Eximbank: Half Its Management Team Gone, CEO Seat Still Vacant
Three deputy CEOs submitted resignations on the same day, shrinking Eximbank's management team to four. The real question is not who is leaving, but who is actually running the bank.
VND 58,500B Corporate Bonds Due Q2: Real Estate at 75.6%
Vietnam's largest quarterly corporate bond maturity of the year arrives with nearly three-quarters concentrated in real estate, against a backdrop of VND 31,500 billion already in arrears. Here's what bondholders need to understand about the three scenarios ahead and their legal rights under Decree 08.
DGC Trading Restricted: Two Problems, One Legal Root
From May 26, DGC moves to periodic matching: lower liquidity, harder to exit. That part is fixable. The bigger risk is a criminal investigation that is simultaneously squeezing profit margins and extending the recovery timeline.
Hanoi's 3-Year Housing Lock Proposal: Legal Gap and Three Scenarios
Hanoi has proposed restricting commercial home transfers for 3 years in new multi-purpose urban zones. The 2023 Housing Law does not grant local governments this authority, and the legal path to making it stick is long.
VND 30,400B in Real Estate Bonds: The 2022 Filter No Longer Works
Vietnam's real estate sector issued VND 30,400 billion in bonds in April 2026, capturing nearly 59% of the private placement market. A 7-percentage-point yield gap within a single month's issuance table reveals where the real risk actually sits.
BSR Escaped Hormuz. Nghi Son Is Still Exposed.
BSR locked in Hormuz-free supply routes early in the year. Nghi Son supplies 40% of Vietnam's domestic fuel but depends on Kuwaiti crude and is not publicly listed. Retail investors are mispricing the sector's real risk.
PC1 Lost 42% Before Arrests: What HoSE's Warnings Said
Before PC1's leadership was indicted, shares had already fallen 42.3% over two months. The warning wasn't buried in the financials. It was on HoSE's free public disclosure page.
Vietnam's PFC Designation: The Real Risk Looks Different
USTR named Vietnam a Priority Foreign Country on April 30 and VN-Index fell 0.83% on May 12. But PFC doesn't mean immediate tariffs. Three common misreads are driving a selloff far broader than the actual risk warrants.
FLC Returns: Big Groundbreaking, Open Legal Questions
Four years after his arrest, Trinh Van Quyet broke ground on a 517-hectare resort in the Central Highlands while still serving a 7-year sentence. The legal questions surrounding FLC's comeback have no clean answers yet.
CTD Hits Floor Limit on VN-Index Record Day: Two Legal Layers
On May 7, 2026, CTD fell -6.93% to its floor limit while VN-Index set a new all-time high at 1,909 points. What the financial statements don't show: two layers of legal risk are repricing this construction stock.
Vietnam Seafood Up 12%, But Risk Has Changed Address
VASEP's 4-month 2026 data: Vietnam seafood exports rose 12% even as US imports fell 7%. China has surged to the top spot, bringing a far less predictable type of risk with it.
VN-Index +10.7%: Three Pillars Propping Up the Market
VN-Index gained 180 points in April 2026 despite VND 13,785 billion in foreign net selling on HOSE. Domestic capital and record margin debt filled the gap, but that structure carries real risks heading into May.
HAG12601: When the Debt Waiver Exceeds Quarterly Profit
DATC waived approximately VND 1,534 billion in interest for HAG, more than the company's entire Q1/2026 net profit. Before reading into the +250% figure, investors need to know what is real operating earnings.
Q1/2026 Corporate Bonds: Real Estate Back at 61%
Total issuance grew 2.1x year-on-year, but real estate captured 61% of the mix, nearly identical to Q1/2022. Investor access barriers are higher; collateral quality and secondary liquidity are not.
NDRC Blocks Meta's Manus Deal: Relocating the Entity Wasn't Enough
Beijing ordered the $2 billion Meta-Manus acquisition unwound after integration was already underway — setting a precedent that changes how geopolitical risk must be priced in AI M&A globally.