Dien May Xanh Now Worth More Than Parent MWG
Dien May Xanh's market cap has overtaken parent company Mobile World Group, even though MWG still owns nearly 86% of it. It's a preview of how Vietnam's wave of subsidiary listings is double-counting hundreds of trillions of dong in the billion-dollar club's market cap.
Habeco's 28.4% Dividend: Two Years Combined, Not One Generous Payout
Habeco is set to pay VND 658.312 billion in cash dividends at a 28.4% ratio, but that figure is two fiscal years combined. Right after a record profit year, its 2026 plan targets a nearly 57% profit drop.
Novaland profit hits VND 1,772bn, cash flow stays negative
Novaland posted a VND 1,772 billion after-tax profit for H1 2026, hitting 96% of its full-year target in just two quarters. But operating cash flow is still negative VND 3,595 billion, and auditors kept their going-concern note.
Fed Hawkish Pivot: Gold Falls, Vietnam Short Rates Hold
Fed Chair Kevin Warsh sent a hawkish signal at Jackson Hole on August 28, pushing September rate-hike odds to nearly 60% and dragging gold sharply lower. For Vietnamese investors, the real question is which channel gets hurt and which barely moves.
Proprietary Desks Sold VND 1,900B, Retail Held VN-Index Up
Vietnam's brokerage proprietary desks net-sold nearly VND 2,000 billion on HOSE in August, but almost half of it traces back to a single newly-listed stock. The real support behind VN-Index's gain came from retail investors sitting on record margin debt.
Iran Hits Back With Missiles, Skips the Maritime Ladder
After the US destroyed sea-mine launchers on Iran's Larak Island, Iran retaliated with ballistic missiles against US bases in Jordan, not mines in the Strait of Hormuz. That detail is what's shaping oil prices this week.
Metro Line 1's Second Year: Edge Shifts From Sale to Rent
In year one, apartments near Metro Line 1's stations outpaced farther-out projects by more than 10 percentage points. In year two, that ranking flipped entirely, and rental data explains why.
AI trading proposal exempts, then bans, 77% of the market
A draft decree would let AI place stock trades on its own, then bans that exact activity in the basket that covers 77% of Vietnam's market cap. Brokers warn the carve-out could gut the pilot before it starts.
Vingroup's Record Profit: Core Business Lost Money in Q2
Vingroup's H1 2026 net profit came in at 4.5x last year's figure, but the footnotes show that once you strip out a disposal gain and a chairman's cash injection, the core business actually lost about VND 1,236 billion in Q2.
Property Bonds Pay 13%, Bank Bonds Pay 8%: The Price of Risk
In the same month of August 2026, state-owned bank bonds paid 7.87-8.2% a year while property bonds like Tandoland's paid up to 13%. Before chasing the higher rate, investors need answers to three questions: who repays, where do bondholders rank on collateral, and how much is the sector refinancing at once.
Foreign funds buy 7M PNJ shares before the legal risk lifted
Over three sessions on August 13, 14 and 19, T. Rowe Price and Sprucegrove crossed the 5% major-shareholder threshold in PNJ, buying nearly 7 million shares before police released findings on a diamond-smuggling case and before the record date for PNJ's upcoming extraordinary shareholder meeting.
Silver Up 22.6% in August, Gold 13.7%: One Engine
Silver rose nearly 1.5x faster than gold in August, but seven months of price data show it isn't because of industrial demand. Silver is amplifying the same monetary-policy risk gold carries, not running on a separate engine.