Oct 19, 2026
Full Analysis
Mixed
sector sentiment
VIC slid 3.72% in a heavy afternoon sell-off, with VHM, STB and HPG also weighing on the VN-Index, which closed 0.94% lower at 1,689.84. Breadth stayed positive at 162 gainers versus 133 losers on HoSE, showing liquidity rotating into small and mid-caps rather than exiting the market.
Oct 19, 2026
Full Analysis
Neutral
capital raise
TNH Group is asking shareholders to approve VND 220 billion (about USD 8.8 million) of unsecured, warrant-free convertible bonds with a 2-year term and 10% annual coupon, aimed at restructuring two existing MB loans. The VND 10,000 conversion price sits roughly 48% above the 6,770 close, implying up to 22 million new shares if fully converted at maturity.
Oct 13, 2026
Full Analysis
Negative
stake change
Former TNH chairman Hoang Tuyen has sold his entire 3.2% stake, over 5.31 million shares, between 11 September and 8 October 2026, leaving the HOSE-listed hospital operator with no direct holding from a position that was near 10% in early 2024. The exit lands as TNH trades around VND 6,500, near its post-listing low of VND 5,660, and ahead of an extraordinary shareholder meeting on a convertible bond plan.
Oct 13, 2026
Full Analysis
Negative
insider trade
TNH board member Hoang Tuyen sold his entire 3.2% stake (over 5.3 million shares) between September 11 and October 8, 2026, exiting as a shareholder. The company also scheduled an extraordinary shareholder meeting for late October or early November 2026 to consider convertible bond issuance and charter amendments.
Oct 09, 2026
Full Analysis
Negative
regulation change
HoSE's margin ineligibility list dated October 8, 2026 now covers 67 securities after adding two Thiên Việt fund certificates, FUCTVGF4 and FUCTVGF5. Vietnam Airlines (HVN), Đức Giang Chemicals (DGC), Gilimex (GIL) and KienlongBank (KLB) remain barred from margin trading on warning, control, loss or audit grounds.
Oct 05, 2026
Full Analysis
Negative
regulation change
HOSE trimmed its Q4/2026 margin-ineligible list to 65 tickers from 73, but the roster still spans 25 warning-status names, eight with negative first-half 2026 parent profit including MHC and STK, and audit-qualified filings at AAT, KLB, GIL and VTB. For affected HOSE-listed shares, the practical effect is that brokerages must stop extending margin on them from the start of the quarter.
Sep 08, 2026
Full Analysis
Neutral
leadership change
TNH Hospital Group (TNH) appointed Le Xuan Tan as Chairman of the Board on September 7, 2026, while Nguyen Thi Thuy Giang stepped down to become Member of the Board and General Director. The reshuffle leverages Tan's 50 years of medical expertise and Giang's financial acumen to drive strategic growth, including the large-scale TNH Lang Son hospital project.
Sep 08, 2026
Full Analysis
Negative
insider trade
TNH board member Hoang Tuyen plans to sell his entire 5.3 million shares (3.2% stake) between September 11 and October 9, 2026, citing personal needs. The move comes as TNH reported a wider H1 2026 net loss of VND 71.1 billion, up from VND 54.2 billion a year earlier, due to pre-operating costs and rising interest expenses.
Sep 08, 2026
Full Analysis
Negative
insider trade
TNH board member Hoang Tuyen has registered to sell his entire 5.3 million shares, cutting his stake from 3.2% to 0%, with the transaction slated for September 11 to October 9, 2026. The sale comes as TNH reported a wider H1 2026 net loss of VND 71.1 billion, up from VND 54.2 billion a year earlier, driven by pre-operating costs for new hospitals and higher interest expenses.
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.
Aug 06, 2026
Full Analysis
Negative
earnings miss
TNH Hospital Group (TNH) reported a Q2 net loss of nearly VND 24 billion, its seventh consecutive quarterly loss, despite revenue rising 29% to VND 158.7 billion. Cost pressures from new hospital projects and higher interest expenses continue to weigh on profitability.
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 19, 2026
Full Analysis
Positive
insider trade
TNH project director Nguyen Anh Dinh purchased 2 million shares between April 16 and May 15, 2026, lifting his ownership from 3.7% to 4.91%. The insider buying comes as TNH's AGM approved a 2026 business plan targeting record revenue of VND 836 billion (+64% YoY) but still forecasting a net loss of VND 51 billion, narrowing from a VND 93 billion loss in 2025.
May 18, 2026
CafeF - Doanh nghiệp
Neutral
general news
Apr 22, 2026
Full Analysis
Neutral
leadership change
TNH Chairman Hoang Tuyen stepped down after 14 years, transitioning to a strategic advisor role, with Nguyen Thi Thuy Giang appointed as new Chairwoman. The company also reported 26% revenue growth in Q1 2026 and awaits licensing for a new hospital in Lang Son.