Market Brief 01/02/2023
VIETNAM STOCK MARKET
VN-INDEX
1,075.97
1D -3.17%
YTD 6.84%
VN30
1,088.09
1D -3.29%
YTD 8.25%
HNX
216.01
1D -2.89%
YTD 5.21%
UPCOM
74.93
1D -1.20%
YTD 4.58%
Net Foreign buy (B)
131.65
1D 0.00%
YTD 0.00%
Total trading value (B)
20,207.90
1D 31.18%
YTD 134.54%
The market dropped sharply in the first session of February, the green color spread at the beginning of the morning session was not maintained when the selling pressure increased since 10 am. VN-Index fell deeply with the matching volume increased by 50% compared to yesterday and reached the highest level in the past 2 months.
ETF & DERIVATIVES
E1VFVN30
18,520
1D -3.54%
YTD 6.87%
FUEMAV30
12,850
1D -2.87%
YTD 7.80%
FUESSV30
13,200
1D -3.72%
YTD 5.77%
FUESSV50
15,940
1D 0.19%
YTD 13.45%
FUESSVFL
15,750
1D -2.30%
YTD 9.76%
FUEVFVND
23,710
1D -2.02%
YTD 5.85%
FUEVN100
14,170
1D -2.41%
YTD 9.42%
VN30F2306
1,066
1D -3.41%
YTD 0.00%
VN30F2303
1,074
1D -3.19%
YTD 0.00%
VN30F2302
1,085
1D -3.44%
YTD 0.00%
VN30F2301
1,089
1D -3.24%
YTD 0.00%
CHANGE IN PRICE BY SECTOR
INTRADAY VNINDEX
VNINDEX (12M)
GLOBAL MARKET
Nikkei
27,346.88
1D 0.07%
YTD 4.80%
Shanghai
3,284.92
1D 0.90%
YTD 6.33%
Kospi
2,449.80
1D 1.02%
YTD 9.54%
Hang Seng
22,072.18
1D 1.05%
YTD 11.58%
STI (Singapore)
3,377.65
1D 0.36%
YTD 3.89%
SET (Thailand)
1,685.75
1D 0.85%
YTD 0.92%
Brent oil ($/barrel)
85.53
1D -0.11%
YTD -0.44%
Gold ($/ounce)
1,941.45
1D -0.05%
YTD 6.31%
Hong Kong stocks rose despite weak economic data. Hong Kong's economy shrank for the fourth straight quarter, contracting an annual 4.2%, worse than economists' estimates as weakening global demand and higher interest rates hit exports and spending. It was the second deepest contraction since the second quarter of 2020 when gross domestic product shrank 9.4% as COVID-19 took a toll around the world.
VIETNAM ECONOMY
Vnibor
6.23%
1D (bps) 3
YTD (bps) 126
Deposit interest 12M
7.40%
5 year-Gov. Bond
4.37%
1D (bps) -3
YTD (bps) -42
10 year-Gov. Bond
4.35%
1D (bps) -11
YTD (bps) -55
USD/VND
23,660
1D (%) 0.18%
YTD (%) -0.42%
EUR/VND
25,970
1D (%) -0.87%
YTD (%) 1.21%
CNY/VND
3,549
1D (%) 0.11%
YTD (%) 1.84%
In the three days after the Tet holiday, SBV net provided about VND31,733 billion to commercial banks, mainly thanks to a large amount of bills issued before Tet due. Notably, SBV did not conduct any T-bills transactions to attract money, showing the SBV's position in supporting liquidity.
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
- The Minister of Transport accelerates the selection of contractors to build the passenger terminal at Long Thanh Airport;
- Construction steel prices increased for the third time in a row in January;
- The world's major airlines 'landed' in Vietnam;
- China's manufacturing activity grows after 4 months of decline;
- The cost of global trade increased sharply;
- Korea has a record trade deficit, the economy is close to recession.
