Market Brief 15/02/2023
VIETNAM STOCK MARKET
VN-INDEX
1,048.20
1D 0.92%
YTD 4.08%
VN30
1,043.34
1D 0.81%
YTD 3.80%
HNX
207.97
1D 1.52%
YTD 1.30%
UPCOM
79.47
1D 1.96%
YTD 10.91%
Net Foreign buy (B)
-321.57
1D 0.00%
YTD 0.00%
Total trading value (B)
11,227.87
1D 49.67%
YTD 30.32%
Session 15/02, the market almost regained what was lost in the previous two sessions with the liquidity improved by more than 46% compared to the session 14/02. Many public investment stocks have increased to price ceiling such as VCG, KSB, PLC, LCG,...after some rumors related to the list of winning businesses of 12 north-south expressway component projects.
ETF & DERIVATIVES
E1VFVN30
17,740
1D 0.51%
YTD 2.37%
FUEMAV30
12,260
1D 0.66%
YTD 2.85%
FUESSV30
12,810
1D 0.87%
YTD 2.64%
FUESSV50
15,480
1D -3.25%
YTD 10.18%
FUESSVFL
14,810
1D 1.37%
YTD 3.21%
FUEVFVND
22,650
1D 0.27%
YTD 1.12%
FUEVN100
13,200
1D -0.15%
YTD 1.93%
VN30F2309
1,028
1D 1.00%
YTD 0.00%
VN30F2306
1,033
1D 1.14%
YTD 0.00%
VN30F2303
1,037
1D 1.10%
YTD 0.00%
VN30F2302
1,037
1D 0.59%
YTD 0.00%
CHANGE IN PRICE BY SECTOR
INTRADAY VNINDEX
VNINDEX (12M)
GLOBAL MARKET
Nikkei
27,501.86
1D -0.37%
YTD 5.39%
Shanghai
3,280.49
1D -0.39%
YTD 6.19%
Kospi
2,427.90
1D -1.53%
YTD 8.56%
Hang Seng
20,812.17
1D -1.43%
YTD 5.21%
STI (Singapore)
3,280.82
1D -1.13%
YTD 0.91%
SET (Thailand)
1,647.39
1D -0.32%
YTD -1.38%
Brent oil ($/barrel)
84.53
1D -1.03%
YTD -1.61%
Gold ($/ounce)
1,846.90
1D -1.10%
YTD 1.13%
Asian stocks slipped following U.S. inflation data and remarks from central bank officials that have investors worrying interest rates are going to be higher for longer. Meanwhile, China's central bank ramped up medium-term liquidity injections, while keeping the interest rate unchanged, matching market expectations. But the mainland's stock markets slid broadly by early afternoon as investors wait for more signs of whether an expected economic recovery is gaining traction and result in sharp declines until at the end of the session.
VIETNAM ECONOMY
Vnibor
4.10%
1D (bps) -34
YTD (bps) -87
Deposit interest 12M
7.40%
5 year-Gov. Bond
3.91%
1D (bps) -6
YTD (bps) -88
10 year-Gov. Bond
4.09%
1D (bps) -2
YTD (bps) -81
USD/VND
23,793
1D (%) 0.10%
YTD (%) 0.14%
EUR/VND
26,067
1D (%) -0.05%
YTD (%) 1.59%
CNY/VND
3,523
1D (%) -0.11%
YTD (%) 1.09%
Session 15/02, the State Bank continued to withdrew about VND29,999 billion through the channel of issuing bills for 12 commercial banks. In which, T-bills with term of 7 days have interest rate of 5%/year, with total value of T-bills is VND24,999 billion. T-bills with term of 91 days have interest rate of 5.75%/year, with total value of VND5,000 billion.
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
- Textiles enter the race to compete for market share in the domestic market;
- Vietnam's exports in 2022 ranked second in ASEAN-6, higher than Thailand and the Philippines combined;
- At the end of 2023, Quang Ngai will operate a VND10,000 billion pulp mill;
- Warren Buffett's quick USD3.7 billion sale of TSMC stock spooks investors;
- Russia wants the UN to punish the Nord Stream case after revealing the blockbuster;
- OPEC raises world oil demand forecast for 2023.
