Asia Sells Off, VN-Index Drops Just 0.48%: Three Forces Holding Vietnam's Market
While KOSPI plunged 4% and Nikkei fell 3%, Vietnam's benchmark barely moved. Three factors are protecting the market, but logistics stocks are flashing a warning that risks remain unpriced.
27.83% Anti-Circumvention Tariff on Chinese HRC: HPG Benefits, HSG and NKG Under Pressure
Vietnam's Ministry of Industry and Trade imposes a 27.83% anti-circumvention duty on wide-width HRC steel from China. The policy protects domestic producers like Hoa Phat but raises input cost concerns for Hoa Sen and Nam Kim.
HoSE Restricts Margin on 73 Stocks in Q2, NVL and HVN Still on the List
Just as VN-Index broke past 1,700 points, HoSE announced 73 stocks ineligible for margin trading in Q2/2026. Behind the numbers lies a story of corporate fundamentals failing to keep up with the index rally.
Gelex Targets Record VND 45T Revenue, Profit Down 21.8%
Gelex AGM 2026 approves record revenue but declining profit, elects CEO as Chairman and appoints a 32-year-old new CEO. Strategic sacrifice or overextension?
SSI Raises Capital to VND 30 Trillion as Securities Firms Race Ahead of FTSE
Vietnamese securities firms are collectively raising VND 77.8 trillion in capital, expanding margin capacity ahead of Vietnam's FTSE Emerging Market upgrade in September 2026.
PMI Slows, Selling Prices Hit 15-Year High: Which Sectors Take the Hardest Hit?
March PMI dropped to 51.2 while output prices hit a near 15-year record. Plastics, textiles, steel and chemicals: who bears the brunt of the Middle East cost shock?
April's 4-Year Losing Streak: This Time FTSE Russell Changes Everything
VN-Index declined in April for four straight years from 2022 to 2025. But in 2026, the FTSE Russell upgrade, falling oil prices, and a strong recovery are painting an entirely different picture.
Foreign Investors Accumulate VND 935B in MSN: Three Drivers Behind the Buying Streak
Amid broad market sell-offs by foreign investors, Masan Group stood out with nearly VND 935 billion in net foreign buying during March. The numbers point to three key drivers: earnings beating expectations, MCH's foreign ownership cap raised to 100%, and the CEO's personal commitment.
Vinamilk Pledges Minimum 50% Payout, Actual Yield Beats Savings Rates
On paper, Vinamilk's 50% minimum payout yields just 3.8%. But the company's track record tells a different story: 6.55% average over five years, peaking at 8.5%.
VN-Index Breaks 1,700, but Overnight Rates Hit 12%: Hidden Risk Behind the Rally
VN-Index crossed 1,700 for the first time in months, yet the interbank overnight rate nearly tripled to 12%. What's really happening beneath the market surface?
VJC Hits Ceiling, HVN Still Struggling: Business Models Make All the Difference
Both benefiting from falling oil prices, VietJet surged nearly 7% while Vietnam Airlines gained only 4%. The numbers show the market clearly distinguishing between two airline business models.
Vinhomes Pays VND 25 Trillion Cash Dividend, Record for Vietnam's Stock Market
Vinhomes proposes a cash dividend of VND 6,000/share totaling nearly VND 25 trillion, alongside 4.1 billion bonus shares. What do these numbers reveal about the financial health and cash flow strategy of the Vingroup ecosystem?
Brent Crude Reverses on US-Iran Talks, Three Stock Groups to Benefit
Brent crude pulled back from $112 to $107 on US-Iran negotiation signals. Capital flows are shifting from oil refining to aviation and maritime transport on Vietnam's stock market.
Q1/2026 Earnings: Real Estate Surges 407%, Steel Collapses
Q1/2026 earnings season reveals extreme divergence. Real estate leads at +407%, banks outperform, but steel companies lose nearly all profits. A closer look at the numbers behind the percentages.
F88 Doubles Profit in 2025, Targets VND 1 Trillion and HOSE Listing
Amid rising inflation and interest rates, F88 posted VND 907 billion pre-tax profit in 2025 (+102%), while announcing plans to raise capital by 123% and transfer to the HOSE exchange in 2026.