VN30
BANK
VCB
89,100
1D -3.05%
5D -4.19%
Buy Vol. 1,711,786
Sell Vol. 1,742,961
BID
42,800
1D -5.10%
5D -6.86%
Buy Vol. 3,352,618
Sell Vol. 4,021,045
CTG
29,000
1D -4.92%
5D -6.75%
Buy Vol. 6,654,123
Sell Vol. 8,305,533
TCB
28,200
1D -4.08%
5D -3.09%
Buy Vol. 8,600,978
Sell Vol. 10,946,149
VPB
18,300
1D -5.91%
5D -6.15%
Buy Vol. 42,605,905
Sell Vol. 69,189,361
MBB
18,900
1D -3.32%
5D -3.57%
Buy Vol. 22,705,205
Sell Vol. 31,215,648
HDB
19,000
1D 1.88%
5D 8.57%
Buy Vol. 9,319,283
Sell Vol. 9,693,746
TPB
23,700
1D -5.20%
5D -1.25%
Buy Vol. 28,352,065
Sell Vol. 23,564,847
STB
25,650
1D -5.35%
5D -4.29%
Buy Vol. 23,653,523
Sell Vol. 30,385,606
VIB
23,600
1D 0.21%
5D 3.06%
Buy Vol. 12,490,224
Sell Vol. 12,035,175
ACB
25,200
1D -3.26%
5D -3.08%
Buy Vol. 5,281,904
Sell Vol. 6,621,391
MBB: By the end of 2022, outstanding loans to customers reached more than VND460 trillion, up 26.7% yoy, of which the separate bank's outstanding loans to customers increased by 27.5% to VND435 trillion. Total outstanding loans (including corporate bonds) increased by 25% to over VND507 trillion. Customer deposits grew by 15.3% to over VND443.6 trillion. In which, demand deposits (CASA) reached more than VND180 trillion, accounting for about 40% of total deposits.
REAL ESTATE
NVL
14,550
1D 2.46%
5D 3.56%
Buy Vol. 58,845,826
Sell Vol. 58,070,860
KDH
26,500
1D -5.36%
5D -3.99%
Buy Vol. 3,961,477
Sell Vol. 4,940,212
PDR
13,900
1D 0.36%
5D -1.77%
Buy Vol. 33,537,570
Sell Vol. 28,996,804
NVL: At the end of 2022, NVL's inventories recorded nearly VND134,485 billion, mainly coming from the investment in projects Aqua City, NovaWorld Phan Thiet, NovaWorld Ho Tram.
OIL & GAS
GAS
106,600
1D 0.28%
5D 2.01%
Buy Vol. 1,093,063
Sell Vol. 1,462,250
POW
11,950
1D -3.63%
5D -2.05%
Buy Vol. 33,471,237
Sell Vol. 32,324,151
PLX
36,250
1D -1.49%
5D -4.61%
Buy Vol. 2,063,063
Sell Vol. 2,135,963
PLX: In Q4/2022, Petrolimex recorded net revenue of nearly VND78,400 billion, up 59% yoy, this is also the second highest in the company's history.
VINGROUP
VIC
55,200
1D -3.33%
5D -3.83%
Buy Vol. 2,400,325
Sell Vol. 3,676,690
VHM
48,000
1D -5.70%
5D -8.05%
Buy Vol. 5,029,922
Sell Vol. 4,856,090
VRE
28,000
1D -5.72%
5D -5.56%
Buy Vol. 2,460,820
Sell Vol. 3,539,395
VHM: As of December 31, total assets reached VND361,203 billion, an increase of 56% compared to the beginning of the year.
FOOD & BEVERAGE
VNM
77,200
1D 0.13%
5D -5.04%
Buy Vol. 3,055,630
Sell Vol. 2,941,499
MSN
95,200
1D -5.84%
5D -6.67%
Buy Vol. 1,414,788
Sell Vol. 1,604,182
SAB
187,000
1D -1.06%
5D 0.70%
Buy Vol. 284,921
Sell Vol. 263,692
MSN: In 2023, WCM is expected to achieve net sales in the range of VND36,000-40,500 billion, up 23% to 38% yoy.
OTHERS
BVH
50,000
1D -0.79%
5D 0.20%
Buy Vol. 2,442,639
Sell Vol. 2,290,924
VJC
113,900
1D -2.06%
5D -0.52%
Buy Vol. 474,792
Sell Vol. 513,355
FPT
82,000
1D -1.80%
5D -2.26%
Buy Vol. 1,610,808
Sell Vol. 1,979,508
MWG
47,100
1D 1.29%
5D 3.29%
Buy Vol. 10,640,279
Sell Vol. 11,459,289
GVR
15,550
1D -6.89%
5D -4.60%
Buy Vol. 4,072,706
Sell Vol. 5,518,504
SSI
20,150
1D -6.71%
5D -4.95%
Buy Vol. 38,886,009
Sell Vol. 50,469,109
HPG
21,100
1D -4.52%
5D -0.24%
Buy Vol. 73,789,644
Sell Vol. 87,396,142
BVH: Total consolidated revenue in 2022 reached VND54,459 billion, up 8.1% compared to 2021. Consolidated profit before tax and profit after tax reached VND1,988 and VND1,604 billion, respectively, completing the year plan. Total consolidated assets as of December 31 reached VND201,610 billion, up 18.9% yoy.
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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