FTSE Announces April 7: Five Months Before Capital Actually Flows In
April 7 marks the interim review, not deployment day. Foreign investors' VND 32 trillion net selling in Q1 is unrelated to FTSE. A detailed roadmap analysis from April to September 2026.
Vincom Retail Posts Record 6,446B VND Profit, but 2026 Target Is Lower
VRE reported record 2025 profit driven by the Vincom NCT asset sale, yet core earnings grew moderately. The 2026 plan reveals a strategic pivot toward sustainable rental income.
FTSE Russell April 7 Review: Which 28 Stocks Will Capture Billions in Capital
FTSE Russell confirms 28 Vietnamese stocks for emerging market index inclusion. Analysis of passive capital flows, disbursement timeline, and the 5-month accumulation window for retail investors.
VHM Hits Ceiling Price Twice, Record $1B Dividend: Four Risks to Consider
Vinhomes surged after its 2026 AGM with a 50,000 billion VND profit target and a record ~$1 billion cash dividend, but foreign investors net-sold nearly 1,000 billion VND in just 3 sessions.
April 6 Deadline, Hormuz Stalemate: Three Scenarios for VN-Index Next Week
US-Iran talks collapse, the Strait of Hormuz remains blockaded, Brent hits $109. How will capital flows shift during the April 7-11 trading week?
Hormuz Crisis, Diesel Up 155% in Three Months: Vietnam's Economic Vulnerability Map
The Hormuz Strait blockade triggered an energy domino chain: Brent crude exceeds $109, domestic diesel surges 155% in three months, CPI hits a 5-year high. A macro view of which sectors bear the heaviest burden.
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.