Market Brief 02/03/2023 - Pinetree Securities
Market Brief 02/03/2023
Market brief March 2, 2023

Market Brief 02/03/2023

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Market Brief 02/03/2023

VIETNAM STOCK MARKET

VN-INDEX

1,037.61

1D -0.28%

YTD 3.03%

VN30

1,028.73

1D -0.55%

YTD 2.34%

HNX

206.14

1D -0.33%

YTD 0.40%

UPCOM

76.28

1D -0.47%

YTD 6.46%

Net Foreign buy (B)

-118.70

1D 0.00%

YTD 0.00%

Total trading value (B)

7,183.56

1D -24.71%

YTD -16.62%

The market turned down after a strong recovery session, mainly weighed down by some bluechips such as SAB, CTG, MSN or HPG. Information about the Ministry of Construction's proposal to suspend the credit package of VND110,000 billion right before the start of the afternoon session put some pressure on the market. The group of basic resources led the decline, mainly due to the negative impact of HPG.

ETF & DERIVATIVES

E1VFVN30

17,650

1D 0.63%

YTD 1.85%

FUEMAV30

12,150

1D -0.25%

YTD 1.93%

FUESSV30

12,570

1D 0.08%

YTD 0.72%

FUESSV50

16,450

1D 2.17%

YTD 17.08%

FUESSVFL

15,030

1D 1.83%

YTD 4.74%

FUEVFVND

22,240

1D 0.63%

YTD -0.71%

FUEVN100

13,090

1D -0.46%

YTD 1.08%

VN30F2309

1,021

1D -0.56%

YTD 0.00%

VN30F2306

1,019

1D -1.02%

YTD 0.00%

VN30F2304

1,022

1D -0.63%

YTD 0.00%

VN30F2303

1,024

1D -0.78%

YTD 0.00%

CHANGE IN PRICE BY SECTOR

INTRADAY VNINDEX

VNINDEX (12M)

GLOBAL MARKET

Nikkei

27,498.87

1D -0.06%

YTD 5.38%

Shanghai

3,310.65

1D -0.05%

YTD 7.17%

Kospi

2,427.85

1D 0.62%

YTD 8.56%

Hang Seng

20,429.46

1D -0.92%

YTD 3.28%

STI (Singapore)

3,234.90

1D -0.62%

YTD -0.51%

SET (Thailand)

1,612.64

1D -0.45%

YTD -3.46%

Brent oil ($/barrel)

84.88

1D 0.63%

YTD -1.20%

Gold ($/ounce)

1,838.15

1D -0.19%

YTD 0.65%

Oil edged higher on Thursday, though gains made on signs of a strong economic rebound in top crude importer China were kept in check by fears over the impact of potnetial increases to European interest rates.

VIETNAM ECONOMY

Vnibor

6.27%

1D (bps) 27

YTD (bps) 130

Deposit interest 12M

7.40%

5 year-Gov. Bond

4.03%

1D (bps) -3

YTD (bps) -76

10 year-Gov. Bond

4.23%

1D (bps) -2

YTD (bps) -67

USD/VND

23,935

1D (%) 0.21%

YTD (%) 0.74%

EUR/VND

25,653

1D (%) -1.37%

YTD (%) -0.02%

CNY/VND

3,510

1D (%) -0.34%

YTD (%) 0.72%

Commercial banks have agreed to reduce the maximum deposit interest rate by about 0.5% for terms from 6 months to 12 months, starting from March 6. In the context of low demand for loans in the first two months of the year, a reduction in interest rates is necessary, because if the interest rate level continues to be maintained at the current high level, it will lead to the collapse of many businesses. Especially businesses that have difficulty in consuming output products such as real estate businesses.

