Market Brief 14/11/2023
VIETNAM STOCK MARKET
VN-INDEX
1,109.73
1D 0.88%
YTD 10.19%
VN30
1,119.28
1D 1.13%
YTD 11.35%
HNX
227.43
1D 0.58%
YTD 10.77%
UPCOM
86.65
1D 0.78%
YTD 20.94%
Net Foreign buy (B)
-376.95
1D 0.00%
YTD 0.00%
Total trading value (B)
19,401.58
1D 6.13%
YTD 125.18%
Since the opening, VNIndex has jumped a gap and at one point VNIndex increased by nearly 15 points in the morning session. However, profit-taking pressure and the approaching derivatives expiration session prevented the VNIndex from maintaining its highest level until the end of the session. Most industries increased, with retail and banking being two most positive groups.
ETF & DERIVATIVES
E1VFVN30
19,300
1D 1.31%
YTD 11.37%
FUEMAV30
13,270
1D 1.30%
YTD 11.33%
FUESSV30
13,790
1D 1.40%
YTD 10.50%
FUESSV50
16,990
1D 1.13%
YTD 20.93%
FUESSVFL
18,370
1D 2.34%
YTD 28.01%
FUEVFVND
25,250
1D 1.53%
YTD 12.72%
FUEVN100
14,980
1D 0.27%
YTD 15.68%
VN30F2311
1,120
1D 1.17%
YTD 0.00%
VN30F2312
1,116
1D 1.00%
YTD 0.00%
VN30F2403
1,112
1D 0.91%
YTD 0.00%
VN30F2406
1,111
1D 1.38%
YTD 0.00%
CHANGE IN PRICE BY SECTOR
INTRADAY VNINDEX
VNINDEX (12M)
GLOBAL MARKET
Nikkei 225
32,695.93
1D 0.34%
YTD 25.30%
Shanghai Component
3,056.07
1D 0.31%
YTD -1.07%
Shenzhen Component
10,005.56
1D 0.17%
YTD -9.17%
Hang Seng
17,396.86
1D -0.17%
YTD -12.05%
Kospi
2,433.25
1D 1.23%
YTD 8.80%
BSE Sensex
64,933.87
1D -0.06%
YTD 6.73%
STI (Singapore)
3,102.87
1D -0.12%
YTD -4.57%
SET (Thái Lan)
1,384.22
1D -0.21%
YTD -17.13%
Brent oil ($/barrel)
82.57
1D -0.42%
YTD -3.89%
Gold ($/ounce)
1,945.72
1D -0.04%
YTD 6.54%
Asian stocks pared gains on concern China’s economy is slowing. China is scheduled to publish a range of economic data Wednesday including retail sales, industrial production and fixed-asset investment. Elsewhere, Chinese President Xi Jinping and his US counterpart Joe Biden are due to meet Wednesday on the sidelines of the Asia-Pacific Economic Cooperation summit. There are several optimistic that the discussion will help ease tensions between the two economic giants.
VIETNAM ECONOMY
Vnibor
0.56%
YTD (bps) -441
Deposit interest 12M
5.00%
YTD (bps) -240
5 year-Gov. Bond
2.16%
1D (bps) 1
YTD (bps) -263
10 year-Gov. Bond
2.49%
1D (bps) 22
YTD (bps) -241
USD/VND
24,535
1D (%) -0.06%
YTD (%) 3.26%
EUR/VND
26,822
1D (%) 0.05%
YTD (%) 4.53%
CNY/VND
3,412
1D (%) -0.09%
YTD (%) -2.09%
In the context that the State Bank stopped absorbing money through T-bills and pumped a large amount of liquidity into the system, interbank interest rates continued their downward trend last week. On November 13, the average interbank offered interest rate in Dong decreased by 0.08 - 0.18 percentage points for all terms from 1 month or less compared to last week's session, specifically: ON 0.56%; 1W 0.74%; 2W 1.06% and 1M 1.70%.
EVENT CALENDAR
M
T
W
T
F
S
S
18
19
20
21
22
23
24
Ex-right date Sun, 11/24/24
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
- Mortgage demand from homebuyers and real estate investors continues to decline;
- Fruit and vegetable exports could reach a record of USD6 billion in 2023;
- Top 10 banks with the highest ROA in the first 9 months of 2023;
- Bitcoin investment funds attract record amounts of money;
- The LockBit ransomware group published data allegedly stolen from the aerospace giant Boeing in a recent attack;
- Goldman Sachs: US stocks could increase 8% in 2024.
