Market Brief 03/02/2023
VIETNAM STOCK MARKET
VN-INDEX
1,077.15
1D -0.04%
YTD 6.96%
VN30
1,085.70
1D -0.71%
YTD 8.01%
HNX
215.28
1D -0.01%
YTD 4.86%
UPCOM
75.54
1D 0.88%
YTD 5.43%
Net Foreign buy (B)
546.74
1D 0.00%
YTD 0.00%
Total trading value (B)
11,957.29
1D -6.54%
YTD 38.78%
The market continued to have a mixed session on Friday. VN-Index had a slight increase in the morning session but the liquidity was very low. In the afternoon session, the market started shaking and returned to near reference at ATC session. VCB was the market's main gainer when it contributed 2.9 points to the VN-Index, followed by SAB and NVL.
ETF & DERIVATIVES
E1VFVN30
18,490
1D -0.32%
YTD 6.69%
FUEMAV30
12,800
1D -0.39%
YTD 7.38%
FUESSV30
13,400
1D 0.75%
YTD 7.37%
FUESSV50
16,000
1D 0.63%
YTD 13.88%
FUESSVFL
15,640
1D 0.06%
YTD 8.99%
FUEVFVND
23,560
1D -0.17%
YTD 5.18%
FUEVN100
13,910
1D -0.93%
YTD 7.41%
VN30F2306
1,065
1D -0.27%
YTD 0.00%
VN30F2303
1,067
1D -0.47%
YTD 0.00%
VN30F2302
1,083
1D 0.38%
YTD 0.00%
VN30F2301
1,082
1D -0.56%
YTD 0.00%
CHANGE IN PRICE BY SECTOR
INTRADAY VNINDEX
VNINDEX (12M)
GLOBAL MARKET
Nikkei
27,511.60
1D 0.40%
YTD 5.43%
Shanghai
3,263.41
1D -0.68%
YTD 5.64%
Kospi
2,480.40
1D 0.47%
YTD 10.91%
Hang Seng
21,660.47
1D -1.36%
YTD 9.50%
STI (Singapore)
3,384.29
1D 0.61%
YTD 4.09%
SET (Thailand)
1,688.36
1D 0.34%
YTD 1.08%
Brent oil ($/barrel)
82.08
1D -0.44%
YTD -4.46%
Gold ($/ounce)
1,924.60
1D -0.35%
YTD 5.39%
Chinese stocks fell despite data on China's services activity in January expanded for the first time in five months as spending and travel got a boost from the lifting of stringent COVID-19 curbs, sending business confidence to near 12-year highs.
VIETNAM ECONOMY
Vnibor
6.12%
1D (bps) -8
YTD (bps) 115
Deposit interest 12M
7.40%
5 year-Gov. Bond
4.20%
1D (bps) -12
YTD (bps) -59
10 year-Gov. Bond
4.26%
1D (bps) -11
YTD (bps) -64
USD/VND
23,619
1D (%) 0.00%
YTD (%) -0.59%
EUR/VND
26,356
1D (%) 0.29%
YTD (%) 2.72%
CNY/VND
3,548
1D (%) -0.14%
YTD (%) 1.81%
Deposit interest rates at banks showed signs of cooling down, down from 0.1 to 0.5% per year compared to the end of 2022. According to the SBV, the amount of deposits from the population's savings has flowed into the banking system that increased sharply by 8.9% compared to 6.8% in October, with a strong increase of 8.9% compared to 6.8% in October. This trend continued to be stronger after Tet, which contributed to creating a stable capital source for the banking system.
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
- HCMC – Hanoi City has approved a proposal to expand the Ngoc Hoi station as the largest railway 'super station' in Vietnam;
- Ho Chi Minh City disburses public investment for 44 power grid projects;
- The Ministry of Industry and Trade talked about handling the loss of VND31 trillion of EVN;
- Apple drops sales for the first time since 2019, but is determined not to lay off employees;
- Germany left open the possibility that Russia was unjustly blamed in the Nord Stream pipeline case;
- The Suez Canal has the highest revenue in history.
