a plot at 2-4-6 Dong Khoi that was paid for in 2017 but still has no land-use certificate.
After the upgrade, VN-Index circles back to 1,800
Three sessions after the FTSE Russell upgrade took effect, VN-Index has barely moved. Underneath: volume 22-38% below the pre-upgrade session, one stock driving the points, and foreign investors still leaning toward selling.
TTC Hospitality plans to sell a 29-day-old VND 700bn unit
Quang An Hoa is 29 days old and carries VND 700 billion in charter capital, more than the roughly VND 580 billion market cap of its listed parent VNG. The board has just approved a plan to sell the entire stake.
Brent drops nearly 9%, Vietnam oil stocks split in two
Brent crude fell from a peak of $108.75/barrel on Sep 15 to $99.25/barrel just a week later. Yet while PVD, PVS and PLX slid with crude, BSR and PVT climbed, and PVP even hit the ceiling.
BOJ Hikes to a 31-Year High, Yen Weakens Anyway
Japan raised its policy rate to the highest level since 1995, yet the yen, bond yields and the Nikkei 225 all moved against the textbook playbook. The real driver was the part of the decision markets had not already priced in.
TVS Hits Ceiling as H1 Profit Falls to VND 9 Billion
TVS shares hit the daily limit the same day 16 million bonus shares began trading, even as H1 net profit collapsed 90.6% to VND 9 billion. What's actually driving the price?
Overnight Rate Hits 7%, Savings Rate Stuck at 6.8%
On September 21, 2026, Vietnam's overnight interbank rate jumped to 7% a year while state-owned banks' 12-month online savings rate stayed flat at 6.8%. A close read of three separate rates the same week separates a one-day cash squeeze from a genuine repricing.
PNJ's Record Foreign Buying Happened in a Single Session
VND 307 billion in foreign net buying on September 18 made headlines for PNJ, but it was a single negotiated block trade that landed in the exact week the Chairwoman's family sold 25 million shares to lend the money back to the company.