Market brief 27/07/2023
VIETNAM STOCK MARKET
VN-INDEX
1,197.33
1D -0.29%
YTD 18.89%
VN30
1,199.68
1D -0.15%
YTD 19.35%
HNX
235.64
1D -0.24%
YTD 14.77%
UPCOM
88.64
1D 0.05%
YTD 23.71%
Net Foreign buy (B)
290.45
1D 0.00%
YTD 0.00%
Total trading value (B)
25,459.95
1D 21.00%
YTD 195.50%
After touching 1,200 points yesterday, the stock market only maintained an optimistic sentiment in the first half of the morning session today. After that, VN-Index turned to decline when selling pressure gradually increased, initially from large-cap stocks and then spread to other groups.
ETF & DERIVATIVES
E1VFVN30
20,530
1D -0.10%
YTD 18.47%
FUEMAV30
14,200
1D 0.00%
YTD 19.13%
FUESSV30
14,720
1D -0.20%
YTD 17.95%
FUESSV50
18,400
1D 0.66%
YTD 30.96%
FUESSVFL
18,440
1D -0.05%
YTD 28.50%
FUEVFVND
26,270
1D 0.65%
YTD 17.28%
FUEVN100
15,630
1D 0.19%
YTD 20.69%
VN30F2308
1,194
1D -0.27%
YTD 0.00%
VN30F2309
1,192
1D -0.22%
YTD 0.00%
VN30F2312
1,188
1D 0.24%
YTD 0.00%
VN30F2403
1,183
1D 0.03%
YTD 0.00%
CHANGE IN PRICE BY SECTOR
INTRADAY VNINDEX
VNINDEX (12M)
GLOBAL MARKET
Nikkei 225
0
1D 32920
YTD 0.008192328
Shanghai Component
0
1D 3216.67
YTD -0.001973298
Shenzhen Component
0
1D 10923.77
YTD -0.004121623
Hang Seng
0
1D 19639.11
YTD 0.014147587
Kospi
0
1D 2603.81
YTD 0.004416825
BSE Sensex
0
1D 66266.82
YTD -0.006601686
STI (Singapore)
0
1D 3337.42
YTD 0.009821601
SET (Thái Lan)
0
1D 1543.27
YTD 0.012252474
Brent oil ($/barrel)
0
1D 82.92
YTD -0.008608321
Gold ($/ounce)
0
1D 1976.29
YTD 0.000658231
Asian stock indexes continued mixed on Thursday as the US Federal Reserve raised interest rates as expected and downgraded the outlook for a US recession this year. Hong Kong's Hang Seng index rose 1.41%, while South Korea's KOSPI gained 0.44%. Samsung Electronics jumped nearly 2% after the world's largest memory chip maker offered an upbeat outlook for the second half of 2023.
VIETNAM ECONOMY
Vnibor
0.22%
1D (bps) -2
YTD (bps) -475
Deposit interest 12M
6.30%
YTD (bps) -110
5 year-Gov. Bond
1.87%
1D (bps) -3
YTD (bps) -292
10 year-Gov. Bond
2.44%
1D (bps) 1
YTD (bps) -246
USD/VND
23,881
1D (%) 0.17%
YTD (%) 0.51%
EUR/VND
26,824
1D (%) -0.66%
YTD (%) 4.54%
CNY/VND
3,382
1D (%) -0.18%
YTD (%) -2.96%
The State Treasury has just announced a plan to bid for government bonds via the Hanoi Stock Exchange in the third quarter of 2023 to perform the task of raising capital for the budget in 2023. Accordingly, in Q3/2023, the total issuance of Government bonds is VND110,000 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
- It is expected to mobilize VND110,000 billion of government bonds in the third quarter of 2023;
- Vietnam officially promotes rare earth mining;
- China spent USD350 million to buy Vietnamese durian in just 1 month;
- Concerned about rising inflation, the IMF called on India to lift the ban on rice exports;
- China sharply increased aluminum imports;
- BRICS expands, splits the world in two.