VN30
BANK
VCB
93,000
1D 2.65%
5D 0.00%
Buy Vol. 1,721,606
Sell Vol. 1,396,764
BID
43,350
1D 0.46%
5D -2.69%
Buy Vol. 1,933,708
Sell Vol. 2,339,218
CTG
29,050
1D -0.51%
5D -4.28%
Buy Vol. 5,120,104
Sell Vol. 5,879,566
TCB
27,100
1D -3.21%
5D -6.71%
Buy Vol. 15,074,315
Sell Vol. 9,637,474
VPB
18,250
1D -0.82%
5D -7.36%
Buy Vol. 37,699,261
Sell Vol. 30,965,218
MBB
18,600
1D -1.85%
5D -5.58%
Buy Vol. 24,855,917
Sell Vol. 17,858,393
HDB
18,550
1D 1.09%
5D 4.80%
Buy Vol. 3,929,572
Sell Vol. 4,701,030
TPB
24,000
1D 0.42%
5D -2.04%
Buy Vol. 9,367,192
Sell Vol. 13,461,974
STB
26,050
1D -0.38%
5D -2.25%
Buy Vol. 45,982,806
Sell Vol. 61,107,653
VIB
24,300
1D 2.97%
5D 4.07%
Buy Vol. 8,513,740
Sell Vol. 5,760,986
ACB
24,500
1D -2.00%
5D -7.02%
Buy Vol. 16,851,157
Sell Vol. 12,739,700
Brand Finance announced the top 500 Banking Brands 2023, in which 12 banks in Vietnam entered the ranking of the top 500 in the world in terms of brand value. Big4 group hold the highest position among 12 Vietnamese banks in the list. Specifically, Vietcombank is the bank with the highest position in this ranking with 137th position, up 25 places compared to the previous year.
REAL ESTATE
NVL
14,950
1D 5.28%
5D 7.17%
Buy Vol. 32,594,501
Sell Vol. 37,033,848
KDH
26,950
1D 1.32%
5D -2.53%
Buy Vol. 3,811,581
Sell Vol. 2,615,517
PDR
13,700
1D -0.36%
5D 0.00%
Buy Vol. 18,165,642
Sell Vol. 16,212,810
NVL: Novaland has just announced the appointment of Mr.Bui Thanh Nhon as Chairman of the BOD.
OIL & GAS
GAS
105,200
1D -1.68%
5D -2.77%
Buy Vol. 462,425
Sell Vol. 627,448
POW
12,150
1D 1.25%
5D -0.41%
Buy Vol. 20,285,726
Sell Vol. 14,717,101
PLX
37,300
1D 3.04%
5D -2.10%
Buy Vol. 1,603,633
Sell Vol. 1,645,859
POW: As of December 31, total assets reached VND56,642 billion, up 7% ytd. In which, fixed assets reached VND29,155 billion, accounting for 51% of total assets.
VINGROUP
VIC
56,000
1D 0.36%
5D -5.41%
Buy Vol. 1,941,519
Sell Vol. 1,901,436
VHM
48,100
1D 0.42%
5D -9.76%
Buy Vol. 2,327,593
Sell Vol. 1,877,534
VRE
29,200
1D 1.21%
5D -3.63%
Buy Vol. 1,960,360
Sell Vol. 2,023,283
VHM: In 2022, Vinhomes sold 30,900 apartments, down 21% yoy, in which wholesale transactions accounted for 68% and retail transactions accounted for 32%.
FOOD & BEVERAGE
VNM
76,000
1D -0.91%
5D -5.00%
Buy Vol. 2,823,916
Sell Vol. 3,371,290
MSN
96,500
1D -0.21%
5D -6.94%
Buy Vol. 1,048,685
Sell Vol. 1,277,534
SAB
192,800
1D 2.83%
5D -0.16%
Buy Vol. 196,371
Sell Vol. 160,437
SAB: Sabeco still holds the "big" position in Vietnam's beer industry with revenue of VND10,029 billion in Q4/2022, nearly double the total revenue of businesses in the industry combined.
OTHERS
BVH
49,700
1D -0.50%
5D -2.55%
Buy Vol. 822,189
Sell Vol. 1,309,043
VJC
109,100
1D -2.59%
5D -6.11%
Buy Vol. 242,902
Sell Vol. 316,990
FPT
80,100
1D -2.20%
5D -4.64%
Buy Vol. 4,597,640
Sell Vol. 2,278,351
MWG
47,800
1D -4.21%
5D 4.14%
Buy Vol. 8,377,396
Sell Vol. 18,168,327
GVR
15,400
1D 0.98%
5D -8.61%
Buy Vol. 3,160,584
Sell Vol. 3,373,336
SSI
19,750
1D -1.99%
5D -5.73%
Buy Vol. 24,032,228
Sell Vol. 26,472,242
HPG
21,100
1D -0.94%
5D -1.86%
Buy Vol. 37,130,921
Sell Vol. 39,596,630
HPG: Hoa Phat signed a contract with WinMart. On average, each month, Hoa Phat Phu Tho Poultry Co., Ltd. will supply about 500,000 - 550,000 clean chicken eggs that have been processed into the WinMart supermarket chain through distribution agents.
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
Pinetree Securities Corporation
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