SIP

SIP (Saigon VRG Investment) announces a 40% cash dividend for 2025, the highest in its history, with a total payout of approximately 968 billion VND. The company also reported Q1/2026 revenue of 2,165 billion VND (+12%) but net profit fell 5% to 334 billion VND. The strong cash position, with over 6,200 billion VND in bank deposits, supports the dividend.

Foreign investors unexpectedly net sold VND 1,715.8 billion (USD 68.6 million) on all three Vietnamese exchanges on April 15, 2026, with matched-order net selling of VND 1,651.9 billion. Despite the outflow, the VN-Index rose 13 points to 1,870.36, driven by Vingroup (VIC) and large banks, while most sectors declined.

One year after the April 2025 tariff shock, over 40% of monitored industrial zone stocks remain below pre-shock prices. NTC (-34.82%), MH3 (-34%), and SZC (-28.38%) are among the hardest hit, while TAL (+67.3%), TIX (+20%), and KBC (+18.81%) have outperformed. The sector's recovery is highly uneven, with FDI inflows rising but not yet lifting all names.