Market Brief 30/01/2023
VIETNAM STOCK MARKET
VN-INDEX
1,102.57
1D -1.30%
YTD 9.48%
VN30
1,113.95
1D -1.48%
YTD 10.82%
HNX
220.78
1D 0.01%
YTD 7.53%
UPCOM
75.40
1D 0.55%
YTD 5.23%
Net Foreign buy (B)
772.38
1D 0.00%
YTD 0.00%
Total trading value (B)
15,747.87
1D 25.19%
YTD 82.78%
After the Tet holiday officially ended, VN-Index dropped with high trading volume and increased selling pressure. Today's volatility mainly came from the decline of banking stocks and large-cap stocks. Accordingly, HDB was the only banking stock that kept the green in the VN30 group, today is also the first day HDB is allowed to expand foreign ownership restrictions from 18% to 20%.
ETF & DERIVATIVES
E1VFVN30
19,000
1D -1.09%
YTD 9.64%
FUEMAV30
13,150
1D -1.28%
YTD 10.32%
FUESSV30
13,530
1D -2.03%
YTD 8.41%
FUESSV50
15,900
1D -0.19%
YTD 13.17%
FUESSVFL
15,970
1D -2.08%
YTD 11.29%
FUEVFVND
24,090
1D -1.51%
YTD 7.54%
FUEVN100
14,590
1D 0.07%
YTD 12.66%
VN30F2306
1,090
1D -1.46%
YTD 0.00%
VN30F2303
1,097
1D -1.30%
YTD 0.00%
VN30F2302
1,108
1D -1.48%
YTD 0.00%
VN30F2301
1,110
1D -1.53%
YTD 0.00%
CHANGE IN PRICE BY SECTOR
INTRADAY VNINDEX
VNINDEX (12M)
GLOBAL MARKET
Nikkei
27,433.40
1D 0.19%
YTD 5.13%
Shanghai
3,269.32
1D 0.14%
YTD 5.83%
Kospi
2,450.47
1D -1.35%
YTD 9.57%
Hang Seng
22,069.73
1D -2.73%
YTD 11.57%
STI (Singapore)
3,378.29
1D -0.47%
YTD 3.91%
SET (Thailand)
1,681.22
1D -0.03%
YTD 0.65%
Brent oil ($/barrel)
86.31
1D -0.62%
YTD 0.47%
Gold ($/ounce)
1,928.70
1D 0.10%
YTD 5.61%
Stocks in the Asia-Pacific mostly fell on Monday as shares of Adani Group remained volatile after the conglomerate rebutted short seller firm Hindenburg’s accusations of embezzlement and fraud. In Hong Kong, Hang Seng index fell sharply as property and technology stocks led losses.
VIETNAM ECONOMY
Vnibor
6.10%
1D (bps) -10
YTD (bps) 113
Deposit interest 12M
7.40%
5 year-Gov. Bond
4.50%
1D (bps) -3
YTD (bps) -29
10 year-Gov. Bond
4.57%
1D (bps) -1
YTD (bps) -33
USD/VND
23,658
1D (%) 0.08%
YTD (%) -0.43%
EUR/VND
26,026
1D (%) -0.79%
YTD (%) 1.43%
CNY/VND
3,543
1D (%) 0.40%
YTD (%) 1.66%
In the session on January 30, on the OMO channel, SBV provided liquidity into the market for 11 commercial banks with a value of about VND13,000 billion, with an interest rate of 6%/year with a term of 7 days.
EVENT CALENDAR
M
T
W
T
F
S
S
25
26
27
28
29
30
01
Ex-right date Mon, 11/25/24
No event for this day
No event for this day
No event for this day
No event for this day
No event for this day
No event for this day
No event for this day
SELECTED NEWS
- In the first month of 2023, the trade surplus was estimated at USD3.6 billion;
- Industrial production in January 2023 dropped sharply, due to Tet and the lack of orders;
- Steel enterprises simultaneously increased prices, the highest level was 710,000 VND/ton;
- China is in the top 3 in terms of global auto exports;
- Chinese cars dominate the Russian market;
- South Korea: The cost of heating increases as the cold persists.