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

VN30

BANK

VCB

93,200

1D 0.22%

5D -0.11%

Buy Vol. 1,688,204

Sell Vol. 1,840,083

BID

46,400

1D 1.64%

5D 1.87%

Buy Vol. 1,781,355

Sell Vol. 1,895,064

CTG

27,800

1D -1.59%

5D -4.14%

Buy Vol. 3,562,580

Sell Vol. 3,883,242

TCB

27,200

1D -0.37%

5D -2.68%

Buy Vol. 2,188,662

Sell Vol. 3,333,519

VPB

17,300

1D -0.86%

5D -1.42%

Buy Vol. 10,402,239

Sell Vol. 11,554,948

MBB

17,400

1D -1.42%

5D -4.13%

Buy Vol. 7,910,824

Sell Vol. 9,324,544

HDB

18,000

1D 1.69%

5D -0.28%

Buy Vol. 2,488,810

Sell Vol. 3,547,302

TPB

23,800

1D -0.83%

5D -0.83%

Buy Vol. 4,332,614

Sell Vol. 6,522,169

STB

25,600

1D 0.79%

5D 2.40%

Buy Vol. 21,153,580

Sell Vol. 28,444,598

VIB

21,000

1D -0.47%

5D -2.33%

Buy Vol. 2,193,433

Sell Vol. 3,803,735

ACB

25,050

1D -0.40%

5D -1.38%

Buy Vol. 4,702,770

Sell Vol. 6,782,475

VCB: Vietcombank has announced the business plan for 2023 with a minimum increase of 12% in pre-tax profit compared to the previous year, estimated to exceed VND41 trillion. Thus, Vietcombank has only set the same profit growth target as the previous year, although the growth prospect may be higher than 12% even excluding the factor that VCB received the compulsory transfer of weak credit institutions.

REAL ESTATE

NVL

10,350

1D 0.98%

5D -12.29%

Buy Vol. 16,027,281

Sell Vol. 15,065,254

BCM

84,000

1D -0.36%

5D -0.71%

Buy Vol. 76,183

Sell Vol. 86,772

PDR

10,500

1D 0.96%

5D -3.67%

Buy Vol. 4,584,462

Sell Vol. 4,649,223

The Ministry of Construction has suspended the proposal of a credit package of VND110,000 billion in favor of a proposal of VND120,000 billion announced by SBV.

OIL & GAS

GAS

105,000

1D -0.10%

5D -0.76%

Buy Vol. 279,479

Sell Vol. 309,748

POW

12,700

1D 2.83%

5D 4.10%

Buy Vol. 69,030,852

Sell Vol. 44,275,085

PLX

38,650

1D 0.00%

5D 0.78%

Buy Vol. 1,188,568

Sell Vol. 1,231,217

PLX: In 2023, Petrolimex may gain more market share from small businesses that are likely to be excluded from the market after a difficult year.

VINGROUP

VIC

52,800

1D 0.19%

5D -0.38%

Buy Vol. 1,497,972

Sell Vol. 2,412,623

VHM

41,100

1D -0.24%

5D -2.14%

Buy Vol. 3,290,894

Sell Vol. 3,413,019

VRE

26,200

1D -2.24%

5D -1.13%

Buy Vol. 3,012,310

Sell Vol. 4,627,270

VRE: Vincom Retail plans to hand over real estate projects in Quang Tri and Dien Bien this year.

FOOD & BEVERAGE

VNM

76,500

1D -0.52%

5D 1.06%

Buy Vol. 2,020,551

Sell Vol. 2,464,598

MSN

79,000

1D -1.86%

5D -9.82%

Buy Vol. 874,569

Sell Vol. 1,023,687

SAB

188,100

1D -1.77%

5D 1.06%

Buy Vol. 73,514

Sell Vol. 112,646

MSN: The restructuring of Masan's investment in MML in the context that the meat industry is currently facing difficulties, the selling price decreased while the price of input materials remained high.

OTHERS

BVH

49,000

1D -0.91%

5D -1.21%

Buy Vol. 287,689

Sell Vol. 320,985

VJC

101,600

1D 0.10%

5D 3.46%

Buy Vol. 369,565

Sell Vol. 451,511

FPT

80,000

1D -0.62%

5D -1.72%

Buy Vol. 1,190,132

Sell Vol. 880,135

MWG

40,300

1D -1.23%

5D -6.28%

Buy Vol. 1,751,725

Sell Vol. 1,867,675

GVR

14,250

1D -1.04%

5D -3.72%

Buy Vol. 2,001,832

Sell Vol. 2,473,943

SSI

18,650

1D -1.58%

5D -5.33%

Buy Vol. 10,626,999

Sell Vol. 14,925,782

HPG

20,600

1D -1.44%

5D -4.19%

Buy Vol. 18,452,279

Sell Vol. 28,489,443

According to Reputa's 2022 ranking, in the fields of electronics and telecommunications, FPT Shop (FRT) leads in the top 5 most popular stores on social networks, with a total of 35 points. Following are Dien May Xanh (MWG) (23.53 points), Media Mart (23.46 points), Mobile World (MWG) (23.3 points) and Tablet Plaza (21.32 points).

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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