Gold gained 7.42%, yet SJC buyers could still lose
Market Beat

Gold gained 7.42%, yet SJC buyers could still lose

Global gold moved sharply higher in a week, while SJC selling prices barely changed. The domestic premium and the buy-back quote determine much of the outcome for a gold-bar holder.

Mai Linh·
US unemployment falls as the denominator shrinks
Market Beat

US unemployment falls as the denominator shrinks

Payrolls fell by 23,000 while the unemployment rate eased to 4.1%. The figures are not contradictory, but together they tell a more cautious story about the US labour market.

Mai Linh·
EVN Has Cleared Its Consolidated Losses, but Funding Is Next
Market Beat

EVN Has Cleared Its Consolidated Losses, but Funding Is Next

EVN's 2025 accounts show that retained earnings turned positive on a consolidated basis. Electricity prices and investment capacity, however, still depend on costs, cash flow and the regulatory mechanism rather than one profitable year.

Mai Linh·
VHM Falls Sharply but VN-Index Still Closes Higher
Market Beat

VHM Falls Sharply but VN-Index Still Closes Higher

VHM lost more than 5% on 7 August while the VN-Index added 3.28 points. The apparent contradiction comes down to market-cap weighting and buying that reached beyond a single stock.

Mai Linh·
Decision 40: Four Stocks, Four Capital Paths
Market Beat

Decision 40: Four Stocks, Four Capital Paths

PLX, GAS, GVR and BCM all climbed sharply on August 7. Yet Decision 40 does not order a common divestment: each company must first clear its own classification test.

Mai Linh·
Alphabet borrows as AI outgrows self-funding
Market Beat

Alphabet borrows as AI outgrows self-funding

Alphabet has a vast cash buffer and is still preparing to borrow more. The real issue is not a rumored deal size, but whether AI infrastructure turns into cash flow fast enough.

Mai Linh·
Airbnb Rises After Earnings as Focus Shifts to Q3
Market Beat

Airbnb Rises After Earnings as Focus Shifts to Q3

Airbnb shares rose in after-hours trading following its second-quarter report. The market is pricing more than the quarter that just ended: it is reassessing the growth management expects to sustain ahead.

Mai Linh·
What Apollo Is Paying For at easyJet
Market Beat

What Apollo Is Paying For at easyJet

Apollo's £5.7 billion cash proposal is not a completed deal. The real question is which easyJet cash flows it could improve and what risks could undo that calculation.

Mai Linh·
Sacombank’s 10% coupon: Read the bond as a loan
Market Beat

Sacombank’s 10% coupon: Read the bond as a loan

Sacombank has issued three six-year bonds with a fixed 10% annual coupon. Before comparing that rate with a bank deposit, investors need to understand liquidity, legal protection, and the issuer’s ability to repay.

Mai Linh·
DGC rose 6.91%, governance risk remains open
Market Beat

DGC rose 6.91%, governance risk remains open

A near-limit session signals that expectations have shifted. Candidate nominations and formal trading-status changes, however, are different matters.

Duc Tri·
DMX Listing Puts Its Valuation to an Earnings Test
Market Beat

DMX Listing Puts Its Valuation to an Earnings Test

At VND 80,000 a share, Điện Máy Xanh carries an implied market value of about VND 101,418 billion. The key question after listing is which earnings base can support that price.

Minh Quan·
USD 100 Billion in Tariff Refunds Is Still in Disbursement
Market Beat

USD 100 Billion in Tariff Refunds Is Still in Disbursement

A vast refund pool has moved to the U.S. Treasury for payment, but that does not mean every company has cash in hand. Consumers do not automatically recover the higher prices they may have paid.

Mai Linh·