Market brief 08/06/2023

VIETNAM STOCK MARKET

VN-INDEX

1,101.32

1D -0.74%

YTD 9.36%

VN30

1,092.46

1D -1.20%

YTD 8.68%

HNX

226.78

1D -1.54%

YTD 10.46%

UPCOM

84.02

1D -0.64%

YTD 17.26%

Net Foreign buy (B)

-269.04

1D 0.00%

YTD 0.00%

Total trading value (B)

27,312.85

1D 31.82%

YTD 217.00%

VN-Index opened with a gain of more than 4 points with the push from real estate and many other large groups of HOSE such as oil and gas, iron and steel,…. However, the gaining momentum could not be maintained until the end of the session and closed at the lowest level. Today's trading session recorded the highest in trading volume and value since the beginning of the year.

ETF & DERIVATIVES

E1VFVN30

18,760

1D -0.32%

YTD 8.25%

FUEMAV30

12,900

1D -1.45%

YTD 8.22%

FUESSV30

13,500

1D 2.27%

YTD 8.17%

FUESSV50

16,100

1D -2.84%

YTD 14.59%

FUESSVFL

17,060

1D -1.61%

YTD 18.89%

FUEVFVND

23,170

1D -1.45%

YTD 3.44%

FUEVN100

14,100

1D -0.42%

YTD 8.88%

VN30F2312

1,074

1D -0.51%

YTD 0.00%

VN30F2309

1,078

1D -0.75%

YTD 0.00%

VN30F2307

1,085

1D -0.92%

YTD 0.00%

VN30F2306

1,089

1D -0.82%

YTD 0.00%

CHANGE IN PRICE BY SECTOR

INTRADAY VNINDEX

VNINDEX (12M)

GLOBAL MARKET

Nikkei

31,641.27

1D -0.85%

YTD 21.26%

Shanghai

3,213.59

1D 0.50%

YTD 4.02%

Kospi

2,610.85

1D -0.18%

YTD 16.74%

Hang Seng

19,299.18

1D 0.20%

YTD -2.44%

STI (Singapore)

3,186.61

1D 0.29%

YTD -1.99%

SET (Thailand)

1,559.50

1D 1.98%

YTD -6.64%

Brent oil ($/barrel)

73.05

1D -4.33%

YTD -14.97%

Gold ($/ounce)

1,961.95

1D -0.84%

YTD 7.43%

Most Asian stock markets in the afternoon session of June 8 "sloped", after the Bank of Canada unexpectedly raised interest rates, raising concerns that the US Federal Reserve (Fed) could may continue to tighten monetary policy in the policy meeting will take place next week.

VIETNAM ECONOMY

Vnibor

3.57%

1D (bps) -20

YTD (bps) -140

Deposit interest 12M

7.20%

YTD (bps) -20

5 year-Gov. Bond

2.76%

1D (bps) -1

YTD (bps) -203

10 year-Gov. Bond

2.95%

1D (bps) -5

YTD (bps) -195

USD/VND

23,700

1D (%) 0.19%

YTD (%) -0.25%

EUR/VND

25,638

1D (%) -0.91%

YTD (%) -0.08%

CNY/VND

3,365

1D (%) 0.03%

YTD (%) -3.44%

Accumulated from the beginning of the year to the end of May 2023, the total value of corporate bond issuance was recorded at nearly VND34.3 trillion, with 7 public issuances worth VND5,521 billion (accounting for 16% of the total issuance value) and 19 private placements worth VND28.737 billion (accounting for 84%).

