Blog
Market, company and investment-trend analysis from the Investify team.
SJC Gold Lost 27 Million VND Then Bounced Back — The Real Risks Investors Need to Know from Q1/2026
Q1/2026 saw SJC gold swing 14% in just weeks, Bao Tin Minh Chau investigated by police, and a costly lesson in asset allocation for retail investors.
Coteccons Posts 7-Year Profit High — What Does a VND 62.5 Trillion Backlog Signal?
Coteccons reports its highest profit in nearly 7 years with a record VND 62.5 trillion backlog. A data-driven look at the opportunities and risks facing Vietnam's largest construction contractor.
Capital Flows Are Shifting: VN-Index Rebounds After 3-Week Slide as DXY Drops Below 100
After three consecutive weeks losing 232 points, VN-Index bounced 1.52% led by domestic capital. The DXY broke below 100 for the first time since 2022 — is foreign capital about to reverse course?
Vietnam's Energy Security Race: Strategic Reserves and BSR's Record-Breaking Output
The Prime Minister launches an urgent oil diplomacy campaign, orders construction of the Nghi Son strategic reserve, while BSR operates at 123% design capacity — a full picture of Vietnam's energy security race.
HVN or VJC — Who Survives the Jet Fuel Price Storm?
Jet A-1 surges to USD 234/barrel. Vietnam Airlines slashes thousands of flights while Vietjet triples fuel surcharges. A data-driven look at two survival strategies.
Sacombank Rebrands as 'Sai Gon Tai Loc,' Seeks to Extend Restructuring to 2030 — Where Does the Real Risk Lie?
Profit down 40%, NPL ratio surges to 6.3%, restructuring plan extended by 4 years — yet Sacombank chooses to rename and relocate headquarters. What STB investors need to know before the AGM.
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?