A Margin Cut Is Not Always Bad News
Investor Guide

A Margin Cut Is Not Always Bad News

HoSE has added FUEMITEC and FUEVN50G to its non-marginable list, taking the total to 68 securities. For first-time investors, the key is not to panic at the label, but to understand why a name lost margin eligibility and how that changes buying power.

Mai Linh·
Tandoland Raised VND 300 Billion, Bond Risk Remains
Investor Guide

Tandoland Raised VND 300 Billion, Bond Risk Remains

Tandoland has completed a VND 300 billion bond deal with a 12% annual coupon. For new investors, the real story is not the word “successful” but the cost of capital, leverage, and the cash flow behind repayment.

Mai Linh·
HVN’s two-session surge is a recovery trade
Corporate Analysis

HVN’s two-session surge is a recovery trade

HVN’s back-to-back limit-up sessions are not just a momentum story. The market is bundling together Q1 earnings, the new Amsterdam route and the June 28 annual meeting into one recovery thesis.

Minh Quan·
Dow hits a record as money rotates away from tech
Market Beat

Dow hits a record as money rotates away from tech

Wall Street sent two different signals in the same session: the Dow Jones closed at a fresh high while the Nasdaq fell under pressure from AI-linked chip stocks. The more useful takeaway is not which headline to believe, but where money is moving inside the market.

Mai Linh·
Vinhomes Stops Chasing New Land, Bets on Execution
Corporate Analysis

Vinhomes Stops Chasing New Land, Bets on Execution

Vinhomes says its current landbank is enough for 5-7 years of continuous development. The bigger signal is not the size of the landbank itself, but a market shift that rewards execution speed and real cash flow more than headline acreage.

Mai Linh·
Japan at 1.0%: Cheap Money in Asia Reprices
Macro Insights

Japan at 1.0%: Cheap Money in Asia Reprices

Japan has raised its short-term policy rate to 1.0%, the highest level since 1995. The bigger story is not the 0.25 percentage-point move itself, but the fact that Asia's longest-running cheap-money anchor is starting to change roles.

Thanh Ha·
New ETFs on HOSE, Start With the Index Basket
Investor Guide

New ETFs on HOSE, Start With the Index Basket

VinaCapital has listed two new ETFs on HOSE, but the real story is not the launch itself. For new investors, the first job is to understand the index basket, the trading mechanics, and why market price can diverge from NAV.

Mai Linh·
VN-Index Turns Green, but Money Is Still Fragmented
Market Beat

VN-Index Turns Green, but Money Is Still Fragmented

VN-Index held onto gains on the morning of June 16, but heavyweight banking and oil names were still far from moving in sync. For newer investors, the key question is not how many points the index added, but where the money actually went.

Mai Linh·
Why Vietnam’s Securities Law Rewrite Matters to New Investors
Investor Guide

Why Vietnam’s Securities Law Rewrite Matters to New Investors

The VN-Index may keep hovering near 1,800 points, but the more important development for first-time investors this week sits outside the tape. The consultation round on Vietnam’s revised Securities Law points to three areas that sit much closer to a beginner’s money than they may think: disclosure, product quality, and market infrastructure.

Mai Linh·
Nvidia's $25 billion bond sale puts capital costs in focus
Corporate Analysis

Nvidia's $25 billion bond sale puts capital costs in focus

Nvidia returned to the U.S. bond market with a $25 billion deal after investor orders swelled to $85 billion. The bigger story is not liquidity stress, but the fact that the AI trade is now being priced through long-term funding costs.

Minh Quan·
Equity funds can still fall in a calm market
Investor Guide

Equity funds can still fall in a calm market

In May 2026, 70 of 86 equity funds posted negative returns even though the VN-Index was broadly flat. For new investors, that corrects a common misconception: buying a fund means hiring a portfolio manager, not buying immunity from drawdowns.

Mai Linh·
SJC at VND 150.5 million: the price of safety
Investor Guide

SJC at VND 150.5 million: the price of safety

As the VN-Index edges toward 1,800, SJC gold is back above VND 150 million per tael. The real question is no longer whether gold can rise, but how much investors are paying for protection.

Mai Linh·