VN-Index falls 24.51 points: Watch market breadth
VIC and VHM amplified the index’s decline, but 251 declining stocks on HOSE reveal pressure across much of the market. For new investors, breadth is the data layer that should not be skipped after a sharp down day.
P-Lab and PNJ: Do Not Infer from One Prosecution Decision
The prosecution of a P-Lab appraisal employee is serious, but it is not a legal finding against PNJ or P-Lab as a legal entity. Investors now need evidence on scope and the company’s response.
Cooling US CPI, Brent crude revives supply risk
Softer US inflation lowered yields, while Brent's surge introduced a different risk. For Vietnam's equity market, exchange rates and market breadth matter more than the energy sector's color alone.
Wall Street bank profits are not equal in quality
America’s largest banks all beat second-quarter expectations, but they made their money in very different ways. The source of earnings matters more than the headline beat.
IBM Misses Forecasts as AI Budgets Shift
Spending on artificial intelligence has not disappeared, but it can reach servers and memory before software. IBM's preliminary results show why long-term demand and a single quarter's revenue can move in different directions.
FBC's VND 10,000 dividend remains a paper yield
FBC is set to pay VND 10,000 per share, far above its VND 3,700 reference price. Yet a stock that scarcely trades cannot turn an attractive calculation into a return that a new investor can necessarily capture.
VN-Index rebounds 24 points, but green is not confirmation
VN-Index returned above 1,800 after a 24.18-point afternoon rebound. The key story is not the closing colour, but easing drag from large caps and a recovery that was still uneven.
REE Nears Half Its Plan: The Second-Half Test
REE’s profit has advanced faster than revenue over six months. Delivering the full-year plan now rests on power commissioning, M&E execution and better performance from its leased assets.
USD 81.3bn in tariff refunds goes to importers first
US tariff refunds do not automatically reach shoppers or foreign exporters. The first recipient is the company that filed the import entry and paid the duty.
SK Hynix has two prices and one valuation test
SKHY in the United States still traded above the Seoul-equivalent price after SK Hynix's sharp July 13 fall. The gap reflects easier access, but it also puts the chipmaker's earnings expectations to the test.
Holding VN30F2607 Overnight: Price the Risk First
With expiry approaching, a few VN30F2607 points can become millions of dong on an account. The decision is not about guessing tomorrow morning's direction, but about defining the risk budget first.
Insurance Is Splitting in Two, Profit Is the Real Test
Non-life premiums are rising while life insurance continues to contract. The gap is a reminder to look beyond premium growth when assessing insurance stocks.