Q1/2026 Earnings: Real Estate Surges 407%, Steel Collapses
Q1/2026 earnings season reveals extreme divergence. Real estate leads at +407%, banks outperform, but steel companies lose nearly all profits. A closer look at the numbers behind the percentages.
F88 Doubles Profit in 2025, Targets VND 1 Trillion and HOSE Listing
Amid rising inflation and interest rates, F88 posted VND 907 billion pre-tax profit in 2025 (+102%), while announcing plans to raise capital by 123% and transfer to the HOSE exchange in 2026.
FPT Down 25% YTD as Foreign Investors Pull Nearly 10,000 Billion VND
Vietnam's largest tech stock plunges amid record foreign selling and fears that AI could disrupt the outsourcing model. A look at the numbers behind the risk and the opportunity.
DPM and DCM Plunge Amid Urea Rally — Separating Paradox from Opportunity Through the Numbers
Global urea prices surged 70% yet Vietnam's top fertilizer stocks fell hardest on the board. A closer look at the financials reveals a far more nuanced story than headlines suggest.
Vietnam Steel Q1/2026: HPG Dips Slightly, NKG Loses Nearly All Profit — Are Full-Year Targets Too Ambitious?
Q1/2026 estimates reveal sharp divergence in Vietnam's steel sector: HPG down 2.6%, HSG down 49%, NKG plunging 92%. A numbers-driven assessment of whether full-year targets remain achievable.
MB Bank Targets VND 39,500 Billion Profit in 2026 — Which Numbers Are Achievable and Which Are a Stretch?
MB unveils plans for VND 39,500 billion profit, total assets exceeding VND 2 quadrillion, and expansion into gold and digital assets. A data-driven look at the opportunities and hidden risks.
VCI Targets Record VND 2,300 Billion Profit — But the 35% Dilution Equation Deserves a Closer Look
Vietcap unveiled its most ambitious business plan at the 2026 AGM, but a 35% bonus share issuance that cuts EPS by 26% sent the stock lower immediately.
Ninh Thuan Nuclear Power: TV2 and TV1 Win Consulting Bid — Strategic Positioning or Long-Shot Bet?
TV2 and TV1 join the consortium winning a consulting bid for Vietnam's $22 billion nuclear power project. The contract is worth just VND 8.35 billion, yet stocks surged over 10% in a week — how should investors assess this opportunity?
Coteccons Posts 7-Year Profit High — What Does a VND 62.5 Trillion Backlog Signal?
Coteccons reports its highest profit in nearly 7 years with a record VND 62.5 trillion backlog. A data-driven look at the opportunities and risks facing Vietnam's largest construction contractor.
HVN or VJC — Who Survives the Jet Fuel Price Storm?
Jet A-1 surges to USD 234/barrel. Vietnam Airlines slashes thousands of flights while Vietjet triples fuel surcharges. A data-driven look at two survival strategies.
VPBank Eyes VND 100 Trillion Charter Capital — First Private Bank to Surpass the Big 4, But Is It Strong Enough?
VPBank plans to raise its charter capital to nearly VND 100 trillion, overtaking Vietcombank and MB. The numbers are impressive, but ROE remains a question mark.
VIMC Pours VND 13,800 Billion into Can Gio Super Port — Strategic Turning Point or Outsized Gamble?
From Vinalines' VND 13,000 billion accumulated loss to a $3.3 billion market cap, VIMC is now betting big on a $5 billion super port. An analysis of the capital expansion roadmap, MSC joint venture, and risks investors should consider.
Hoa Phat Before April 21 AGM: 22 Trillion VND Profit Target, Executive Pay Up 5x — What Do the Numbers Reveal?
Examining the numbers ahead of Hoa Phat's AGM: Is the 22 trillion VND profit target ambitious or achievable? Executive compensation surged 500% while profits grew only 29%. What 300,000 shareholders need to know.
HAGL Posts Record VND 2,243 Billion Profit, Clears Accumulated Losses — But How Much Is Real?
By the numbers, HAGL just closed its most impressive year ever. But strip out the financial engineering, and the picture is less rosy than it appears.
By the Numbers: How MWG Is Transforming Into a Multi-Sector Conglomerate
Dien May Xanh IPO, V-Green EV charging partnership, and a record profit target of VND 9,200 billion — three strategic pillars marking the biggest turning point in Mobile World Group's history.