Executives Rush to Sell Shares Before AGM Season 2026 — What the Reports Don't Tell You
When the CEO dumps nearly all his shares, a conglomerate exits its major stake, and a chairman's family faces repeated margin calls — what should retail investors know to protect themselves?
Novaland Reports VND 1,819 Billion Profit but Cash Flow Negative for 3 Straight Years — Where Is the Real Risk?
Novaland posts its first profit after 2 years of losses, yet auditors still question its going concern status. A deep dive into the source of profits, the VND 67,000 billion debt mountain, and the ambitious 8x growth plan for 2026.
Dow Jones Enters Correction, Oil Surpasses $112 — Where Is the Money Flowing?
Wall Street plunges as the Hormuz Strait crisis pushes oil to a 4-year high. VN-Index shows short-term recovery, but the bigger picture is shifting.
The Specter of Stagflation Returns: CPI Surges to 3.35%, Brent Nears $115 — Vietnam at a Crossroads
Three simultaneous macro shocks — surging oil prices, rising inflation, Big 4 banks hiking rates — paint a troubling stagflation picture for Vietnam's economy.
Vietnam's 20% Tax on Unlisted Shares — How the New Policy Reshapes OTC Investment Math
Vietnam's Ministry of Finance proposes a 20% capital gains tax on unlisted share transfers, replacing the current 0.1% flat rate. OTC and pre-IPO investors face the biggest impact.
Vietnam Injects VND 8,000 Billion Into Fuel Stabilization Fund — What It Means for Investors
For the first time ever, Vietnam's government taps the national budget to inject VND 8,000 billion into the fuel price stabilization fund as Brent crude surges past $114. Who wins and who loses on the stock market?
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.
HCMC Breaks into ASEAN's Top 3 Financial Centers — What Does This Mean for Investors?
HCMC surpasses Bangkok and Jakarta in the GFCI 39 ranking. Combined with VIFC and the FTSE upgrade, a rare triple catalyst is taking shape. Here's the roadmap and which stocks stand to benefit.
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.
GVR Hits Ceiling Amid Government Inspection Storm — Bargain Hunting or Catching a Falling Knife?
GVR stock surged 7% to ceiling price as sellers vanished, but the Government Inspectorate just uncovered violations worth over VND 2,300 billion. Where does the real risk lie?
Coffee Prices Drop for 9 Consecutive Sessions — Is the Golden Era Over?
Vietnam's domestic coffee prices have fallen to 92,000 VND/kg after 9 straight sessions of decline, while Brazil prepares to unleash a record-breaking harvest. The big picture suggests the 2023-2025 price super-cycle may be over.
Fertilizer Stocks Hit the Ceiling — But Management Targets 40% Profit Drop. Who's Right?
DCM, DPM, and BFC surge on urea prices, yet management sets drastically lower profit targets. The risk retail investors need to understand.
Trinh Van Quyet Returns as FLC Chairman — Where Does the Real Risk Lie?
Trinh Van Quyet appeared as FLC Chairman while still serving a 7-year prison sentence. What the reports don't say and the risks retail investors need to know.
13 Real Estate Stocks Hit Price Ceiling in One Session — But Who's Ignoring the 121 Trillion VND Risk?
Speculative money floods into real estate stocks just as the State Bank tightens credit. An analysis of the dangerous contradiction between market sentiment and policy reality.