Market brief 05/05/2023
VIETNAM STOCK MARKET
VN-INDEX
1,040.31
1D -0.03%
YTD 3.30%
VN30
1,038.46
1D -0.11%
YTD 3.31%
HNX
207.80
1D -0.17%
YTD 1.21%
UPCOM
77.56
1D 0.38%
YTD 8.25%
Net Foreign buy (B)
-174.63
1D 0.00%
YTD 0.00%
Total trading value (B)
10,753.36
1D -11.99%
YTD 24.81%
In the last trading session of the week, VN-Index showed signs of recovering at the beginning of the morning session after yesterday's drop. However, the gaining momentum did not last long, causing VNIndex to turn down. Securities stocks continued to be remarkable with the representative of VIX, after hitting the ceiling yesterday, today continued to have a 3rd consecutive increase.
ETF & DERIVATIVES
E1VFVN30
18,000
1D 0.39%
YTD 3.87%
FUEMAV30
12,290
1D 0.16%
YTD 3.10%
FUESSV30
12,760
1D 0.95%
YTD 2.24%
FUESSV50
16,580
1D 6.83%
YTD 18.01%
FUESSVFL
16,000
1D 1.01%
YTD 11.50%
FUEVFVND
22,300
1D -0.62%
YTD -0.45%
FUEVN100
13,260
1D -0.23%
YTD 2.39%
VN30F2312
1,028
1D 0.06%
YTD 0.00%
VN30F2309
1,029
1D 0.03%
YTD 0.00%
VN30F2306
1,030
1D 0.05%
YTD 0.00%
VN30F2305
1,034
1D -0.14%
YTD 0.00%
CHANGE IN PRICE BY SECTOR
INTRADAY VNINDEX
VNINDEX (12M)
GLOBAL MARKET
Nikkei
29,157.95
1D 0.00%
YTD 11.74%
Shanghai
3,334.50
1D -0.48%
YTD 7.94%
Kospi
2,500.94
1D 0.00%
YTD 11.83%
Hang Seng
20,033.00
1D 0.42%
YTD 1.27%
STI (Singapore)
3,266.63
1D -0.08%
YTD 0.47%
SET (Thailand)
1,533.30
1D 0.00%
YTD -8.21%
Brent oil ($/barrel)
70.36
1D -3.10%
YTD -18.10%
Gold ($/ounce)
2,045.25
1D -0.62%
YTD 11.99%
In the afternoon session of May 5, Asian stocks were mixed after Wall Street plunged the previous session on renewed concerns about banking problems.
VIETNAM ECONOMY
Vnibor
4.91%
YTD (bps) -6
Deposit interest 12M
7.20%
YTD (bps) -20
5 year-Gov. Bond
2.95%
1D (bps) -5
YTD (bps) -184
10 year-Gov. Bond
3.12%
1D (bps) -5
YTD (bps) -178
USD/VND
23,660
1D (%) 0.15%
YTD (%) -0.42%
EUR/VND
26,305
1D (%) -1.05%
YTD (%) 2.52%
CNY/VND
3,464
1D (%) -0.06%
YTD (%) -0.60%
According to the SBV, by the end of February 2023, the bad debt ratio on the balance sheet was 2.91% (up from 2.46% at the end of 2016; 1.49% at the end of 2021 and 2.0% at the end of 2022). The SBV determined that the total bad debt on the balance sheet, unresolved debt sold to VAMC and potential bad debt of the system of credit institutions by the end of February 2023 was estimated to account for 5% of the total outstanding loans.
EVENT CALENDAR
M
T
W
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F
S
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25
26
27
28
29
30
01
Ex-right date Mon, 11/25/24
No event for this day
No event for this day
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SELECTED NEWS
- Rice export turnover in the first four months of 2023 increased by 54.5%;
- Vietnam reduces investment abroad;
- The Government proposed the National Assembly to consider reducing VAT at the May meeting;
- There are more and more signals about a credit crisis in the US;
- ECB continues to raise interest rates by 25 basis points;
- Gold nears all-time highs.
