Market Brief 03/03/2023
VIETNAM STOCK MARKET
VN-INDEX
1,024.77
1D -1.24%
YTD 1.76%
VN30
1,013.35
1D -1.50%
YTD 0.81%
HNX
204.89
1D -0.61%
YTD -0.20%
UPCOM
75.80
1D -0.63%
YTD 5.79%
Net Foreign buy (B)
-119.91
1D 0.00%
YTD 0.00%
Total trading value (B)
8,721.84
1D 21.41%
YTD 1.23%
Most industries dropped today, the most negative were retail, financial services or banking with some typical stocks such as MSN (-3.8%), MWG (- 2.2%), SSI (-1.1%), VCB (-2.5%). Notably, PLX was the only stock keeping the green color in the VN30 basket.
ETF & DERIVATIVES
E1VFVN30
17,270
1D -2.15%
YTD -0.35%
FUEMAV30
11,970
1D -1.48%
YTD 0.42%
FUESSV30
12,350
1D -1.75%
YTD -1.04%
FUESSV50
16,000
1D -2.74%
YTD 13.88%
FUESSVFL
14,660
1D -2.46%
YTD 2.16%
FUEVFVND
21,700
1D -2.43%
YTD -3.13%
FUEVN100
12,890
1D -1.53%
YTD -0.46%
VN30F2309
1,003
1D -1.71%
YTD 0.00%
VN30F2306
1,005
1D -1.33%
YTD 0.00%
VN30F2304
1,005
1D -1.68%
YTD 0.00%
VN30F2303
1,005
1D -1.84%
YTD 0.00%
CHANGE IN PRICE BY SECTOR
INTRADAY VNINDEX
VNINDEX (12M)
GLOBAL MARKET
Nikkei
27,927.47
1D 1.56%
YTD 7.02%
Shanghai
3,328.39
1D 0.54%
YTD 7.74%
Kospi
2,432.07
1D 0.17%
YTD 8.75%
Hang Seng
20,567.54
1D 0.68%
YTD 3.97%
STI (Singapore)
3,232.02
1D -0.09%
YTD -0.59%
SET (Thailand)
1,606.88
1D -0.36%
YTD -3.80%
Brent oil ($/barrel)
84.61
1D 0.13%
YTD -1.51%
Gold ($/ounce)
1,852.95
1D 0.32%
YTD 1.46%
Tokyo inflation data for February exceeded the BOJ's target for a ninth month, but the core measure did decelerate from a 42-year high. The Bank of Japan (BOJ) is expected to start to dismantle extraordinary stimulus measures some time after Governor Haruhiko Kuroda retires next month.
VIETNAM ECONOMY
Vnibor
6.28%
1D (bps) 1
YTD (bps) 131
Deposit interest 12M
7.40%
5 year-Gov. Bond
4.04%
1D (bps) 1
YTD (bps) -75
10 year-Gov. Bond
4.23%
YTD (bps) -67
USD/VND
23,940
1D (%) 0.19%
YTD (%) 0.76%
EUR/VND
25,629
1D (%) -1.05%
YTD (%) -0.12%
CNY/VND
3,506
1D (%) 0.14%
YTD (%) 0.60%
At the regular Government meeting in the morning of March 3, the Prime Minister requested the State Bank to reduce interest rates, regulate interest rates and control inflation harmoniously. Although there is still many pressures, the interest rate level is likely to peak in the first half of 2023 and then gradually "cool down", thereby reducing pressure on lending rates.
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
- Nearly 1,900 real estate businesses withdrew from the market in the first two months of the year;
- Maybank: Vietnam's GDP growth in the first quarter of 2023 is expected to reach 4.8%;
- The Prime Minister requested the State Bank to research and reduce interest rates;
- South Korea promises to boost exports, attract tourists;
- US hits Iran with new sanctions on shipping, petrochemicals;
- Fed officials signaled that interest rates will continue to increase and remain high until 2024.
