Market brief 10/07/2023
VIETNAM STOCK MARKET
VN-INDEX
1,149.02
1D 0.96%
YTD 14.09%
VN30
1,143.16
1D 1.22%
YTD 13.73%
HNX
228.37
1D 1.13%
YTD 11.23%
UPCOM
85.23
1D 0.67%
YTD 18.95%
Net Foreign buy (B)
-372.15
1D 0.00%
YTD 0.00%
Total trading value (B)
21,914.46
1D 17.13%
YTD 154.35%
Today, right from the beginning of the ATO session, the market rallied but the pressure of profit-taking in the first half forced VNIndex down significantly. However, after that, the cash inflow to buy was very impressive, pushing the price of large-cap groups up. The uptrend spread to most industry groups. Stocks with the top liquidity include securities, real estate and banking…
ETF & DERIVATIVES
E1VFVN30
19,540
1D 0.67%
YTD 12.75%
FUEMAV30
13,530
1D 1.05%
YTD 13.51%
FUESSV30
13,990
1D 0.79%
YTD 12.10%
FUESSV50
16,760
1D -0.71%
YTD 19.29%
FUESSVFL
17,940
1D 1.87%
YTD 25.02%
FUEVFVND
24,290
1D 1.42%
YTD 8.44%
FUEVN100
14,770
1D 1.37%
YTD 14.05%
VN30F2307
1,137
1D 1.02%
YTD 0.00%
VN30F2308
1,134
1D 1.02%
YTD 0.00%
VN30F2309
1,130
1D 1.24%
YTD 0.00%
VN30F2312
1,119
1D 0.96%
YTD 0.00%
CHANGE IN PRICE BY SECTOR
INTRADAY VNINDEX
VNINDEX (12M)
GLOBAL MARKET
Nikkei
32,189.73
1D -0.61%
YTD 23.36%
Shanghai
3,203.70
1D 0.22%
YTD 3.70%
Kospi
2,520.70
1D -0.24%
YTD 12.71%
Hang Seng
18,479.72
1D 0.62%
YTD -6.58%
STI (Singapore)
3,149.32
1D 0.31%
YTD -3.14%
SET (Thailand)
1,496.89
1D 0.43%
YTD -10.39%
Brent oil ($/barrel)
77.92
1D -0.52%
YTD -9.30%
Gold ($/ounce)
1,928.65
1D -0.14%
YTD 5.61%
The Hong Kong stock market rallied on July 10 on hopes that China would end a prolonged "correction" in the technology sector. However, the rally in Asia was initially stalled as inflation data showed a weakening Chinese economy.
VIETNAM ECONOMY
Vnibor
0.41%
1D (bps) -7
YTD (bps) -456
Deposit interest 12M
6.30%
YTD (bps) -110
5 year-Gov. Bond
2.14%
1D (bps) 2
YTD (bps) -265
10 year-Gov. Bond
2.73%
1D (bps) 4
YTD (bps) -217
USD/VND
23,863
1D (%) 0.05%
YTD (%) 0.43%
EUR/VND
26,361
1D (%) 0.66%
YTD (%) 2.74%
CNY/VND
3,338
1D (%) 0.03%
YTD (%) -4.22%
According to statistical data from the Vietnam Bond Market Association (VBMA), as of June 30, 2023, there were 13 private corporate bond issuances in June, and no issuance to the public. The total value of corporate bond issuance in June was VND8,170 billion. The average interest rate is 10.5%/year, the average term is 4.2 years.
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
- Standard Chartered: Vietnam's economy is recovering;
- VBMA: Nearly VND8.2 trillion of corporate bonds were issued in June;
- Export of wood and wood products is forecasted to continue difficult in the second half of the year;
- China is on the brink of deflation;
- EU investment in New Zealand can increase up to 80% after signing of FTA;
- Foreign investors net sold Korean stocks for the third consecutive month.
