AAMY INVEST
AMY COMPANY INTELLIGENCE · 30-DAY LOG

Company news.
Read the event, understand the impact.

Track deals, M&A, revenue and earnings, capital raising, dividends, insider transactions, projects and governance risks. Each item reduces the headline to verifiable facts and the variables investors should actually monitor.

CURRENT EDITION26 September 2026 · 5 material events

New events are appended by disclosure date. Every item remains unchanged for at least 30 days; unverified rumors and number-free promotions are excluded.

05EVENTS04NEWS TYPES
5 eventsEvery event is retained unchanged for at least 30 days
DEAL · RESTRUCTURING
MBBNEUTRAL

MB transfers all AAA Insurance shares to MB Capital

This is an intra-group transfer, not an external disposal. Price, ownership percentage and completion timing remain undisclosed.

New fact
AAA made only VND4.8bn PBT in H1, with accumulated losses above VND1.23tn. Gross premium fell 15.6% while claims expense rose 27.6%.
Impact
MB Capital may manage and restructure the investment more directly, but an internal transfer does not itself create MBB profit or cash flow.
Watch
Transfer price, valuation method, consolidation treatment and AAA's accumulated-loss plan.
Source and original data →
EARNINGS · DIVIDEND · RISK
PNJNEGATIVE

PNJ proposes a 77% profit-target cut and zero 2026 dividend

This is not a technical adjustment: the diamond incident damages the base plan and introduces a very large provision risk.

New fact
Revenue target drops from VND48.66tn to VND39.057tn; NPAT target from VND3.408tn to VND800bn. A VND7.071tn provision scenario could produce a VND6.27tn net loss.
Impact
Earnings, dividends and valuation confidence are affected together. PNJ is no longer a normal retail-growth story for 2026.
Watch
21 October EGM, actual customer exchange ratio, final provisioning and liquidity to meet obligations.
Source and original data →
CAPITAL RAISE · ISSUE
MBBCONDITIONAL POSITIVE

MBB raises over VND8.054tn net; charter capital exceeds VND100tn

The fully subscribed issue expands capital buffers and lending capacity, while increasing the share count.

New fact
Nearly 805.5m shares went to 116,316 investors; charter capital reached VND100.6875tn and outstanding shares exceeded 10.068bn.
Impact
CAR and asset-growth capacity improve, but profit must keep pace to prevent EPS and ROE dilution.
Watch
Use of proceeds, post-issue credit growth, NIM and EPS recovery over the next 2–4 quarters.
Source and original data →
FUNDING · PARTNERSHIP
NABPOSITIVE

NAB secures a five-year USD60m unsecured facility from FMO

Long-duration funding for green projects, micro businesses and SMEs diversifies NAB's funding tenor and international partners.

New fact
USD60m unsecured, five-year facility; follows a USD30m Proparco credit agreement signed on 9 September.
Impact
Supports medium-term funding and green-credit growth. Earnings depend on funding cost and disbursement speed.
Watch
Effective rate, FX hedging, disbursement and asset quality in the SME and green-loan books.
Source and original data →
GOVERNANCE · DISCLOSURE
TIE · VTGRISK

TIE and VTG Securities fined a combined VND400m

The fines are not large relative to company size; governance quality, related-party transactions and disclosure reliability matter more.

New fact
The securities regulator issued penalties; TIE alone was fined VND212.5m for multiple governance and disclosure violations.
Impact
Do not judge the event by the cash fine alone. Repeated violations can increase governance discounts and liquidity risk.
Watch
Remediation, supplemental disclosures, related-party transactions and any subsequent enforcement.
Source and original data →
ZCommunity group