VJC hit limit-up, but fuel is the real test now
Vietjet has just delivered a limit-up session, but the market's next question is no longer just about summer travel demand. When jet fuel rises faster than crude benchmarks, margin pressure becomes the first place airline stocks get tested.
OPEC+ Raises Quotas, Oil Prices Stay Elevated
OPEC+ is adding barrels on paper, but Brent remains high because the market still does not trust that physical flows through Hormuz have normalized. For Vietnamese investors, this is a story about inflation, rates and input costs, not just oil stocks.
Exchange Rates Are Testing Stock Flows
VN-Index managed a modest rebound, but the week of June 8-12 will not be decided by a few index points. What matters is whether exchange-rate pressure cools alongside interbank funding costs and equity-market liquidity.
Review old bank accounts before the 3-year mark
Vietnam's new draft rule on payment accounts with no transactions for 3 years is not in force yet, but it highlights a weak point many retail investors ignore: the cash may still be there while access becomes messy when you need it again. Reviewing old accounts, e-wallet links and investment payout accounts now is a cleaner fix than waiting for a future deadline.
EVN Clears Losses, Power Pricing Enters a New Phase
EVN has moved from accumulated losses to positive retained earnings in its audited 2025 financial statements. That does not end pressure on electricity prices, but it does shift the real question: can the pricing mechanism keep up with input costs?
Why beginners may need a rate-lock bucket
When stocks and gold get choppy at the same time, the more useful signal may come from how long-duration money rotates back toward stable yield. That is a reminder that a beginner portfolio should not be built on growth alone.
A Low P/E Does Not Make the Whole Market Cheap
More than 70% of Vietnamese stocks trade below 10x P/E, but that does not automatically turn the market into a broad bargain. For new investors, P/E should be the start of the checklist, not the conclusion.
VNG Faces Its Real Profit Test
For the first time since listing on UPCoM, VNG has put a full-year profit target on the table. The market now needs proof that ZaloPay can move toward break-even without the rest of the ecosystem losing revenue quality.
Near-9% deposits are not your portfolio benchmark
A deposit rate close to 9% is real, but it is not automatically available to every saver. For new investors, the smarter move is not a reflex exit from stocks but a check on what each pool of cash is supposed to do.
Seafood exports are recovering, but stocks are split
Vietnam's seafood exports are improving again in 2026, but most of the lift is coming from China and Hong Kong rather than a broad-based rebound. For retail investors, that makes this a stock-picking story, not a buy-the-sector trade.
Vietnam's 5% dividend tax changes what yield really means
Cash dividends do not land intact in an individual investor's account. Once you subtract the 5% withholding tax and factor in the ex-right price adjustment, dividend yield looks very different.
SJC gold is falling, but the risks are not the same
Gold's sharp pullback in early June shows that holders of SJC bars, gold rings and spot gold are facing three different risk structures. The key question is not only how far gold has fallen, but how fast the domestic premium is shrinking.