VND 13,700 Billion in Real Estate Bonds Maturing in April — The Real Risk Behind the Rally
Risk Watch

VND 13,700 Billion in Real Estate Bonds Maturing in April — The Real Risk Behind the Rally

Real estate stocks hit ceiling prices across the board, but the largest bond maturity wave of the year raises serious questions about the sustainability of this rally.

Duc Tri·
Brent Crude Surpasses $112 — Why Are Renewable Energy Stocks Surging?
Macro Insights

Brent Crude Surpasses $112 — Why Are Renewable Energy Stocks Surging?

Oil prices spike to $115/barrel yet renewable energy and power construction stocks hit ceiling prices. The big picture shows money flowing clearly between two power sector groups.

Thanh Ha·
One Year After Trump's 46% Tariff — Vietnam's Exports Didn't Collapse, They Hit a Record
Macro Insights

One Year After Trump's 46% Tariff — Vietnam's Exports Didn't Collapse, They Hit a Record

One year after the 46% reciprocal tariff shock, Vietnam's exports to the US reached $153 billion — but policy risks still loom large.

Thanh Ha·
Oil Surges Past $112, Wall Street Plunges — What Lies Ahead for VN-Index in the Week of March 30?
Macro Insights

Oil Surges Past $112, Wall Street Plunges — What Lies Ahead for VN-Index in the Week of March 30?

The Hormuz Strait crisis pushes Brent crude to a 4-year high while Wall Street enters correction territory. Meanwhile, VN-Index recovers 1.71% but foreign investors keep selling. What scenarios should investors prepare for?

Thanh Ha·
FTSE Russell Verdict Approaching — Where Does Vietnam's Market Upgrade Stand?
Macro Insights

FTSE Russell Verdict Approaching — Where Does Vietnam's Market Upgrade Stand?

On April 7, 2026, FTSE Russell will announce its interim assessment on upgrading Vietnam to emerging market status. Billions of dollars in foreign capital await the signal.

Phuong Nam·
SJC Gold Lost 27 Million VND Then Bounced Back — The Real Risks Investors Need to Know from Q1/2026
Market Beat

SJC Gold Lost 27 Million VND Then Bounced Back — The Real Risks Investors Need to Know from Q1/2026

Q1/2026 saw SJC gold swing 14% in just weeks, Bao Tin Minh Chau investigated by police, and a costly lesson in asset allocation for retail investors.

Duc Tri·
Coteccons Posts 7-Year Profit High — What Does a VND 62.5 Trillion Backlog Signal?
Corporate Analysis

Coteccons Posts 7-Year Profit High — What Does a VND 62.5 Trillion Backlog Signal?

Coteccons reports its highest profit in nearly 7 years with a record VND 62.5 trillion backlog. A data-driven look at the opportunities and risks facing Vietnam's largest construction contractor.

Minh Quan·
Capital Flows Are Shifting: VN-Index Rebounds After 3-Week Slide as DXY Drops Below 100
Macro Insights

Capital Flows Are Shifting: VN-Index Rebounds After 3-Week Slide as DXY Drops Below 100

After three consecutive weeks losing 232 points, VN-Index bounced 1.52% led by domestic capital. The DXY broke below 100 for the first time since 2022 — is foreign capital about to reverse course?

Thanh Ha·
Vietnam's Energy Security Race: Strategic Reserves and BSR's Record-Breaking Output
Macro Insights

Vietnam's Energy Security Race: Strategic Reserves and BSR's Record-Breaking Output

The Prime Minister launches an urgent oil diplomacy campaign, orders construction of the Nghi Son strategic reserve, while BSR operates at 123% design capacity — a full picture of Vietnam's energy security race.

Phuong Nam·
HVN or VJC — Who Survives the Jet Fuel Price Storm?
Corporate Analysis

HVN or VJC — Who Survives the Jet Fuel Price Storm?

Jet A-1 surges to USD 234/barrel. Vietnam Airlines slashes thousands of flights while Vietjet triples fuel surcharges. A data-driven look at two survival strategies.

Minh Quan·
Sacombank Rebrands as 'Sai Gon Tai Loc,' Seeks to Extend Restructuring to 2030 — Where Does the Real Risk Lie?
Risk Watch

Sacombank Rebrands as 'Sai Gon Tai Loc,' Seeks to Extend Restructuring to 2030 — Where Does the Real Risk Lie?

Profit down 40%, NPL ratio surges to 6.3%, restructuring plan extended by 4 years — yet Sacombank chooses to rename and relocate headquarters. What STB investors need to know before the AGM.

Duc Tri·
Executives Rush to Sell Shares Before AGM Season 2026 — What the Reports Don't Tell You
Risk Watch

Executives Rush to Sell Shares Before AGM Season 2026 — What the Reports Don't Tell You

When the CEO dumps nearly all his shares, a conglomerate exits its major stake, and a chairman's family faces repeated margin calls — what should retail investors know to protect themselves?

Duc Tri·