VN30
BANK
VCB
92,700
1D -0.75%
5D 4.27%
Buy Vol. 1,560,058
Sell Vol. 1,641,107
BID
46,700
1D -1.37%
5D 0.97%
Buy Vol. 2,424,764
Sell Vol. 2,746,684
CTG
29,350
1D -1.51%
5D -1.01%
Buy Vol. 13,369,197
Sell Vol. 15,912,521
TCB
33,100
1D -1.05%
5D 3.76%
Buy Vol. 12,299,228
Sell Vol. 13,295,790
VPB
21,750
1D -0.46%
5D 3.57%
Buy Vol. 32,594,655
Sell Vol. 31,750,946
MBB
18,600
1D -0.80%
5D 0.81%
Buy Vol. 19,581,851
Sell Vol. 17,965,588
HDB
17,200
1D 0.00%
5D 1.18%
Buy Vol. 10,657,618
Sell Vol. 10,472,305
TPB
18,550
1D -1.33%
5D -1.33%
Buy Vol. 12,200,764
Sell Vol. 13,541,106
STB
28,100
1D -0.71%
5D 0.90%
Buy Vol. 38,404,479
Sell Vol. 38,670,598
VIB
20,650
1D -0.72%
5D 0.73%
Buy Vol. 6,373,440
Sell Vol. 7,391,527
ACB
22,150
1D -0.67%
5D 0.68%
Buy Vol. 13,235,491
Sell Vol. 16,966,857
TPB: Total bad debt balance by the end of the second quarter of 2023 of this bank increased sharply by nearly 3 times compared to the beginning of the year, to VND3,912 billion. In which, sub-standard debt increased by 5.6 times to VND2,146 billion; doubtful debt also increased nearly 2.5 times, to nearly VND1,130 billion. NPL therefore increased sharply from 0.84% at the beginning of the year to 2.21%.
REAL ESTATE
NVL
17,850
1D 3.78%
5D 20.61%
Buy Vol. 138,234,177
Sell Vol. 144,147,445
BCM
78,500
1D 0.13%
5D -2.24%
Buy Vol. 190,696
Sell Vol. 199,876
PDR
22,000
1D 2.09%
5D 13.11%
Buy Vol. 30,483,841
Sell Vol. 28,128,490
PDR: confirmed to have developed an apartment project on land 132 Ben Van Don, District 4, HCMC in accordance with the law, in the process of implementing the project not related to Vinafood II.
OIL & GAS
GAS
98,200
1D 0.00%
5D -0.51%
Buy Vol. 1,245,755
Sell Vol. 929,260
POW
13,300
1D -1.85%
5D 0.00%
Buy Vol. 23,898,482
Sell Vol. 31,706,157
PLX
39,900
1D -1.48%
5D 0.50%
Buy Vol. 3,840,037
Sell Vol. 4,542,123
Oil prices fell on Wednesday (July 26), after data showed crude inventories in the US fell less than expected.
VINGROUP
VIC
51,100
1D 0.20%
5D -1.73%
Buy Vol. 6,807,028
Sell Vol. 6,379,883
VHM
57,500
1D -2.54%
5D -0.35%
Buy Vol. 4,060,128
Sell Vol. 4,655,009
VRE
28,500
1D -1.38%
5D 1.60%
Buy Vol. 9,580,070
Sell Vol. 12,702,399
VHM: it is estimated that when the Vinhomes Vung Ang project is put into operation, it will pay the state budget VND1,203 billion/year; payback period is 7 years 9 months
FOOD & BEVERAGE
VNM
75,700
1D 0.93%
5D 4.27%
Buy Vol. 7,150,448
Sell Vol. 6,595,828
MSN
84,200
1D -0.47%
5D 5.91%
Buy Vol. 2,862,967
Sell Vol. 2,906,011
SAB
160,200
1D -0.87%
5D 4.57%
Buy Vol. 445,819
Sell Vol. 380,156
SAB: In the first 6 months, Sabeco recorded net revenue of VND14,526 billion, down 11% YoY and profit after tax of VND2,214 billion, down 27% YoY.
OTHERS
BVH
46,550
1D -0.21%
5D -0.53%
Buy Vol. 1,794,255
Sell Vol. 1,692,242
VJC
96,900
1D 0.41%
5D -0.92%
Buy Vol. 1,011,724
Sell Vol. 1,133,355
FPT
83,700
1D 1.21%
5D 4.23%
Buy Vol. 2,495,779
Sell Vol. 2,407,319
MWG
54,100
1D 3.84%
5D 11.24%
Buy Vol. 10,482,411
Sell Vol. 9,250,070
GVR
21,700
1D 0.46%
5D 0.93%
Buy Vol. 4,871,636
Sell Vol. 4,884,508
SSI
29,450
1D 1.55%
5D 5.18%
Buy Vol. 30,731,948
Sell Vol. 33,672,826
HPG
28,400
1D 0.00%
5D 0.71%
Buy Vol. 39,446,148
Sell Vol. 40,982,978
MWG: In the first 6 months of 2023, MWG's net revenue is estimated at VND56,570 billion, down 20% over the same period. Compared to the plan, the company has completed 42% of the revenue target this year.
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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