VN30
BANK
VCB
93,000
1D 0.54%
5D -1.27%
Buy Vol. 1,592,702
Sell Vol. 1,579,521
BID
44,000
1D 1.38%
5D -1.12%
Buy Vol. 1,707,064
Sell Vol. 1,644,876
CTG
28,900
1D 0.70%
5D -3.34%
Buy Vol. 2,811,657
Sell Vol. 3,497,168
TCB
27,400
1D 2.05%
5D -1.62%
Buy Vol. 4,755,388
Sell Vol. 4,726,255
VPB
17,200
1D 2.99%
5D -4.18%
Buy Vol. 23,052,655
Sell Vol. 21,363,365
MBB
18,000
1D 0.84%
5D -2.17%
Buy Vol. 14,986,851
Sell Vol. 23,465,087
HDB
17,800
1D 0.85%
5D -2.73%
Buy Vol. 2,904,830
Sell Vol. 3,165,629
TPB
23,800
1D 1.28%
5D -3.25%
Buy Vol. 11,780,607
Sell Vol. 11,455,490
STB
23,350
1D -4.30%
5D -6.60%
Buy Vol. 59,250,525
Sell Vol. 56,358,797
VIB
20,700
1D 0.98%
5D -6.76%
Buy Vol. 5,535,287
Sell Vol. 5,399,529
ACB
24,550
1D 2.94%
5D -0.41%
Buy Vol. 5,234,903
Sell Vol. 4,981,664
According to financial statements published by 28 banks, by the end of 2022, banks collect funds from customer deposits with a total of more than VND8,300 trillion, up 10.7% over the same period last year. In which, 16/28 banks recorded an increase in deposits balance by over 10%. Most impressive is TPBank with the growth rate of deposits up to approximately 40% over the past year, far surpassing the next position of VPBank with 25%, ABBank and MSB with 24%, LienVietPostBank with 20%, HDBank with 17.74%...
REAL ESTATE
NVL
11,150
1D -6.69%
5D -22.03%
Buy Vol. 64,280,317
Sell Vol. 104,714,879
BCM
84,900
1D 0.47%
5D 0.47%
Buy Vol. 113,461
Sell Vol. 97,353
PDR
10,900
1D 2.83%
5D -11.74%
Buy Vol. 12,028,160
Sell Vol. 10,071,736
NVL: Petroleum Securities (PSI) requests Novaland to remedy the non-payment of a VND1,000 billion bond, which PSI represented as the owner, consultant and secured asset manager.
OIL & GAS
GAS
107,100
1D 1.42%
5D -0.19%
Buy Vol. 412,619
Sell Vol. 542,084
POW
12,000
1D 1.27%
5D -2.04%
Buy Vol. 36,629,520
Sell Vol. 12,159,249
PLX
38,750
1D 1.97%
5D 4.17%
Buy Vol. 1,640,005
Sell Vol. 1,360,429
POW: PV Power has just announced January business results with estimated revenue of VND1,712 billion, down 21% over the same period.
VINGROUP
VIC
52,900
1D 0.00%
5D -2.76%
Buy Vol. 4,824,297
Sell Vol. 4,675,278
VHM
42,500
1D -0.58%
5D -8.80%
Buy Vol. 7,009,124
Sell Vol. 5,494,709
VRE
28,350
1D 1.25%
5D -0.53%
Buy Vol. 1,634,832
Sell Vol. 1,925,055
VIC: After information from Bloomberg that Mr.Pham Nhat Vuong has no plans to personally invest any more money in VinFast, VIC confirmed that VIC still provides financial support to VF.
FOOD & BEVERAGE
VNM
76,000
1D 1.74%
5D 0.26%
Buy Vol. 2,360,788
Sell Vol. 2,698,004
MSN
93,000
1D 0.11%
5D -0.53%
Buy Vol. 894,923
Sell Vol. 1,061,925
SAB
189,000
1D 0.53%
5D -4.16%
Buy Vol. 141,620
Sell Vol. 170,258
VNM: Vinamilk's management is not too optimistic about the ability to recover milk demand and said it is reducing inventories at distributors.
OTHERS
BVH
49,400
1D 0.61%
5D 0.30%
Buy Vol. 499,220
Sell Vol. 701,385
VJC
102,700
1D -0.10%
5D -4.91%
Buy Vol. 253,934
Sell Vol. 239,450
FPT
81,600
1D 0.99%
5D 0.49%
Buy Vol. 1,750,811
Sell Vol. 1,596,093
MWG
42,750
1D 0.59%
5D -3.93%
Buy Vol. 2,101,189
Sell Vol. 2,238,418
GVR
14,500
1D 2.47%
5D -1.69%
Buy Vol. 4,206,306
Sell Vol. 2,763,637
SSI
19,100
1D 1.06%
5D -2.05%
Buy Vol. 18,608,817
Sell Vol. 21,908,954
HPG
20,800
1D 0.97%
5D -0.24%
Buy Vol. 35,675,337
Sell Vol. 44,703,308
GVR: The Vietnam Rubber Association said that the recovery of global rubber consumption has spurred rubber exporters. Accordingly, GVR said the group will increase the rubber plantation area, increase production and consumption, develop the wood processing industry and the rubber industry to effectively exploit the value chain.
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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