SELECTED NEWS

VN30

BANK

VCB

100,000

1D 3.09%

5D 6.50%

Buy Vol. 1,970,358

Sell Vol. 2,095,647

BID

43,700

1D -1.47%

5D -0.46%

Buy Vol. 2,183,181

Sell Vol. 2,949,032

CTG

28,550

1D -1.21%

5D 2.15%

Buy Vol. 8,856,198

Sell Vol. 10,013,316

TCB

31,750

1D -2.61%

5D 4.79%

Buy Vol. 8,788,076

Sell Vol. 9,728,718

VPB

19,500

1D -2.01%

5D 0.52%

Buy Vol. 22,378,411

Sell Vol. 34,630,273

MBB

20,000

1D -1.72%

5D 6.38%

Buy Vol. 22,271,131

Sell Vol. 27,353,218

HDB

18,700

1D -1.58%

5D 0.54%

Buy Vol. 3,204,843

Sell Vol. 4,452,070

TPB

25,600

1D -2.48%

5D -2.10%

Buy Vol. 11,145,264

Sell Vol. 13,474,453

STB

27,600

1D -2.65%

5D -1.43%

Buy Vol. 37,730,498

Sell Vol. 36,053,642

VIB

22,850

1D -3.18%

5D 6.03%

Buy Vol. 21,658,009

Sell Vol. 25,226,878

ACB

21,600

1D -1.14%

5D 0.93%

Buy Vol. 16,978,690

Sell Vol. 20,261,597

VIB: In 2023, VIB is expected to complete the renewal of the bancassurance contract with Prudential with an expected prepayment fee of USD100 million, greatly supporting the bank to complete its business plan in 2023.

REAL ESTATE

NVL

14,200

1D -2.41%

5D 2.16%

Buy Vol. 56,741,647

Sell Vol. 88,438,903

BCM

79,300

1D -0.38%

5D 2.06%

Buy Vol. 406,709

Sell Vol. 534,545

PDR

16,300

1D 2.19%

5D 9.40%

Buy Vol. 42,186,908

Sell Vol. 43,488,306

NVL: NovaGroup has just reported that a securities company sold off nearly 729 thousand NVL shares, down from 24.9% to 24.859%, equivalent to holding nearly 485 million NVL shares.

OIL & GAS

GAS

93,600

1D -0.95%

5D 1.74%

Buy Vol. 946,666

Sell Vol. 1,483,477

POW

13,800

1D 0.36%

5D 1.10%

Buy Vol. 25,068,657

Sell Vol. 32,344,723

PLX

38,300

1D -1.54%

5D 2.27%

Buy Vol. 950,478

Sell Vol. 1,418,589

POW: In May, POW recorded total electricity output from power plants of 6.97 billion kWh. In which, Ca Mau 1 & 2 Power Plant and Nhon Trach 1 exceeded the assigned output plan.

VINGROUP

VIC

52,400

1D -0.76%

5D 0.77%

Buy Vol. 3,166,017

Sell Vol. 2,803,053

VHM

55,400

1D 0.18%

5D 4.53%

Buy Vol. 3,040,166

Sell Vol. 3,347,351

VRE

26,900

1D -1.28%

5D 0.19%

Buy Vol. 6,048,514

Sell Vol. 8,413,458

VIC: has just announced information about offering 2 lots of bonds to the public with a total value of VND10,000 billion for Vinfast to implement a project in Dinh Vu - Cat Hai economic zone.

FOOD & BEVERAGE

VNM

65,500

1D -1.06%

5D -0.91%

Buy Vol. 7,317,000

Sell Vol. 8,806,627

MSN

74,400

1D -1.46%

5D 3.62%

Buy Vol. 2,051,357

Sell Vol. 2,540,839

SAB

159,800

1D 0.00%

5D 1.01%

Buy Vol. 222,022

Sell Vol. 297,478

MSN: With revenue in 2022, each WinMart supermarket brings in more than VND209.1 million/day. The small supermarket WinMart + brings in an average of VND18.8 million/day/store.

OTHERS

BVH

44,100

1D -1.23%

5D 1.03%

Buy Vol. 1,278,074

Sell Vol. 1,974,344

VJC

97,200

1D 0.62%

5D -0.31%

Buy Vol. 911,670

Sell Vol. 1,101,645

FPT

83,600

1D -1.65%

5D 0.12%

Buy Vol. 1,810,444

Sell Vol. 2,303,797

MWG

40,650

1D -2.75%

5D 3.44%

Buy Vol. 6,683,378

Sell Vol. 8,775,214

GVR

18,000

1D -2.96%

5D -4.26%

Buy Vol. 13,174,156

Sell Vol. 12,025,696

SSI

24,300

1D -3.19%

5D 3.62%

Buy Vol. 49,471,170

Sell Vol. 60,076,404

HPG

22,800

1D 0.88%

5D 6.54%

Buy Vol. 62,609,801

Sell Vol. 86,215,747

SSI: announced the closing of the list of shareholders to receive the 2022 dividend in cash, at the rate of 10%. The ex-rights date is June 20. SSI currently has more than 1.5 billion shares outstanding, it is estimated that SSI needs to spend more than VND1,500 billion for this dividend payment. Expected payment date 12/07.