13 bank AGMs in one week: 3 ways to join Q1 earnings
The April 20-24 week packs 13 bank AGMs on top of peak Q1/2026 earnings releases. For individual investors who can't read 30 reports, what is a reasonable way to still participate?
MWG VND 9,200B vs FRT VND 1,550B: Two post-phone paths
On April 20-24, MWG and FRT both release Q1/2026 earnings. Two retailers sharing a phone-store origin are now betting on opposite economics: MWG on volume via Bach Hoa Xanh, FRT on high margins via Long Chau.
Credit/GDP at 146%: Vietnamese banks enter the selective phase
FiinRatings lays out a three-layer framework for reading Q1/2026 bank earnings: capital strength, liquidity, and asset quality. The broad-basket bank trade of 2024-2025 is over.
DGC down to 2/5 board seats: Three questions for the May 8 EGM
After three board members were indicted, Duc Giang Chemical Group is operating with only 2 of 5 board seats. The May 8 extraordinary general meeting will expose three governance signals every retail shareholder should read carefully.
Hormuz flips in 24 hours: 3 Brent scenarios for Apr 20
Within 24 hours, Iran moved from 'fully open' back to 'prior state'. Three concrete scenarios for Brent and Vietnam's oil & gas stocks for the week of Apr 20-24.
SJC bucks the world: Decree 24 is repricing the premium
SPDR bought 13.4 tonnes net, world gold rose 2.74% in the week of Apr 13-17, yet SJC bars fell 0.29%. The SJC-world spread has shed nearly one-third in just over two weeks — and behind that number is a policy being rewritten.
TCBS +VND 1,458bn, EVS −VND 197bn: Model Decides Q1
VN-Index fell 6% in Q1 2026, but Q1 filings from 30+ Vietnamese brokers split into two poles. Revenue structure — not size — determined who booked a trillion-dong profit and who wrote a hundred-billion-dong loss.
HCMC remittances fall 16.9%: A soft USD cushion thins
In Q1/2026, remittances into Ho Chi Minh City posted their first double-digit decline in years. The 16.9% YoY drop is not drama — but it adds another layer of pressure on Vietnam's exchange rate and USD supply.
MB admits market is short of cash: Three mechanisms squeezing bank NIM in 2026
MB's credit grew ~4.5x faster than deposits in Q1/2026, yet 29 banks simultaneously cut savings rates. Three structural mechanisms are shaping bank profits this year.
Foreign investors dump VND 5.75T in VHM, VN30F1M; VN-Index +3.3%
During April 13-17, foreign investors net-sold nearly VND 5,751 billion concentrated in VHM and VN30F1M futures, yet VN-Index still closed at 1,817.17. The real story is a rotation, not a retreat.
Q1/2026: Gold +14%, VN-Index -6%, funds dispersed 13pp
A cold look back at a quarter where SJC gold led, VN-Index sat near the bottom, and two active equity funds stood 13.26 percentage points apart despite investing in the same market.
VIX 17 isn't the yearly low: BDI and copper say otherwise
VIX falling 32.7% in 30 days has fueled a 'peak greed' narrative. But Baltic Dry's 11-session winning streak and LME copper inventory at an 8-year high tell a different — messier and more useful — story about the global trade cycle.