Market Brief 28/06/2023
VIETNAM STOCK MARKET
VN-INDEX
1,138.35
1D 0.35%
YTD 13.03%
VN30
1,141.12
1D 0.59%
YTD 13.52%
HNX
230.25
1D -0.25%
YTD 12.15%
UPCOM
85.99
1D 0.40%
YTD 20.01%
Net Foreign buy (B)
117.27
1D 0.00%
YTD 0.00%
Total trading value (B)
20,576.75
1D 23.40%
YTD 138.82%
Contrary to the gloomy morning session, since 2:15pm, 3 bluechips (VCB, CTG, BID) were suddenly pulled strongly, pushing the VNIndex to the highest level before the end of the session. At the end of the session, BID was the gainer that had the strongest impact on the VNIndex, HPG moved closer to the highest price of the session and also the peak price area of this year.
ETF & DERIVATIVES
E1VFVN30
19,590
1D 1.08%
YTD 13.04%
FUEMAV30
13,490
1D 0.37%
YTD 13.17%
FUESSV30
13,970
1D 0.43%
YTD 11.94%
FUESSV50
16,690
1D 0.48%
YTD 18.79%
FUESSVFL
17,990
1D 0.50%
YTD 25.37%
FUEVFVND
24,200
1D 0.46%
YTD 8.04%
FUEVN100
14,690
1D -0.34%
YTD 13.44%
VN30F2307
1,132
1D 0.64%
YTD 0.00%
VN30F2308
1,125
1D 0.29%
YTD 0.00%
VN30F2309
1,125
1D 0.71%
YTD 0.00%
VN30F2312
1,119
1D 1.10%
YTD 0.00%
CHANGE IN PRICE BY SECTOR
INTRADAY VNINDEX
VNINDEX (12M)
GLOBAL MARKET
Nikkei
33,193.99
1D 2.02%
YTD 27.21%
Shanghai
3,189.38
1D 0.00%
YTD 3.24%
Kospi
2,564.19
1D -0.67%
YTD 14.66%
Hang Seng
19,172.05
1D 0.12%
YTD -3.08%
STI (Singapore)
3,207.28
1D 0.06%
YTD -1.35%
SET (Thailand)
1,466.93
1D -0.76%
YTD -12.18%
Brent oil ($/barrel)
72.97
1D 0.43%
YTD -15.06%
Gold ($/ounce)
1,917.25
1D -0.36%
YTD 4.99%
Oil rallied on Wednesday after an industry report of a larger-than-expected drop in U.S. crude inventories suggested robust demand and helped offset worries over further interest rate hikes. Crude stocks fell by about 2.4 million barrels, market sources said, citing data from industry group American Petroleum Institute (API) ahead of official data from the Energy Information Administration.
VIETNAM ECONOMY
Vnibor
0.82%
1D (bps) -16
YTD (bps) -415
Deposit interest 12M
6.30%
YTD (bps) -110
5 year-Gov. Bond
2.14%
YTD (bps) -265
10 year-Gov. Bond
2.55%
1D (bps) 3
YTD (bps) -235
USD/VND
23,737
1D (%) 0.13%
YTD (%) -0.10%
EUR/VND
26,528
1D (%) 0.07%
YTD (%) 3.39%
CNY/VND
3,323
1D (%) -0.21%
YTD (%) -4.65%
Many banks simultaneously reduced lending interest rates. Since June 1, BIDV has reduced lending rates by up to 0.5%/year compared to the current interest rates for medium and long-term loans. MSB announced that from now until December 31, MSB will continue to reduce the lending interest rate by 1%/year compared to the current interest rate. In addition, LPBank has just announced to increase the size of the loan incentive package from VND8,000 billion to 10,000 billion.
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
- Durian exports in 5 months increased to a record, nearly 20 times higher than the same period in 2022;
- Binh Dinh: Proposing to remove difficulties for 10 large-scale real estate projects;
- Philippines's corp spent USD165 million to buy 9 solar power plants in Vietnam;
- China lures billionaires into race to catch US in AI;
- WB: Indonesia's FDI can reach 1.4% of GDP by 2025;
- Morgan Stanley sees Fed hiking rates in July after Powell speech.
