Blog
Market, company and investment-trend analysis from the Investify team.
VHM Hits Ceiling Price Twice, Record $1B Dividend: Four Risks to Consider
Vinhomes surged after its 2026 AGM with a 50,000 billion VND profit target and a record ~$1 billion cash dividend, but foreign investors net-sold nearly 1,000 billion VND in just 3 sessions.
April 6 Deadline, Hormuz Stalemate: Three Scenarios for VN-Index Next Week
US-Iran talks collapse, the Strait of Hormuz remains blockaded, Brent hits $109. How will capital flows shift during the April 7-11 trading week?
Hormuz Crisis, Diesel Up 155% in Three Months: Vietnam's Economic Vulnerability Map
The Hormuz Strait blockade triggered an energy domino chain: Brent crude exceeds $109, domestic diesel surges 155% in three months, CPI hits a 5-year high. A macro view of which sectors bear the heaviest burden.
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.
Gallium Up 18%, Vietnam Bans Raw Ore Exports: 4 Mineral Stocks to Watch
China tightens strategic mineral supply, Vietnam bans raw ore exports and pushes for deep processing. Which four mineral stocks stand to benefit from the global supply chain shift?
CPI Hits 5-Year High, Deposit Rates Surge to 9%: Inflation Erodes Portfolios From Both Sides
Vietnam's March 2026 CPI jumps 4.65% — the highest in 5 years. Deposit rates surge to 8-10%. Capital flows are shifting and investment portfolios face unprecedented dual pressure.
DGC Bounces 15% from Bottom While Chairman Remains Detained: Legal Risk Beyond the Charts
DGC stock stages a strong recovery after a 33% crash, but three major risks still loom. What the reports don't tell you.
Q1 GDP Hits 7.83%, Yet VN-Index Stuck at 1,684
Vietnam's economy posts a 15-year record with Q1 GDP growth of 7.83%, but rising interest rates, fuel-driven inflation, and record foreign net selling are holding the stock market back.
NFP Beats by 3x, FTSE Russell April 7: A Pivotal Week for VN-Index
The US economy added 178,000 jobs in March — triple the forecast — while FTSE Russell prepares to announce Vietnam's upgrade review results. Two converging catalysts could reshape capital flows next week.
Container Freight Doubles on Hormuz, Export Stocks Pay the Price
The Hormuz Strait blockade has pushed Vietnam-Europe container rates to $8,200, double pre-crisis levels. TNG lost 14.4% in one week, and even shipping stocks couldn't escape the pressure.
Fuel Stabilization Fund Depleted, VND 8 Trillion Injection Still Not Enough
PV Oil's fund is negative VND 1,437 billion, Petrolimex lost 70% of its buffer in just 3 months. With the April 15 tax exemption deadline approaching, what are the three scenarios for fuel prices and the stock market?
Fuel Tax Exemption Expires April 15, Prices May Surge 5,000 VND/Liter
Vietnam's unprecedented triple fuel tax exemption expires in 11 days. Without an extension, RON95 gasoline could jump to 30,000 VND/liter, creating a cost shock for aviation and logistics stocks.