VN-Index rose, but the market narrowed
Q2 2026 showed why a rising index is not enough to call the whole market healthy. When matched orders shrink and block deals take a bigger share, retail investors need a better lens than the index alone.
Legal Risk Spreads Across Power Stocks
The July 6 selloff was not just about PC1 or TV2. The market widened its risk discount across companies sitting near the same project chain, funding chain and sentiment chain in Vietnam's power sector.
HPX jumps 6.89%, but the purchase plan is not the full story
HPX surged after Do Quy Hai registered to buy 10 million shares. For newer investors, the real takeaway is not the one-session spike but the gap between intent, execution and business fundamentals.
Incoming Transfers Are Not Automatically Taxable Income
From July 1, banks in Vietnam must share more account and transaction data with tax authorities. What new investors need to understand is that data supports verification, but it does not automatically turn every incoming transfer into taxable income.
US Jobs Cooled, but the Fed Is Not in a Hurry
June payrolls delivered two signals at once: hiring slowed sharply, but unemployment still did not break higher. For new investors, the useful question is not whether the report was good or bad, but which Fed path the market is actually confirming.
VND 90 billion misused, bondholders must reread the contract
PC1 was forced to open an early repurchase window for its VND 900 billion bond lot not because VND 90 billion was huge in size. The real problem is that part of the proceeds moved away from the disclosed use of funds, and that changes what bondholders actually bought.
EFTA Opens a Door, but Export Winners Will Diverge
Vietnam has wrapped up FTA negotiations with EFTA, but that is not a blanket rerating signal for every export stock. The real test is what a company sells, who it sells to, and whether it can actually qualify for the benefits.
Decree 260 Takes Effect, Tech Stocks Still Diverge
Decree 260 lowers costs for research, testing, and commercialization. For stocks, though, those incentives matter only when a company already has real projects, real demand, and a path to protect margins.
MBB cash dividend: real cash, not free profit
MBB will finalize its shareholder list for a 10% cash dividend on July 10. What new investors need to understand is not just how much cash lands in the account, but why the stock price adjusts and what the payout says about the bank's capital allocation.
Coffee Holds Its Uptrend as the Market Looks to the Next Crop
A mild pullback at the end of the week does not erase coffee's month-long rally. What the market is pricing now is delayed delivery of export-grade beans, not just one rain event in Brazil.
Rising markets do not make stock picking easier
A rising market can make opportunity feel broader than it really is. But a 100-year dataset suggests long-run wealth creation is concentrated in a very small set of stocks, while most individual names add little meaningful value.
Why SJC gold trades above world prices
The VND 18.29 million gap per tael on July 4 did not come from a single cause. For retail buyers in Vietnam, the local gold price is built from four stacked layers: world gold, the USD/VND exchange rate, the domestic SJC premium, and the buy-sell spread.