VN30
BANK
VCB
90,900
1D -2.47%
5D -2.78%
Buy Vol. 2,001,264
Sell Vol. 1,568,024
BID
45,900
1D -1.08%
5D 2.91%
Buy Vol. 1,516,677
Sell Vol. 1,881,803
CTG
27,800
1D 0.00%
5D -1.59%
Buy Vol. 3,749,138
Sell Vol. 3,620,363
TCB
26,800
1D -1.47%
5D -1.65%
Buy Vol. 3,812,105
Sell Vol. 3,533,739
VPB
17,000
1D -1.73%
5D -0.87%
Buy Vol. 15,956,155
Sell Vol. 18,448,760
MBB
17,150
1D -1.44%
5D -3.11%
Buy Vol. 10,410,259
Sell Vol. 8,689,204
HDB
17,800
1D -1.11%
5D 1.71%
Buy Vol. 2,168,145
Sell Vol. 3,205,550
TPB
23,400
1D -1.68%
5D -0.43%
Buy Vol. 4,884,146
Sell Vol. 6,282,650
STB
25,000
1D -2.34%
5D 2.88%
Buy Vol. 21,986,354
Sell Vol. 23,952,447
VIB
20,650
1D -1.67%
5D -1.67%
Buy Vol. 2,494,637
Sell Vol. 3,864,560
ACB
24,500
1D -2.20%
5D -0.41%
Buy Vol. 3,888,648
Sell Vol. 4,898,143
According to data from life insurance companies (not including Bao Viet), the initial premium revenue of the whole market in January 2023 through the bancassurance channel decreased by about 30%. In Vietnam, statistics show that more than 40% of new contracts come from bancassurance channel.
REAL ESTATE
NVL
10,350
1D 0.00%
5D -9.21%
Buy Vol. 13,835,691
Sell Vol. 15,717,568
BCM
83,500
1D -0.60%
5D -0.71%
Buy Vol. 156,221
Sell Vol. 187,356
PDR
10,500
1D 0.00%
5D -0.47%
Buy Vol. 7,334,847
Sell Vol. 6,288,311
In the structure of real estate loans in 2022, over 60% of outstanding loans are home loans, concentrated in the high-value segment, the remaining 30% are loans for real estate development.
OIL & GAS
GAS
104,500
1D -0.48%
5D -1.88%
Buy Vol. 328,909
Sell Vol. 483,598
POW
12,350
1D -2.76%
5D 2.92%
Buy Vol. 27,481,313
Sell Vol. 19,083,446
PLX
38,800
1D 0.39%
5D 2.92%
Buy Vol. 1,203,498
Sell Vol. 867,351
According to PVN, the domestic demand for petrol and oil will reach about 25 million tons by 2025 while the supply is currently about 12.2 million tons, providing only about 70% of the demand.
VINGROUP
VIC
52,700
1D -0.19%
5D -0.38%
Buy Vol. 1,435,578
Sell Vol. 1,571,210
VHM
40,950
1D -0.36%
5D -0.12%
Buy Vol. 2,393,388
Sell Vol. 2,685,092
VRE
26,000
1D -0.76%
5D -1.89%
Buy Vol. 3,553,485
Sell Vol. 3,358,536
VRE: Two shopping centers are expected to open in the second half of this year: Vincom Mega Mall Grand Park with floor area - GFA about 46,000m2 and Vincom Plaza Ha Giang (10,000m2).
FOOD & BEVERAGE
VNM
76,000
1D -0.65%
5D 1.74%
Buy Vol. 1,403,795
Sell Vol. 2,435,710
MSN
76,000
1D -3.80%
5D -11.53%
Buy Vol. 1,026,877
Sell Vol. 1,153,972
SAB
187,000
1D -0.58%
5D -0.54%
Buy Vol. 113,993
Sell Vol. 234,983
MSN: According to Masan, the pork market with a value of more than USD10billion is the largest segment in the F&B industry.
OTHERS
BVH
48,450
1D -1.12%
5D -0.92%
Buy Vol. 461,992
Sell Vol. 421,950
VJC
101,200
1D -0.39%
5D 5.20%
Buy Vol. 339,412
Sell Vol. 407,624
FPT
78,500
1D -1.88%
5D -2.85%
Buy Vol. 1,724,793
Sell Vol. 1,441,341
MWG
39,400
1D -2.23%
5D -6.41%
Buy Vol. 2,941,476
Sell Vol. 2,827,157
GVR
14,100
1D -1.05%
5D -1.40%
Buy Vol. 1,989,325
Sell Vol. 2,467,143
SSI
18,450
1D -1.07%
5D -2.89%
Buy Vol. 14,866,076
Sell Vol. 16,221,746
HPG
20,350
1D -1.21%
5D -2.16%
Buy Vol. 24,088,224
Sell Vol. 34,916,191
VJC: The opening of China is a significant factor affecting Vietnam's aviation industry, when Chinese tourists account for 32% of the market share of tourists to Vietnam in 2019. It is estimated that the number of Chinese tourists entering the country will gradually recover from the second half of 2023.
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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