Seaprodex: SCIC's Price and the Market Price Measure Different Things
SCIC is auctioning Seaprodex at VND 107,400 a share while the stock trades at VND 73,000 on the exchange. That gap isn't a discount: it's two different kinds of price that can't be subtracted from each other.
US Yield Hits 5%: Saudi Pipeline Fire Needs 5-6 Weeks
The US 10-year Treasury yield touched 5.014% on September 14 before pulling back, but that retreat is not a cooling signal. A fire on Saudi Arabia's strategic East-West pipeline is the real variable keeping Brent anchored above $100.
Bach Hoa Xanh Hits VND 6.2 Trillion, Per-Store Sales Still Rising
In August 2026, Bach Hoa Xanh crossed VND 6 trillion in monthly revenue for the first time, partly by opening 234 new stores. But dividing revenue by store count shows average daily sales per store actually rose, instead of getting diluted the way rapid expansion usually does.
Overnight Rates Swing Wildly, Savings Rates Only Climb
Over six weeks, Vietnam's interbank overnight rate went from a record low of 0.7% to a peak of 6.01% and back down to 3.3%, while household deposit rates barely moved. These two prices of money are answering two very different questions.
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.