Basic Resources

Nui Beo Coal (NBC) posted Q2 net profit of nearly VND 21 billion, up 361% YoY, largely due to a VND 14 billion gain from asset disposals. The company also declared a 6% cash dividend for 2025.

NKG CEO Nguyen Vinh An registers to purchase 1 million shares for financial investment, lifting his ownership from 0.2% to 0.33%. The move comes alongside NKG's completed stock dividend and planned capital raises of up to VND 1,500B via a rights issue and ESOP, earmarked for the Nam Kim Phu My plant.

Dai Dung Group has signed a $60 million contract to supply high-tech mechanical equipment for data centers and gas power plants in the US, with Hoa Phat (HPG) as the primary steel supplier. This marks a significant export opportunity for Vietnamese steel into the demanding US market, leveraging HPG's capacity and quality standards.

Dai Duong Group has signed a $60 million contract to supply mechanical equipment for US data center and gas power plant projects, with Hoa Phat (HPG) as the primary steel supplier. This deal underscores HPG's role in high-value export chains and supports its steel demand outlook.

Thuận An Paper (TAH) debuted on UPCoM with a 40% first-day surge, boosting the founding family's stake value to nearly VND 4,709 billion. The company reported strong 2025 results with revenue up 53% and net profit surging 1,157x year-on-year.

Hoa Phat has supplied nearly 7,000 tons of steel pipes for two major APEC projects in Phu Quoc, including the APEC Conference Center and Phu Quoc International Airport.

Hoa Phat delivered over 4,000 containers to major domestic and international partners in Q2/2026, including shipping lines Hapag-Lloyd and CMA CGM, and domestic firms Hai An and Vietsun.

Agriseco Securities identifies 7 blue-chip stocks (BID, GVR, HPG, MSN, SSI, VCB, VPB) that have fallen into oversold territory after a deep market correction, recommending accumulation based on strong fundamentals and attractive valuations.