Gates Fund Trims Berkshire, Still Its Top Holding
The Q2 13F filing shows Bill Gates' trust cut $818.9 million in Berkshire Hathaway stock, yet Berkshire remains the fund's single largest position. A lesson for Vietnamese investors reading foreign net-flow data: a portfolio disclosure only tells you what changed, never why.
TCB Rallies 8.9%, BNP Paribas Denies Buyout Talk
Over two sessions on August 26-27, TCB shares climbed nearly 9% on an M&A rumor first reported by Reuters. More than four hours after the market closed on August 27, BNP Paribas came out to deny any plan to buy a stake.
Overnight Rate at 2%, Long-Term Deposits Still Hit 7.8%
Banks are lending each other overnight money at just 2% a year, yet Sacombank just raised long-term savings rates to as high as 7.8%. That is not a contradiction, it is what an upward-sloping rate curve looks like when a banking system's funding is structurally short-term.
CKA's 120% Dividend Comes From a Quarry, Not the Factory
CTCP Cơ khí An Giang (CKA) is about to pay a 120% cash dividend, its highest since listing. Most of the record profit behind it came from a joint-venture quarry, not the company's own machine shop.
Masan Consumer CEO buys full stake, MCH still trails VN30
Trương Công Thắng bought exactly the 2.7 million MCH shares he registered, yet the stock rose only 2.16% while VN30 gained 7.98% over the same window. Why a flawless insider purchase doesn't guarantee the stock will rise.
Hoa Phat to Draw Double the FTSE Money VCB Gets
FTSE Russell's Vietnam upgrade takes effect on September 21, 2026, but the passive money is being split in reverse order of market cap: three independent brokers estimate Hoa Phat will receive more than Vietcombank, despite listing at roughly a third of the size.
Nvidia's Profit Jumped 126%. Its Stock Only Rose After a 2028 Promise
Nvidia reported 106% revenue growth and 126% profit growth, and its stock immediately fell. Less than an hour later, the price reversed to a 4.4% gain, triggered by a number about a fiscal year that hasn't started yet.
TNT-SBS Money Loop: A Big Shareholder Filing Isn't a Buy Signal
TNT hit its ceiling price on barely VND 1.7 billion of turnover, four days after TNT's chairman put VND 75 billion into SBS and SBS bought back 9.61% of TNT. This is a cross-ownership and liquidity story, not a reason to chase the price.
Rubber Hits a 13-Year High: It's Supply, Not Demand
Global rubber prices just touched their highest level since 2013, driven by Thai rain and Indonesian farmers abandoning rubber for palm oil, not a demand surge. A closer look at Phuoc Hoa Rubber's (PHR) books shows most of the profit behind its 94% distribution came from land compensation, not from latex.
TCB hits ceiling on $2B talk, foreign room short 9.47pp
Techcombank shares hit the daily ceiling on reports that two foreign banks are negotiating a 15% stake purchase, but the ownership math and implied price show the deal is still far from closing.
Bank bond rates cool off, but borrowing volume keeps rising
Vietnam's average bank bond issuance rate dropped to 8.5% a year in August, yet borrowing volume jumped nearly 56% from July. Bank-by-bank comparison shows most of that decline comes from a shift in who's issuing, not from genuinely cheaper money, and real rates have only eased at the very short end of the curve.
HDBank's 44% Capital Hike: Only a Third Is New Cash
HDBank plans to lift charter capital from VND 50,052 billion to VND 72,069 billion, but more than two-thirds of that increase is simply an internal shift between equity accounts, not fresh money into the bank.