Market brief 14/07/2023
VIETNAM STOCK MARKET
VN-INDEX
1,168.40
1D 0.26%
YTD 16.02%
VN30
1,160.59
1D 0.39%
YTD 15.46%
HNX
230.19
1D 0.10%
YTD 12.12%
UPCOM
86.29
1D 0.09%
YTD 20.43%
Net Foreign buy (B)
-273.87
1D 0.00%
YTD 0.00%
Total trading value (B)
23,430.18
1D 21.52%
YTD 171.94%
This morning, VNIndex continues positive trend. However, the uptrend gradually narrowed and then dropped again from 13:30. At ATC session, the buying force quickly poured into the market to help VNIndex close above the reference level. Liquidity increased sharply when the volume and trading value reached more than 1 billion shares and VND20,878 billion, respectively (the highest since June 19).
ETF & DERIVATIVES
E1VFVN30
19,860
1D 0.30%
YTD 14.60%
FUEMAV30
13,780
1D 0.73%
YTD 15.60%
FUESSV30
14,110
1D -0.63%
YTD 13.06%
FUESSV50
17,400
1D -2.41%
YTD 23.84%
FUESSVFL
17,980
1D 0.62%
YTD 25.30%
FUEVFVND
25,000
1D 0.20%
YTD 11.61%
FUEVN100
15,000
1D 0.00%
YTD 15.83%
VN30F2307
1,162
1D 0.61%
YTD 0.00%
VN30F2308
1,155
1D 0.26%
YTD 0.00%
VN30F2309
1,154
1D 0.65%
YTD 0.00%
VN30F2312
1,140
1D 0.39%
YTD 0.00%
CHANGE IN PRICE BY SECTOR
INTRADAY VNINDEX
VNINDEX (12M)
GLOBAL MARKET
Nikkei
32,391.26
1D -0.09%
YTD 24.13%
Shanghai
3,237.70
1D 0.04%
YTD 4.81%
Kospi
2,628.30
1D 1.43%
YTD 17.52%
Hang Seng
19,413.78
1D 0.33%
YTD -1.86%
STI (Singapore)
3,248.63
1D 0.31%
YTD -0.08%
SET (Thailand)
1,517.92
1D 1.60%
YTD -9.13%
Brent oil ($/barrel)
81.22
1D -0.34%
YTD -5.46%
Gold ($/ounce)
1,960.10
1D -0.17%
YTD 7.33%
On July 14, except for Japan's Nikkei, which dropped slightly today, other Asian stock indexes such as Shanghai, Kospi, Hang Seng, ... increased for the fifth consecutive day and was the best week. This year, as US inflation cools, raising the possibility that the Federal Reserve may pause interest rate hikes after this month.
VIETNAM ECONOMY
Vnibor
0.20%
1D (bps) -1
YTD (bps) -477
Deposit interest 12M
6.30%
YTD (bps) -110
5 year-Gov. Bond
1.95%
1D (bps) -5
YTD (bps) -284
10 year-Gov. Bond
2.61%
1D (bps) -3
YTD (bps) -229
USD/VND
23,846
1D (%) -0.12%
YTD (%) 0.36%
EUR/VND
26,955
1D (%) 0.29%
YTD (%) 5.05%
CNY/VND
3,381
1D (%) 0.21%
YTD (%) -2.98%
Deputy Prime Minister Le Minh Khai asked ministries to seriously implement of a credit package of VND10,000 billion to support forestry and fishery businesses. At the same time, ministries need to study to reduce unemployment insurance contributions and extend policies on exemption and reduction of land rents and other fees and charges for businesses until the end of the year.
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
- IMF: Vietnam's economic growth will recover in the second half of the year;
- Deputy Prime Minister requested extension, tax exemption for forestry - fishery enterprises;
- US Treasury Secretary Janet Yellen is coming to Vietnam;
- Global government debt to exceed USD92 trillion by 2022;
- US markets bet the Fed rate peaks in July;
- The decade of cheap money ended, the wave of defaults and bankruptcies surged from Asia to Europe.
