Blog
Market, company and investment-trend analysis from the Investify team.
PMI Slows, Selling Prices Hit 15-Year High: Which Sectors Take the Hardest Hit?
March PMI dropped to 51.2 while output prices hit a near 15-year record. Plastics, textiles, steel and chemicals: who bears the brunt of the Middle East cost shock?
April's 4-Year Losing Streak: This Time FTSE Russell Changes Everything
VN-Index declined in April for four straight years from 2022 to 2025. But in 2026, the FTSE Russell upgrade, falling oil prices, and a strong recovery are painting an entirely different picture.
Foreign Investors Accumulate VND 935B in MSN: Three Drivers Behind the Buying Streak
Amid broad market sell-offs by foreign investors, Masan Group stood out with nearly VND 935 billion in net foreign buying during March. The numbers point to three key drivers: earnings beating expectations, MCH's foreign ownership cap raised to 100%, and the CEO's personal commitment.
Vinamilk Pledges Minimum 50% Payout, Actual Yield Beats Savings Rates
On paper, Vinamilk's 50% minimum payout yields just 3.8%. But the company's track record tells a different story: 6.55% average over five years, peaking at 8.5%.
VN-Index Breaks 1,700, but Overnight Rates Hit 12%: Hidden Risk Behind the Rally
VN-Index crossed 1,700 for the first time in months, yet the interbank overnight rate nearly tripled to 12%. What's really happening beneath the market surface?
VJC Hits Ceiling, HVN Still Struggling: Business Models Make All the Difference
Both benefiting from falling oil prices, VietJet surged nearly 7% while Vietnam Airlines gained only 4%. The numbers show the market clearly distinguishing between two airline business models.
Vinhomes Pays VND 25 Trillion Cash Dividend, Record for Vietnam's Stock Market
Vinhomes proposes a cash dividend of VND 6,000/share totaling nearly VND 25 trillion, alongside 4.1 billion bonus shares. What do these numbers reveal about the financial health and cash flow strategy of the Vingroup ecosystem?
Brent Crude Reverses on US-Iran Talks, Three Stock Groups to Benefit
Brent crude pulled back from $112 to $107 on US-Iran negotiation signals. Capital flows are shifting from oil refining to aviation and maritime transport on Vietnam's stock market.
Q1/2026 Earnings: Real Estate Surges 407%, Steel Collapses
Q1/2026 earnings season reveals extreme divergence. Real estate leads at +407%, banks outperform, but steel companies lose nearly all profits. A closer look at the numbers behind the percentages.
F88 Doubles Profit in 2025, Targets VND 1 Trillion and HOSE Listing
Amid rising inflation and interest rates, F88 posted VND 907 billion pre-tax profit in 2025 (+102%), while announcing plans to raise capital by 123% and transfer to the HOSE exchange in 2026.
FPT Down 25% YTD as Foreign Investors Pull Nearly 10,000 Billion VND
Vietnam's largest tech stock plunges amid record foreign selling and fears that AI could disrupt the outsourcing model. A look at the numbers behind the risk and the opportunity.
Diesel Up 50% in March: How Are Transport Stocks Taking the Hit?
Diesel prices surged over 50% in a single month, pushing bus fares up to 36%. Capital is flowing out of transport stocks, but is this an opportunity or a value trap?