US Debt Tops $40 Trillion as 30-Year Yield Falls
US public debt officially crossed $40.05 trillion, yet Treasury yields fell the same session. A short Treasury announcement was enough to move a $40 trillion bond market.
SPM: VND12bn profit shrinks to VND1.8bn after review
SPM's semi-annual review cut reported net profit from over VND12 billion to just VND1.8 billion, after the company booked extra provisions against a VND733 billion receivable owed by a single customer, a firm run by SPM's own former deputy CEO.
VIC Holds Flat: 59 of 73 Real-Estate Stocks Still Fall
Vietnam's real-estate sector index slipped just 0.34% on Aug 19, but 59 of 73 tickers closed lower. The gap traces back to the weight of a single stock: VIC.
HAGL bets VND 14,220bn on coffee, first harvest 3 years out
HAGL is tapping three funding sources at once for its 20,000-hectare coffee ambition, while H1 profit rose 161% mostly from a one-off interest waiver, not real cash.
VPBankS profit up 4x, stock still below listing price
31 newly listed stocks over the past year, yet the group with the best earnings is also the group losing the most value. The real risk: listing prices already priced in the growth.
Oil Rallies, Vietnam Energy Stocks Diverge 14x
On August 18, all seven major oil and gas stocks on Vietnam's exchange closed higher, but PLX jumped 6.90% while PVT barely moved 0.49%. The 14x gap shows the market pricing distinct profit mechanisms, not buying the sector as a block.
US Yields Hit 19-Year High, Tech Stocks Pay the Price
The US 30-year Treasury yield broke above 5.33%, the priciest long-term capital since June 2007, dragging semiconductor stocks down 5.4% while the Dow slipped just 0.2% the same session. Here's the duration math Vietnamese investors should understand before foreign capital flows shift further.
Real Estate Bonds at 9-12.5%: The Price of Credit Risk
Vietnamese real estate corporate bonds now yield 9-12.5% a year, far above bank savings. Kinh Bac's refinancing of a nearly VND 997 billion note with a new 12%-coupon bond shows exactly what that spread is paying for.
VESAF Down 8.3%, Cash Buffer Shrinks to 6.55% of NAV
In July 2026, VinaCapital's largest equity fund lost 8.3% yet still poured nearly half its cash into stocks. A closer look at the reasoning behind the move, and what two and a half weeks of results still can't tell us.
Upgrade Is Certain, Foreign Inflows Are Not
Vietnam formally joins FTSE Russell's secondary emerging-market index on September 21, yet foreign investors keep selling on HOSE. This year's global capital map explains why.
PLX treasury-share sale changes the EPS denominator
Petrolimex has registered to sell nearly 23.3 million treasury shares. It is not a new share issue, but it can alter ownership stakes, EPS and the tradable float.
CII Opens Bond Rights, but the Cash Is Not There Yet
CII's new convertible-bond filing gives existing shareholders subscription rights, not cash already raised. The useful way to read it is to separate the project company, CII and bondholders.