VN-Index still lacks evidence of a stable base
A near-31-point rebound showed that buyers were present at lower prices. Breadth, turnover and capital flows, however, have yet to show that they have regained control.
Ending case-by-case land prices keeps location pricing
The Land Law amendment draft would remove a separate valuation layer, not impose one fixed price on every plot. The details that matter are the land-price table, adjustment coefficient and the data behind them.
VietCredit Profit Holds, Provisions Still Test It
VietCredit's Q2 credit-provision expense exceeded pre-tax profit, yet net interest income kept earnings positive. The key issue is whether rapid loan growth is creating durable earnings or carrying more risk with it.
Fund Outflows Are Slowing, Not Yet Reversing
Second-quarter redemptions were far lower than in Q1, but money is still leaving funds. The useful read is by fund type, performance and liquidity needs.
Vinamilk: domestic scale, export speed
Vinamilk's Q2 profit grew faster than revenue. The split by business line shows that domestic demand still supplies scale, while exports and operating efficiency are adding speed.
Intel lost $11 billion, but operations turned around
Intel's headline net loss was driven primarily by a revaluation of shares held in escrow. Its second-quarter report shows tangible operational progress, though cash deployment and the foundry business remain demanding tests.
VND 235 trillion in bonds mature: A test of cash
A bond maturity is not automatically a default. The dividing line is whether the issuer has secured funding, collected cash and met obligations on time before.
PNJ trades 39 million shares but still closes at the floor
A huge turnover session is not enough to call a bottom. Price location, sell orders and foreign trading show the difference between bargain hunting and buyer control.
PC1 Has a Full Board, but Trust Still Needs Proof
PC1's extraordinary meeting filled the vacancies on its board. Interim earnings, cash flow and the audit opinion will show whether the new structure can rebuild confidence.
Expected ETF Buying of HPG Is Not a Buy Signal
A forecast that ETFs may buy about 3.1 million HPG shares signals potential technical demand. It is not a completed order, and it does not guarantee a higher share price.
Oil Above $100 Makes Equity Valuations Harder
Brent settled at $100.69 a barrel on July 23, Treasury yields rose and US equities fell. The move works through inflation and interest rates, but it does not fully explain pressure on the Nasdaq.
Vietnam's Financial Centre: Execution Is the Test
The development plan through 2035 is approved and in force. Its market value will depend on rules, infrastructure and products that actually begin operating.