VN30
BANK
VCB
105,000
1D 0.10%
5D 0.00%
Buy Vol. 1,242,932
Sell Vol. 1,230,734
BID
46,750
1D -0.32%
5D 5.53%
Buy Vol. 6,279,303
Sell Vol. 4,742,132
CTG
29,900
1D -0.33%
5D 1.01%
Buy Vol. 13,599,141
Sell Vol. 16,257,171
TCB
31,950
1D 0.00%
5D 1.27%
Buy Vol. 9,065,870
Sell Vol. 9,006,901
VPB
19,900
1D -0.25%
5D 0.25%
Buy Vol. 29,337,632
Sell Vol. 35,880,143
MBB
18,650
1D 1.64%
5D 4.87%
Buy Vol. 34,251,690
Sell Vol. 31,485,563
HDB
18,900
1D 1.61%
5D 3.00%
Buy Vol. 7,894,995
Sell Vol. 7,493,582
TPB
18,150
1D -0.55%
5D 0.55%
Buy Vol. 6,807,401
Sell Vol. 8,793,363
STB
29,000
1D -3.33%
5D -2.03%
Buy Vol. 109,676,772
Sell Vol. 129,577,880
VIB
20,250
1D 0.25%
5D 2.27%
Buy Vol. 7,631,245
Sell Vol. 9,084,792
ACB
22,000
1D 0.00%
5D 1.38%
Buy Vol. 13,111,099
Sell Vol. 16,529,338
Credit institutions have reduced lending interest rates for existing and new outstanding loans to support the economy, after the State Bank of Vietnam loosened the credit room and provided liquidity support solutions. Many banks have announced their commitment to reduce lending interest rates with the interest rate reduced from 0.5% to 1.5%/year.
REAL ESTATE
NVL
15,150
1D 1.34%
5D 4.48%
Buy Vol. 90,023,757
Sell Vol. 103,309,802
BCM
80,900
1D -0.12%
5D 1.00%
Buy Vol. 463,437
Sell Vol. 496,573
PDR
18,900
1D -1.56%
5D 9.25%
Buy Vol. 34,618,306
Sell Vol. 34,378,273
NVL: NovaGroup has been forcesell by a securities company for 433,364 shares of NVL from July 6 to July 10. After the transaction, NovaGroup reduced its ownership in NVL to 27.56%.
OIL & GAS
GAS
99,000
1D -0.30%
5D 3.13%
Buy Vol. 1,234,701
Sell Vol. 1,591,563
POW
13,300
1D -0.37%
5D 1.53%
Buy Vol. 20,471,132
Sell Vol. 22,552,577
PLX
40,900
1D -1.21%
5D 1.49%
Buy Vol. 2,743,743
Sell Vol. 3,304,279
GAS: AES and PV Gas Group have been awarded the decision to approve the investment policy of Son My LNG terminal by Binh Thuan, with a total investment of about USD1.34 billion.
VINGROUP
VIC
51,400
1D -0.19%
5D 2.59%
Buy Vol. 3,402,772
Sell Vol. 5,055,861
VHM
56,400
1D 0.18%
5D 4.44%
Buy Vol. 2,832,071
Sell Vol. 3,637,458
VRE
28,000
1D -0.53%
5D 3.70%
Buy Vol. 16,254,739
Sell Vol. 16,391,910
VHM: Vinhomes will be the investor of an urban project in Duong Kinh and Kien Thuy districts, Hai Phong province, worth more than VND23,200 billion.
FOOD & BEVERAGE
VNM
73,300
1D 0.27%
5D 3.39%
Buy Vol. 8,364,240
Sell Vol. 8,847,898
MSN
81,800
1D 0.00%
5D 8.78%
Buy Vol. 2,693,387
Sell Vol. 3,571,988
SAB
153,800
1D 0.20%
5D 1.85%
Buy Vol. 226,437
Sell Vol. 310,344
VNM: Q2/2023, profit after tax is estimated at VND2,220 billion, up 5.6% QoQ and up 16.5% compared to Q1/2023. This is the first quarter to record positive profit growth since the beginning of 2021.
OTHERS
BVH
46,800
1D -0.43%
5D 3.43%
Buy Vol. 2,567,031
Sell Vol. 2,917,242
VJC
97,900
1D 3.16%
5D 4.37%
Buy Vol. 2,544,514
Sell Vol. 2,184,722
FPT
78,300
1D 3.30%
5D 3.98%
Buy Vol. 4,568,191
Sell Vol. 4,570,665
MWG
49,450
1D 0.20%
5D 8.68%
Buy Vol. 10,712,019
Sell Vol. 9,003,997
GVR
21,600
1D -0.23%
5D 1.65%
Buy Vol. 4,617,797
Sell Vol. 4,438,648
SSI
28,500
1D 0.35%
5D 7.75%
Buy Vol. 31,110,338
Sell Vol. 28,234,218
HPG
27,500
1D 1.66%
5D 0.18%
Buy Vol. 30,520,411
Sell Vol. 31,223,690
BVH: BVH's BODs said that from 2026, it might consider reducing the State's ownership rate to 51% by increasing the capital contribution ratio of other shareholders and/or by private placement. However, the Ministry of Finance will still be the largest shareholder of the Group. Currently, the Ministry of Finance and the State Capital Investment Corporation (SCIC) currently own 65% and 3% shares in Bao Viet Group, respectively.
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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