VND 381,000bn Infrastructure Push Splits HCMC Property Stocks
On the same morning of May 15, VHM fell 1.53% while CEO gained 3.47%. The divergence is no coincidence: HCMC's VND 381,000 billion infrastructure pipeline is separating companies with land in the right corridor from those riding the news.
VN-Index Hits 1,925 ATH: Oil Leads, Banks and Real Estate Fall
On May 14, VN-Index set a new all-time high of 1,925.46 points, but the picture beneath the headline was sharply divided: oil stocks surged on Hormuz-driven Brent, while banking and real estate both declined on structural pressures.
EVN Loss Plan: Chemicals, Cement and Steel All Exposed
On 14 May, Vietnam's Ministry of Industry and Trade released a draft decree proposing to recover EVN's VND 44,792 billion cumulative loss through future electricity tariff adjustments. Sector impact varies sharply by electricity cost intensity and current gross margins.
VN-Index hits record, VNDirect cuts 2026 target to 1,967
VNDirect slashed its 2026 VN-Index target from 2,099 to 1,967 points in the same week the index set a new all-time high. With only 3.5% upside to the new target, investors now face two equally plausible scenarios and three concrete signals to watch.
VN30 Red in 27/29: Capital Shifts Into Oil and Fertilizer
VN-Index retreated 19.87 points from its all-time high of 1,915.37. The VN30 finished nearly all red, but market-wide turnover rose 4% as capital rotated into oil and fertilizer stocks.
Three Structural Pressures Behind Vietnam's Brokers' VND 100T Capital Race
Vietnam's securities firms are collectively raising VND 100,000 billion in 2026, the largest capital push in the industry's history. Three structural constraints converged to make it necessary.
VN-Index 1,915 pts, Foreign Sellers for 12 Sessions: A Healthy Divergence
VN-Index closed at an all-time high of 1,915.37 points while declining stocks outnumbered advances in three of four sessions and foreigners sold for 12 consecutive sessions. This is a healthy, catalyst-driven divergence, not a distribution top.
Rice Prices Up 10.7% in One Week: Three Scenarios for Rice Stocks
Global rice prices surged 10.7% over five sessions from April 28 to May 5, while Brent crude reversed course. Three converging forces, three diverging scenarios for LTG, PAN, and TAR.
PMI Drops to 50.5: Oil & Gas Leads, Real Estate Lags
On the same day Vietnam's manufacturing PMI slipped to 50.5, oil and gas stocks surged while real estate fell hardest. Here is the mechanism that explains the divergence.
VN-Index +10.7% in April: Why F0 Portfolios Are Still in the Red
VN-Index posted its strongest monthly gain of the year in April, yet most retail investor accounts are still showing losses. Three structural mechanisms explain the gap.
Rubber at a 9-Year Peak: What PHR and DPR Face This Week
Brent crude pulled back to $110 after Trump's Iran statement, but natural rubber held its highest level since 2017. PHR and DPR enter the week of May 4 with fundamentally different risk structures.
VN-Index +10.7%, SJC Gold -3.5%: April 2026 Scorecard
April 2026 closed with a nearly 14-percentage-point gap between the best and worst-performing asset classes. Here is what drove the divergence.
Vinpearl Profit Jumps 15x, Tourism Leads on a Down Day
VN-Index fell 21.7 points in the last session before a 4-day holiday, but the tourism sector rose 1.05% on the back of Vinpearl's 15x Q1 profit surge. The market is allocating capital by individual business stories, not index direction.
VN-Index drops 17 points: An allocation frame for the 30/4 break
Friday's 0.91% pullback came with the heaviest foreign net selling in 20 sessions. The decision for next week is not which stocks to own — it is what weight to carry through a 4-day market closure.
VN30 hits 2,009: three allocation questions for the week ahead
VN30 closed at 2,009 on 20 April, its first close above 2,000 in seven weeks. But liquidity dropped 9% and foreign investors kept selling, forcing retail investors to revisit allocation questions for the 21-25 April week.