VN30
BANK
VCB
89,800
1D 1.47%
5D -0.77%
Buy Vol. 462,164
Sell Vol. 682,965
BID
43,450
1D -0.69%
5D -0.11%
Buy Vol. 593,618
Sell Vol. 687,623
CTG
27,850
1D -1.42%
5D -3.47%
Buy Vol. 5,303,286
Sell Vol. 5,173,169
TCB
28,700
1D -1.20%
5D -2.71%
Buy Vol. 5,514,126
Sell Vol. 5,148,505
VPB
19,450
1D -0.51%
5D -2.26%
Buy Vol. 10,322,455
Sell Vol. 12,827,476
MBB
18,100
1D -0.55%
5D -1.90%
Buy Vol. 7,711,271
Sell Vol. 8,199,949
HDB
19,050
1D 1.33%
5D 1.33%
Buy Vol. 2,036,993
Sell Vol. 2,167,002
TPB
23,350
1D -1.06%
5D -1.89%
Buy Vol. 3,414,056
Sell Vol. 3,645,965
STB
24,950
1D -0.80%
5D -1.38%
Buy Vol. 16,476,345
Sell Vol. 18,828,726
VIB
20,150
1D -0.25%
5D -1.71%
Buy Vol. 4,754,255
Sell Vol. 5,024,695
ACB
24,650
1D -0.20%
5D 1.86%
Buy Vol. 5,866,921
Sell Vol. 5,198,518
BID: BIDV plans to increase charter capital to more than VND61,557 billion in 2023 by 2 issuances. In the first phase, the bank will issue nearly VND642 million shares to pay dividends to shareholders, accounting for 12.69% of the outstanding shares as of December 31, 2022. The source for implementation is from the remaining profit in 2021 after setting aside the fund. In the second phase, BIDV privately issued or offered more than 455 million shares to the public according to the Plan approved by the 2022 AGM (expected 9% of charter capital as of December 31, 2022).
REAL ESTATE
NVL
13,550
1D 0.00%
5D -5.24%
Buy Vol. 61,794,996
Sell Vol. 38,536,179
BCM
77,900
1D -0.26%
5D -1.02%
Buy Vol. 131,270
Sell Vol. 122,061
PDR
13,500
1D -1.46%
5D -4.59%
Buy Vol. 10,597,155
Sell Vol. 10,115,458
NVL: Q1, NVL's net loss is more than VND410 billion while the same period's profit is more than VND1,045 billion. This is also the first time NVL has reported a loss in a quarter since its listing in 2016.
OIL & GAS
GAS
91,900
1D -0.11%
5D -0.97%
Buy Vol. 343,557
Sell Vol. 448,659
POW
13,050
1D 0.38%
5D -0.38%
Buy Vol. 28,992,608
Sell Vol. 12,258,229
PLX
37,800
1D 0.93%
5D 0.93%
Buy Vol. 1,898,967
Sell Vol. 2,226,145
PLX: In 2023, PLX plans to build 76 new petrol stations with an investment value of VND360 billion, renovate and upgrade 470 stores with an investment value of about vnd950 billion.
VINGROUP
VIC
50,700
1D -1.17%
5D -2.69%
Buy Vol. 2,267,322
Sell Vol. 2,927,229
VHM
49,000
1D -1.01%
5D -1.01%
Buy Vol. 1,341,006
Sell Vol. 1,929,435
VRE
27,150
1D -0.37%
5D -1.99%
Buy Vol. 2,945,284
Sell Vol. 3,270,464
VHM: Vinhomes recorded a profit after tax of VND11,923 billion, 2.5 times higher than the same period. VHM is also the only name on the exchange with a net profit of over VND10,000 billion in Q1.
FOOD & BEVERAGE
VNM
68,800
1D 0.29%
5D -1.71%
Buy Vol. 1,600,629
Sell Vol. 1,361,471
MSN
73,000
1D 3.40%
5D -0.14%
Buy Vol. 1,912,097
Sell Vol. 1,558,715
SAB
165,500
1D -0.66%
5D -3.78%
Buy Vol. 164,983
Sell Vol. 217,702
SAB: Sabeco's goal this year is to maintain a gross margin of nearly 31%, given that average input costs are expected to be higher than last year.
OTHERS
BVH
45,900
1D 1.44%
5D 2.23%
Buy Vol. 628,925
Sell Vol. 808,455
VJC
96,000
1D 0.52%
5D -1.03%
Buy Vol. 135,963
Sell Vol. 150,786
FPT
78,400
1D -0.13%
5D 1.16%
Buy Vol. 895,633
Sell Vol. 689,388
MWG
37,800
1D -0.26%
5D -3.57%
Buy Vol. 2,571,533
Sell Vol. 3,245,854
GVR
15,500
1D -1.27%
5D -0.32%
Buy Vol. 3,643,184
Sell Vol. 5,507,521
SSI
21,450
1D -1.38%
5D -0.46%
Buy Vol. 16,349,468
Sell Vol. 21,348,691
HPG
21,450
1D 0.70%
5D -0.92%
Buy Vol. 22,709,442
Sell Vol. 25,626,372
GVR: Q1.2023 with net revenue down 16% to VND4,135 billion. Revenue from rubber latex production and trading was recorded at VND2,915 billion, down 3% over the same period last year; revenue from wood processing reached VND556 billion, down 42%.
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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