Market Brief 28/03/2023 - Pinetree Securities
Market Brief 28/03/2023
Market brief March 28, 2023

Market Brief 28/03/2023

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Market Brief 28/03/2023

VIETNAM STOCK MARKET

VN-INDEX

1,054.29

1D 0.19%

YTD 4.69%

VN30

1,058.82

1D 0.22%

YTD 5.34%

HNX

205.76

1D -0.44%

YTD 0.22%

UPCOM

75.58

1D -0.13%

YTD 5.48%

Net Foreign buy (B)

140.02

1D 0.00%

YTD 0.00%

Total trading value (B)

12,702.25

1D 16.93%

YTD 47.43%

The market fluctuated in a narrow range, the index closed at near the lowest level of the session. The retail industry led the market, with contributions mainly from the duo MWG and MSN. TCB rose the most in VN30, due to the positive effect from the Draft Amendment of Circular 16 on regulations related to the purchase/sale of corporate bonds (CB) by credit institutions, helping to remove difficulties for the CB market.

ETF & DERIVATIVES

E1VFVN30

18,180

1D 1.11%

YTD 4.90%

FUEMAV30

12,500

1D 0.48%

YTD 4.87%

FUESSV30

13,050

1D 1.24%

YTD 4.57%

FUESSV50

15,200

1D 1.33%

YTD 8.19%

FUESSVFL

15,870

1D 2.85%

YTD 10.59%

FUEVFVND

22,250

1D 0.63%

YTD -0.67%

FUEVN100

13,350

1D 1.29%

YTD 3.09%

VN30F2309

1,044

1D 0.22%

YTD 0.00%

VN30F2306

1,047

1D 0.51%

YTD 0.00%

VN30F2305

1,048

1D 0.24%

YTD 0.00%

VN30F2304

1,052

1D 0.40%

YTD 0.00%

CHANGE IN PRICE BY SECTOR

INTRADAY VNINDEX

VNINDEX (12M)

GLOBAL MARKET

Nikkei

27,518.25

1D 0.15%

YTD 5.46%

Shanghai

3,245.38

1D -0.19%

YTD 5.05%

Kospi

2,434.94

1D 1.07%

YTD 8.88%

Hang Seng

19,784.65

1D 1.11%

YTD 0.02%

STI (Singapore)

3,255.54

1D 0.51%

YTD 0.13%

SET (Thailand)

1,606.91

1D 0.85%

YTD -3.80%

Brent oil ($/barrel)

78.08

1D 0.59%

YTD -9.11%

Gold ($/ounce)

1,975.75

1D -0.30%

YTD 8.19%

World gold prices edged lower on Tuesday as an improvement in risk appetite after efforts by regulators to allay fears over the global banking system slowed safe-haven inflows into bullion.

VIETNAM ECONOMY

Vnibor

1.08%

1D (bps) -8

YTD (bps) -389

Deposit interest 12M

7.40%

5 year-Gov. Bond

3.61%

1D (bps) -4

YTD (bps) -118

10 year-Gov. Bond

3.70%

1D (bps) -2

YTD (bps) -120

USD/VND

23,705

1D (%) 0.13%

YTD (%) -0.23%

EUR/VND

25,879

1D (%) -1.03%

YTD (%) 0.86%

CNY/VND

3,484

1D (%) 0.00%

YTD (%) -0.03%

According to the State Bank of Vietnam (SBV), credit growth as of March 9 was only 1.12% compared to the end of 2022. The credit growth slowing down is one of the leading factors to abundant system liquidity in recent times.