VN30
BANK
VCB
89,900
1D -3.33%
5D -3.33%
Buy Vol. 1,558,694
Sell Vol. 1,527,893
BID
44,500
1D -0.11%
5D -3.16%
Buy Vol. 2,437,694
Sell Vol. 1,988,813
CTG
29,750
1D -1.98%
5D -4.34%
Buy Vol. 6,255,715
Sell Vol. 6,771,834
TCB
28,700
1D -1.20%
5D -1.37%
Buy Vol. 8,983,241
Sell Vol. 9,547,005
VPB
19,250
1D -2.28%
5D -1.28%
Buy Vol. 35,244,683
Sell Vol. 40,565,161
MBB
19,250
1D -2.28%
5D -1.79%
Buy Vol. 20,259,341
Sell Vol. 24,593,767
HDB
18,250
1D 3.11%
5D 4.29%
Buy Vol. 5,698,125
Sell Vol. 6,241,446
TPB
23,900
1D -2.45%
5D -0.42%
Buy Vol. 13,819,750
Sell Vol. 14,582,743
STB
25,850
1D -3.00%
5D -3.54%
Buy Vol. 29,409,902
Sell Vol. 28,299,959
VIB
23,050
1D -1.28%
5D 0.66%
Buy Vol. 6,399,189
Sell Vol. 7,215,997
ACB
25,400
1D -3.61%
5D -2.31%
Buy Vol. 7,032,985
Sell Vol. 8,479,755
ACB: ACB has just announced the consolidated pre-tax profit in 2022 of VND17,100 billion, reaching 114% of the year plan. Outstanding loans balance reached VND413,700 billion, up 14.3% and deposits reached VND414,000 billion, up 9% compared to 2021. Along with profit growth, ACB's NPL ratio was only 0.74% - one of the lowest in the banking industry.
REAL ESTATE
NVL
13,950
1D 0.00%
5D -0.71%
Buy Vol. 27,624,775
Sell Vol. 28,815,092
KDH
27,750
1D 0.36%
5D 0.54%
Buy Vol. 2,440,553
Sell Vol. 1,882,844
PDR
13,700
1D 0.00%
5D -3.18%
Buy Vol. 10,863,382
Sell Vol. 11,463,671
PDR: PDR's financial revenue in 2022 increased sharply to VND1,267 billion due to the recognition of nearly VND1,249 billion in profit from the transfer of 26% shares at Saigon KL Real Estate JSC.
OIL & GAS
GAS
106,600
1D -1.48%
5D 2.01%
Buy Vol. 388,081
Sell Vol. 751,379
POW
12,350
1D 1.23%
5D 1.23%
Buy Vol. 22,625,492
Sell Vol. 21,012,757
PLX
37,050
1D -2.76%
5D -2.50%
Buy Vol. 1,527,972
Sell Vol. 1,851,592
In 2022, Vietnam imported 8.87 million tons of petroleum, worth USD8.97 billion, the output increased sharply by 27.7% compared to 2021.
VINGROUP
VIC
57,700
1D -2.53%
5D 0.52%
Buy Vol. 1,643,946
Sell Vol. 2,320,064
VHM
51,500
1D -3.38%
5D -1.34%
Buy Vol. 1,795,719
Sell Vol. 2,389,399
VRE
29,800
1D -1.65%
5D 0.51%
Buy Vol. 2,356,941
Sell Vol. 4,130,553
VRE: Vincom Retail JSC earned nearly VND2,735 billion in net profit in 2022, twice as much as the previous year.
FOOD & BEVERAGE
VNM
79,400
1D -0.75%
5D -2.34%
Buy Vol. 2,226,643
Sell Vol. 2,450,814
MSN
102,000
1D -1.64%
5D 0.00%
Buy Vol. 468,605
Sell Vol. 773,806
SAB
190,000
1D -1.61%
5D 2.32%
Buy Vol. 265,489
Sell Vol. 279,335
MSN: Masan's net revenue in the fourth quarter of 2022 was VND20,643 billion, down 13.4% yoy and net profit was VND447 billion, down 93%.
OTHERS
BVH
50,500
1D -0.98%
5D 1.20%
Buy Vol. 1,052,568
Sell Vol. 1,213,564
VJC
113,000
1D -2.75%
5D -1.31%
Buy Vol. 388,864
Sell Vol. 529,525
FPT
83,700
1D -0.36%
5D -0.24%
Buy Vol. 1,438,595
Sell Vol. 1,659,976
MWG
46,200
1D 0.65%
5D 1.32%
Buy Vol. 5,230,121
Sell Vol. 5,094,352
GVR
16,500
1D -2.08%
5D 1.23%
Buy Vol. 4,751,051
Sell Vol. 5,887,860
SSI
21,000
1D 0.24%
5D -0.94%
Buy Vol. 39,908,097
Sell Vol. 34,558,253
HPG
21,750
1D 1.16%
5D 2.84%
Buy Vol. 61,518,435
Sell Vol. 70,835,926
HPG: Despite the deep loss for two consecutive quarters, the group's management believe that the most difficult period of the steel industry has passed. Accordingly, steel sales volume in December reached 558 thousand tons, up 26% compared to November. Besides, China's reopening will help resume construction activities and boost infrastructure investment, thereby helping the demand for construction steel recover.
Market by numbers
TOP MOST TRADED TICKERS (VOLUME - IN MILLION)
FOREIGN NET FLOW 10 NEAREST SESSIONS (BILLION VND)
TOP INCREASES 3 CONSECUTIVE SESSIONS
TOP DECREASES 3 CONSECUTIVE SESSIONS
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