FPT Down 44% From Peak, AGM Maps Out Revival
Chairman Truong Gia Binh acknowledged shareholder pain at the April 16 AGM, while P/E dropped to 14.5x and the AI-First strategy enters a new phase.
NVL Up 71% From Bottom: Accounting Profit, VND 67.4T Debt
Three catalysts drove NVL's 71% rally in 5 weeks. But the profit came from accounting reversals, revenue dropped 23%, and VND 67,400 billion in debt remains.
Q1/2026 Earnings: Power and Fertilizer Surge, Industrial Parks Under Pressure
SSI Research estimates 35 out of 40 companies will post positive profit growth in Q1/2026, but divergence ranges from +465% to -68%. Sector selection matters more than market direction.
Goldman Sachs: Record Q1, Stock Still Drops 4%
Goldman Sachs reported EPS of $17.55, beating estimates by 6.4%, yet the stock fell 4%. A look at the numbers reveals why Wall Street's best quarter still triggered a selloff.
TCM Surges Near Ceiling: Integrated Supply Chain Advantage Amid Tariff War
TCM jumped 6.84% in a sharply divided textile session. Its vertically integrated yarn-weave-garment chain and diversified export mix set it apart, but the 150-day Section 122 clock is ticking.
2026 AGM Season: Banks Accelerate, Oil & Gas Pull Back
Vietnam's 2026 AGM season reveals a deeply bifurcated market: banks target profit growth up to 41%, while oil & gas and manufacturing cut targets by up to 22%. What do the numbers really tell us?
VND 305 Trillion in Banks: Cash Strategy Map of 6 Major Corporations
Bao Viet, FPT, MWG, Petrolimex, Hoa Phat, and Vinamilk collectively deposited over VND 305 trillion in banks by end of 2025. But as Vietcombank cuts rates from April 13, who stands to lose the most?
Hoa Phat Invests VND 10 Trillion in High-Speed Rail, HPG Stock Up 38%
Hoa Phat becomes the first Southeast Asian company to manufacture high-speed railway rails, betting on Vietnam's $67 billion mega-project. A data-driven look at the opportunity and risks.
DatVietVAC Prepares IPO, Valued at $800 Million
The conglomerate behind Anh Trai Say Hi and Rap Viet posted VND 3,235 billion in revenue and plans to list in 2026. What should investors evaluate?
ACB sets 22,274 bn profit, 20% dividend, shares still fall 1%
ACB's April 9 AGM delivered a heavyweight 2026 plan: 22,274 bn profit target, 20% dividend, capital raise to 58,044 bn, and a new non-life insurance arm. The stock still fell with the banking sector — a technical pause or a warning?
Rates Up 1%: Listed Firms Face Extra VND 34 Trillion Bill
With VND 3.39 quadrillion in outstanding debt across HOSE-HNX, each percentage point of rate hike means VND 34 trillion in extra interest. Who pays, who wins?
Banks Race to Raise Capital in AGM Season 2026
LPB surged 6.96% against a falling market on its 30% stock dividend plan. A look at the numbers to separate banks raising capital from strength versus those doing it out of obligation.
GEX Surges 5% as Market Corrects: 2026 Plan Actually Up 19%
The market 'corrects itself' after realizing GELEX's 2026 profit plan is actually 19% higher than the 2025 plan, with a record 53% distribution package and GELEX Electric booming.
Vincom Retail Posts Record 6,446B VND Profit, but 2026 Target Is Lower
VRE reported record 2025 profit driven by the Vincom NCT asset sale, yet core earnings grew moderately. The 2026 plan reveals a strategic pivot toward sustainable rental income.
VHM Hits Ceiling Price Twice, Record $1B Dividend: Four Risks to Consider
Vinhomes surged after its 2026 AGM with a 50,000 billion VND profit target and a record ~$1 billion cash dividend, but foreign investors net-sold nearly 1,000 billion VND in just 3 sessions.