VN30
BANK
VCB
86,000
1D 0.58%
5D -2.60%
Buy Vol. 1,985,014
Sell Vol. 1,753,857
BID
43,000
1D 2.14%
5D 2.87%
Buy Vol. 3,007,951
Sell Vol. 2,836,907
CTG
29,800
1D 1.36%
5D 4.38%
Buy Vol. 6,408,071
Sell Vol. 7,882,737
TCB
31,500
1D 1.94%
5D 2.94%
Buy Vol. 7,033,661
Sell Vol. 8,198,648
VPB
19,600
1D 2.08%
5D -0.67%
Buy Vol. 26,709,910
Sell Vol. 24,409,909
MBB
18,450
1D 1.93%
5D 3.65%
Buy Vol. 25,571,821
Sell Vol. 29,007,237
HDB
18,750
1D -0.27%
5D 4.17%
Buy Vol. 12,431,208
Sell Vol. 14,390,752
TPB
17,400
1D 0.87%
5D 5.14%
Buy Vol. 21,291,639
Sell Vol. 25,054,136
STB
30,000
1D 2.56%
5D 3.45%
Buy Vol. 40,445,070
Sell Vol. 45,174,782
VIB
19,600
1D 2.08%
5D 4.81%
Buy Vol. 12,053,971
Sell Vol. 10,247,510
ACB
22,700
1D 1.11%
5D 2.71%
Buy Vol. 14,728,713
Sell Vol. 20,889,828
SHB
11,450
1D 3.62%
5D 5.53%
Buy Vol. 64,725,755
Sell Vol. 77,549,362
SSB
23,150
1D 0.65%
5D -5.12%
Buy Vol. 5,306,925
Sell Vol. 3,095,009
BID: As of the end of October, BIDV's credit growth only reached 8.1%. In particular, credit growth of the real estate mortgage sector was very slow, reaching only 4% while the annual rate is usually about 20%.
OIL & GAS
GAS
11,850
1D 0.13%
5D 6.28%
Buy Vol. 18,230,943
Sell Vol. 18,579,210
POW
33,500
1D -0.42%
5D 1.06%
Buy Vol. 1,633,675
Sell Vol. 2,069,618
PLX
44,950
1D 0.45%
5D 6.90%
Buy Vol. 6,419,271
Sell Vol. 10,332,965
POW: In October, POW's revenue was estimated at nearly VND2,234 billion, up 20% over the same period.
VINGROUP
VIC
41,000
1D 0.33%
5D 2.50%
Buy Vol. 13,128,910
Sell Vol. 14,027,822
VHM
24,000
1D -0.85%
5D 3.67%
Buy Vol. 6,677,025
Sell Vol. 7,398,428
VRE
68,900
1D 2.13%
5D -2.68%
Buy Vol. 5,730,564
Sell Vol. 4,458,218
VRE: In Q3, VRE's floor occupancy rate was 85.4%, an increase of 1.5 percentage points over the same period.
FOOD & BEVERAGE
VNM
62,600
1D 0.29%
5D 0.97%
Buy Vol. 2,638,414
Sell Vol. 2,712,311
MSN
62,000
1D 0.97%
5D -4.76%
Buy Vol. 1,559,473
Sell Vol. 1,206,183
SAB
60,000
1D 1.14%
5D 3.09%
Buy Vol. 461,423
Sell Vol. 520,187
MSN: Masan aims to open 11 new Phuc Long stores in the last months of the year and improves sales per store to the same level as the fourth quarter of last year.
OTHERS
BCM
40,800
1D 0.33%
5D 0.99%
Buy Vol. 545,508
Sell Vol. 641,311
BVH
40,800
1D 0.62%
5D 0.99%
Buy Vol. 545,508
Sell Vol. 641,311
VJC
107,800
1D -0.19%
5D 1.70%
Buy Vol. 1,130,571
Sell Vol. 1,148,836
FPT
92,600
1D 1.31%
5D 4.87%
Buy Vol. 3,526,077
Sell Vol. 5,798,890
MWG
41,500
1D 3.75%
5D 8.64%
Buy Vol. 27,154,511
Sell Vol. 24,973,591
GVR
19,700
1D 1.29%
5D 6.78%
Buy Vol. 3,144,873
Sell Vol. 3,700,882
SSI
31,750
1D 0.95%
5D 11.99%
Buy Vol. 41,672,944
Sell Vol. 47,398,787
HPG
27,000
1D -0.74%
5D 4.65%
Buy Vol. 43,406,704
Sell Vol. 52,807,541
FPT: In the first 10 months of 2023, FPT's revenue reached VND42,465 billion, pre-tax profit reached VND7,689 billion, up 21% and 19.1% over the same period, respectively. At the end of 10 months, FPT has achieved 81.2% of revenue plan and 84.9% of profit plan for the whole year 2023.
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
Pinetree Securities Corporation
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