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FRT - Brief - [NONRATED] - 2Q26: FPT Shop restructures efficiently, Long Chau delivers stable growth

In 2Q26, FRT recorded revenue of VND15,626bn (+37.2% YoY and +3.4% QoQ) and operating profit of VND598bn (+152% YoY or +26% QoQ). QoQ growth was mainly driven by the efficient expansion of the Long Chau chain, while the FPT Shop chain trended sideways

2026年8月21日

CTG-Breif-[NONRATED]- 2Q26: Robust Performance

2Q26 PAT surged +21% YoY to VND 11,783bn, driven by robust net interest and service fee income alongside well-controlled operating expenses. 1H26 earnings rose +36%yoy to VND20,744bn, accounting for 57% of full-year 2026 guidance.

2026年8月21日

Market commentary 2026/08/20: Low liquidity

The market declined amid low liquidity, indicating that capital flows remained cautious. Meanwhile, the index's failure to recover above its short-term moving averages suggests that the short-term trend has yet to show a clear improvement, while downside risks remain.

2026年8月20日

Derivatives 2026/08/20: Caution persists

The signals remain inconsistent. Traders should therefore stay cautious and wait for further confirmation in the next session before opening new positions.

2026年8月20日

REE - Brief - [NONRATED] - 2Q26: M&E boosted profit growth

In 2Q26, revenue reached VND2,431bn (-3% yoy), mainly supported by the office leasing and M&E segments, offsetting weaker revenue from property development. Gross profit reached VND924bn (+8% yoy), with the gross margin improving to 38.0% (+4.1%p yoy)

2026年8月20日

Market commentary 2026/08/19: Market recovery

The market recorded a recovery, although liquidity remained low, indicating that capital flows have yet to show clear confirmation of the rebound. As the index is approaching its 20-period moving average, price action around this level will play an important role in confirming whether the current recovery can continue.

2026年8月19日

Derivatives 2026/08/19: Caution phase

Signals remain inconsistent. Investors should therefore stay cautious and wait for further confirmation in the next session before opening new positions.

2026年8月19日

DPM – Brief – [NONRATED] – 2Q26: Continuing to benefit from selling prices

In 2Q26, DPM posted revenue of VND6,986bn, up 32% yoy. Growth was mainly driven by sharply higher selling prices. Gross profit grew strongly to VND1,665bn, +86% yoy, with gross margin at 23.8%, +6.9ppt yoy and +7.1ppt qoq. NPAT reached VND916bn, +122% yoy.

2026年8月19日

33W26: Interbank rates diverge while USDVND softens further

During 33W26, the SBV returned to a net liquidity withdrawal via open market operations after two consecutive weeks of net injection, signaling that short-term funding pressures across the banking system have moderated. Interbank rates displayed mixed movements, with short-term tenors falling sharply while longer tenors edged slightly higher. On the FX front, the domestic USDVND rate decreased by 0.23% WoW to close at 26,144, diverging from the modest uptick in the U.S. dollar as cooling U.S. CPI and PPI data lowered September Fed rate hike expectations, while foreign investors maintained substantial net selling on the HoSE.

2026年8月18日

Market commentary 2026/08/18: Market declines slightly

The market closed with a Doji candlestick amid persistently low liquidity, reflecting the tug-of-war and investor indecision as neither buying nor selling pressure gained a clear advantage. Therefore, investors should maintain a cautious approach to their portfolios.

2026年8月18日

Derivatives 2026/08/18: Awaiting confirmation

Signals remain mixed. Investors should therefore exercise caution and wait for additional confirmation in the next session before they open new positions.

2026年8月18日

Market Traders 2026/08/18: Proprietary trading returned to strong net buying

By investor group, trading activity among both domestic retail and institutional investors declined, falling 1.2% and 11.4%, respectively, from the previous week.

2026年8月18日

Covered warrant 2026/08/18: Cautious sentiment

During the week, covered warrant market liquidity improved in terms of trading volume, mainly driven by an increase in the number of outstanding warrants following new issuances. However, trading value declined slightly, while the number of declining warrants outnumbered gainers, reflecting relatively weak market performance. Meanwhile, the underlying market also came under strong correction pressure, with the index falling 2.2% for the week, which partly weighed on the performance of the covered warrant market.

2026年8月18日

PVS – Earnings Review – [HOLD] – 2Q26: One-off gain boosted earnings

In 2Q26, PVS recorded revenue and NPAT respectively at VND8.6tn (+17% yoy, ~88% KIS forecast) and VND563bn (+78% yoy, ~118% KIS forecast). Robust NPAT growth is mainly driven by a VND460bn one-off gain from compensation related to the termination fee of an offshore wind power project.

2026年8月18日

Derivatives 2026/08/17: A sell signal?

The signals remain inconsistent now that a sell signal has appeared. Traders should therefore stay cautious and wait for additional confirmation signals in the next session before opening new positions.

2026年8月17日

Chart of the day 2026/08/17: A negative signal?

Although a negative signal has appeared, confirmation signals still warrant close attention given the market's sharp volatility last week. Investors should therefore observe carefully before making new decisions.

2026年8月17日

Market commentary 2026/08/17: Stepping back

The market recorded a sharp decline alongside higher liquidity, indicating that selling pressure remains dominant. In addition, the index's break below the 10- and 20-period moving averages has weakened the short-term trend, signaling an increasing risk of further correction.

2026年8月17日

VSC – Brief – [NONRATED] – Gains from HAH Propel 2Q26 NPAT Surge

In 2Q26, VSC reported net revenue of VND861bn (+7% yoy), mainly driven by a 9% yoy increase in throughput volume at key downstream ports. Gains from associates reached VND112bn (vs. -VND1bn in 2Q25) driven by HAH, providing strong leverage to lift EBT to VND287bn (+62.4% yoy). NPAT came in at VND244bn (+64.0% yoy).

2026年8月17日

Market commentary 2026/08/14: Selling pressure returns

The market experienced strong volatility as selling pressure intensified while testing the 1,800-point threshold. The index's failure to break above this level, coupled with higher liquidity and a sharp decline at the close, indicates that selling pressure is currently dominant. However, the index remains above the 20-period moving average, suggesting that the short-term uptrend has not yet been broken, while this support level should be closely monitored in the coming sessions.

2026年8月14日

Derivatives 2026/08/14: Profit-taking pressure

The signals lack consistency amid declining liquidity. Traders should therefore remain cautious and wait for further confirmation signals in the next session before opening new positions.

2026年8月14日