Blog
Market, company and investment-trend analysis from the Investify team.
Long Thanh Airport Opens Late 2026 — Mapping the Stocks Set to Benefit from a $16 Billion Megaproject
Three expressways reaching completion alongside Long Thanh Airport create an unprecedented infrastructure ecosystem in Southeast Vietnam. Which stocks benefit first, and which are the long-term play?
DPM and DCM Plunge Amid Urea Rally — Separating Paradox from Opportunity Through the Numbers
Global urea prices surged 70% yet Vietnam's top fertilizer stocks fell hardest on the board. A closer look at the financials reveals a far more nuanced story than headlines suggest.
Vietnam Steel Q1/2026: HPG Dips Slightly, NKG Loses Nearly All Profit — Are Full-Year Targets Too Ambitious?
Q1/2026 estimates reveal sharp divergence in Vietnam's steel sector: HPG down 2.6%, HSG down 49%, NKG plunging 92%. A numbers-driven assessment of whether full-year targets remain achievable.
MB Bank Targets VND 39,500 Billion Profit in 2026 — Which Numbers Are Achievable and Which Are a Stretch?
MB unveils plans for VND 39,500 billion profit, total assets exceeding VND 2 quadrillion, and expansion into gold and digital assets. A data-driven look at the opportunities and hidden risks.
Shipping Costs Surge 30-60% — The Hidden Risk Eroding Vietnam Export Profits Before Q1 Earnings
The Hormuz Strait crisis has doubled container freight rates, yet Vietnamese export stocks remain unpriced for the shock. Who bears the pain when Q1 financials are released?
VCI Targets Record VND 2,300 Billion Profit — But the 35% Dilution Equation Deserves a Closer Look
Vietcap unveiled its most ambitious business plan at the 2026 AGM, but a 35% bonus share issuance that cuts EPS by 26% sent the stock lower immediately.
Ninh Thuan Nuclear Power: TV2 and TV1 Win Consulting Bid — Strategic Positioning or Long-Shot Bet?
TV2 and TV1 join the consortium winning a consulting bid for Vietnam's $22 billion nuclear power project. The contract is worth just VND 8.35 billion, yet stocks surged over 10% in a week — how should investors assess this opportunity?
VND 13,700 Billion in Real Estate Bonds Maturing in April — The Real Risk Behind the Rally
Real estate stocks hit ceiling prices across the board, but the largest bond maturity wave of the year raises serious questions about the sustainability of this rally.
Brent Crude Surpasses $112 — Why Are Renewable Energy Stocks Surging?
Oil prices spike to $115/barrel yet renewable energy and power construction stocks hit ceiling prices. The big picture shows money flowing clearly between two power sector groups.
One Year After Trump's 46% Tariff — Vietnam's Exports Didn't Collapse, They Hit a Record
One year after the 46% reciprocal tariff shock, Vietnam's exports to the US reached $153 billion — but policy risks still loom large.
Oil Surges Past $112, Wall Street Plunges — What Lies Ahead for VN-Index in the Week of March 30?
The Hormuz Strait crisis pushes Brent crude to a 4-year high while Wall Street enters correction territory. Meanwhile, VN-Index recovers 1.71% but foreign investors keep selling. What scenarios should investors prepare for?
FTSE Russell Verdict Approaching — Where Does Vietnam's Market Upgrade Stand?
On April 7, 2026, FTSE Russell will announce its interim assessment on upgrading Vietnam to emerging market status. Billions of dollars in foreign capital await the signal.