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Giấy phép số 4978/GP-TTĐT do Sở Thông tin và Truyền thông Hà Nội cấp ngày 14 tháng 10 năm 2019 / Giấy phép SĐ, BS GP ICP số 2107/GP-TTĐT do Sở TTTT Hà Nội cấp ngày 13/7/2022.
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Markets tracked a mix of domestic corporate updates and international developments in the 24 hours ahead of today’s trading session, with global oil prices moving sharply and Vietnam’s equities focusing on valuation and upcoming bank shareholder meetings.
Oil prices rose sharply after remarks by U.S. President Donald Trump. At the open of trading on April 6, Brent crude futures in the North Sea jumped above $140 per barrel, the highest level since 2008.
Brokerage houses highlighted three stocks—BSR, EIB and REE—along with differing views on near-term catalysts and risk.
After a dramatic drop, investors are being encouraged to look for opportunities as the VN-Index fell amid geopolitical tensions. The coverage noted that valuations are moving toward more attractive levels, while experts advised trading cautiously and waiting for key signals.
TCO Holdings (HOSE: TCO) signaled a shift in business direction. On 03/04, the company announced changes to its business registration, indicating a move away from core rice activities.
Nam Kim Steel (HOSE: NKG) set ambitious targets tied to Vietnam’s infrastructure cycle, projecting revenue of VND 22,000 billion (up 49%) and pretax profit of VND 400 billion (up 66% versus 2025).
Yeah1 Group (HOSE: YEG) targets 36% profit growth, with capital expected to top VND 2,000 billion. After 2025, the group plans to move into 2026 with a focus on improving profitability.
Management buy/sell activity showed a net buying trend. In the week of 30/3–3/4/2026, executives and their relatives were net buyers across trades and registrations, with notable activity at S99, KMT, LGL and MSB.
April is described as the most dynamic period for the market as banks enter their annual shareholders’ meetings. Compared with the cautious defensive posture of previous years, the coverage said banks’ plans show a brighter outlook built around four pillars: earnings growth, capital expansion, international expansion and governance.
Bao Tin Minh Chau issued a statement on the evening of 06/04, signed by CEO Pham Lan Anh, following public reports about an arrest.
Hanoi Police charged Vu Minh Chau, former director, and his son, along with two accounting staff, on 02/04 for accounting violations causing major consequences. The reported gap between actual revenue and tax reports from 2020–2023 was about 9.7 trillion VND, with state budget loss estimated at about 150 billion VND.
Beyond Meat, once valued at over $12 billion and among 2019’s most successful IPOs, is down to roughly $270 million market capitalization in early April 2026.
Warren Buffett offered cautious remarks on the stock market in his first public appearance since stepping down as Berkshire Hathaway CEO. He warned about hidden risks in the banking system and downplayed recent market volatility.
Coverage also pointed to a spreading oil shortage risk. About a month into the Iran conflict, crude supply constraints are tightening, with the risk extending beyond oil into multiple sectors.
For the week, banks and securities groups attracted funds, while energy, coal and plastics saw outflows. The report described cash flows as choppy, with attention on banks and securities as oil, coal and plastics faced selling pressure.
VCBS returned to the Top 10. The Ho Chi Minh City Stock Exchange (HOSE) reported that the top 10 brokerage houses by market share in Q1 2026 saw little change versus Q4 2025.
Premium gym chains are entering a “golden era” that is ending or already in decline, as rising operating costs collide with shifting consumer preferences toward more flexible, community-based ways to exercise. Long-term memberships are shrinking, margins are pressured by higher rents and facility expenses, and competition from smaller, more personalized…