Q1/2026 Earnings: VPBank Surges 62%, Sacombank Drops 31%
The Q1/2026 earnings season reveals deep divergence across Vietnam's banking sector. VPBank leads profit growth while Sacombank stands as the only bank in decline.
Gallium Up 18%, Vietnam Bans Raw Ore Exports: 4 Mineral Stocks to Watch
China tightens strategic mineral supply, Vietnam bans raw ore exports and pushes for deep processing. Which four mineral stocks stand to benefit from the global supply chain shift?
CPI Hits 5-Year High, Deposit Rates Surge to 9%: Inflation Erodes Portfolios From Both Sides
Vietnam's March 2026 CPI jumps 4.65% — the highest in 5 years. Deposit rates surge to 8-10%. Capital flows are shifting and investment portfolios face unprecedented dual pressure.
DGC Bounces 15% from Bottom While Chairman Remains Detained: Legal Risk Beyond the Charts
DGC stock stages a strong recovery after a 33% crash, but three major risks still loom. What the reports don't tell you.
Q1 GDP Hits 7.83%, Yet VN-Index Stuck at 1,684
Vietnam's economy posts a 15-year record with Q1 GDP growth of 7.83%, but rising interest rates, fuel-driven inflation, and record foreign net selling are holding the stock market back.
NFP Beats by 3x, FTSE Russell April 7: A Pivotal Week for VN-Index
The US economy added 178,000 jobs in March — triple the forecast — while FTSE Russell prepares to announce Vietnam's upgrade review results. Two converging catalysts could reshape capital flows next week.
Container Freight Doubles on Hormuz, Export Stocks Pay the Price
The Hormuz Strait blockade has pushed Vietnam-Europe container rates to $8,200, double pre-crisis levels. TNG lost 14.4% in one week, and even shipping stocks couldn't escape the pressure.
Fuel Stabilization Fund Depleted, VND 8 Trillion Injection Still Not Enough
PV Oil's fund is negative VND 1,437 billion, Petrolimex lost 70% of its buffer in just 3 months. With the April 15 tax exemption deadline approaching, what are the three scenarios for fuel prices and the stock market?
1 Year After US Tariffs: Exports Recover, Stocks Diverge Sharply
One year after the historic 46% tariff shock, Vietnam's exports have largely recovered. But the stock market tells a different story: ANV surged nearly 48%, while TCM lost over 31%.
Lithium Up 141%, VinFast Still Imports 100% of Battery Materials
Lithium prices have surged from the 2025 bottom while Vietnam remains fully dependent on imports. VinFast targets 300,000 EVs in 2026, but the battery supply chain remains an unsolved equation.
Resolution 18-KL/TW Meets FTSE April 7: Four Stock Groups Set to Benefit
Resolution 18 simultaneously confirms four major policies, coinciding with FTSE Russell's review on April 7. Analysis of four stock groups directly benefiting from this rare policy convergence.
VCB Issues 1 Billion Bonus Shares, the Race to VND 100 Trillion Begins
Vietcombank plans to issue over 1 billion bonus shares and establish a subsidiary at VIFC, while VPBank, MB, and VietinBank all target VND 100 trillion in charter capital.
NVL Margin Trading Restored, but Negative Cash Flow of VND 6.1 Trillion Tells the Real Story
Novaland escaped the margin trading blacklist thanks to a profitable 2025 audit report. But behind the headline profit lies record negative cash flow, VND 191 trillion in debt, and significant share dilution risk.
Vingroup Targets Record 25,000 Billion VND Profit, Vinhomes Carries the Ecosystem
Vingroup unveils a 450,000 billion VND revenue target and 25,000 billion VND profit plan for 2026. The paradox: Vinhomes alone targets 50,000 billion in profit — double the consolidated figure.
Gold Loses Nearly 10% in One Week, Worst Decline in 15 Years
As the US-Iran conflict escalates, gold plunges instead of rallying. The oil-inflation-Fed domino chain explains this paradox and offers strategic insights for Vietnamese investors.