VN30
BANK
VCB
101,100
1D 1.10%
5D 1.10%
Buy Vol. 1,388,003
Sell Vol. 1,306,559
BID
45,350
1D 2.37%
5D 4.49%
Buy Vol. 3,695,408
Sell Vol. 4,200,276
CTG
30,000
1D 2.21%
5D 2.92%
Buy Vol. 17,227,639
Sell Vol. 14,230,434
TCB
33,300
1D 1.06%
5D 2.46%
Buy Vol. 8,425,928
Sell Vol. 6,721,663
VPB
20,250
1D 0.75%
5D 3.05%
Buy Vol. 31,161,553
Sell Vol. 39,427,953
MBB
20,700
1D 2.99%
5D 4.28%
Buy Vol. 47,854,198
Sell Vol. 35,349,212
HDB
18,750
1D 0.27%
5D 0.54%
Buy Vol. 3,761,675
Sell Vol. 4,744,749
TPB
18,450
1D 0.27%
5D 0.27%
Buy Vol. 7,080,842
Sell Vol. 6,899,309
STB
29,900
1D 1.01%
5D 1.70%
Buy Vol. 39,631,244
Sell Vol. 30,045,857
VIB
19,850
1D 0.25%
5D 2.24%
Buy Vol. 11,814,405
Sell Vol. 8,692,764
ACB
22,300
1D 0.45%
5D 2.76%
Buy Vol. 14,809,713
Sell Vol. 15,104,492
BID: BIDV officially launched a commercial housing loan with a scale of VND20,000 billion, the interest rate applied from 8.5%/year for real estate investors and from 7.8%/year for home buyers. The promotion is valid until December 31, 2024 or until the size of the credit package is exhausted, whichever comes first.
REAL ESTATE
NVL
15,600
1D 4.00%
5D 7.59%
Buy Vol. 146,738,062
Sell Vol. 150,946,089
BCM
80,000
1D -1.23%
5D -2.56%
Buy Vol. 484,944
Sell Vol. 555,903
PDR
17,000
1D 0.00%
5D -1.73%
Buy Vol. 37,204,839
Sell Vol. 35,939,412
NVL: NVL has extended maturity of VND7,000 billion bonds by one year.
OIL & GAS
GAS
95,400
1D -0.93%
5D -0.42%
Buy Vol. 1,123,352
Sell Vol. 1,734,269
POW
13,800
1D 1.47%
5D 1.10%
Buy Vol. 46,150,936
Sell Vol. 26,161,486
PLX
38,100
1D -0.13%
5D 1.60%
Buy Vol. 853,944
Sell Vol. 1,474,172
Petrolimex's management forecasts that the pressure on petroleum supply has eased, the demand for gasoline will peak in 2030 - 2035.
VINGROUP
VIC
52,200
1D -0.38%
5D -0.38%
Buy Vol. 3,080,829
Sell Vol. 4,184,700
VHM
55,400
1D -0.89%
5D 1.47%
Buy Vol. 1,941,849
Sell Vol. 2,423,693
VRE
27,300
1D -0.55%
5D 1.87%
Buy Vol. 7,111,063
Sell Vol. 10,252,097
VRE, VHM and VIC are all among the top 10 declining stocks that have the most impact on the VNIndex today, led by VHM.
FOOD & BEVERAGE
VNM
70,600
1D 0.14%
5D 6.49%
Buy Vol. 11,903,956
Sell Vol. 10,886,567
MSN
77,000
1D -0.90%
5D 1.18%
Buy Vol. 1,449,452
Sell Vol. 1,842,381
SAB
154,700
1D 0.19%
5D -0.19%
Buy Vol. 211,095
Sell Vol. 371,212
VNM: Vanguard Group - a large US asset management fund (managing USD7.7 trillion as of April 2023) bought 131,000 shares of VNM from October 31, 2022 to April 30, 2023.
OTHERS
BVH
45,150
1D -0.33%
5D 2.27%
Buy Vol. 1,534,525
Sell Vol. 1,909,805
VJC
94,900
1D -0.32%
5D 0.96%
Buy Vol. 845,757
Sell Vol. 1,111,532
FPT
87,000
1D -0.34%
5D 1.40%
Buy Vol. 1,402,309
Sell Vol. 2,116,839
MWG
43,900
1D -0.68%
5D 2.81%
Buy Vol. 6,856,611
Sell Vol. 7,633,527
GVR
19,300
1D -1.53%
5D -1.03%
Buy Vol. 5,412,005
Sell Vol. 6,049,835
SSI
26,550
1D -0.19%
5D 2.12%
Buy Vol. 30,492,118
Sell Vol. 34,656,797
HPG
26,600
1D 3.10%
5D 8.13%
Buy Vol. 51,794,467
Sell Vol. 52,724,812
HPG: HPG capitalization hits 52-week all time high, when the stock closed at VND26,600 on June 28.
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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