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

91,800

1D 0.88%

5D 6.13%

Buy Vol. 1,356,808

Sell Vol. 1,599,533

BID

46,000

1D 0.00%

5D 1.43%

Buy Vol. 1,100,699

Sell Vol. 1,352,460

CTG

28,900

1D 0.52%

5D 2.12%

Buy Vol. 3,399,106

Sell Vol. 4,134,629

TCB

27,550

1D 3.96%

5D 4.55%

Buy Vol. 15,660,342

Sell Vol. 12,572,838

VPB

21,000

1D -1.18%

5D 3.19%

Buy Vol. 57,585,161

Sell Vol. 66,262,139

MBB

18,000

1D 0.28%

5D 3.75%

Buy Vol. 23,253,947

Sell Vol. 26,151,593

HDB

18,150

1D -0.27%

5D 4.31%

Buy Vol. 3,514,865

Sell Vol. 4,696,705

TPB

21,850

1D -0.23%

5D 1.16%

Buy Vol. 3,826,290

Sell Vol. 5,588,101

STB

25,400

1D -0.39%

5D 3.25%

Buy Vol. 31,548,055

Sell Vol. 41,714,128

VIB

21,150

1D 0.24%

5D 1.93%

Buy Vol. 13,447,155

Sell Vol. 11,498,507

ACB

24,450

1D 0.00%

5D 1.03%

Buy Vol. 11,300,239

Sell Vol. 12,489,236

TCB gained the most in the VN30 basket today, thanks to the impact of the draft amendment to Circular 16. Accordingly, thedraft amendment to Circular 16 on regulations related to the purchase/sale of corporate bonds by credit institutions is expected to be able to defuse the crisis in the current corporate bond market.

REAL ESTATE

NVL

12,600

1D -0.79%

5D 14.03%

Buy Vol. 58,028,417

Sell Vol. 68,710,179

BCM

82,300

1D 0.12%

5D 0.37%

Buy Vol. 237,639

Sell Vol. 136,363

PDR

12,450

1D -1.19%

5D 7.33%

Buy Vol. 11,274,290

Sell Vol. 14,211,044

NVL: NovaGroup wants to sell 38 million shares of NVL. If the transaction is successful, NovaGroup will reduce its ownership rate from 29.379% to 27.431%.

OIL & GAS

GAS

103,700

1D 1.67%

5D 0.48%

Buy Vol. 479,201

Sell Vol. 513,905

POW

13,300

1D 0.00%

5D 0.76%

Buy Vol. 14,730,893

Sell Vol. 13,914,697

PLX

35,800

1D 0.28%

5D 3.17%

Buy Vol. 1,106,685

Sell Vol. 1,368,541

Brent oil prices turned sharply higher as investors became less concerned about the collapse of the global banking system.

VINGROUP

VIC

53,400

1D 0.19%

5D 1.14%

Buy Vol. 1,467,007

Sell Vol. 1,624,314

VHM

48,000

1D -0.83%

5D 5.73%

Buy Vol. 4,626,878

Sell Vol. 4,042,312

VRE

29,250

1D -0.17%

5D -0.68%

Buy Vol. 3,843,552

Sell Vol. 4,842,324

VHM: The market capitalization of VinHomes (VHM) increased by more than USD1 billion just a few days after the announcement of the sale of USD1.5 billion of assets to CapitaLand.

FOOD & BEVERAGE

VNM

74,400

1D -0.27%

5D 0.00%

Buy Vol. 2,416,644

Sell Vol. 2,724,162

MSN

77,600

1D 1.17%

5D -3.12%

Buy Vol. 2,817,809

Sell Vol. 2,662,825

SAB

186,000

1D 0.00%

5D 0.00%

Buy Vol. 120,675

Sell Vol. 117,962

MSN: In 2022, Wincommerce's net revenue fell 5% year-on-year, from VND30,900 billion in 2021 to VND29,369 billion.

OTHERS

BVH

48,500

1D 0.00%

5D -1.02%

Buy Vol. 426,933

Sell Vol. 621,560

VJC

106,400

1D -0.09%

5D 2.50%

Buy Vol. 387,835

Sell Vol. 432,463

FPT

79,200

1D 0.13%

5D 1.41%

Buy Vol. 1,968,082

Sell Vol. 1,651,341

MWG

39,100

1D 2.62%

5D 1.56%

Buy Vol. 9,091,887

Sell Vol. 7,115,826

GVR

14,800

1D -0.67%

5D 2.42%

Buy Vol. 5,234,654

Sell Vol. 6,977,333

SSI

20,800

1D -0.95%

5D 4.00%

Buy Vol. 31,103,358

Sell Vol. 46,185,064

HPG

20,700

1D -0.48%

5D 1.22%

Buy Vol. 28,239,056

Sell Vol. 37,774,644

MWG: MWG has supplemented its 2022 dividend statement with the rate of 1 share receiving VND500. This is the lowest dividend of MWG in recent years. At the peak in 2021, the company decided to pay a dividend of 10% in cash and 100% in shares.

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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