Oct 20, 2026
CafeF - Thị trường chứng khoán
Mixed
general news
Oct 19, 2026
Full Analysis
Neutral
capital raise
Novaland (NVL) extended the transfer deadline for its 800 million share rights issue to 23 November and the payment deadline to 26 November, keeping a VND 8,007B raise at VND 10,000/share on track. Most proceeds, VND 5,953B, are earmarked for bond principal repayment, with the remainder funding Nova Saigon Royal and No Va Thảo Điền bond obligations.
Oct 16, 2026
Full Analysis
Neutral
capital raise
SMC will sell 36.8 million new shares to existing holders at VND 10,000 each, a 2:1 ratio, targeting roughly VND 368 billion to repay borrowings and supplier payables. The board also pushed the SMCH2126002 bond maturity out one year to October 8, 2027, with sole bondholder Hanwa consenting.
Oct 12, 2026
Full Analysis
Neutral
leadership change
SMC (HOSE) handed Truong Xuan Dung executive and legal-representative roles at six subsidiaries, replacing three managers, effective 9 October 2026. The reshuffle follows the completed sale of SMC Tan Tao, a unit with VND 200 billion in charter capital, as the steel trader narrows its low-margin trading arm.
Sep 21, 2026
Full Analysis
Mixed
capital raise
Hoa Binh Construction Group (HBC) will issue 51.4 million shares at 10,000 VND each to convert debt, a price nearly three times its 3,600 VND market close. The swap lifts charter capital by roughly 15% and cuts liabilities, but the gap between conversion and market price raises dilution concerns for existing holders.
Sep 17, 2026
Full Analysis
Neutral
leadership change
SMC has appointed independent board member Le Quang Hai, a former PwC, KPMG and VPBank Securities consultant, as Chairman of its Audit Committee effective 16/9/2026, alongside fellow independent director Hoang Trung Dung as committee member. The governance move follows his election to the 2026-2031 board and appointment as Vice Chairman, as SMC restructures operations against an 85% profit decline target for 2026.
Sep 17, 2026
Full Analysis
Neutral
leadership change
SMC has appointed Le Quang Hai, an independent non-executive director and brother of Vietcombank CEO Le Quang Vinh, as Chairman of its Audit Committee effective 16 September 2026. The move follows his election to the board for the 2026-2031 term and his subsequent appointment as Vice Chairman, placing a career auditor and finance consultant at the centre of SMC's governance overhaul.
Sep 10, 2026
Full Analysis
Neutral
capital raise
SMC will ask shareholders at its September 11 extraordinary meeting to add real estate to its business lines and approve a debt-to-equity swap issuance worth up to VND 272 billion, alongside cancelling the 2026 ESOP plan and restructuring governance without a Supervisory Board. The moves point to balance-sheet repair and asset monetisation at the HoSE-listed steel trader.
Sep 05, 2026
CafeF - Doanh nghiệp
Negative
general news
Sep 05, 2026
Full Analysis
Neutral
insider trade
DMX CEO Đoàn Văn Hiểu Em plans to buy 732,000 DMX shares (raising stake to 0.38%) while selling 1 million MWG shares, worth about VND 73 billion, to restructure his portfolio toward long-term DMX investment. The move signals insider conviction in DMX's prospects, though the stake remains small.
Sep 02, 2026
Full Analysis
Negative
earnings beat smallcap
SMC reported a net profit of 45 billion VND in H1 2026, reversing a year-earlier loss, but core operations remained loss-making and short-term debt exceeded current assets by over 1,000 billion VND. The company holds 350.8 billion VND in real estate projects linked to Novaland entities, funded via debt offsetting, adding balance-sheet risk.
Aug 31, 2026
Full Analysis
Positive
insider trade
PDR chairman Nguyen Van Dat bought 20 million shares (VND 242B) in August 2026, lifting his stake to 29.54%, as the stock trades near 3-year lows. Similar insider buying at HPX, MWG, HAX, and SMC signals broad management confidence amid the correction.
Aug 29, 2026
Full Analysis
Neutral
stake change
SMC Chairman Phạm Hoàng Anh acquired 5 million shares, becoming a major shareholder with 8.14% stake, while CEO Nguyễn Quang Trung sold 4.9 million shares, dropping below the 5% threshold. The company also plans to restructure up to VND 272 billion in debt via share issuance and cancel its 2026 ESOP plan.
Aug 23, 2026
Full Analysis
Negative
insider trade
SMC's CEO Nguyen Quang Trung has registered to sell 4.9 million shares, reducing his stake to 1.36%, while the company proposes a debt-to-equity swap of up to VND 272 billion and cancels its 2026 ESOP issuance. The moves signal a focus on financial restructuring amid a challenging steel market.
Jul 30, 2026
Full Analysis
Positive
stake change
MWG chairman Nguyen Duc Tai registers to buy 1 million shares, raising his stake to 2.26% of the mobile retailer's equity. The move comes as MWG stock has fallen 28% from its February high.