ACV Down 27%: Two Construction Packages Hold Long Thanh's Fate
The June 2026 deadline has slipped to 'within 2026'. ACV's 27% decline from its peak already reflects this risk. The terminal and taxiway packages will determine what happens next.
Spirit Airlines Shuts Down, VJC Posts 59% Profit Surge: Three Structural Axes
Both carry the 'budget airline' label, but Spirit Airlines just liquidated after 34 years while VietJet reported Q1 profits up 59.6%. Three structural axes explain why the same model produces opposite outcomes.
Five-Year High Inflation, Yet Banks Keep Cutting Deposit Rates
March 2026 CPI hit 4.65%, the highest in five years, yet bank deposit rates in May are still falling. Here is how much real margin depositors have left, and which fixed-income channels are paying more.
Q1/2026: Vietnam Property Brokers Surge, Developers Wait
In the same quarter, DXG's brokerage unit tripled revenue and hit 80% of its annual profit target, while DIG posted a net loss and DRH received a stock exchange warning. The divergence has a clear structural explanation.
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.
Brent, Wall Street, Fed: Three Forces, Three Directions
Five holiday days reshaped three key global variables, but all three point in different directions for VN-Index on Monday, May 4.
Bank Bonds in May 2026: Four Years After the 2022 Shock
Four major banks have opened bond issuances in early May 2026. This wave looks structurally different from 2022, but individual investors still need to read the fine print.
Selling 2M MWG Shares: DMX CEO Bets on His Own IPO
Doan Van Hieu Em registered to sell 56.5% of his personal MWG stake to participate in the Dien May Xanh IPO. What kind of insider transaction is this, and how should MWG shareholders read the signal?
Gold's USD 193 Billion Record: Who's Actually Buying and the SJC Risk
WGC reported a record USD 193 billion in gold demand for Q1 2026, yet physical volume rose only 2%. Three buyer groups behave in entirely different ways, and Vietnamese SJC holders carry an extra risk layer the global market simply doesn't have.
VN-Index +10.7%: Three Pillars Propping Up the Market
VN-Index gained 180 points in April 2026 despite VND 13,785 billion in foreign net selling on HOSE. Domestic capital and record margin debt filled the gap, but that structure carries real risks heading into May.
VN-Index Near 1,877: May Hinges on Hormuz and CPI
VN-Index closed April at 1,854 points, up nearly 11%, but liquidity fell 25% and foreign investors sold throughout the month. May offers three distinct price paths, and the deciding variable is the Strait of Hormuz.
Depositing VND 500 Million: Only the First 125 Million Is Insured
Vietnam's new Deposit Insurance Law takes effect today, May 1, 2026. Here's what the actual coverage limit means for your savings, and what happens to the rest if a bank fails.
S&P 500 April +9.6%: Apple Sets Records, U.S. GDP Misses
On the night of April 30, 2026, Apple reported its strongest March quarter ever while the BEA revealed that U.S. GDP fell short of forecasts and core PCE inflation hit its highest level since 2023. Two data streams, one night, two different stories about the economy.
Berkshire in the Abel Era: What Buffett Left Behind After 60 Years
On May 2, 2026, Greg Abel chairs Berkshire's annual meeting as CEO for the first time. The four principles Buffett built over 60-plus years did not disappear with him, and individual investors can apply them right now.
HAG12601: When the Debt Waiver Exceeds Quarterly Profit
DATC waived approximately VND 1,534 billion in interest for HAG, more than the company's entire Q1/2026 net profit. Before reading into the +250% figure, investors need to know what is real operating earnings.