SJC Gold Nears World Price: The Buy-Sell Spread Is the Real Cost
The gap between SJC gold and world price has shrunk to roughly VND 1.2 million a tael, nearly gone. But anyone who bought gold bars in mid-July is still down VND 4.2 million per tael.
VN-Index back to 1,768: who changed hands this time
After a sharp drop and an equally sharp recovery over two weeks, VN-Index closed August 21 almost exactly where it stood on August 7. The score didn't change. Who's holding the shares did.
Amata exits 722-hectare project one day before audit finding
Amata VN sold its full 93.4% economic stake in the Amata Township Long Thanh project just one day before Dong Nai's inspection agency signed its finding on that same project. What matters more for investors: after 10 years, the 722-hectare project still has no land, and legal liability now sits with whoever owns the entity.
DGC clears one flag, margin trading stays locked
HOSE lifted DGC's warning flag effective August 24, but the ticker still can't be margined. Three separate trading-status layers, three separate unlock conditions, and it is easy for new investors to read all three as one.
Brokerage Stocks Hit Ceiling a Day After Ranking Last
Five brokerage stocks hit the daily ceiling on August 21, just one session after the sector ranked dead last on the board. Matched volume jumped 3-12x, signaling fresh money entering rather than a news-driven pop, though market-wide liquidity isn't yet strong enough to call it a trend.
PNJ hits the ceiling: seven weeks for one conclusion
On July 6, PNJ's chairwoman said smuggled diamonds never entered the company's system, and the stock still hit the floor. Seven weeks later police said almost the same thing, and the stock hit the ceiling. The gap shows markets price the messenger, not just the message.
CII's 0% bond: the real price is a stock purchase right
CII is offering VND 6.72 trillion in convertible bonds at 0% for three years, then 14.5% after. Read the structure closely and it looks far more like a rights offering than a high-yield loan.
Walmart Beats Estimates, Stock Still Loses $80 Billion
Walmart posted revenue and profit above expectations and raised its full-year guidance, yet shares fell 9.2% on August 20. A second layer of data buried in the same report is what the market actually sold.
FTSE's Aug 21 List Beats Every Forecast Before It
On August 21, FTSE Russell publishes its official list of Vietnamese stocks joining the secondary emerging market basket. The 23, 28, or 30-plus figures circulating beforehand are all broker forecasts, not the official list.
PNJ's first loss in 18 years: value funds are buying anyway
PNJ posted a VND 283 billion net loss in Q2 2026, its first loss since listing. The loss traces back to a one-off accounting provision, and two value-oriented foreign fund groups just crossed the 5% ownership threshold while the stock still sits far below its old high.
Bad Debt Tops VND 310 Trillion, Bank Buffers Thin Out
Bad debt at 27 listed Vietnamese banks topped VND 310 trillion by mid-2026, but newly formed bad debt in the period was over VND 105 trillion, more than double the increase shown on the books. The industry's average coverage ratio fell from 83% to 79%, even as most banks sharply raised loan-loss provisions.
VHM Bonus Shares: Price Halved, Index Unmoved
Analysts called Vinhomes' 4.1 billion bonus shares a catalyst for the VN-Index. But the Aug 6 price adjustment shows the 'extra' shares were already priced out that same session.