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 Quân·
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 Hà·
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.

Phương 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 Quân·
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.

Đức Trí·
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?

Đức Trí·
Novaland Reports VND 1,819 Billion Profit but Cash Flow Negative for 3 Straight Years — Where Is the Real Risk?
Risk Watch

Novaland Reports VND 1,819 Billion Profit but Cash Flow Negative for 3 Straight Years — Where Is the Real Risk?

Novaland posts its first profit after 2 years of losses, yet auditors still question its going concern status. A deep dive into the source of profits, the VND 67,000 billion debt mountain, and the ambitious 8x growth plan for 2026.

Đức Trí·
Dow Jones Enters Correction, Oil Surpasses $112 — Where Is the Money Flowing?
Macro Insights

Dow Jones Enters Correction, Oil Surpasses $112 — Where Is the Money Flowing?

Wall Street plunges as the Hormuz Strait crisis pushes oil to a 4-year high. VN-Index shows short-term recovery, but the bigger picture is shifting.

Thanh Hà·
The Specter of Stagflation Returns: CPI Surges to 3.35%, Brent Nears $115 — Vietnam at a Crossroads
Macro Insights

The Specter of Stagflation Returns: CPI Surges to 3.35%, Brent Nears $115 — Vietnam at a Crossroads

Three simultaneous macro shocks — surging oil prices, rising inflation, Big 4 banks hiking rates — paint a troubling stagflation picture for Vietnam's economy.

Thanh Hà·
Vietnam's 20% Tax on Unlisted Shares — How the New Policy Reshapes OTC Investment Math
Investor Guide

Vietnam's 20% Tax on Unlisted Shares — How the New Policy Reshapes OTC Investment Math

Vietnam's Ministry of Finance proposes a 20% capital gains tax on unlisted share transfers, replacing the current 0.1% flat rate. OTC and pre-IPO investors face the biggest impact.

Phương Nam·
Vietnam Injects VND 8,000 Billion Into Fuel Stabilization Fund — What It Means for Investors
Macro Insights

Vietnam Injects VND 8,000 Billion Into Fuel Stabilization Fund — What It Means for Investors

For the first time ever, Vietnam's government taps the national budget to inject VND 8,000 billion into the fuel price stabilization fund as Brent crude surges past $114. Who wins and who loses on the stock market?

Thanh Hà·
VPBank Eyes VND 100 Trillion Charter Capital — First Private Bank to Surpass the Big 4, But Is It Strong Enough?
Corporate Analysis

VPBank Eyes VND 100 Trillion Charter Capital — First Private Bank to Surpass the Big 4, But Is It Strong Enough?

VPBank plans to raise its charter capital to nearly VND 100 trillion, overtaking Vietcombank and MB. The numbers are impressive, but ROE remains a question mark.

Minh Quân·
HCMC Breaks into ASEAN's Top 3 Financial Centers — What Does This Mean for Investors?
Macro Insights

HCMC Breaks into ASEAN's Top 3 Financial Centers — What Does This Mean for Investors?

HCMC surpasses Bangkok and Jakarta in the GFCI 39 ranking. Combined with VIFC and the FTSE upgrade, a rare triple catalyst is taking shape. Here's the roadmap and which stocks stand to benefit.

Phương Nam·
VIMC Pours VND 13,800 Billion into Can Gio Super Port — Strategic Turning Point or Outsized Gamble?
Corporate Analysis

VIMC Pours VND 13,800 Billion into Can Gio Super Port — Strategic Turning Point or Outsized Gamble?

From Vinalines' VND 13,000 billion accumulated loss to a $3.3 billion market cap, VIMC is now betting big on a $5 billion super port. An analysis of the capital expansion roadmap, MSC joint venture, and risks investors should consider.

Phương Nam·
Hoa Phat Before April 21 AGM: 22 Trillion VND Profit Target, Executive Pay Up 5x — What Do the Numbers Reveal?
Corporate Analysis

Hoa Phat Before April 21 AGM: 22 Trillion VND Profit Target, Executive Pay Up 5x — What Do the Numbers Reveal?

Examining the numbers ahead of Hoa Phat's AGM: Is the 22 trillion VND profit target ambitious or achievable? Executive compensation surged 500% while profits grew only 29%. What 300,000 shareholders need to know.

Minh Quân·