Blog
Market, company and investment-trend analysis from the Investify team.
Hui Ka Yan Pleads Guilty: 5 Evergrande Risks Still Lurking in Vietnam RE
From $42.5 billion to the courtroom in 9 years. The Shenzhen trial closes Evergrande's chapter, but 5 similar structural risks remain in Vietnam's real estate sector.
3 Steel Stocks Hit Price Ceiling, Banks Barely Recover: Diverging Capital Flows
On April 14, TLH, HSG, and NKG all hit their price ceilings thanks to the 27.83% anti-circumvention HRC tariff, while banking stocks recovered only 0.1-1.7% after a red session.
China's Surplus Halved: How Vietnam Benefits
China's March exports grew just 2.5% while imports surged 27.8%. This divergence is creating opportunities for Vietnamese exporters targeting the world's second-largest economy.
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.
LVMH Revenue Down 6% in Q1: A Global Consumer Barometer
The world's largest luxury group reported a 6% Q1/2026 revenue decline with shares down 28% YTD. What does the global consumer picture signal for Vietnam's retail sector?
Buffett Sold 75% of Apple: 3 Portfolio Allocation Lessons
Warren Buffett admits he sold Apple too soon but still won't buy back. Behind this decision are 3 portfolio management principles Vietnamese investors can apply today.
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.
Equity Funds See Record 14,400B VND Outflow, Cash Hits High
VN-Index recovered 10.5% from its bottom, but large equity funds continue raising cash positions to multi-quarter highs. What is the fund flow picture signaling?
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.
Power consumption breaks records from March, three risks await power stocks
Electricity consumption exceeded 1 billion kWh/day two months earlier than 2025. Three overlapping risk layers are diverging power stocks during the 2026 dry season.
Hormuz Blockaded from Both Sides: 5 Things to Know Before Monday's Session
US-Iran talks collapsed, the US declared a naval blockade of the Strait of Hormuz from Sunday evening. Brent heading above $100, Monday April 14 will be a major test for Vietnam's VN-Index.
SJC Gold Premium of 21 Million VND: 13 Years in the Making
For the same amount of gold, buying SJC bars in Vietnam costs over 20 million VND more than world prices. This gap is not accidental — it's the product of 13 years under a monopoly system.