Sep 15, 2026
Full Analysis
Negative
earnings miss
Thuduc House (TDH) saw audited consolidated after-tax profit for H1 2026 collapse to under VND 2 billion, down more than 85% from its self-prepared figure of over VND 12 billion. LDG's audited after-tax loss widened to nearly VND 88 billion from VND 41 billion, a VND 46 billion deterioration.
Sep 07, 2026
Full Analysis
Negative
regulation change
Thuduc House (TDH) received a reminder from HoSE for failing to publish its reviewed semi-annual 2026 financial statements in Vietnamese and English by the deadline. The company's H1 2026 revenue surged 4.5x year-on-year to VND 116.9 billion, but net profit fell 34.9% to VND 12.3 billion, reflecting ongoing margin pressure.
Aug 11, 2026
Full Analysis
Positive
legal action
Thuduc House (TDH) has officially lifted the asset transfer and mortgage prevention measures imposed by the tax authority, following an appellate court ruling. This removes a major legal obstacle, enabling the company to manage its assets more freely and support its ongoing business recovery.
Aug 07, 2026
Full Analysis
Negative
regulation change
HOSE has expanded its margin-ineligible list to 57 securities, including Vietnam Airlines (HVN), Duc Giang Chemicals (DGC), and newly listed DMX. Investors cannot use leverage to buy these shares, potentially reducing liquidity and adding selling pressure in the short term.
Aug 06, 2026
Full Analysis
Negative
regulation change
HOSE removed margin trading eligibility for 56 stocks as of August 5, 2026, including APG, DGC, HVN, and LDG. Most are under warning, control, restriction, or suspension; others have been listed less than six months or reported losses.
Jul 29, 2026
Full Analysis
Positive
earnings beat smallcap
TDH reported Q2 2026 net revenue of nearly VND 70B, quadrupling YoY, with core operations swinging from a VND 3.7B loss to a VND 5.4B profit. Net profit of VND 6B was driven by core business rather than one-off gains, signaling a sustainable recovery for the HOSE-listed real estate firm.
May 26, 2026
Full Analysis
Negative
regulation change
ITD was added to HOSE's margin-cut list after receiving a tax penalty for fiscal years 2022-2025, totaling VND 630.6 million. The list now includes 68 stocks, many under warning, control, or with negative profits, restricting leverage for investors.
May 25, 2026
Full Analysis
Negative
regulation change
HOSE has removed margin eligibility for 67 stocks effective May 2026, citing warning/control status, negative earnings, or listing under six months. The list includes AAN (listed May 22), ABS, HVN, and DLG, restricting leverage for retail investors and potentially reducing trading liquidity in these names.
May 01, 2026
CafeF - Doanh nghiệp
Neutral
general news
Apr 22, 2026
Full Analysis
Positive
legal action
TDH has received official notice that the Ho Chi Minh City Tax Department has terminated all administrative enforcement measures, including asset transfer and mortgage restrictions, following a final court ruling. The lifting of these measures allows the company to resume normal operations and unlock asset value, marking a pivotal step in resolving its prolonged legal and financial difficulties.
Apr 22, 2026
Full Analysis
Positive
legal action
TDH shares hit the ceiling after the Ho Chi Minh City Tax Department canceled all tax enforcement measures that had been in place for five years, including customs holds, invoice suspensions, and bank account freezes. The move removes major operational hurdles for Thuduc House, which posted a net profit of VND 108B in 2025 after years of losses.
Apr 21, 2026
Full Analysis
Positive
legal action
TDH has officially canceled three tax enforcement decisions after a 5-year legal battle, lifting restrictions on invoices, customs procedures, and bank accounts. This removes a major operational bottleneck that had frozen its real estate and trading activities since 2021, allowing the company to resume normal business operations.
Apr 21, 2026
Full Analysis
Positive
legal action
Thuduc House (TDH) has received a final administrative court ruling that compels the tax authority to lift all enforcement measures and cancel a VND 365 billion late-payment tax notice. This removes a long-standing legal obstacle, allowing TDH to restart key real estate projects and pursue diversification into distribution and food.
Apr 18, 2026
Full Analysis
Negative
guidance cut
Thuduc House (TDH) targets 2026 net profit of VND 38.5B, down 64% year-on-year, while DIC Corp (DIG) expects revenue to fall 37% and Sonadezi Chau Duc (SZC) projects an 84% profit drop. The coordinated guidance cuts reflect persistent challenges in Vietnam's real estate sector, despite continued capital expenditure plans.
Apr 18, 2026
Full Analysis
Negative
guidance cut
Thuduc House (TDH) projects a 64% drop in 2026 net profit to VND 38.5B, while DIC Corp (DIG) expects a 27% decline in pre-tax profit to VND 600B, as part of a broader trend among listed real estate firms. This coordinated guidance cut reflects persistent sector headwinds despite ongoing project investment, with Sonadezi Châu Đức (SZC) planning the steepest profit reduction at 84%.