VN30
BANK
VCB
102,700
1D -2.19%
5D 2.70%
Buy Vol. 1,577,397
Sell Vol. 1,470,529
BID
46,950
1D 5.98%
5D 5.51%
Buy Vol. 9,594,803
Sell Vol. 6,989,456
CTG
29,700
1D 0.34%
5D 1.54%
Buy Vol. 12,457,493
Sell Vol. 12,132,807
TCB
32,000
1D 1.43%
5D 0.00%
Buy Vol. 10,058,861
Sell Vol. 8,620,332
VPB
20,050
1D 1.01%
5D 1.01%
Buy Vol. 26,435,009
Sell Vol. 32,621,236
MBB
20,750
1D 1.47%
5D 2.72%
Buy Vol. 34,552,386
Sell Vol. 27,047,598
HDB
18,350
1D 0.00%
5D -0.54%
Buy Vol. 6,316,022
Sell Vol. 5,596,748
TPB
18,200
1D 0.83%
5D 0.28%
Buy Vol. 10,109,003
Sell Vol. 10,673,137
STB
29,850
1D 0.84%
5D 0.51%
Buy Vol. 23,581,916
Sell Vol. 25,482,702
VIB
20,300
1D 2.53%
5D 3.31%
Buy Vol. 19,834,190
Sell Vol. 16,947,726
ACB
21,950
1D 1.15%
5D -0.45%
Buy Vol. 15,109,398
Sell Vol. 17,705,183
VCB: Vietcombank plans to issue nearly 856.6 million shares to pay dividends at the rate of 18.1%. The last registration date is 07/26/2023. The ex-rights date is July 25, 2023. It is expected that after the issuance, Vietcombank's charter capital will increase by nearly VN8,566 billion to VND55,892 billion.
REAL ESTATE
NVL
14,900
1D 2.76%
5D 2.41%
Buy Vol. 54,297,072
Sell Vol. 63,800,231
BCM
80,500
1D 0.50%
5D -0.49%
Buy Vol. 346,145
Sell Vol. 369,612
PDR
18,500
1D 6.94%
5D 10.78%
Buy Vol. 59,306,004
Sell Vol. 34,577,856
NVL: Novaland has not yet arranged a source of payment Novaland's bond lot NVLH2123006 was issued on June 29, 2021, and matured on June 29, 2023. The bond lot is worth VND300 billion.
OIL & GAS
GAS
97,500
1D 1.56%
5D 3.72%
Buy Vol. 1,666,599
Sell Vol. 1,946,957
POW
13,200
1D 0.76%
5D -0.75%
Buy Vol. 17,295,569
Sell Vol. 15,661,745
PLX
41,800
1D 3.72%
5D 11.02%
Buy Vol. 4,184,299
Sell Vol. 3,527,521
GAS: In Q2/2023, PV GAS's profit after tax was estimated at VND2,618 billion, down 49% compared to the same period in 2022. This is the lowest profit in the last 6 quarters.
VINGROUP
VIC
50,900
1D 1.60%
5D -0.39%
Buy Vol. 5,419,925
Sell Vol. 5,481,075
VHM
53,800
1D -0.37%
5D -3.76%
Buy Vol. 3,124,831
Sell Vol. 3,186,797
VRE
26,950
1D -0.19%
5D -0.19%
Buy Vol. 8,753,042
Sell Vol. 10,002,928
VIC: On July 7, VinFast offers a range of electric car products spanning all segments. In particular, VinFast VF 6 belongs to the B-class SUV segment.
FOOD & BEVERAGE
VNM
72,100
1D 1.69%
5D 1.98%
Buy Vol. 11,736,085
Sell Vol. 11,353,652
MSN
77,900
1D 3.59%
5D 3.32%
Buy Vol. 4,399,550
Sell Vol. 3,399,787
SAB
150,300
1D -0.46%
5D -2.21%
Buy Vol. 358,191
Sell Vol. 333,071
VNM: In 6M, VNM is estimated to achieve revenue of nearly VND29.2 trillion and profit after tax of more than VND4.1 trillion, fulfilling 46% of the revenue plan and 48% of the after-tax profit target.
OTHERS
BVH
45,600
1D 0.77%
5D 2.47%
Buy Vol. 1,900,789
Sell Vol. 2,101,809
VJC
94,200
1D 0.43%
5D -0.21%
Buy Vol. 1,179,578
Sell Vol. 1,092,719
FPT
75,300
1D 0.00%
5D 1.39%
Buy Vol. 1,971,806
Sell Vol. 2,207,479
MWG
47,750
1D 4.95%
5D 11.05%
Buy Vol. 16,510,280
Sell Vol. 15,936,805
GVR
21,250
1D 0.00%
5D 5.46%
Buy Vol. 6,808,975
Sell Vol. 7,080,519
SSI
27,500
1D 3.97%
5D 7.00%
Buy Vol. 56,001,813
Sell Vol. 48,576,179
HPG
27,700
1D 0.91%
5D 5.73%
Buy Vol. 35,284,928
Sell Vol. 41,790,872
HPG: According to a newly updated report, on June 28, HPG climbed to the top 3 largest investments in the portfolio of Vietnam Enterprise Investments Limited (VEIL) - Dragon Capital with a weight of 8,29%. This is the highest proportion in more than a year that VEIL has allocated to leading steel stocks.
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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