Q1/2026 Earnings: VPBank Surges 62%, Sacombank Drops 31%
The Q1/2026 earnings season reveals deep divergence across Vietnam's banking sector. VPBank leads profit growth while Sacombank stands as the only bank in decline.
VCB Issues 1 Billion Bonus Shares, the Race to VND 100 Trillion Begins
Vietcombank plans to issue over 1 billion bonus shares and establish a subsidiary at VIFC, while VPBank, MB, and VietinBank all target VND 100 trillion in charter capital.
Vingroup Targets Record 25,000 Billion VND Profit, Vinhomes Carries the Ecosystem
Vingroup unveils a 450,000 billion VND revenue target and 25,000 billion VND profit plan for 2026. The paradox: Vinhomes alone targets 50,000 billion in profit — double the consolidated figure.
Gelex Targets Record VND 45T Revenue, Profit Down 21.8%
Gelex AGM 2026 approves record revenue but declining profit, elects CEO as Chairman and appoints a 32-year-old new CEO. Strategic sacrifice or overextension?
SSI Raises Capital to VND 30 Trillion as Securities Firms Race Ahead of FTSE
Vietnamese securities firms are collectively raising VND 77.8 trillion in capital, expanding margin capacity ahead of Vietnam's FTSE Emerging Market upgrade in September 2026.
Foreign Investors Accumulate VND 935B in MSN: Three Drivers Behind the Buying Streak
Amid broad market sell-offs by foreign investors, Masan Group stood out with nearly VND 935 billion in net foreign buying during March. The numbers point to three key drivers: earnings beating expectations, MCH's foreign ownership cap raised to 100%, and the CEO's personal commitment.
Vinamilk Pledges Minimum 50% Payout, Actual Yield Beats Savings Rates
On paper, Vinamilk's 50% minimum payout yields just 3.8%. But the company's track record tells a different story: 6.55% average over five years, peaking at 8.5%.
VJC Hits Ceiling, HVN Still Struggling: Business Models Make All the Difference
Both benefiting from falling oil prices, VietJet surged nearly 7% while Vietnam Airlines gained only 4%. The numbers show the market clearly distinguishing between two airline business models.
Vinhomes Pays VND 25 Trillion Cash Dividend, Record for Vietnam's Stock Market
Vinhomes proposes a cash dividend of VND 6,000/share totaling nearly VND 25 trillion, alongside 4.1 billion bonus shares. What do these numbers reveal about the financial health and cash flow strategy of the Vingroup ecosystem?
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.